Feature Requests

Could we have automatic verification for Eligibility & Benefits?

I want to be able to manually send any selected automated/scheduled email if needed. Sometimes I need to send the email and it hasnt been sent for a legitiamate reason (client scheduled different type of service) but now they need the new service email or they say they didnt get it and I want to send an email. Currently there is no way to send these manually

Please add more triggers for processes.

I would like to have the option to set up an autoresponder for a specific practitioner when she is out of the office so that her clients will receive this autoresponder when they message her.

Providers can sign notes without completing the diagnosis. Either the ability to mark the diagnosis as required so it prevents the note from locking or some other way to prevent this from happening.

It would be nice to have an option for an audible alert or notification when a client checks themselves in

I would love to be able to see a past note while seeing the current note. This makes it easy to go back and forth seeing past HPI vs Present issues to discuss and manage.

Summary: Enable automation rules that can trigger based on a combination of client status (e.g., "Active") and the absence of a specific form or note (e.g., no Termination Note completed). Use Case: In clinical settings, it's critical to ensure that when a client is marked "Active" beyond a certain time frame without a corresponding Termination Note, staff are alerted to follow up. Currently, IntakeQ does not support conditional automation based on the absence of a specific document or form entry. Requested Functionality: Allow automation triggers to include logic like: If client status = Active AND Termination Note not submitted (or custom field/tag is blank) → then trigger Task/Alert/Email. Ideally, support the ability to: Check for absence of a specific form/note (e.g., by name or tag) Evaluate custom fields or tags in automation conditions Trigger internal tasks or reminders based on that logic Benefits: Reduces manual tracking for compliance-critical tasks Prevents clients from remaining Active in the system without formal closure Improves clinical workflow oversight and audit-readiness

Is it possible to create an option to add the discount to a client's profile instead of adding it manually to each invoice? If client has a discount, all future invoices will have it automatically.

Vital tracking with customization, goals (customizable, plan tracking (will repeat liver labs in 3 months). It would be nice if AI could mine and funnel these automatically from our notes once we’ve set the goal.