Templates & Training: IntakeQ by Annie Frisbie

What's included?

27 videos 7 files 31 text files

Contents

Welcome!

How to use this module

About IntakeQ

Sign up for IntakeQ

How to get my forms

Usage Permissions & Copyright

IntakeQ & Telehealth

Module 1: Intro and Settings

Access & Pricing

Setting configuration

Payment and Billing Settings

1.1 Configuring your settings.mov

14 mins

1.2 Additional Settings.mov

13 mins

1.3 Email Confirmation.mov

2 mins

Module 2: Creating Forms

About Forms

Lactation consent for care (attorney reviewed)

2.1 Consent Forms.mov

11 mins

2.3 Note Templates for Charting.mov

24 mins

Adding additional fields to the care plan template

2.4 Weight Chart.mov

2 mins

2.5 Creating Forms from Scratch.mov

11 mins

2.6 Adding Consents to Forms.mov

2 mins

2.2 Intake Forms.mov

25 mins

Module 3: Bookings Settings

Setting up your schedule summary

How to use the swipe files

3.1 Locations and Services.mov

18 mins

3.2 Payments and Settings.mov

10 mins

3.3 Emails.mov

12 mins

3.4 Booking Widget.mov

5 mins

3.5 Appointment Request and Confirmation.mov

5 mins

3.6 Add Time + Block Time.mov

2 mins

3.7 Telehealth.mov

2 mins

Follow up policy email swipe file

Day after email with general resources swipe file

Preparing for a home visit swipe file

Follow up visit swipe file

Client satisfaction survey swipe file

Perinatal mood disorder (PMAD) swipe file

post birth warning signs swipe file

Virtual consult swipe file

Telehealth reminder swipe file

Module 4: Client Intake

Intake summary

Mapping support article

4.1 Setting up client charts.mov

11 mins

4.2 Setting up the weight chart.mov

5 mins

4.3 Setting up charts for multiples.mov

5 mins

Module 5: Charting

Charting summary

5.1 Charting a consult.mov

25 mins

5.2 Charting multiples.mov

2 mins

Sending a care plan summary

Sending a doctor's report summary

Pinned Notes support article

Sample snippets

What if I don't see my pinnings?

Module 6: Invoicing

Self pay client summary

6.2 Invoice and superbills.mov

3 mins

6.1 Invoice setup.mov

3 mins

Module 7: Insurance

Insurance client summary

Office Ally integration instructions

Creating a CMS form in IntakeQ

All about insurance billing for lactation

7.1 Claims.mov

12 mins

Creating claims for baby

Module 8: Extras

Secure messaging summary

8.1 Tasks.mov

4 mins

8.2 Files.mov

2 mins

8.3 Credit Cards and Recurring Payments.mov

2 mins

About Annie Frisbie

Annie Frisbie has served hundreds of families since becoming an IBCLC in 2011. Her mission is to empower IBCLCs to transform their private practice to increase productivity, reduce stress, improve client communications, and cultivate career longevity through her deeply researched yet accessible books, tools, and services.

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