Feature Requests

Create "sets" of CPT codes for each service and have them automatically assigned to all patient's appointments based on the patient's insurance provider.

When adding services to the appointment, the up/down arrows change the unit number by 0.01 at a time. While maybe in other settings it makes sense to bill in these increments, most places bill only whole number units. Maybe this could be a setting where we can select a default of whole units?

Going to another source to verify benefits takes time. The Client's insurance information, date of birth, etc. is already in IQ/PQ. When we verify benefits on another platform we have to enter all the Client's information manually. Other EHRs have this as a 1-click workflow. Being able to verify benefits is crucial for medical practices. Let's make this process easier (:

Have the ability to store and then populate the NDC codes to easily populate onto the claim forms rather than having to manually populate the field on each claim/line item

I’d like to request a feature enhancement that introduces configurable guardrails to prevent accidental claim submissions. This is a critical workflow safeguard for growing practices like ours, and it aligns with best practices in revenue cycle management (RCM) and healthcare compliance. Proposed Feature Add admin-configurable pre-conditions for claim filing, including: Checked-In Required: Claim cannot be filed until the client is marked as “Checked In.” Invoice Required: Claim cannot be filed unless an invoice is attached. Progress Note Required: Claim cannot be filed without a signed/saved note. Practices could toggle these requirements individually to match their workflows. Why This Matters Reduces Costly Errors: Even one accidentally submitted claim can trigger payer rejections, additional staff work, and delayed cash flow. Guardrails reduce errors that create downstream headaches for both users and your support team. Compliance & Liability: Insurers and regulatory bodies increasingly expect documentation before claim submission. Automating this safeguard helps IntakeQ practices stay audit-ready and compliant. Scalability: As practices grow, manual oversight becomes unrealistic. Automating these guardrails creates confidence that large teams won’t unintentionally submit incomplete claims. Competitive Differentiator: Other EHR/RCM systems (e.g., SimplePractice, TherapyNotes, Athenahealth) include similar safeguards. Implementing this feature will help IntakeQ stand out as a solution that proactively reduces errors. Ideal Implementation Toggleable checkboxes in Claim Submission Settings: □ Require “Checked In” □ Require Invoice □ Require Note

There is no option currently to submit claims to secondary insurance from intake Q

Some services, like promptly, Alma, Headway, will verify that the client is in-network and inform the client what, if any, co-pay will be due at their appointment. Can we get a feature like this?

Would like the ability to change a clients primary insurance without deleting. A start and end date would be helpful. I have a client whose primary insurance has changed but I do not have the capability of changing for future claims.

It would be great to prevent claim submission without the creation of a note. Or at least the ability to "turn on" the option.

All the cool kids are getting this software. Can we? Who wants to be on the phone for 20 mins to verify insurance benefits