Know which adult orthodontics leads are worth consultation time
Patients share their main orthodontic concern, treatment style preference, and target start date, along with smile photos, so your team can see who's ready to book a consultation versus who's still exploring options.
The exact intake your adult orthodontics leads complete
This is the real 5-question guided intake for Adult Orthodontics — the same flow your customers finish before you ever pick up the phone.
What a qualified adult orthodontics lead should tell you
Teeth-straightening treatment for adult patients dealing with crowding, bite misalignment, cosmetic concerns, or relapse after earlier orthodontic work, where current oral health status often determines whether they're ready to start treatment right away.
- Main Orthodontic Concern
- Ever Had Braces Or
- Treatment Style Interested In
- Free Untreated Cavities Or
- Soon Would Like Start
The questions your team needs answered
Every adult orthodontics intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main orthodontic concern? | The main concern selected (crowding, bite, relapse, or cosmetic) carries the heaviest weight in the score and shapes what your team should prepare to discuss at the consultation. |
| Have you ever had braces or orthodontic treatment before? | Whether a patient has had braces before tells your team if they're dealing with a relapse case or a first-time treatment plan. |
| Which treatment style are you interested in? | The requested treatment style lets your team route the patient toward the right consultation type or a more specific subservice like Clear Aligners or Traditional Braces. |
| Are you currently free of untreated cavities or gum disease? | A 'no' answer on being free of cavities or gum disease scores notably lower than 'yes,' flagging patients who may need dental clearance before starting orthodontic treatment. |
| How soon would you like to start treatment? | How soon the patient wants to start distinguishes booking-ready leads from patients still deciding, without changing the underlying score signals. |
How Cliont scores adult orthodontics leads
Every answer is weighted automatically — no manual review required.
Value signals
- Crowding or spacing
- Bite alignment issue
- Relapse after previous treatment
- Cosmetic appearance
- Not sure
- Free Untreated Cavities Or: yes
See the lead your team receives
Adult Orthodontics 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 adult orthodontics workflows
| Cliont capability | Adult Orthodontics application |
|---|---|
| Weighted lead scoring | Scores rise when a patient's main concern is crowding, bite alignment, relapse, or cosmetic appearance, and adjusts based on whether they're currently free of untreated cavities or gum disease. |
| Branching questions | Routes patients based on their answer about prior orthodontic treatment, so relapse cases and first-time cases surface differently for your team. |
| Photo upload widget | Collects smile photos during intake so your team can review alignment and spacing before the consultation is even booked. |
| CRM delivery | Sends each scored adult orthodontics lead, including treatment style preference and start timeline, straight to your CRM instead of a generic contact form email. |
Common adult orthodontics lead scenarios
Relapse after old braces
Patient selects 'Relapse after previous treatment' and confirms prior orthodontic history, signaling a case your team can scope faster since the original alignment issue is already documented.
Untreated cavities flagged
Patient answers no to being free of cavities or gum disease, which scores lower than a clear bill of dental health and can prompt a note to resolve dental issues before starting treatment.
Ready to start now, cosmetic focus
Patient picks cosmetic appearance as the main concern, clear aligners as the preferred treatment style, and 'as soon as possible' for timeline, producing a lead worth prioritizing for a near-term consultation.
Just exploring, undecided style
Patient marks 'not sure' for main concern, selects 'not sure, need guidance' on treatment style, and chooses 'just exploring options' for timeline, indicating an early-stage inquiry rather than a booking-ready lead.
Bite issue, no treatment history
Patient reports a bite alignment issue with no previous orthodontic treatment and confirms good oral health, giving your team a straightforward first-time case to size up before the consultation.
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 orthodontics intake templates
Adult Orthodontics lead-intake FAQs
How does the intake handle patients with untreated cavities or gum disease?
The intake asks directly whether a patient is currently free of untreated cavities or gum disease, and a 'no' answer scores lower than a 'yes,' which can flag the lead for a dental health check before scheduling the orthodontic consultation.
Can adult patients specify which treatment style they want before booking?
Yes, the intake asks whether they're interested in clear aligners, traditional braces, ceramic or lingual braces, or need guidance, so your team knows what to prepare for the consultation, or can point them toward the Clear Aligners or Traditional Braces subservice pages.
Does the intake separate adult cases from child orthodontic evaluations?
This intake is scoped specifically to adult patients and their history with prior orthodontic treatment or relapse, while inquiries about a child's evaluation route through the separate Child Orthodontic Evaluation subservice.
What happens with patients who say they're just exploring options?
Patients who select 'just exploring options' for their start timeline still get scored and delivered to your CRM, but the answer helps your team distinguish them from patients ready to commit to a start date soon.
Does the intake ask if a patient has had braces before?
Yes, it asks whether the patient has ever had braces or orthodontic treatment, which matters most alongside a main concern of 'relapse after previous treatment' since that combination points to a returning case rather than a first-time one.
What photos does the intake collect before the consultation?
The intake collects smile photos so your team has a visual reference on crowding, spacing, or bite position before the patient ever sits in the chair.
Turn adult orthodontics visitors into qualified patients
Give every adult orthodontics visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.