A thorough diagnostic intake, with nothing missed.

A guided diagnostic intake for therapists and prescribers: suggested questions, live red flags and safety prompts, built-in rating scales, FDA-labeled medication options, and a narrative intake note, treatment plan and safety plan.

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14-day free trial
Nothing to install
Fictional demo, no sign-up

Decision support, not a diagnosis. Intake IQ suggests, flags and reminds; every diagnosis, risk level, medication and plan is your clinical decision. It is not for emergencies. For ages 12 and up.

Intake IQ · Live red flags · 2

Fictional example

Safety prompts the moment they matter

Passive death wish in the past month
Complete the suicide screen and a safety plan before the session ends. Why: reported on the review of symptoms.
Ask about access to lethal means
Firearms, medications and other means, with counseling on safe storage.

Narrative intake note drafted

What you get

Every intake complete and consistent.

Guided interview

Seventeen sections in the usual intake order, with suggested questions and follow-ups that open only when an answer calls for them. Teen and prescriber versions where it matters.

Live red flags

Suicide risk, lethal means, harm to others, mandated reporting, withdrawal, delirium and more, each with why it appeared, what to do next and its source.

Safety workflow and plan

A structured suicide and violence screen, risk formulation, and a printable Stanley-Brown safety plan with click-to-add suggestions that fit the client.

Rating scales built in

PHQ-9, GAD-7, PC-PTSD-5, PCL-5 and AUDIT scored automatically, with score entry for licensed scales. Suggested scales appear as you go.

Quick picks everywhere

Presenting concerns, goals, prior diagnoses, allergies, mental status findings and level-of-care reasons in a click, with room for your own words.

Medication options

For each diagnosis you enter, FDA-labeled medications filtered by age, with dosing, boxed warnings, side effects, monitoring and plain-language client education.

Narrative intake note

A full narrative psychiatric diagnostic evaluation (90791 or 90792 for reference), clinical summary and formulation, treatment plan and safety plan, ready to edit and download.

Connected tools

Open ADHD Eval-IQ or the AI Treatment Plan Builder from the intake. They start with what the intake knows, and the results come back to it.

Nothing stored

Answers stay in your browser and in a file you save to your own computer. No client identifiers are entered.

See it in action

Intake IQ in 5 steps

A fictional adult telehealth intake. Click through the steps.

Step 1 of 5

Guided questions, in the usual order

Quick picks for common answers, with room for your own words. No client identifiers are entered.

Fictional demo data. No real client information.

Intake IQ · Reason for visit

Age: 34
Setting: Telehealth
Referred by: Primary care
Onset: 6 to 12 months ago, worsening

Presenting concerns

Low moodLoss of interestWorryInsomniaPanicTrauma

Free guide

The Diagnostic Intake Completeness Checklist

Everything a thorough 90791 or 90792 intake should document, plus a fictional sample note excerpt.

A section-by-section checklist for a complete diagnostic intake
The safety questions that should never be skipped
What reviewers look for in the formulation and plan
A fictional sample narrative excerpt

Pricing

Included in every Clinical Suite plan.

One plan, priced by practice size, includes Intake IQ, ADHD Eval-IQ and the AI Treatment Plan Builder.

Try any plan free for 14 days, including 2 evaluations. A card is required, but you won't be charged until the trial ends, and you can cancel anytime before then. One free trial of each suite per practice.