Know which traditional braces leads are worth consultation time
Ask who the consultation is for, capture their main concern and desired start timeline, and collect smile photos before they ever sit in your chair.
The exact intake your traditional braces leads complete
This is the real 6-question guided intake for Traditional Braces — the same flow your customers finish before you ever pick up the phone.
What a qualified traditional braces lead should tell you
Gradual straightening of teeth and bite correction using fixed metal brackets and wires, typically requiring pre-screening for existing dental health issues and a clear sense of who the treatment is for before chair time is booked.
- This Consultation
- Dentist Or Orthodontist Already
- Main Concern Want Addressed
- Patient Missing Or Has
- Patient Free Active Gum
- Soon Would Like Start
The questions your team needs answered
Every traditional braces 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, a child, or another adult determines what consent and communication steps the front desk needs to prepare before booking. |
| Has a dentist or orthodontist already evaluated this case? | A prior evaluation carries a higher weight because it means the case has already been screened, shortening the path from inquiry to a booked consultation. |
| What is the main concern you want addressed? | Functional concerns like bite alignment and crowding are weighted higher than purely cosmetic requests, helping the team prioritize consultation slots by clinical need. |
| Is the patient currently missing or has extra teeth compared to a normal adult set? | A missing or extra tooth count outside the normal adult set flags a case that may need more clinical review before it's treated as a routine braces consultation. |
| Is the patient free of active gum disease and untreated cavities? | Active gum disease or untreated cavities lowers the score because treatment typically can't start until the patient is cleared by a general dentist first. |
| How soon would you like to start treatment? | The desired start timeline is the clearest urgency signal in this catalog, separating patients ready to begin immediately from those still exploring options. |
How Cliont scores traditional braces leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dentist Or Orthodontist Already: yes
- Crowded or spaced teeth
- Bite alignment issue
- Cosmetic appearance of teeth
- Teeth shifted after previous orthodontic treatment
- Not sure
Urgency signals
- Patient Free Active Gum
See the lead your team receives
Traditional Braces 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 traditional braces workflows
| Cliont capability | Traditional Braces application |
|---|---|
| Conditional branching | The 'Who is this consultation for' answer changes downstream messaging, so parent-submitted requests for a child are handled differently from adult self-referrals. |
| Automatic lead scoring | Main concern answers like bite alignment or crowded teeth carry higher weights than cosmetic-only concerns, pushing functional cases to the top of your CRM queue. |
| Clinical readiness flagging | A 'No' answer on being free of gum disease or untreated cavities is surfaced as a flag so front desk staff can confirm a general-dentistry referral before scheduling chair time. |
| Timeline-based prioritization | Leads who select 'As soon as possible' for start timeline are scored and routed ahead of those who are 'Just exploring options.' |
| Photo capture before booking | Smile photos are collected upfront so the orthodontist can pre-screen crowding or bite severity before the patient sits in the chair. |
Common traditional braces lead scenarios
Parent booking for a crowded-teeth case
A parent selects 'My child' and flags crowded or spaced teeth as the main concern, a high-value combination the intake surfaces early for faster scheduling.
Self-pay adult ready to start now
An adult who's already been evaluated by a dentist selects 'As soon as possible' for start timeline, producing a high-scoring lead that skips front-desk triage.
Untreated gum disease flagged
A patient answers 'No' to being free of gum disease or untreated cavities, which lowers the score and signals the front desk to confirm a referral back to general dentistry before booking.
Relapse after prior orthodontic treatment
A patient reports teeth shifting after previous treatment, a distinct high-weight concern the intake routes differently than a first-time crowding case.
Adult just exploring, no evaluation yet
An adult with no prior dental evaluation and a 'Just exploring options' timeline produces a lower-priority lead better suited for nurture than immediate scheduling.
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
Traditional Braces lead-intake FAQs
How does the intake handle consultations booked for a child versus an adult?
The intake first asks who the consultation is for, so a request submitted on behalf of a child is tagged differently from a self-referral or a request made for another adult, letting your team prepare the right consent and communication path before the visit.
What happens if a lead reports active gum disease or untreated cavities?
Answering 'No' to being free of gum disease and untreated cavities carries a lower weight than a 'Yes' answer, which pulls the lead's score down and flags that dental clearance likely needs to happen before braces can be started.
Does the intake check for missing or extra teeth before booking?
Yes, the intake asks directly whether the patient is missing or has extra teeth compared to a normal adult set, so your team knows before the consultation if the case may need additional clinical review.
How is treatment urgency scored on this intake?
The desired start timeline question ranges from 'As soon as possible' to 'Just exploring options,' with each option weighted so leads ready to start immediately are scored and surfaced ahead of casual inquiries.
Can the intake catch relapse cases where teeth shifted after previous treatment?
Yes, 'Teeth shifted after previous orthodontic treatment' is one of the main concern options and carries a high weight, so relapse cases are prioritized similarly to new crowding or bite issues.
What if the patient hasn't seen any dentist or orthodontist yet?
The intake asks whether a dentist or orthodontist has already evaluated the case; a 'No' answer scores lower than a 'Yes,' since unevaluated patients typically need more discovery before a consultation is worth booking.
Turn traditional braces visitors into qualified patients
Give every traditional braces visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.