Connect IntakeQ / PracticeQ to Microsoft Excel and create healthcare automations

Automatic Logging of Patient Intake Data:

When a patient submits an intake form through IntakeQ, the data is automatically exported to a designated Excel sheet as a new row, capturing details such as contact information, appointment dates, and medical history. Centralizes patient data in one place for easy access. Reduces manual data entry, minimizing errors. Simplifies analysis with Excel’s data tools (e.g., sorting and filtering).

​

Real-Time Appointment Tracking and Status Reports:

Appointment bookings, cancellations, or updates in IntakeQ are automatically recorded in an Excel spreadsheet. You can set up formulas to calculate metrics like cancellations, no-show rates, or upcoming visits. Provides real-time visibility into appointment trends. Helps with capacity planning and staff scheduling. Simplifies reporting and performance tracking.

​

Automated Task Lists and Follow-Up Reminders:

Based on form submissions or specific patient responses in IntakeQ, tasks (e.g., follow-up calls or post-visit surveys) are automatically added to an Excel sheet. Conditional formatting can highlight pending or overdue tasks. Keeps follow-up activities organized and trackable. Ensures no follow-ups are missed with clear task lists. Improves care coordination with transparent task tracking.