Know which bite correction leads are worth consultation time
Patients tell you who the consultation is for, describe their bite concern, and note any pain or prior orthodontic treatment before they ever sit in your chair. Bite photos submitted upfront help your team gauge severity ahead of the visit.
The exact intake your bite correction leads complete
This is the real 5-question guided intake for Bite Correction — the same flow your customers finish before you ever pick up the phone.
What a qualified bite correction lead should tell you
Evaluation and treatment planning for misaligned bites — overbites, underbites, crossbites, open bites, or crowding — including whether the issue has already been assessed by a dentist, whether it's causing pain or chewing difficulty, and any prior orthodontic treatment history.
- This Consultation
- Bite Concern Best Describes
- Dentist Or Orthodontist Already
- Experiencing Pain, Difficulty Chewing,
- Any Orthodontic Treatment Been
The questions your team needs answered
Every bite correction intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this consultation for? | Knowing whether the consultation is for the patient, their child, or another adult determines what consent and scheduling steps your front desk needs to prepare. |
| Which bite concern best describes the issue? | The selected bite concern tells your team roughly how complex the treatment discussion will be before the patient sits down. |
| Has a dentist or orthodontist already evaluated this bite issue? | A prior evaluation is one of the strongest signals in this catalog that the patient is treatment-ready rather than just exploring options. |
| Are you currently experiencing pain, difficulty chewing, or jaw discomfort? | Active pain or chewing difficulty is the highest-weighted question here, separating functional cases from cosmetic-only inquiries. |
| Has any orthodontic treatment been used before for this bite issue? | Prior treatment history flags relapse or retreatment cases, which often need different clinical review than a first-time bite correction patient. |
How Cliont scores bite correction leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dentist Or Orthodontist Already: yes
- Experiencing Pain, Difficulty Chewing,: yes
See the lead your team receives
Bite Correction Lead — Adult, Jaw Pain
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 bite correction workflows
| Cliont capability | Bite Correction application |
|---|---|
| Conditional branching | Adjusts the intake path based on whether the consultation is for the patient themselves, their child, or another adult they care for. |
| Weighted lead scoring | Prioritizes leads who report pain or chewing difficulty and those already evaluated by a dentist, since both carry the highest weights in this catalog. |
| Photo capture at intake | Collects bite photos before the consultation so your team can review severity without waiting for the in-person exam. |
| CRM delivery | Sends structured bite-concern, evaluation, and treatment-history answers straight into your CRM instead of a raw voicemail or contact form message. |
Common bite correction lead scenarios
Jaw pain flags priority review
An adult reports chewing difficulty or jaw discomfort with no prior evaluation, which the pain-weighted question surfaces as a higher-priority lead needing a faster response.
Already referred by a dentist
The patient's dentist has already evaluated the bite issue, so the intake scores the lead as treatment-ready rather than an early-stage inquiry.
Parent booking for a child
The consultation is for a child with crowding and no prior treatment, which routes differently than an adult self-pay case and sets expectations for a longer evaluation timeline.
Relapse after prior braces
A patient who previously wore braces or aligners is reporting a bite issue again, flagging a retreatment case that may need different clinical prep than a first-time patient.
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
Bite Correction lead-intake FAQs
How does the intake handle the different bite concern types listed in the form?
The form captures which bite concern applies — overbite, underbite, crossbite, open bite, crowding, or 'not sure' — so your team can see the presenting issue before the consultation instead of asking again at check-in.
Why does it matter whether a dentist has already evaluated the bite issue?
A prior evaluation is one of the highest-weighted signals in this intake, since patients arriving with an existing diagnosis or referral are further along and more likely to convert to a booked treatment plan.
Why ask about pain or chewing difficulty separately from the bite concern itself?
Pain and chewing difficulty carry the top scoring weight in this catalog, distinguishing functional cases that may need sooner attention from patients inquiring for cosmetic reasons alone.
Does the intake account for patients who've already had braces or aligners?
Yes — the prior-treatment question flags whether someone was never treated, previously had braces or aligners, or is currently in treatment, which helps your team distinguish relapse or retreatment cases from first-time patients.
Can the intake tell if the consultation is for a child versus an adult?
Yes, the first question asks who the consultation is for — self, a child, or another adult — so your front desk knows in advance whether pediatric scheduling or consent steps apply.
What happens after a bite correction lead is qualified?
Qualified leads, along with their answers and any submitted photos, are sent to your CRM so your team can review the case details before reaching out.
Turn bite correction visitors into qualified patients
Give every bite correction visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.