Feature Requests

I am the administrator user on my account and I'm not even allowed to create clients?

From IntakeQ support: Hi Keerthan ( ksomanath@ptcmed.com ), Thank you for your response. We are pleased to assist you and provide clarification regarding the issue. Upon further review of your account, you're an admin and a practitioner on the account. This means that once you send the form, it will automatically be assigned to you. Unlike the support staff listed under assistants, who are managing multiple practitioners and have access to select a practitioner when sending a form. If you'd like to see that type of feature in the future for an admin/owner account, please feel free to submit a feature request at https://practiceq.canny.io/feature-requests . We always value your ideas and suggestions to make our service more convenient for you. We hope this clarifies your inquiry. If you have any additional questions, please do not hesitate to contact us via email, and we will be happy to assist you. Warm regards, William

I am requesting the ability to restrict the export of patient data separately from view permissions. This is a critical security feature and should be prioritized. Currently, all staff and providers who can view a form/treatment note can also export in CSV file all of the PHI in that form/treatment note . There is no setting to prevent or modify this. Role-based restrictions are available for many other features (e.g., appointments, claims, client lists), while this critical aspect of data security remains unprotected. While staff might need to view certain forms to provide care, exporting data is a different level of access that should be more tightly controlled . The current set-up opens the door to potential misuse and violations of both HIPAA and patient privacy. Implementing this feature aligns with best practices in healthcare, where the ability to export data in easily usable formats is tightly controlled to protect patient privacy. This urgent enhancement would significantly improve data security and ensure practices using IntakeQ/PracticeQ can manage patient privacy confidently in compliance with HIPAA.

My business is co-owned and we need both owners to have administrative level accounts with access to all the same features and permission. This is a huge disappointment that we can only have one person control "booking services", or see all the forms being sent out across our company. Please make this change or we will be forced to look for a new system. We like everything else about it, but this is a major function disadvantage.

Have more than one admin for the practice.

There should be permission for allowing or not allowing a practitioner or anyone to mark a task as completed. Currently, anyone can just mark the task as completed without accountability.

Please add in permissions an option to: Enable/disable the replicate feature. An organization/admin should have the final authority to allow or disallow note replication; depending the business practice that they follow. I believe it is a great feature, but I know there are many institutions that would not have this turned on.

Restrict and/or enable specific locations for different users. I have multiple modalities and I want to restrict access for certain admin/assistants for locations/modalities that they are not involved in.

The practice would benefit from restricting or allowing clients' ability to download files/photos/programs from the secure message portal. Creating a paywall / subscription here would greatly improve income streams for each practitioner, instead of all material being accessible permanently once it has been uploaded.

It would be nice to be able to enable/disable client messaging for specific pts.