Jotform to IntakeQ Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in IntakeQ. It updates existing records or creates a new one - no manual data entry needed.
What this workflow does
This workflow captures patient intake data submitted through a Jotform and syncs it with your IntakeQ client database. It starts by checking if a client with matching details already exists in IntakeQ. If a match is found, their profile is automatically updated with the latest submission data. If no match is found, a new client record is created in IntakeQ. This ensures every patient form submission is properly captured, whether it’s a returning patient or someone new to your practice.
Why it matters
Manually reviewing intake forms and updating client records wastes time and introduces errors. This workflow automates the entire sync between Jotform and IntakeQ, ensuring every client record is accurate, up to date, and created only once. It’s a streamlined way to manage high intake volumes without administrative bottlenecks.
Who this is for
This template is ideal for solo providers, admin staff, and clinical teams who use Jotform to collect patient intake data and IntakeQ for practice management. It’s built for clinics aiming to reduce repetitive admin work and improve patient onboarding-without writing a line of code.
Key benefits
• Eliminate double entry between Jotform and IntakeQ
• Ensure accurate, real-time updates to client records
• Automatically handle new vs. returning patients
• Save time on manual data matching and entry
• Fully HIPAA-compliant automation with no IT help needed
