IntakeQ
- Company typePrivate
- Founded2014
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What IntakeQ does
IntakeQ is a cloud-based SaaS platform that enables healthcare practitioners to digitize patient intake, consent, and clinical documentation workflows. The product centers on a HIPAA-compliant, no-code form builder supporting customizable intake questionnaires, SOAP-format treatment notes, native PDF and rich-text consent forms with e-signatures, automated SMS/email reminders, secure document sharing, and bundled "intake packages." The platform is hosted on Microsoft Azure and offers a documented REST API covering questionnaires, clients, appointments, notes, invoices, claims, and files, with native integrations to RevolutionEHR, Elation, Dropbox, Google Drive, Zapier, and SRFax.
The company serves more than 10,000 practitioners across seven healthcare verticals, including counseling, lactation consulting, physical therapy, primary care, psychiatry, psychology, and occupational therapy, with each vertical supported by tailored solution pages and pre-built templates. IntakeQ operates a hybrid go-to-market combining a product-led self-serve free trial with sales-assisted demos for larger clinics, alongside an API-first integration strategy for embedding within broader practice management stacks. The business is monetized primarily through subscription SaaS fees (monthly or annual, pricing not publicly disclosed), with usage-based API capacity add-ons, fee-based form conversion services, and a $10/month Read-Only retention tier for cancelled accounts.
IntakeQ was founded in 2014 by co-founders Melissa and Cassio as a Delaware LLC (IntakeQ US, LLC) and is now part of the PracticeTek family of healthcare technology brands, with cross-promotion to sister product PracticeQ. The company is led by CEO Robert Patrick and Founder Cassio Mosqueira, operates with a lean 1–10 employee team, and holds no disclosed funding rounds or institutional investors in the available data, suggesting a capital-efficient operating model under its parent company's umbrella.
IntakeQ firmographics
Firmographics- Name
- IntakeQ
- Legal name
- IntakeQ US, LLC
- Website
- https://intakeq.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
IntakeQ industry classification
Industry- Product category
- Healthcare Practice Management Software
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Patient Access, Registration & Intake (Front-End RCM) (HLACACAE)
- akta.pro secondary industry
- Patient Intake, Digital Registration & eForms (HLACAEAF)
Keywords
Where IntakeQ is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
IntakeQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription SaaS: Subscription-based SaaS model with monthly or annual billing. Users pay recurring fees for access to the platform including form building, e-signatures, document sharing, and integrations. Multi-practitioner accounts billed at account level.
- API Access Add-on: API access included in standard subscription with rate limits (10 requests/minute, 500/day). Additional capacity available at $25 per 10 additional requests per minute with no daily limit. Maximum allowance of 250 requests per minute.
- Form Conversion Services: Fee-based service to convert paper/PDF forms into digital intakeQ templates. Standard files: $9 (up to 10 pages, $2/page after). Scanned files: $50 (up to 5 pages, $15/page after). Web/online forms: $20 + custom quote.
- Read-Only Access: Read-Only option for paused or cancelled accounts at $10/month for continued data access and retention beyond 30-day standard retention period.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Subscription with free trial |
| Subscription | Annual | Annual Subscription |
| Usage-based | Monthly | API Rate Limit Add-on |
| Subscription | Monthly | Read-Only Mode |
| Unit Pricing | Pay-as-you-go | Form Conversion Service |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
IntakeQ product offering
Product offeringCore offering
IntakeQ is a HIPAA-, PIPEDA-, and GDPR-compliant online form builder and patient intake platform for healthcare practices. It enables practitioners to create customizable intake questionnaires, consent forms, and SOAP-format treatment notes using a no-code drag-and-drop builder with conditional logic, collect electronic signatures, send automated reminders, and securely share documents. The platform also offers multi-practitioner accounts, REST API access, and a paid form conversion service to digitize existing paper or PDF forms.
