Feature Requests

Add a tool in IntakeQ that tracks clinician churn rates by categorizing clients into different retention groups: those who stay for over eight sessions, those who stay for fewer than three sessions, and those in the mid-range. Differentiate between individual and couples sessions, and provide an option to exclude specific session types, such as Single Session Therapy.

Please add the date of service, not just payment date, on the income report for both client and insurance payments.

currently patients are only searchable by name, ID, and phone number. Please make accessible to search by date of bearch

Personally, I would love more robust reporting options. For example, I would love to be able to report via CPT code (in particular, to be able to pull out technician as opposed to clinician hours). Overall, more robust reporting options would be extremely helpful. Also, would love to set a provider payout percentage for OOP and INS for our independent contractors.

I pay my staff for many things that are not billable or associated with a client- admin time, paperwork time, meetings, other hourly obligations. How am I supposed to pull an accurate payroll report from their calendar if it cannot include items not tagged to a client?

We are in need of the ability to run a report for each provider to provide a list of any patients that have missing signatures on their notes that require sign-off. Please consider this as a priority to add to the software as this is a necessary component for medical offices for billing and compliance purposes.

Implement a feature in IntakeQ to assign and track office space utilization for clinicians. Provide a dashboard that allows administrators to visualize office usage, highlighting when utilization falls below the target of 70%. Include automated notifications that inform clinicians every two weeks about their session count and office utilization status.

Notifications to be sent to IntakeQ when a patient goes 14 days without being scheduled, but has not been discharged yet.

To be able to create a list of patients who do not have any further visits scheduled. Would be extra helpful to have the option to sort this as patients seen in last 30 days or 60 days or some other time frames that do not have more visits scheduled (6 or 12 months too?) This would help a big help for creating a list to have our clinicians and/or front desk call to follow up.

Hello, Would it be possible to add an additional cancel option for our practice. This can be found in the bookings list section of intake Q. We would like to add a option that says "billing canceled". We would also like to add an option that says "intake incomplete". This would tremendously help our practice collect data and analytics that we need to improve our practice.