178. EHR’s for Testing Psychologists: IntakeQ (Basics)

Dr. Jeremy Sharp Podcast Leave a Comment

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Hey everyone! Given all the questions about EHR’s (electronic health records) in the Facebook Community and among my coaching clients, I wanted to take a few episodes to dive in to some of the major players in the EHR space. Each of these reviews will focus primarily on the testing-specific aspects of each EHR, though I’ll also do an overview of non-testing features that are important. 

For the FULL review experience, check out the accompanying video on the Testing Psychologist YouTube channel. Enjoy!

IntakeQ is the star EHR for today. Here’s how the review broke down:


  • Free trial, no CC required
  • Feature-rich for a competitive price
  • Nailed the paperwork aspect of practice
  • Customizable testing notes with a lot of control over the format
  • Option to charge CC automatically on the day of appointments
  • Aesthetics are on point
  • Billing & codes are relatively easy to manipulate once you get it set up
  • Excellent reporting options
  • Integrations and API support


  • Few gender identity/demographic choices
  • Some features were unclear: writing notes, submitting claims, assigning diagnoses
  • Lots of submenus within main menus. No walkthrough at the beginning to get everything set up.

Verdict: Definitely a possibility as a testing psychologist EHR. Takes some time to set up, but could be very smooth from that point forward.

Cool Things Mentioned

Featured Resource

I am honored to partner with PAR to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.  

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and grew to include nine licensed clinicians, three clinicians in training, and a full administrative staff. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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