IntakeQ Setup & Optimization for Lactation Consultants
Beautiful forms, seamless booking, smooth invoicing, and patient-friendly workflows—built for your lactation practice.
As a lactation consultant, you shouldn’t have to spend hours inside IntakeQ trying to figure out forms, logic, invoicing, or workflow settings. I take the tech off your plate by designing custom IntakeQ forms and optimizing your entire system so your client experience feels clear, supportive, and streamlined from the very first click.
Why Work With Sarah Schooler
Sarah Schooler isn’t just an IntakeQ specialist—she’s a lactation consultant and practice owner who has successfully built and managed IntakeQ systems for a multi-location, multi-state lactation practice with over 15 consultants. She has firsthand experience designing custom forms, streamlining claim workflows, organizing invoicing systems, and creating parent-friendly onboarding processes that work in real-world, high-volume clinical settings.
Because she’s actively used IntakeQ to support a large and growing team, Sarah understands exactly what lactation consultants need:
✔ forms that gather the right information without overwhelming parents
✔ claim and reimbursement workflows that reduce errors
✔ booking systems that are simple, clear, and effective
✔ automations and templates that save time every single week
✔ backend structures that scale as your practice grows
Working with Sarah means you’re not hiring a generic tech consultant—you’re partnering with someone who has lived the daily challenges of lactation practice management and built solutions that actually work. She knows what IntakeQ can do, what it can’t do, and how to make it work beautifully for the unique nuances of lactation care.
Services
Custom IntakeQ Form Creation
$100 per form
Warm, intuitive, lactation-informed forms—created just for your practice.
New parents are exhausted. Your forms should help them—not overwhelm them. I create custom IntakeQ forms that are organized, gentle, and clinically thorough, making it easy for families to complete them and easy for you to review them.
Forms:
Brand-aligned design — structure, colors, tone, and layout that match your practice
Prenatal & postpartum intake forms
Feeding history, pumping details, and weight gain sections
Maternal health, birth history, and mental health prompts
Consent pages, policies, HIPAA forms
Follow-up visit forms
Feeding plan templates (optional)
Conditional logic to simplify long forms
Smart fields & required fields for accurate charting
Guided explanations to support overwhelmed parents
Form-to-appointment automation
The Result
A beautifully organized, lactation-specific intake form that captures everything you need—without exhausting families.
What is Included?
30 minute call to understand your needs
Timeline of project completion with regular updates
Free Revisions until the form is exactly what you need
IntakeQ Workflow Optimization
Individual Project Pricing ($50+)
Simplify your backend so you can focus on helping families thrive.
IntakeQ can be powerful, but only when it’s set up correctly. I optimize your system to help you save time, reduce errors, and create a smooth client journey.
Booking Optimization
Clear appointment types + descriptions
Correct durations, buffers, and availability
Telehealth link integration
Custom confirmations & reminders
Intake form auto-attachment
Reduced no-shows and fewer booking mistakes
Claims & Superbills
Custom Superbill templates
Clearly organized ICD-10 & CPT codes
Step-by-step client reimbursement flow
IntakeQ tools configured for insurance-friendly workflows
(Workflow optimization only; not billing/legal advice.)
Invoicing & Payments
Branded invoice templates
Automatic invoice creation per service
Payment link setup
Organized service categories
Clear parent-friendly pricing flow
Automation & Communication
Pre-visit messages
Post-visit follow-ups
No-show sequences
Feeding-plan handoff workflows
Message templates for common scenarios
Backend Cleanup
Organization of forms, templates, and settings
Removal of duplicates
Streamlined categories and libraries
Ensuring all parts of IntakeQ work smoothly together
Not Quite Ready to Book? Let’s Chat.
If you’re curious about working together but not fully ready to commit, that’s absolutely okay.
IntakeQ setup can feel like a big decision—especially when you’re juggling clients, charting, and family life.
I’m here to make it easy.
Reach Out With Any Questions
Whether you're unsure which package is right for you, wondering what's possible inside IntakeQ, or just want to talk through your workflow challenges, I’m happy to help.
No pressure. No obligation. Just support.
You Can Contact Me If You:
Want clarity before choosing a package
Have questions about your current IntakeQ setup
Need guidance on where to start
Want to see if we’re the right fit
Are overwhelmed and just need someone to walk you through the options
Ways to Reach Me
📅 Book a free discovery call: Book Now
📩 Send a quick message: sarah@thrivelactationcenter.com
You don’t have to figure IntakeQ out alone.
If you're feeling stuck, confused, or just tired of trying to make it all work—reach out. I’m here to help you simplify your systems and support your clients with confidence.