IntakeQ by Maxmel Tech

intakeq is an online platform for managing client intake forms, appointments, and practice workflows for health professionals integrating with make com streamlines data automation, reduces manual tasks, and enhances client management across healthcare and wellness services limited documentation we currently can't provide complete documentation for intakeq because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from intakeq and public sources to create detailed guides about intakeq intakeq is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=intakeq\&app slug=intakeq community\&app unique id=intake q 7ab65t app installation to install this app, you need admin, owner, or app developer permissions learn more about organization roles docid foycaspyp9uykgm7lqpb go to the make integration page https //www make com/en/integrations/intakeq community/ click the install button follow the on screen instructions to complete the setup intakeq modules y ou can choose from a list of available modules to build your add a tag to a client adds a tag to a selected client, helping you organize and categorize your client list more easily cancel an appointment cancels a selected appointment based on the details you provide copy a form copies a form from your main (master) account and adds it to a specific practice account create a form authentication token generates a secure authentication token for a user, allowing them to access forms safely create a practice creates a new practice for your organization or for an individual, helping you set up and manage practice sessions easily create a practitioner adds a new practitioner to your system create an appointment creates a new appointment in your system, allowing you to schedule meetings or events easily create an assistant creates a new assistant using the settings you provide create an intake form creates a customizable intake form to gather important information from users create or update a client adds a new client to the system or updates the details of an existing client delete a file permanently removes a selected file from your account on the service delete a practice removes a selected practice from your database permanently delete a practitioner permanently removes a selected practitioner from your system delete an assistant removes a selected assistant from your system disable a practitioner deactivates a practitioner’s account in the system, preventing them from accessing or using its features download a file downloads a file from the location you choose, making it easy to access and use the file in your workflow download a note (pdf) downloads the selected note as a pdf file to your device download an intake form downloads a completed intake form as a pdf file to your device enable a practitioner activates a practitioner’s account in the system, allowing them to start using its features get client diagnoses fetches a complete list of all diagnoses associated with a client get client files fetches and displays all files associated with your clients get folders fetches a complete list of folders from the chosen service for you get practitioners fetches a complete list of all practitioners from your account get questionnaire templates fetches a list of all available questionnaire templates for you to use get a practice api key fetches a practice api key that you can use for development or testing purposes get a treatment note fetches a specific treatment note from your account on the service get an appointment finds and returns an appointment that matches the criteria you set get an intake form fetches a specific intake form, allowing you to view its details get an invoice fetches the details of a specific invoice list appointments fetches a complete list of all your scheduled appointments list assistants fetches a list of all available assistants list claims fetches a complete list of all claims from your account list clients fetches a complete list of all your clients list intake forms fetches a complete list of all your intake forms list invoices fetches a complete list of all your invoices list master forms fetches a complete list of all your master forms list practice forms fetches a complete list of all available practice forms list practices fetches a complete list of all available practices list practitioners fetches a complete list of all practitioners from your account list treatment notes fetches a complete list of all treatment notes from your account make an api call sends a custom api request using your authorized account, allowing you to interact with features not covered by other modules remove a tag from a client removes a specific tag from a selected client resend a questionnaire resends a questionnaire to a specific email address or user, allowing you to follow up or remind them to complete it send a questionnaire sends a questionnaire directly to the recipients you choose transfer client data easily moves a client's information from one practitioner to another, ensuring a smooth handover of client data transfer client ownership easily reassign a client from one practitioner to another, transferring their ownership in just a few clicks update a practice updates the details of a selected practice with the information you provide update a practitioner updates the details of an existing practitioner in your system, such as their contact information or credentials update an appointment updates the details of an existing appointment in your system update an assistant updates the settings or information for a specific assistant, allowing you to customize how it works upload a file uploads your chosen file to a specific folder or location within the service watch appointments triggers whenever a new appointment is booked in your calendar watch clients this module activates whenever a new client is created or when details of an existing client are updated watch invoices this module notifies you whenever a new invoice is created or an existing one is updated watch notes this module activates whenever a new note is added or an existing note is updated templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created intakeq resources you can have access to more resources related to this app on the following links visit intakeq website https //intakeq comaccess intakeq help documentation https //startintegrate com/apps/surveys and forms/intake q 7ab65tview intakeq api documentation https //www make com/en/hq/app invitation/b9bc81704a899b73a9141d5a9480f485visit intakeq page on make https //www make com/en/integrations/intakeq community help us improve this documentation have experience with intakeq? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=intakeq\&app slug=intakeq community\&app unique id=intake q 7ab65t sharing your knowledge in the make community https //community make com your feedback helps us create better documentation for everyone