IntakeQ integration
Arkeo agents for IntakeQ
Arkeo agents do the front desk work in IntakeQ alongside your team. They get intake forms done before the first visit, confirm appointments, follow up on missed ones, chase unpaid invoices, and report on the week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in IntakeQ
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams. Sessions and notes stay with your clinicians.
- ✓Checks new clients have filled in their forms2 days before
- ✓Sends the form againright away
- ✓Tells your front desk who still hasn'tmorning of
First sessions start on time, with the forms done.
IntakeQ
Gmail- ✓Finds appointments still waiting to be confirmedevery day
- ✓Reminds the client by textsame day
- ✓Tells your front desk who hasn't repliedthe day before
Fewer empty sessions from bookings no one confirmed.
IntakeQ
Twilio- ✓Sees appointments marked missedas they happen
- ✓Offers the client new timessame day
- ✓Books the time they reply withright away
A missed session turns into a booked one.
IntakeQTwilio
Google Calendar- ✓Checks invoices that are unpaid or past dueevery day
- ✓Sends the client a reminderafter 7 days
- ✓Tells your front desk who is still lateevery week
Money owed gets chased without anyone tracking it.
IntakeQGmail- ✓Counts sessions, cancels and missed visitsevery Monday
- ✓Compares it to last week, per clinicianevery Monday
- ✓Sends it to the ownerMonday morning
Know how the week went without building the report.
IntakeQ
Google Sheets
SlackWorks with the rest of your software
Agents carry the work from IntakeQ into the other software your team uses, so nothing waits for someone to copy it over.
Stripe
Square
QuickBooks
ZoomBusinesses that run on IntakeQ
How it connects
You make the key in your own IntakeQ account. Nothing to install on your computers, and nothing to wait for.
Where
In IntakeQ, under More, then Settings, then Integrations, then Developer API. Turn on API access and copy the key shown there.
Who can do it
The main account owner. Only they can see the API tab.
Plan
Any IntakeQ or PracticeQ plan. The standard plan has a daily limit on API calls, and you can ask IntakeQ to raise it.
Agents can see
- Appointments and their status
- Clients and their contact details
- Intake forms and whether they are done
- Invoices and what is still owed
Agents can change
- Appointments: book, move or cancel
- Clients and client tags
- Intake forms sent, or sent again
Agents can't
- Create or change invoices. IntakeQ only lets apps read them.
- Write session or treatment notes. That stays with your clinicians.
- Get back in after you turn off API access.
What this looks like at your business
Intake formsClients who haven't filled in their forms get them again in time.
Designed for practices on IntakeQMissed sessionsClients who missed a session are offered new times and booked.
Designed for practices on IntakeQUnpaid invoicesClients reminded. Your front desk sees who is still late.
Designed for practices on IntakeQIs this you?
- You run your practice on IntakeQ or PracticeQ
- Your front desk chases forms, confirmations or payments by hand
- You want to grow without more front desk staff
✕A solo clinician with a light caseload: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your practice?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and IntakeQ
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client records never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do the agents see session notes or give care?
No. Agents do the front desk and office work. Sessions and notes stay with your clinicians.
Does this work with PracticeQ?
Yes. It is the same account and the same API. The main account owner turns it on in Settings.
Will the agents change my calendar?
They book, move or cancel appointments the way your process says, and your front desk sees each change.
Can I turn it off?
Yes. Turn off API access in IntakeQ and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.