Feature Requests

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.

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.

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.

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.

Have more than one admin for the practice.

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

Hello- we woud suggest a feature to logout all devices when a new password it set.

The only way to hide the insurance information from my clinician employees is to click "Hide Insurance Information" in the profile setting. The problem is that it will also hide it from me and my administrative assistants who need access to view, add, and change, this information. Can there be a permission add to hide insurance information under "Roles", oppose to it being under profile settings for which it affects all roles?

As the IT person, I am the one who set up the account and am getting it ready to use. (i.e. Primary Admin) The practice owner needs to sign the BAA, not IT. Even when I make the practice owner an admin assistant, they cannot sign the BAA. I think there needs to be a way for someone other than the primary admin to sign the BAA.

Disable providers from modifying certain settings in "more"> "settings" tab... -- Form Header -- PDF Form Header -- Email Templates -- SMS Templates -- Email Sender -- Settings (at least majority of them) -- Features Also, have universal default for all of the above. Having to put in the Form Header for EACH provider is a little repetitive. I understand why some may need to have this different per provider, but the option to have it universal would be great!