Feature Requests

A way to keep inventory of rentals (self pay and insurance covered) bonus if you can link it to a client account.

Integration with online shopping site. I use Square for inventory and for an additional online site so patients can purchase things. Would love to be able to integrate the two together so I don't have to send separate receipts or do double the bookeeping. Or if you update your inventory to allow pictures, descriptions, and an online site where patients can buy products as they wish would be even better. I'd love to get rid of Square and have everything in one place.

It would great to be add a new item to the inventory list directly from the dropdown list in the invoice.

We sell product to our patients at retail, but then offer them to friends and family at cost. We would love a feature to display the wholesale cost alongside the retail price in our system.

Hi there, for licensing requirements, I pay for an entirely separate EMR to use for Rx dispensing (NDC and nonNDC), some of which are administered in the clinic. If there's a recall/issue, there's no log that allows you to quickly search and see who it may have affected. So an inventory look, plus the ability to see quickly/search who this was prescribed to. I'm attaching some pics as examples. I would be happy to show a walk through to the developers if that helped. I agree with others that some ability to do IV formulation tracking too would be amazing. Thanks for considering!

I'm unsure of the utility of product Lot #s and expiration dates, if you're unable to search for them in the patient database. For pharmacy license needs, or med/supplement recalls, this is a necessity. I inquired directly with IntakeQ, and this was the reply on this topic; it negates the ease and purpose of that type of tracking: "Hi there, Thank you for reaching out. There is no way to search the lot number or expiration date. But in Reports > Products you can search the product and then export the list to CSV and remove clients from other lot numbers and expirations and then contact them once you have the list together. Thank you" Thanks for considering this.

We document vaccines in the Notes. It would be great if a field could be put into the Notes section that would give you access to the inventory - a drop down where you could select products and then once the note is signed/locked the inventory would be reduced.

It would be amazing if we could group together products and services together into "Programs" that we can select at once when invoicing a client to include all of the services + products that are pre-determined for that program. Currently we have to manually enter each product that's included in the program (which is the same every time for the individual programs we sell but different for each of the 9 programs we currently sell), and then add in the service "package" that's included in the program (which is an awesome feature already available). The ability to pull an income report broken down by the programs that we sell would be amazing!!! From an Inventory Management Standpoint, when we sell a program and don't currently have all of the products included in the program in stock, we need to make sure we know that we have x number Products 1,2,3 on hold for specific clients when they do become available in stock and have that pinned on their profile (and appointment card on calendar would be awesome) that we owe them Products 1,2,3 still. We'd still like to be able to invoice them for the program whether or not we have all of the products available or not. When creating the invoice for the client, we should be able to select a single or multiple programs at once and be able to clearly see what is in each of them such as a toggle or clear sections to indicate the total cost of the program and what's included. On our end we should be able to toggle whether or not we would like the price to be itemized at the product/service level. Example Invoice: Program 1 = $4000 - Service Package = $2000 - Product 1 = $1000 - Product 2 = $500 - Product 3 = $500 Program 2 = $7500 - Service Package = $6000 - Product 2 = $500 - Product 4 = $500 - Product 8 = $500 Total Invoice Amount = $11,500