Feature Requests

Enable a training profile to assist with helping practitioners learn the system.

Currently, IntakeQ prevents Admin users from updating a clinician’s legal name or license type (e.g., from “Provisional” to “Fully Licensed”). When a therapist gets married or becomes fully licensed, only that therapist can edit their own profile — creating workflow and compliance issues. Previously, there was a workaround: Log in as Admin Go to “Account” Switch to another user Click back to the Account page This temporarily allowed editing as that user. However, this now results in an “Uh oh – no access” error. We’d like this functionality restored as an intentional feature. Why This Matters Compliance: Accurate legal names and license types are required on claims, superbills, and documentation. Operational efficiency: Therapists often delay updating these details, leading to mismatched records. Data consistency: Incorrect license types or names can cause payer rejections or client confusion. Regression: This used to be possible via the impersonation path, which no longer works. Requested Enhancement Allow Admins to directly edit key identity and licensure fields on clinician accounts: Legal First, Middle, and Last Name Display Name (if separate) License Type (e.g., LPC-A → LPC, LMSW → LCSW) License Number, State, and Expiration Date Credentials (PhD, PsyD, etc.) Supervision Status and Supervisor linkage (if applicable) Permissions & Security Add a role-based permission: Settings → Roles → Admin → “Can Edit Clinician Identity & Licensure” Changes logged in Audit History (who made the edit, what changed, when). Optional: Require file upload (e.g., proof of new license). Clinician receives automated notification: “Your licensure or name was updated by Admin [Name].” System Behavior When a name or license change is made by Admin: Updates propagate to claims, superbills, clinician directory, and documents. Supervisor linkage is automatically removed when license status changes to “Fully Licensed.” Changes do not retroactively alter previously submitted claims (retain historical accuracy). Suggested UI Path: Settings → Staff/Team → [Clinician Name] → Identity & Licensure tab Fields (Admin-editable): Legal Name Display Name License Type (dropdown) License Number + State Expiration Date Credentials Supervisor toggle + field Confirmations: If upgrading a license, show: “This will remove supervision settings and may affect payer setup. Continue?” Audit Example: Admin [T. Schroeder] changed License Type: LPC-Associate → LPC Time: 2025-10-09 11:32 AM CST

It would be helpful to block students or practitioners who know clients outside of our clinic from accessing those clients’ profiles. Adding this extra layer of security would be simpler than adjusting ‘access control’ settings for each individual client profile.

Employee access accounts that only allow scheduling with no access to change automated emails on booking settings and no ability to change email, password or security.

Needing Names changed on accounts. My name is Macy and I am head of admin for our company. Grant is the company and account owner which is why his name reflects. Can we change the name on these for clear distinction? Example- I printed an invoice to mail- however it has Grant's name at the top. We want that to be NeoForm Wellness. so admin@neoformwellness.com to show as NeoForm Wellness macy@neoformwellness.com to show as Macy Pirtle. Is this possible?

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.