IntakeQ

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.

6 APIs 0 Features
Practice ManagementIntake FormsSchedulingHealth and WellnessEHRTelehealthHIPAA

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 ...

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,...

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...

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...

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, ca...

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 ...

Collections

IntakeQ API

OPEN

Pricing Plans

Intakeq Plans Pricing

4 plans

PLANS

Rate Limits

Intakeq Rate Limits

4 limits

RATE LIMITS

FinOps

Intakeq Finops

FINOPS

Resources

🔗
DomainSecurity
DomainSecurity
🔑
Authentication
Authentication
🔗
LinkedIn
LinkedIn
🔗
Website
Website
🔗
Documentation
Documentation
🔗
Plans
Plans
🔗
RateLimits
RateLimits
🔗
FinOps
FinOps

Sources

Raw ↑ 
opencollection: 1.0.0
info:
  name: IntakeQ API
  version: '1.0'
request:
  auth:
    type: apikey
    apikey:
      key: X-Auth-Key
      value: '{{apiKey}}'
      in: header
items:
- info:
    name: Clients
    type: folder
  items:
  - info:
      name: Query clients
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/clients?search=&page=1
      params:
      - name: search
        value: ''
        type: query
        description: Name, email, or numeric client ID.
      - name: page
        value: '1'
        type: query
        description: Page number (max 100 records per page).
      - name: includeProfile
        value: ''
        type: query
        description: Set to 'true' for the full client profile.
    docs: Returns a list of clients. Max 100 records per page.
  - info:
      name: Save or update a client
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/clients
      body:
        type: json
        data: "{\n  \"Name\": \"Jane Doe\",\n  \"Email\": \"jane@example.com\"\n}"
    docs: Creates or updates a client. Include ClientId to update.
  - info:
      name: Add tag to client
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/clientTags
      body:
        type: json
        data: "{\n  \"ClientId\": 123,\n  \"Tag\": \"vip\"\n}"
    docs: Adds a tag to a client.
  - info:
      name: Remove tag from client
      type: http
    http:
      method: DELETE
      url: https://intakeq.com/api/v1/clientTags?clientId=123&tag=vip
      params:
      - name: clientId
        value: '123'
        type: query
        description: Client identifier.
      - name: tag
        value: vip
        type: query
        description: Tag text to remove.
    docs: Removes a tag from a client.
  - info:
      name: Query client diagnoses
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/client/:clientId/diagnoses
      params:
      - name: clientId
        value: ''
        type: path
        description: The client ID.
    docs: Returns a list of diagnoses for the client.
- info:
    name: Appointments
    type: folder
  items:
  - info:
      name: Query appointments
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/appointments?startDate=&endDate=&status=&page=1
      params:
      - name: client
        value: ''
        type: query
        description: Client name, email, or ID.
      - name: startDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: endDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: status
        value: ''
        type: query
        description: Appointment status.
      - name: page
        value: '1'
        type: query
        description: Page number.
    docs: Returns a list of appointments.
  - info:
      name: Retrieve an appointment
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/appointments/:appointmentId
      params:
      - name: appointmentId
        value: ''
        type: path
        description: The appointment ID.
    docs: Retrieves a single appointment by ID.
  - info:
      name: Retrieve booking settings
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/appointments/settings
    docs: Returns services, locations, and practitioners.
  - info:
      name: Create an appointment
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/appointments
      body:
        type: json
        data: "{\n  \"PractitionerId\": \"\",\n  \"ClientId\": 123,\n  \"ServiceId\": \"\",\n  \"LocationId\": \"\",\n  \"\
          Status\": \"Confirmed\",\n  \"UtcDateTime\": 0,\n  \"SendClientEmailNotification\": false,\n  \"ReminderType\":\
          \ \"Email\"\n}"
    docs: Creates a new appointment.
  - info:
      name: Update an appointment
      type: http
    http:
      method: PUT
      url: https://intakeq.com/api/v1/appointments
      body:
        type: json
        data: "{\n  \"Id\": \"\",\n  \"UtcDateTime\": 0\n}"
    docs: Updates an existing appointment.
  - info:
      name: Cancel an appointment
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/appointments/cancellation
      body:
        type: json
        data: "{\n  \"AppointmentId\": \"\",\n  \"Reason\": \"\"\n}"
    docs: Cancels an appointment.
- info:
    name: Intake Forms
    type: folder
  items:
  - info:
      name: Query intake summaries
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/intakes/summary?client=&startDate=&endDate=&page=1
      params:
      - name: client
        value: ''
        type: query
        description: Client name.
      - name: startDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: endDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: page
        value: '1'
        type: query
        description: Page number.
    docs: Query intake form summaries.
  - info:
