Build patient intake forms in minutes, not hours
IntakeIQ uses AI to generate condition-specific intake questionnaires for functional medicine practitioners
Browse by condition
Pre-built form templates organized by the conditions your patients present with most often
Popular intake templates
The most downloaded forms by functional medicine practitioners this month
Comprehensive Gut Health Intake
45-question intake covering SIBO, candida, parasites, and general GI complaints with Bristol stool chart integration
Use template →Thyroid Assessment Form
Tracks symptoms, medication history, and dietary patterns specific to thyroid dysfunction
Use template →Adrenal Fatigue Intake
Comprehensive questionnaire for HPA axis dysfunction including sleep quality, energy patterns, and stress load
Use template →Autoimmune History Form
Detailed timeline and trigger mapping for patients with existing autoimmune diagnoses
Use template →Women's Hormone Intake
Complete female hormone assessment including menstrual history, pregnancy history, and current symptoms
Use template →Chronic Fatigue Intake
Multi-system questionnaire for chronic fatigue and long COVID presentations
Use template →Mold Exposure Screening
Screening and baseline intake for patients with suspected mold-related illness
Use template →General Initial Intake
Standard first-visit form covering medical history, current medications, and chief complaints
Use template →How it works
From blank form to patient-ready intake questionnaire in three steps
Select your template
Choose from 100+ condition-specific templates or start from scratch with our AI form builder
Customize questions
Edit, add, or remove questions. AI suggests follow-ups based on patient responses in real time
Share with patients
Send a secure link via email or embed directly in your patient portal. Responses sync automatically
Trusted by practitioners
See how functional medicine clinicians are saving time and improving patient intake quality
I went from spending 45 minutes building a new intake form to doing it in under 5. The gut health template alone saved me a full day of work last week.
My no-show rate dropped 30% since switching to IntakeIQ. Patients complete forms on their phone before their appointment, and I walk in already knowing their story.
The conditional logic is what sold me. When a patient says they have bloating, the form automatically asks the follow-up questions without me having to build that logic myself.
I was skeptical about AI and HIPAA compliance in the same sentence. IntakeIQ's BAA and encryption made it an easy sell to my compliance officer.
We replaced three different forms with one IntakeIQ template. Our front desk loves it, and patients appreciate not repeating themselves.
Common questions
Is IntakeIQ HIPAA compliant?
Yes. IntakeIQ is fully HIPAA compliant. We sign Business Associate Agreements (BAAs) with all practitioners and use AES-256 encryption for data at rest and TLS 1.3 for data in transit. Patient responses are stored in SOC 2 Type II certified data centers. You maintain full control over your patient data and can export or delete it at any time.
Do I need to be a licensed practitioner to use IntakeIQ?
IntakeIQ is designed for licensed healthcare practitioners including naturopathic doctors, functional medicine physicians, chiropractors, acupuncturists, and integrative health clinics. The forms you generate are clinical documents, and the practitioner is responsible for reviewing and signing off on any intake questionnaire before use with patients.
Can I customize the templates for my specific practice?
Absolutely. Every template is fully editable. You can add, remove, or modify questions; change question order; adjust conditional logic; and customize branding including your clinic name, logo, and color scheme. Changes save automatically and sync across your devices.
How does the AI question logic work?
Our AI analyzes patient responses in real time and suggests relevant follow-up questions based on their answers. For example, if a patient indicates chronic headaches, the form can automatically surface questions about frequency, location, triggers, and associated symptoms. You control which AI suggestions are active, and all recommendations are reviewed by you before they appear in the final form.
What happens to my patient data if I cancel?
When you cancel your subscription, you have 30 days to export all your data in standard formats (CSV, PDF). After 30 days, data is permanently deleted from our servers per our data retention policy. You can request an export at any time during your subscription without canceling.
Can I integrate IntakeIQ with my existing practice management software?
Yes. IntakeIQ integrates with major practice management platforms including Jane App, Mindbody, and Acuity Scheduling. Direct EHR integrations with Epic and eClinicalWorks are available on Enterprise plans. Zapier integration is available on Professional plans for custom workflows.
Is there a free trial?
Yes, all plans include a 14-day free trial with full access to all features. No credit card required to start. After the trial, you choose the plan that fits your practice size. Solo practitioners start at $29/month, and clinic plans with up to 10 practitioners start at $79/month.
Start building better intake forms today
Join thousands of functional medicine practitioners who save hours every week