Qualify every dental lead before the first conversation
Cliont routes dental enquiries by specialty, so a chipped-tooth emergency, an orthodontic consult, and a routine cleaning request never get treated the same way. Every enquiry is asked the questions relevant to its service line before it lands in your CRM.
Browse every dental intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Oral Surgery
Preview 6 intake templates for oral surgery, including bone grafting, oral lesion evaluation, tooth extraction.
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Emergency Dentistry
Preview 6 intake templates for emergency dentistry, including dental injury, knocked-out tooth, dental abscess.
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Pediatric Dentistry
Preview 6 intake templates for pediatric dentistry, including dental sealants, child dental cleaning, special needs dentistry.
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Restorative Dentistry
Preview 6 intake templates for restorative dentistry, including dentures, dental bridge, dental implant.
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Periodontics
Preview 5 intake templates for periodontics, including deep cleaning, gum disease treatment, gum graft.
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General Dentistry
Preview 6 intake templates for general dentistry, including new patient dental exam, dental x-rays, routine dental cleaning.
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Endodontics
Preview 5 intake templates for endodontics, including root canal treatment, root canal retreatment, dental trauma treatment.
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Orthodontics
Preview 6 intake templates for orthodontics, including retainer replacement, adult orthodontics, child orthodontic evaluation.
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Cosmetic Dentistry
Preview 6 intake templates for cosmetic dentistry, including teeth whitening, cosmetic bonding, dental veneers.
View intakes →Information dental teams need before the first conversation
Across every dental service, Cliont intakes are built to capture:
Dental covers the full range of intake scenarios a practice handles, from same-day emergency pain to scheduled procedures like Oral Surgery, Orthodontics, Periodontics, Endodontics, Restorative Dentistry, Cosmetic Dentistry, Pediatric Dentistry, and General Dentistry — each needing different questions to route the right patient to the right chair time.
- Main Reason Bone Grafting
- Dentist Or Surgeon Already
- Area Mouth Graft
- Have Any Recent Dental
- Soon Have This Procedure
- Long Have Noticed This
- Lesion Painful Or Causing
- Lesion Changed In Size,
- Lesion Located
- Noticed Any Additional Symptoms
How dental lead scoring works
Every answer across every dental intake is weighted automatically.
Value signals
- Preparing for a dental implant
- Bone loss after tooth extraction
- Bone loss from gum disease
- Not sure
- Dentist Or Surgeon Already: yes
- Less than 2 weeks
Urgency signals
- Broken or badly decayed tooth
- As soon as possible (urgent)
- Tooth chipped or broken
- Severe
- Experiencing Pain Or Sensitivity
- Large piece broken off
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Dental lead-intake FAQs
Does one intake form work across all our dental services?
Cliont routes each patient into the question set for the service they actually need, whether that's Oral Surgery, Emergency Dentistry, Orthodontics, or General Dentistry, so the form asks relevant questions instead of one generic set for every visit type.
How does Cliont tell an emergency from a routine appointment request?
Emergency Dentistry enquiries are treated as a distinct intake path from scheduled services like Cosmetic Dentistry or Periodontics, so urgent pain or trauma cases can be flagged and surfaced ahead of routine bookings.
Can Cliont handle pediatric patients differently from adult patients?
Yes — Pediatric Dentistry is its own service line in the intake, separate from adult-focused categories like Restorative Dentistry or Endodontics, so front-desk staff see the right context before calling back.
What happens to leads once they're qualified?
Qualified patient enquiries, tagged by which dental service they match, are sent into your CRM so staff can prioritize which ones to schedule chair time for first.
Do we need separate intake tools for each specialty like Endodontics or Orthodontics?
No — Cliont is set up as a single system with a distinct question path per subservice, so practices offering multiple specialties don't need to run separate forms or widgets for each one.
Will this replace our practice management software?
No, Cliont sits in front of it — it qualifies and scores incoming patient enquiries across your dental services before sending the qualified ones into your CRM, rather than replacing your scheduling or records system.
Turn your dental traffic into booked patients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.