Know which jaw surgery leads are worth consultation time
Cliont's intake asks who the consultation is for, whether a dentist has already recommended jaw surgery, and the main concern behind it, then collects X-rays or imaging before the enquiry lands in your CRM.
Preview your jaw surgery consultation intake
Explore 5 questions from the Jaw Surgery Consultation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified jaw surgery consultation lead should tell you
A pre-surgical evaluation with an oral surgeon to assess jaw alignment, joint function, or facial asymmetry and determine whether orthognathic surgery is a viable treatment path, factoring in any prior orthodontic work.
- Dentist Or Orthodontist Already
- Main Concern With Jaw
- This Consultation
- Have Recent Dental X-Rays
- Already Completed Or Started
The questions your team needs answered
Every jaw surgery consultation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has a dentist or orthodontist already recommended a jaw surgery evaluation? | A prior dentist or orthodontist referral signals the patient has already been clinically screened, which is why 'yes' is weighted well above 'no.' |
| What is the main concern with the jaw? | The specific jaw concern (bite, joint pain, asymmetry, or breathing) shapes the clinical conversation and which specialist or imaging the consultation should prepare for. |
| Who is this consultation for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have recent dental X-rays or imaging available to share? | Knowing whether X-rays or imaging already exist lets staff decide whether to schedule imaging ahead of the consultation instead of at the appointment itself. |
| Have you already completed or started orthodontic treatment for this issue? | Orthodontic treatment status indicates how far along the patient is in the typical surgical pathway, with completed treatment weighted as the most surgery-ready stage. |
How Cliont scores jaw surgery consultation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Dentist Or Orthodontist Already: yes
- Bite or alignment issue
- Jaw pain or joint problem
- Facial asymmetry
- Breathing or sleep issue related to jaw
- Not sure
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Jaw Surgery Consultation 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 jaw surgery consultation workflows
| Cliont capability | Jaw Surgery Consultation application |
|---|---|
| Weighted scoring engine | Applies the catalog's weighting so a dentist-referred lead with completed orthodontics scores higher than an unreferred, 'not sure' lead, helping you prioritize consultation slots. |
| Document upload | Collects available dental X-rays or imaging during intake so your team knows whether imaging needs to be requested or scheduled before the patient arrives. |
| Dependent-aware routing | Flags consultations booked for a teen or another dependent versus an adult self-booking, so scheduling can account for guardian involvement. |
| Conditional branching | Surfaces orthodontic treatment status alongside the stated jaw concern so your team can see whether a patient is likely surgery-ready or still mid-treatment. |
Example jaw surgery consultation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Referred with completed orthodontics
A dentist has already recommended a surgical evaluation and orthodontic treatment is finished, which the catalog weights as the strongest combination for booking chair time.
Self-referred, unsure of the issue
No dentist referral yet and the patient selects 'Not sure' for the main jaw concern, signaling they need more education before a surgical consultation is the right next step.
Teen still in active orthodontics
A parent books on behalf of a teen who is currently in orthodontic treatment, which routes the lead differently than an adult self-booking with completed treatment.
Sleep or breathing concern raised
The main concern selected is a breathing or sleep issue tied to jaw structure rather than bite or pain, which may warrant a different clinical conversation before surgery is discussed.
No imaging on hand yet
The patient has no recent X-rays or imaging available, so the front desk knows to schedule imaging or request records before the consultation instead of assuming it's ready to go.
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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 oral surgery intake templates
Jaw Surgery Consultation lead-intake FAQs
Does it matter if the patient wasn't referred by their dentist?
Yes. The intake asks whether a dentist or orthodontist has already recommended a jaw surgery evaluation, and a 'no' answer carries a lower weight than a 'yes,' since unreferred patients often need more upfront explanation before they're ready to commit to a surgical evaluation.
How does the intake handle someone who isn't sure what's wrong with their jaw?
The main concern question includes a 'Not sure' option, which is scored lower than specific concerns like bite issues, jaw pain, or facial asymmetry, so your team can see at a glance which leads need more clinical framing before they book.
Does the intake collect X-rays before the consultation?
Yes, patients are asked whether they have recent dental X-rays or imaging available to share, so your staff knows in advance whether imaging needs to be scheduled or requested from another provider.
Can the intake tell if the consultation is for a dependent rather than the adult filling it out?
Yes, the intake asks who the consultation is for, distinguishing self, teen or child, and other dependents, so your scheduling team can flag cases that need a guardian present or additional consent steps.
Does prior orthodontic treatment affect how a lead is scored?
Yes. Completed orthodontic treatment is weighted highest, current treatment is weighted moderately, and 'not started yet' is weighted lower, reflecting that patients who finished orthodontics are typically further along the path to surgery.
How is this different from the intake for wisdom tooth removal or bone grafting?
Jaw surgery consultation intake focuses on referral status, the specific jaw concern, and orthodontic history rather than tooth-specific symptoms, so the questions and scoring reflect the longer, more coordinated treatment path this procedure typically involves.
Turn jaw surgery consultation visitors into qualified patients
Give every jaw surgery consultation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.