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Mastering Form Building Essentials: Optimize Your Intake Process with IntakeQ

About this event

Creating efficient, accurate, and seamless intake forms is crucial for optimizing your practice’s workflow and improving patient experience. Join us for an in-depth webinar on Form Building Essentials, where we’ll cover the key strategies to build powerful, customized forms using IntakeQ.

What You’ll Learn:

✅ Choosing the Right Question Types – Capture the most accurate and relevant information effortlessly.

✅ Pinning vs. Mapping – Understand the difference and how to use both for better data organization.

✅ Creating Smart Form Rules – Automate workflows and ensure data consistency with conditional logic.

✅ Form Building Best Practices – Learn the optimal order to create forms so that information carries over seamlessly.Whether you're new to IntakeQ or looking to refine your form-building skills, this webinar will equip you with the tools to enhance efficiency, improve patient data collection, and streamline client onboarding.

Hosted by

  • Guest speaker
    G
    Tabitha Henson Founder @ Ember Strategic Business Consulting

    Tabitha was a social worker for 15 years and previously owned a group mental health practice for 10 years. She discovered IntakeQ while running her practice and has been using it for the past 5 years. In addition to her mental health practice, Tabitha has built two other successful businesses. Ember Strategic Business Consulting provides business coaching along with PracticeQ set up and insurance billing services. Her combined experience as a therapist and business owner gives her a unique perspective to help others achieve fulfillment and success within their own business. She enjoys maximizing efficiency, productivity and profit margins through creating efficient workflows and organization within a business.

PracticeQ

Purpose-built for your practice.

Customize your practice management software experience

PracticeQ—a powerful EHR that handles everything from automated patient intake to comprehensive insurance billing. Purpose-built for your practice.