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IntakeQ (intakeq)

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Full detail: Where this data comes from

IntakeQ is a HIPAA-compliant practice management platform for health and wellness practitioners - therapists, chiropractors, counselors, dietitians, and other small practices. It provides secure electronic intake forms, e-signatures, and document sharing, and through its PracticeQ tier adds appointment scheduling, a booking widget, a secure client portal, payments and invoicing, treatment notes, telehealth, and insurance billing. IntakeQ publishes a documented REST API under https://intakeq.com/api/v1 authenticated with an X-Auth-Key header, covering clients, appointments, intake questionnaires, treatment notes, invoices, and file attachments, plus webhooks for intake completion, note locking, and invoice events.

APIs.json: https://raw.githubusercontent.com/api-evangelist/intakeq/refs/heads/main/apis.yml

Tags

  • Practice Management
  • Intake Forms
  • Scheduling
  • Health and Wellness
  • EHR
  • Telehealth
  • HIPAA

Timestamps

  • Created: 2026-07-05
  • Modified: 2026-07-05

APIs

IntakeQ Clients API

Query, create, and update clients (patients) in an IntakeQ account, search by name, email, client ID, custom fields, external ID, or created/updated date ranges, add and remove client tags, and retrieve a client's diagnoses.

Tags

  • Clients
  • Patients
  • CRM

Properties

IntakeQ Appointments API

Query appointments by client, date range, status, or practitioner, retrieve a single appointment, read booking settings (services, locations, practitioners), and create, update, or cancel appointments in the PracticeQ scheduler.

Tags

  • Appointments
  • Scheduling
  • Booking

Properties

IntakeQ Intake Forms API

Query intake form summaries, retrieve a completed intake as JSON or download it as a PDF (including individual consent forms), send or resend a questionnaire to a client, update office-use-only answers, and list available questionnaire templates and account practitioners.

Tags

  • Intake Forms
  • Questionnaires
  • Consent Forms

Properties

IntakeQ Treatment Notes API

Query treatment note summaries by client, status, or date range, retrieve the full JSON of a locked treatment note, and download a treatment note as a PDF. A note-locked webhook notifies external systems when staff lock a note.

Tags

  • Treatment Notes
  • Clinical Documentation
  • SOAP Notes

Properties

IntakeQ Invoices API

Query invoices by client, date range, status, practitioner, or invoice number, and retrieve a single invoice by ID. An invoice-events webhook fires on issue, payment, refund, cancellation, and failed auto-charge or payment-plan charge events.

Tags

  • Invoices
  • Billing
  • Payments

Properties

IntakeQ Files API

List a client's files and the account's folders, download a file by ID, upload a new file to a client's record, and delete a file. Used to move documents and attachments in and out of a client's secure file repository.

Tags

  • Files
  • Attachments
  • Documents

Properties

Common Properties

Maintainers

FN: Kin Lane Email: kin@apievangelist.com

About

IntakeQ is a HIPAA-compliant practice management platform for health and wellness practitioners - therapists, chiropractors, counselors, dietitians, and other small practices. It provides secure electronic intake forms, e-signatures, and document sharing, and through its PracticeQ tier adds appointment scheduling, a booking widget, a secure client…

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