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Average Ratings 2 Ratings

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Description

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

Description

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Stripe Yes 
Clinically AI Yes 
Elation Health No 
Google Drive No 
Influx MD Yes 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft Teams No 
OpenText Content Management (Extended ECM) No 
PayPal No 
QuickBooks Online No 
SRFax Yes 
Service Center Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Retail Yes 
Stackreaction Yes 

Integrations

Google Calendar Yes 
Stripe Yes 
Clinically AI No 
Elation Health Yes 
Google Drive Yes 
Influx MD No 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
OpenText Content Management (Extended ECM) Yes 
PayPal Yes 
QuickBooks Online Yes 
SRFax No 
Service Center No 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Retail No 
Stackreaction No 

Pricing Details

$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 Trial Yes 
Free Version No 

Pricing Details

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

IntakeQ

Founded

2014

Country

Canada

Website

intakeq.com

Vendor Details

Company Name

PlanStreet

Founded

2017

Country

United States

Website

www.planstreet.com

Product Features

HIPAA Compliance

Access Control / Permissions No 
Audit Management No 
Compliance Reporting No 
Data Security No 
Documentation Management No 
For Healthcare Yes 
Incident Management No 
Policy Training No 
Remediation Management No 
Risk Management No 
Vendor Management No 

Medical Practice Management

Claims Management No 
E-Prescribing No 
EMR / EHR No 
HIPAA Compliant Yes 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office Yes 
Multi-Physician Yes 
Patient Billing No 
Patient Portal Yes 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling No 
Physician Scheduling No 

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans Yes 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice No 
Patient Portal Yes 
Personnel Management No 
Progress Notes Yes 
Single Provider Practice Yes 

Patient Case Management

Activity Tracking No 
Assessment Notes Yes 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management No 
Treatment Planning No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans No 
Care Summaries No 
EHR-Agnostic No 
Health Record Access Yes 
Intake Forms Yes 
Lab Results No 
Prescription Renewals No 
Secure Messaging Yes 
Video Consultations No 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management Yes 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations No 
Volunteer Management Yes 

Foster Care

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

Grant Management

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

Medical Billing

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

Mental Health

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

Patient Case Management

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

Social Work Case Management

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

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