Portico

Portico

Solid Code
IntakeQ Portico

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IntakeQ:

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.
Portico:

About

Portico is a web-based client onboarding platform for service businesses, including agencies, consultancies, accountants and bookkeepers. Teams create a reusable onboarding flow and send clients a single link to complete intake questions, upload files, sign an agreement and pay through Stripe. Clients do not need to create an account to complete the flow. Automated reminders prompt clients to finish outstanding steps, while a dashboard lets the team track each onboarding. Depending on the plan, Portico includes e-signatures, payment collection, branding, a client portal, workflow automations, a REST API, Zapier connectivity and white-label options. It is designed to help service providers collect information and documents, manage agreement and payment steps, and monitor onboarding progress in one workflow.
IntakeQ:

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
Portico:

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
IntakeQ:

Audience

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

Audience

Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
IntakeQ:

Support

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

Support

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

API

Offers API Not Supported
Portico:

API

Offers API Supported
IntakeQ:

Screenshots and Videos

Portico:

Screenshots and Videos

No images available
IntakeQ:

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
Portico:

Pricing

$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version Supported
Free Trial Supported
IntakeQ:

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:

Review this Software
Portico:

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:

Review this Software
IntakeQ:

Training

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

Training

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

Company Information

IntakeQ
Founded: 2014
Canada
intakeq.com
Portico:

Company Information

Solid Code
Kazakhstan
www.portico.run
IntakeQ:

Alternatives

DoctorConnect

DoctorConnect

Adtel International
4.7 out of 5 stars
Portico:

Alternatives

No Alternatives
IntakeQ:
IntakeQ:
CarePaths EHR

CarePaths EHR

CarePaths
IntakeQ:
OptiMantra

OptiMantra

5.0 out of 5 stars
IntakeQ:
Portico:
IntakeQ:

Categories

Portico:

Categories

IntakeQ:

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

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

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
IntakeQ:

Integrations

Stripe Supported
Birdeye Supported
Clinically AI Supported
Google Calendar Supported
Influx MD Supported
SRFax Supported
Service Center Supported
Square Appointments Supported
Square POS Supported
Square Payments Supported
Square Payroll Supported
Square for Retail Supported
Stackreaction Supported
Zapier Not Supported
Portico:

Integrations

Stripe Supported
Birdeye Not Supported
Clinically AI Not Supported
Google Calendar Not Supported
Influx MD Not Supported
SRFax Not Supported
Service Center 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
Zapier Supported
IntakeQ:
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Portico:
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