      name: Retrieve an intake
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/intakes/:intakeId
      params:
      - name: intakeId
        value: ''
        type: path
        description: The intake ID.
    docs: Retrieves the complete intake form as JSON.
  - info:
      name: Download intake PDF
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/intakes/:intakeId/pdf
      params:
      - name: intakeId
        value: ''
        type: path
        description: The intake ID.
    docs: Downloads the full intake package as a PDF.
  - info:
      name: Download consent form PDF
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/intakes/:intakeId/consent/:consentFormId/pdf
      params:
      - name: intakeId
        value: ''
        type: path
        description: The intake ID.
      - name: consentFormId
        value: ''
        type: path
        description: The consent form ID.
    docs: Downloads a single consent form as a PDF.
  - info:
      name: Send a questionnaire
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/intakes/send
      body:
        type: json
        data: '{}'
    docs: Sends an intake questionnaire to a client.
  - info:
      name: Resend a questionnaire
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/intakes/resend
      body:
        type: json
        data: '{}'
    docs: Resends a previously sent intake.
  - info:
      name: Update office-use answers
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/intakes
      body:
        type: json
        data: '{}'
    docs: Updates office-use-only question answers on an intake.
  - info:
      name: List questionnaire templates
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/questionnaires
    docs: Lists available questionnaire templates.
  - info:
      name: List practitioners
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/practitioners
    docs: Lists account practitioners.
- info:
    name: Treatment Notes
    type: folder
  items:
  - info:
      name: Query treatment notes
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/notes/summary?client=&clientId=&status=&startDate=&endDate=&page=1
      params:
      - name: client
        value: ''
        type: query
        description: Search string.
      - name: clientId
        value: ''
        type: query
        description: Client ID.
      - name: status
        value: ''
        type: query
        description: Status code.
      - name: startDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: endDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: page
        value: '1'
        type: query
        description: Page number.
    docs: Query treatment note summaries.
  - info:
      name: Retrieve a treatment note
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/notes/:noteId
      params:
      - name: noteId
        value: ''
        type: path
        description: The note ID.
    docs: Retrieves the full treatment note as JSON.
  - info:
      name: Download treatment note PDF
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/notes/:noteId/pdf
      params:
      - name: noteId
        value: ''
        type: path
        description: The note ID.
    docs: Downloads a treatment note as a PDF.
- info:
    name: Invoices
    type: folder
  items:
  - info:
      name: Query invoices
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/invoices?clientId=&startDate=&endDate=&status=&page=1
      params:
      - name: clientId
        value: ''
        type: query
        description: Client ID.
      - name: startDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: endDate
        value: ''
        type: query
        description: yyyy-MM-dd.
      - name: status
        value: ''
        type: query
        description: Invoice status.
      - name: page
        value: '1'
        type: query
        description: Page number (max 100 records).
    docs: Query invoices. Max 100 records per request.
  - info:
      name: Retrieve an invoice
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/invoices/:invoiceId
      params:
      - name: invoiceId
        value: ''
        type: path
        description: The invoice ID.
    docs: Retrieves a single invoice by ID.
- info:
    name: Files
    type: folder
  items:
  - info:
      name: Get a client's files
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/files?clientId=123
      params:
      - name: clientId
        value: '123'
        type: query
        description: The client ID.
    docs: Lists a client's files.
  - info:
      name: Get folders
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/folders
    docs: Lists the account's folders.
  - info:
      name: Download a file
      type: http
    http:
      method: GET
      url: https://intakeq.com/api/v1/files/:fileId
      params:
      - name: fileId
        value: ''
        type: path
        description: The file ID.
    docs: Downloads a file by ID.
  - info:
      name: Upload a file
      type: http
    http:
      method: POST
      url: https://intakeq.com/api/v1/files/:clientId
      params:
      - name: clientId
        value: ''
        type: path
        description: The client ID.
      body:
        type: formdata
        data:
        - name: file
          type: file
          src: ''
    docs: Uploads a file to a client's record.
  - info:
      name: Delete a file
      type: http
    http:
      method: DELETE
      url: https://intakeq.com/api/v1/files/:fileId
      params:
      - name: fileId
        value: ''
        type: path
        description: The file ID.
    docs: Deletes a file by ID.
bundled: true