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About

Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.

About

No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Health Professionals. Counselors, physiotherapists, medical doctors, naturopathic doctors, nutritionists, dentists, massage therapists, coaches, etc.

Audience

Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49.90/month
Forms Only - $49.90 per month
Full Package Practice Management (PracticeQ) - $79.90 per month
For Enterprise level plans contact IntakeQ.
Free Version Not Supported
Free Trial Supported

Pricing

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision.
  • Amazing features and user-friendly software. It is easy to navigate. Support service is always available.

Cons

  • New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation.
  • Not till now. I had some problems in understanding the new software but their team was supportive.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

IntakeQ
Founded: 2014
Canada
intakeq.com

Company Information

PlanStreet
Founded: 2017
United States
www.planstreet.com

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Categories

Categories

Mental Health Features

Appointment Reminders Not Supported
Appointment Scheduling Not Supported
Assessment & Treatment Plans Supported
Billing & Invoicing Not Supported
Claims Management Not Supported
E-Prescribing Not Supported
EDI Not Supported
EMR / EHR Supported
HIPAA Compliant Supported
Inpatient / Residential Supported
Multi-Provider Practice Not Supported
Patient Portal Supported
Personnel Management Not Supported
Progress Notes Supported
Single Provider Practice Supported

Patient Case Management Features

Activity Tracking Not Supported
Assessment Notes Supported
Billing & Invoicing Not Supported
Calendar Management Not Supported
Candidate Identification Not Supported
Case List Management Not Supported
Eligibility Verification Not Supported
HIPAA Compliant Supported
Medical History Records Supported
Patient Records Supported
Referral Management Not Supported
Treatment Planning Not Supported

HIPAA Compliance Features

Access Control / Permissions Not Supported
Audit Management Not Supported
Compliance Reporting Not Supported
Data Security Not Supported
Documentation Management Not Supported
For Healthcare Supported
Incident Management Not Supported
Policy Training Not Supported
Remediation Management Not Supported
Risk Management Not Supported
Vendor Management Not Supported

Medical Practice Management Features

Claims Management Not Supported
E-Prescribing Not Supported
EMR / EHR Not Supported
HIPAA Compliant Supported
Insurance Eligibility Verification Not Supported
Inventory Management Not Supported
Multi-Office Supported
Multi-Physician Supported
Patient Billing Not Supported
Patient Portal Supported
Patient Records Supported
Patient Registration Supported
Patient Scheduling Not Supported
Physician Scheduling Not Supported

Patient Portal Features

Appointment Confirmations Not Supported
Appointment Scheduling Not Supported
Bill Payment Not Supported
Care Plans Not Supported
Care Summaries Not Supported
EHR-Agnostic Not Supported
Health Record Access Supported
Intake Forms Supported
Lab Results Not Supported
Prescription Renewals Not Supported
Secure Messaging Supported
Video Consultations Not Supported

Mental Health Features

Appointment Reminders Supported
Appointment Scheduling Supported
Assessment & Treatment Plans Supported
Billing & Invoicing Supported
Claims Management Supported
E-Prescribing Supported
EDI Supported
EMR / EHR Supported
HIPAA Compliant Supported
Inpatient / Residential Supported
Multi-Provider Practice Supported
Patient Portal Supported
Personnel Management Supported
Progress Notes Supported
Single Provider Practice Supported

Patient Case Management Features

Activity Tracking Supported
Assessment Notes Supported
Billing & Invoicing Supported
Calendar Management Supported
Candidate Identification Supported
Case List Management Supported
Eligibility Verification Supported
HIPAA Compliant Supported
Medical History Records Supported
Patient Records Supported
Referral Management Supported
Treatment Planning Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Not Supported
Donor Database Not Supported
Event Management Not Supported
Gift Management Not Supported
Grant Management Supported
In-Kind Donations Not Supported
Matching Donations Not Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Not Supported
Receipts / Statements Supported
Recurring Donations Not Supported
Volunteer Management Supported

Foster Care Features

Adoption Management Supported
Automated Reminders Supported
Available Families Database Supported
Case Management Supported
Checklists Supported
Child Intake Supported
Education Requirements Tracking Supported
Family Portal Supported
Foster to Adopt Supported
Online Applications Supported
Online Licensing Forms Supported
Payments Tracking Supported
Placement Management Supported
Reporting Supported
Respite Credits Tracking Supported
Treatment Management Supported

Grant Management Features

Compliance Management Supported
Contract Management Supported
Grant Application Management Supported
Grant Award Tracking Supported
Grant Opportunity Search Supported
Self-Registration Supported

Medical Billing Features

Claims Processing Supported
Claims Scrubbing Supported
Code & Charge Entry Supported
Compliance Tracking Supported
Customizable Dashboard Supported
Dunning Management Supported
Invoice History Supported
Patient Eligibility Checks Supported
Practice Management Supported
Quotes/Estimates Supported
Remittance Advice Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Integrations

Google Calendar Supported
Stripe Supported
Birdeye Supported
Clinically AI Supported
Elation Health Not Supported
Google Drive Not Supported
Influx MD Supported
Microsoft Outlook Not Supported
Microsoft Power BI Not Supported
Microsoft Teams Not Supported
OpenText Content Management (Extended ECM) Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
SRFax Supported
Square Appointments Supported
Square POS Supported
Square Payments Supported
Square Payroll Supported
Square for Retail Supported
Stackreaction Supported

Integrations

Google Calendar Supported
Stripe Supported
Birdeye Not Supported
Clinically AI Not Supported
Elation Health Supported
Google Drive Supported
Influx MD Not Supported
Microsoft Outlook Supported
Microsoft Power BI Supported
Microsoft Teams Supported
OpenText Content Management (Extended ECM) Supported
PayPal Supported
QuickBooks Online Supported
SRFax Not Supported
Square Appointments Not Supported
Square POS Not Supported
Square Payments Not Supported
Square Payroll Not Supported
Square for Retail Not Supported
Stackreaction Not Supported
Claim IntakeQ and update features and information
Claim IntakeQ and update features and information
Claim PlanStreet and update features and information
Claim PlanStreet and update features and information