Know which root canal retreatment leads are worth consultation time
Ask whether the tooth has already had a root canal, what symptoms the patient is experiencing now, and what a referring dentist has already recommended — then collect an x-ray before the case lands in your CRM.
The exact intake your root canal retreatment leads complete
This is the real 5-question guided intake for Root Canal Retreatment — the same flow your customers finish before you ever pick up the phone.
What a qualified root canal retreatment lead should tell you
A follow-up procedure for a tooth that already received a root canal but continues to show pain, swelling, discoloration, or other signs the original treatment did not fully resolve.
- Previously Had Root Canal
- Symptoms Experiencing With This
- Tooth Have Crown Or
- Long Ago Did These
- Dentist Recommended Retreatment, Extraction,
The questions your team needs answered
Every root canal retreatment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you previously had a root canal on the tooth causing your current concern? | A yes confirms this is a true retreatment case rather than a first-time root canal, which is the detail that distinguishes this lead from a Root Canal Treatment inquiry. |
| What symptoms are you currently experiencing with this tooth? | Swelling or a gum bump carries the highest symptom weight because it points to active infection needing prompt attention, while 'no noticeable symptoms' signals a less urgent case. |
| Does the tooth currently have a crown or other restoration on it? | Knowing whether a crown or restoration is already on the tooth tells the practice whether retreatment will also require removing and later rebuilding that restoration. |
| How long ago did these symptoms or concerns start? | How long the symptoms have been present helps the practice judge whether this is a sudden flare-up or an issue the patient has been living with for months. |
| Has a dentist recommended retreatment, extraction, or another option for this tooth? | A retreatment recommendation from another dentist is the strongest signal that a professional has already reviewed the case and pointed toward this exact procedure. |
How Cliont scores root canal retreatment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Previously Had Root Canal: yes
- Pain or sensitivity
- Swelling or gum bump
- Discoloration of the tooth
- No noticeable symptoms
- Retreatment recommended
See the lead your team receives
Root Canal Retreatment Lead
From first click to qualified lead
Follow patients and caregivers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for root canal retreatment workflows
| Cliont capability | Root Canal Retreatment application |
|---|---|
| Weighted answer scoring | Swelling or a gum bump carries a higher weight than discoloration or 'no noticeable symptoms,' so the intake naturally ranks active-infection cases above cosmetic-only concerns. |
| Branching qualification logic | The dentist-recommendation question routes retreatment-recommended, extraction-recommended, and not-yet-evaluated cases differently, instead of treating every lead as an identical retreatment candidate. |
| Document and image capture | The intake collects an x-ray or prior treatment record before the lead reaches the practice, so staff aren't scheduling a consultation with no visual record of the tooth. |
| Automated CRM routing | Once the prior-treatment, symptom, and recommendation fields are answered, the completed case is sent straight to the practice CRM instead of sitting in a shared inbox. |
Common root canal retreatment lead scenarios
Prior root canal, active swelling
The patient confirms a previous root canal on the tooth and reports swelling or a gum bump, and a dentist has already recommended retreatment — the intake surfaces this as a high-priority case.
Discoloration only, no dentist seen
Symptoms are limited to tooth discoloration with no pain, and the patient hasn't yet been evaluated by a dentist — the intake still captures the case but flags it as less certain until a diagnosis exists.
Extraction recommended elsewhere
Another dentist already recommended extraction rather than retreatment, so the intake records that recommendation separately, letting the practice decide whether to offer a second opinion.
Existing crown complicates the case
The affected tooth already has a crown or restoration in place, which the intake flags so the front desk can plan for restoration removal and rebuild time when scheduling chair time.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
More endodontics intake templates
Root Canal Retreatment lead-intake FAQs
How does the intake tell a retreatment case apart from a first-time root canal lead?
The intake directly asks whether the patient has previously had a root canal on the affected tooth, which is the field that separates Root Canal Retreatment leads from Root Canal Treatment or Root Canal Consultation inquiries.
What happens if the patient hasn't seen a dentist about this tooth yet?
The catalog includes a 'not yet evaluated by a dentist' option, so those leads are still captured and scored, just with less certainty than a case where retreatment has already been recommended.
Does the intake handle leads where extraction was recommended instead?
Yes — the same question that captures a retreatment recommendation also records if a dentist suggested extraction or another option, so the practice can see that context before deciding whether to reach out.
Why does the intake ask about an existing crown on the tooth?
Knowing whether the tooth already has a crown or other restoration helps the practice anticipate whether it will need to remove and later rebuild that restoration, which affects how much chair time to plan for.
What images does the patient need to submit before the case is scored?
Patients are asked to upload a recent x-ray or imaging of the affected tooth, along with any prior treatment notes or referral letter they have, so the practice isn't scoring symptoms alone.
Turn root canal retreatment visitors into qualified patients
Give every root canal retreatment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.