IntakeQ (PracticeQ) 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.
Custom Build Packages
IntakeQ Essentials Setup
Perfect for newer practices getting IntakeQ set up the right way from the start.
Includes:
Account review + basic settings setup
1 Master Custom Form (contingent/rules based form that indvidualizes to the service patient books or up to 3 custom individual intake forms (e.g., new patient, follow-up, consent)
Basic automations (confirmation emails, reminders)
Up to 3 service/appointment types + location set up
Simple online booking widget with link configuration
One 60–minute walkthrough call (recorded, if desired)
Timeline: ~1–2 weeks
Investment: $500-700 pricing is custom to each practice’s need, quote provided after introductory call
IntakeQ Growth and Workflow Optomization
For small growing practices that need smoother workflows and better automations.
Includes:
Full IntakeQ account audit (current forms, workflows, templates, automations)
Two Master Custom Form (contingent/rules based form that indvidualizes to the service patient books or or overhaul/creation of up to 6 forms (intake, consents, questionnaires, treatment notes, etc.)
Custom mapping of patient information to each form
Up to 5 service/appointment types + locations set up
Advanced automations for created services (confirmation emails, reminders, automatic tags)
Portal + messaging settings configuration
Payment integration review (Stripe/Square/etc.)
Simple online booking widget with link configuration
One 90–minute training call for you/your team
Two 30-minute revision meetings within the first 30 days after launch
30 days of email support after launch (for tweaks/clarifications)
Timeline: ~2–4 weeks
Investment: $750-1250 pricing is custom to each practice’s need, quote provided after introductory call
IntakeQ Premium Automation & System Build
Best for multi-provider practices or those wanting a fully streamlined, automation-heavy system.
Includes:
Full IntakeQ account audit (current forms, workflows, templates, automations)
Three Master Custom Form (contingent/rules based form that indvidualizes to the service patient books or or overhaul/creation of up to 9 forms (intake, consents, questionnaires, treatment notes, etc.)
Custom mapping of patient information to each form
Up to 7 service/appointment types + locations set up
Advanced automations for created services(confirmation emails, reminders, automatic tags)
Portal + messaging settings configuration
Payment integration review (Stripe/Square/etc.)
Advanced online booking widget with link configuration
Custom logo PDF header on top of emailed/faxed/printed forms
Individual provider profile creation (up to 5)
Superbill set up with codes and diagnosis
Invoice automation
Set up of team roles/security access for providers and ancillary staff
One 90–minute training call for you/your team
Two 30-minute revision meetings within the first 30 days after launch
30 days of email support after launch (for tweaks/clarifications)
Timeline: ~4-6 weeks
Investment: $1600-2500+ pricing is custom to each practice's need, quote provided after introductory call
IntakeQ Training for the DIY Practitioner
Whether you love getting hands-on with your systems or simply want more control over your practice’s workflow, our IntakeQ Training Sessions are designed to empower the do-it-yourselfer. Instead of outsourcing every tweak or automation, you’ll learn how to confidently build, customize, and streamline your own IntakeQ setup.
Learn. Build. Automate.
Each session gives you step-by-step guidance tailored to your practice. You’ll master the “why” behind IntakeQ’s tools so you can make informed decisions and create workflows that truly work for you—not just pre-built templates.
We walk you through:
Form Creation & Customization
Build intake forms, consent forms, SOAP notes, questionnaires, and automations that reflect your brand and clinical workflow.Automation Design
Learn how to craft smart, efficient automations—from simple reminders to multi-step onboarding sequences.System Optimization
Clean up what’s not working. Build what you’ve been dreaming of. Use IntakeQ to its full potential without feeling overwhelmed.Troubleshooting
Choose the Support Style That Fits You
✨ Individual Training Sessions
Perfect if you want targeted help, quick wins, or to focus on a specific automation, form, or workflow.
Book as needed—learn what you want, when you want.
✨ Multi-Session Training Packages
Ideal for deeper learning or building out a full suite of forms and automations.
Packages provide continuity, accountability, and a supportive learning structure so you can truly master IntakeQ.
Designed for the DIY-Minded Clinician or Practice Owner
If you’re the kind of person who likes to understand your tools, customize your systems, and take ownership of your tech, this training is built for you. You’ll walk away with:
Confidence in managing your own IntakeQ setup
Skills to maintain and update your forms independently
A streamlined, automated workflow that saves you hours each week
The ability to build new forms or automations anytime your practice grows or changes
Not Quite Ready? 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.