Product overview
IntakeQ is a HIPAA-compliant online intake form platform offered as part of the PracticeTek family of healthcare technology brands. The core product is IntakeQ itself, a form builder for healthcare practices that allows creation of customizable intake questionnaires, treatment notes (SOAP format), and consent forms (both Rich Text and Native PDF formats). These forms can be combined into Intake Packages and sent to patients via SMS or email with automated reminders and electronic signature collection. IntakeQ integrates with PracticeQ, a comprehensive practice management system offering online booking widgets, scheduling, invoicing, payments, telehealth, ePrescribe, insurance claims submission, task management with automation workflows, and secure client portals. The platform supports multi-practitioner accounts with role-based permissions and provides an API for custom integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- IntakeQ Platform HIPAA-compliant online intake and assessment form builder for healthcare practices, enabling creation, sending, and management of patient intake forms, electronic signatures, conditional-logic adaptive forms, and automated reminders.
- PracticeQ Comprehensive practice management system offered as a related product within the PracticeTek family, including online booking widget, scheduling, invoicing, payments, telehealth, ePrescribe, insurance claims, task management, and secure client portal.
- Form Conversion Service Paid professional service that converts paper forms, MS Word documents, or existing PDFs into digital IntakeQ templates. Priced at $9 for standard files (up to 10 pages), $50 for scanned documents (up to 5 pages), and $20+ for web/online forms.
Companies that use IntakeQ
Customer profileSegments7 records
Ideal customer profiles2 records
IntakeQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability3 records
Feature11 records
IntakeQ partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- DropboxcoreNative integration with Dropbox for document storage and file management. Enables secure document backup and synchronization between IntakeQ and Dropbox accounts.
- Google DrivecoreNative integration with Google Drive for document storage and file management. Allows practitioners to store and access files from their Google Drive accounts within IntakeQ.
- ZapiercoreZapier integration enables connection with 1,500+ apps for workflow automation. Available triggers include New Form Submission, New Client Created, and New Appointment. Actions include Send Form and Save Client.
- RevolutionEHRcoreNative integration with RevolutionEHR electronic health records system for seamless data flow between IntakeQ intake forms and EHR documentation.
- ElationcoreNative integration with Elation EHR platform enabling interoperability between IntakeQ patient intake and Elation clinical documentation.
- Microsoft AzurecoreCloud infrastructure hosting provider. All data, forms, booking information, documents, and messages are hosted by Microsoft Azure for enterprise-grade security and reliability.
- PracticeQcoreRelated product within PracticeTek family. PracticeQ is the full practice management platform that IntakeQ integrates with and cross-promotes. IntakeQ handles intake forms while PracticeQ provides comprehensive practice management.
- PracticeTekcoreParent company of IntakeQ. IntakeQ is part of the PracticeTek family of brands - a collective of innovative healthcare technology brands working together to transform retail healthcare. Career opportunities are centralized through PracticeTek.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
IntakeQ competitors and assessment
Company assessmentDirect peers
- TherapyNotes: TherapyNotes is practice management software for behavioral health providers offering HIPAA-compliant notes, scheduling, and patient intake. It is a direct competitor in the mental health segment where IntakeQ lists counseling, psychiatry, and psychology among its primary verticals.
- SimplePractice: SimplePractice is a practice management platform for private health and wellness practitioners (therapists, counselors, dietitians) with HIPAA-compliant intake forms, scheduling, billing, and telehealth. It directly overlaps with IntakeQ's core counseling, psychology, and primary care segments and competes for the same SMB healthcare buyer.
- Jane App: Jane is a practice management platform serving allied health and wellness practitioners (physio, OT, lactation, mental health) with online intake forms, scheduling, and charting. It directly competes with IntakeQ's physical therapy, occupational therapy, and lactation verticals.
- Klara: Klara is a patient communication and intake platform for healthcare practices, offering secure messaging, digital intake forms, and EHR integration. It competes with IntakeQ in patient onboarding workflows and EHR-connected intake.
