Feature Requests

We would love to see expanded functionality for form delivery and automation. Currently, the system allows setting the default form delivery method to either email or text, but having the option to send forms via both email and text simultaneously would be incredibly valuable. Additionally, it would be beneficial to customize email and text automation settings on a per-form basis. For example, our intake form is time-sensitive, and it would be ideal to enable delivery via both channels—sending multiple follow-ups through both email and text until the form is completed. Overall, we’re looking for enhanced flexibility and control over email and text automations to improve completion rates. Thank you for considering this improvement!

Please allow a setting to send form reminders at regular intervals until designated date (either appointment date or date past which forms can no longer be submitted and appointment will be canceled). I have to go forward weeks at a time and send forms one at a time-- auto-reminders until completed would save SO much time. Thank you for your time.

If paperwork is not completed within a certain timeframe, the clients would receive a notice that their appointment is canceled.

It would be great if we could send emails and SMS messages to our entire patient base to announce new services or changes in staff.

translate forms to different languages (e.g., Spanish)

I would like to see birthday reminders to me as a provider so I can personally remember remember them on their birthdays.

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.

for our spanish and english speaking offices it would be really cool to see a feature where we can translate the form from english to spanish.

Hi IntakeQ, Would be great if you can integrate with an AI Appointment Setter. This would eliminate multiple phone calls from my office.

The recurrent payment works but does not reset the package nor does it allow the client/patient to cancel. This is unacceptable. It needs to be corrected