Oral lesion intake that asks what your team needs to know
Patients describe how long the lesion has been present, whether it's painful, and if it's changed in size or color, while uploading a photo so your team can prioritize which consultations to book first.
The exact intake your oral lesion evaluation leads complete
This is the real 5-question guided intake for Oral Lesion Evaluation — the same flow your customers finish before you ever pick up the phone.
What a qualified oral lesion evaluation lead should tell you
A pre-visit assessment of a mouth sore, bump, or discoloration that captures how long it's been present, whether it has changed, and what symptoms accompany it, so the surgical team can decide how quickly a patient needs to be seen.
- Long Have Noticed This
- Lesion Painful Or Causing
- Lesion Changed In Size,
- Lesion Located
- Noticed Any Additional Symptoms
The questions your team needs answered
Every oral lesion evaluation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How long have you noticed this lesion or sore in your mouth? | How long the lesion has been present is one of the strongest weighted signals, helping staff distinguish a brand-new sore from one that's persisted for weeks. |
| Is the lesion painful or causing discomfort? | Separates real opportunities from leads that aren’t a fit yet. |
| Has the lesion changed in size, color, or shape recently? | A confirmed recent change in size, color, or shape carries the highest weight in this catalog, flagging leads that likely need a sooner appointment slot. |
| Where is the lesion located? | Recording the exact location helps your team route the case to the right provider and prep the right instruments before the consultation. |
| Have you noticed any additional symptoms with the lesion? | Capturing symptoms like bleeding or numbness upfront means staff aren't calling the patient back just to ask what's already been reported. |
How Cliont scores oral lesion evaluation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 2 weeks
- 2 to 4 weeks
- More than 4 weeks
- Not sure
- Lesion Changed In Size,: yes
See the lead your team receives
Oral Lesion Evaluation 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 oral lesion evaluation workflows
| Cliont capability | Oral Lesion Evaluation application |
|---|---|
| Weighted scoring engine | Combines the lesion duration answer with the recent-change answer, since both carry higher weight, to distinguish routine follow-ups from leads worth reviewing sooner. |
| Photo capture in the intake flow | Prompts the patient for a lesion photo alongside their selected location, giving your team a visual reference before they open the chart. |
| Multi-select symptom fields | Lets patients flag bleeding, numbness, or difficulty swallowing together instead of your front desk having to ask follow-up questions by phone. |
| CRM delivery of qualified leads | Sends completed oral lesion evaluation intakes straight to your CRM with duration, change, location, and symptom answers attached to the record. |
Common oral lesion evaluation lead scenarios
New lesion, no other symptoms
Patient reports the lesion appeared less than two weeks ago with no pain and no change, and marks none of the additional symptoms — a lower-friction case your team can slot in as a routine consult.
Long-standing lesion with recent change
The lesion has been present more than four weeks and the patient confirms it recently changed in size or color, plus bleeding — this combination pushes the lead toward faster review.
Painful lesion on the floor of the mouth
Location is flagged as floor or roof of mouth, the patient reports pain and numbness, and the intake surfaces all of it together so staff aren't piecing it together over the phone.
Uncertain duration, cheek lesion
Patient selects 'not sure' for how long the lesion has been there and reports difficulty swallowing — the intake still captures location and symptoms even when timeline is vague.
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 oral surgery intake templates
Oral Lesion Evaluation lead-intake FAQs
How does the intake decide which oral lesion leads to move up the queue?
Scoring weights the reported duration of the lesion and whether it has recently changed in size, color, or shape, since both answers are part of the value signals your team wants surfaced early.
Does the intake ask about symptoms beyond pain, like numbness or bleeding?
Yes — patients can select bleeding, numbness, difficulty swallowing, or none of these, so your team sees the full symptom picture before the patient arrives.
Can patients upload a photo of the lesion during intake?
Yes, a photo upload is part of the intake so your team has a visual reference alongside the reported location and symptoms before the consultation.
What happens if a patient doesn't know how long they've had the lesion?
The intake includes a 'not sure' option for duration so uncertain timelines still get captured and scored rather than leaving the field blank.
Does this intake diagnose whether a lesion is serious?
No — the intake only organizes what the patient reports (duration, changes, location, symptoms, photo) so your clinical team can make that determination during the consultation.
How is the lesion's location recorded?
Patients select from tongue, inner cheek, gums, lips, floor or roof of mouth, or other location, which routes into the lead record alongside their symptom and photo answers.
Turn oral lesion evaluation visitors into qualified patients
Give every oral lesion evaluation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.