- Mend: Mend is a patient engagement and telehealth platform that includes digital intake forms, appointment scheduling, and secure messaging. It directly overlaps with IntakeQ's intake, scheduling, and secure document sharing capabilities for healthcare providers.
Broad incumbents
- Solutionreach: Solutionreach is a long-established patient engagement platform serving dental, vision, and medical practices with intake, reminders, and communication features. It is a broader incumbent offering overlapping intake and reminder functionality as part of a wider patient-relationship suite.
- RXNT: RXNT is a healthcare software suite spanning EHR, practice management, and e-prescribing with patient intake capabilities. It represents a broader incumbent competing for the same healthcare practice buyer with a wider portfolio than IntakeQ's intake-focused offering.
Emerging players
- JotForm: JotForm is a general-purpose form builder with a HIPAA-compliant tier. It overlaps with IntakeQ's form-building, e-signature, and conditional logic capabilities and is increasingly used by healthcare practices as a lower-cost alternative to vertical solutions.
- Formstack: Formstack is a SaaS form-builder and workflow platform with a HIPAA-compliant product line serving healthcare organizations. It competes with IntakeQ on form building, e-signatures, and document automation for regulated healthcare workflows.
Others
- ChiroTouch: ChiroTouch is a practice management platform for chiropractic clinics and is part of the same PracticeTek family as IntakeQ. It is included as an ecosystem/related-party peer sharing parent branding, careers infrastructure, and cross-promotion within the PracticeTek portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
IntakeQ social profiles
Digital presenceIntakeQ compliance and trust
Trust signalCompliance3 records
IntakeQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
IntakeQ leadership team
Management profileNumber of profiles
Profiles3 records
IntakeQ funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IntakeQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IntakeQ
What does IntakeQ do?
IntakeQ is a HIPAA-, PIPEDA-, and GDPR-compliant online form builder and patient intake platform for healthcare practices. It enables practitioners to create customizable intake questionnaires, consent forms, and SOAP-format treatment notes using a no-code drag-and-drop builder with conditional logic, collect electronic signatures, send automated reminders, and securely share documents. The platform also offers multi-practitioner accounts, REST API access, and a paid form conversion service to digitize existing paper or PDF forms.
Is IntakeQ a public or private company?
IntakeQ is a private company. It is classified as corporate owned and is currently operating.
When was IntakeQ founded?
IntakeQ was founded in 2014. It employs 1 to 10 people.
Where is IntakeQ based?
IntakeQ is headquartered in Toronto, Canada, in the North America region.
How does IntakeQ make money?
Four revenue lines are on record. Subscription SaaS are the primary driver. The others are API Access Add-on, form Conversion Services and read-Only Access.
Who are IntakeQ's main competitors?
Direct peers on record are TherapyNotes, SimplePractice, Jane App, Klara and Mend. Broad incumbents are Solutionreach and RXNT. Emerging players are JotForm and Formstack. ChiroTouch is listed as an others.
Does IntakeQ have an API?
Yes. IntakeQ offers a REST API accessible at https://intakeq.com/api/v1/ with endpoints for Questionnaires, Clients, Appointments, Partner, Notes, Invoice, Claims, and Files. Authentication uses X-Auth-Key header. Standard subscription includes 10 requests/minute with max 500/day. Additional capacity available at $25 per 10 additional requests per minute with no daily limit. Maximum allowance is 250 requests per minute with no daily limit. IP restrictions available for API access. Developer documentation is at support.intakeq.com/category/560-api.
What industry is IntakeQ in?
IntakeQ's product category is Healthcare Practice Management Software. Its primary akta.pro industry code is HLACACAE, Patient Access, Registration & Intake (Front-End RCM), with a secondary code of HLACAEAF, Patient Intake, Digital Registration & eForms. Its SIC code is 7370.