Store your IntakeQ API key and verify connectivity

Check whether the connector is authenticated with IntakeQ

Clear the stored IntakeQ API key

Search/list clients in the connected IntakeQ account. Returns up to 100 results per page.

Response field reference: BillingType: 0=Unknown, 1=SelfPay, 2=Insurance LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner

Get a single client by ID (includes full profile).

Response field reference: BillingType: 0=Unknown, 1=SelfPay, 2=Insurance LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner

List all practitioners in the IntakeQ account. Call this before create_appointment to find a valid PractitionerId.

List services configured in the IntakeQ account. Call this before create_appointment to find a valid ServiceId.

List locations configured in the IntakeQ account. Call this before create_appointment to find a valid LocationId.

List appointments. At least one of clientId, startDate, or endDate must be provided.

Get a single appointment by ID

Create a new appointment in IntakeQ. All fields are required.

Update an existing appointment via PUT. Id and UtcDateTime are required. Cannot change client or practitioner.

List intake form submissions. PHI — every call is audit-logged.

Get a single intake form submission by ID. PHI — every call is audit-logged.

List all questionnaire templates available in the IntakeQ account

Send an intake form to a client. Provide QuestionnaireId plus either ClientId or (ClientName and ClientEmail).

List clinical notes. PHI — every call is audit-logged. Notes are read-only in IntakeQ.

Get a single clinical note by ID. PHI — every call is audit-logged.

List invoices from the connected IntakeQ account

Get a single invoice by ID

List file metadata for a client. Returns references only (Id, FileName, DateCreated, Size, ContentType, FolderId). Files are never downloaded — this tool returns metadata references only. clientId is mandatory.

Export the local HIPAA §164.312(b) audit log. Every read and write of PHI is recorded here. Use date_from/date_to to filter by date range, client_id to filter by patient. Supports pagination via limit/offset.