IntakeQ

Client intake forms, scheduling, notes and billing platform for therapists and health practitioners.

02Data

What you can sync.

Report on IntakeQ clients in DataPrism BI and ask an AI Mind questions about it in plain words.

Need more? Name any other IntakeQ data the API returns, and the AI adds it to the connector.

03Credentials

IntakeQ uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in IntakeQ if you need help.

04How it works

Pick IntakeQ.

Open Lake, pick IntakeQ in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the IntakeQ API docs.
Answer a few questions.

The AI reads the IntakeQ documentation, then asks which credentials you will use, which data to sync (for example clients and appointments), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
Your data lands in Lake.

It builds the connector, tests it and shows you sample rows. Then IntakeQ data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.

05Related