Fully Integrated Note Template Suite for PracticeQ/IntakeQ with Heidi Compatibility
For Intakes, Care Plans, and Visit Notes
Streamline your entire charting workflow with our complete documentation suite, purpose-built for IntakeQ/PracticeQand fully integrated with Heidi. Whether you're onboarding a new client, conducting a follow-up visit, or building a care plan, this all-in-one solution ensures you're always documenting with accuracy, ease, and compliance.
🧾 What's Included
✅ Heidi-Enabled One-Click Launch
All note types (intake, care plan, visit note) include built-in integration with Heidi. Launch Heidi directly from within your chart—no toggling between windows, no copy-pasting, and no redundant entry. (HEIDI TEAMS MUST BE PURCHASED SEPARATELY FOR IT TO WORK)
✅ Full-Suite Documentation Coverage
This bundle includes templates for:
Initial Intakes – Capture comprehensive health histories, feeding goals, and family dynamics with structured and free-text fields.
Care Plans – Auto-generate tailored care plans using data from your visits or intakes; ideal for delivering individualized recommendations.
Visit Notes (SOAP) – Designed with compliant, clear SOAP formatting and both structured fields and narrative support.
Each note type is thoughtfully designed for lactation practice workflows and optimized for clinical clarity.
✅ Modular + Flexible Template Design
Each note type includes:
Narrative sections for customized documentation
Pre-populated drop-downs for common selections
Smart logic fields for faster, cleaner charting
Optional auto-population between intake, care plan, and follow-up notes
💼 Built for Compliance & Billing Success
Whether you’re billing directly or working with a third-party lactation billing partner, our templates help ensure you’ve documented what payers expect. Designed to reduce claim rejections by including essential charting elements across every encounter type.
🎯 Clean, Modern, Intuitive
A polished layout that reduces clutter and learning curves
Consistency across all forms promotes accuracy and efficiency
🛠️ Included Setup Support
Your purchase includes:
A 30-minute personalized onboarding session to guide you through implementation
Assistance in mapping your workflow to each note type
Tips for maximizing efficiency with Heidi and IntakeQ’s features
 
Whether you're documenting a first-time intake, a complex follow-up, or building a care roadmap—this all-in-one, Heidi-compatible suite supports your clinical excellence with modern simplicity.
Want a walkthrough or sample demo? Just reach out—we're here to help.