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IntakeQ and Square

Square integrates with IntakeQ, so you can easily use a HIPAA-compliant electronic patient intake solution that helps eliminate paper forms from your practice. IntakeQ allows you to forget about scanning, transcribing and filing patient intakes. You can also utilize add-on options to complete a full practice management solution. 

Integrate with IntakeQ

To integrate IntakeQ with your Square account, follow these steps:

  1. Visit the App integrations section of your online Square Dashboard > click Visit App Marketplace.

  2. Search for IntakeQ in the search bar > click Search.

  3. Under IntakeQ, click Get Started.

  4. Allow permissions to access your Square account information.

If you run into any issues at all, take a look at the IntakeQ Support Website for help getting started.


Square’s fee for payments processed through IntakeQ will vary depending on the types of payments processed (e.g. in-person, online, etc.). To learn more about IntakeQ pricing, visit their IntakeQ Support Website.

Payments and Reporting

You’ll receive transfers for your IntakeQ transactions just like your Square Point of Sale payments – following your transfer schedule.

Manage Your IntakeQ Account

IntakeQ’s features, services and subscriptions are managed by IntakeQ directly. For additional help, visit their IntakeQ Support Website. You can also email their IntakeQ Support Team directly.

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