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IntakeQ — Application Overview

IntakeQ (PracticeQ) is a practice management platform used by healthcare and wellness providers to manage client intakes, appointments, treatment notes, invoices, claims, and client files.

The IntakeQ integration within the Wrk platform allows you to automate clinical and administrative Wrkflows by calling the IntakeQ API through Wrk Actions.

This document provides an overview of how IntakeQ integrates into Wrk, how authentication works, general API behaviour, and a list of available Wrk Actions.

Authentication​

IntakeQ uses API key authentication within Wrk.

Supported Authentication Methods​

MethodDescription
API KeyStatic key provided in IntakeQ’s Developer API settings

API key​

For API key authentication, IntakeQ requires the key to be sent on every request using the X-Auth-Key header. Wrk adds this header automatically from the connected account.

How to obtain your API key

  1. In IntakeQ, go to More → Settings → Integrations → Developer API.
  2. Enable API access and copy your API key.
  3. Create an IntakeQ Connected Account in Wrk and paste the key.

Important Notes

  • Only the main account owner can access the API settings tab in IntakeQ.
  • Never expose your API key in plain text (config files, source control, etc.).
  • Consider setting an IP allow-list in IntakeQ’s Developer API settings when available.

General API Behaviour​

Base URL and response structure​

All IntakeQ API endpoints are located under:

https://intakeq.com/api/v1/

Most successful list and retrieve endpoints return JSON. Many list endpoints return a JSON array of records. Single-resource endpoints typically return a JSON object for that record.

Pagination​

Most list-style endpoints use page-based pagination with:

  • page (page number; use 1 for the first page, 2 for the second page, and so on)

Rate limiting​

The standard PracticeQ subscription includes:

  • 10 requests per minute
  • 500 requests per day

Higher limits can be configured in IntakeQ under More → Settings → Integrations → Developer API → Settings. Additional capacity is available in multiples of 10 requests per minute, up to a documented maximum of 250 requests per minute.

When rate limits are exceeded, requests can fail and Wrkflows may need to retry with backoff.

Deleted records​

Some list endpoints support retrieving recently deleted records (for example clients, appointments, intakes, or notes) for a limited window — typically up to 10 days after deletion.

Available Wrk Actions​

  • Create appointment cancellation
  • Create appointments
  • Create client tags
  • Create intakes
  • Create or update client
  • Delete client tags
  • Delete file
  • Perform an API call
  • Resend intakes
  • Retrieve appointment
  • Retrieve booking settings
  • Retrieve client diagnoses
  • Retrieve files
  • Retrieve folders
  • Retrieve intake
  • Retrieve intake consent PDF
  • Retrieve intake PDF
  • Retrieve invoice
  • Retrieve note
  • Retrieve note PDF
  • Retrieve practitioners
  • Retrieve questionnaires
  • Search appointments
  • Search claims
  • Search clients
  • Search intakes
  • Search invoices
  • Search notes summary
  • Send intakes
  • Update appointments

Additional Resources​