IME intake that flags treating-doctor conflicts up front
Cliont's intake asks whether the client has already attended an IME, whether the IME doctor's findings conflict with their treating physician, and whether the insurer has denied or delayed benefits before anyone books a consultation. Denial letters and IME reports arrive with every submission.
The exact intake your independent medical exams leads complete
This is the real 7-question guided intake for Independent Medical Exams — the same flow your customers finish before you ever pick up the phone.
What a qualified independent medical exams lead should tell you
An Independent Medical Exam (IME) is a medical evaluation ordered by an employer or insurer during a workers' compensation claim to assess an injury, treatment need, or work capacity — often used to challenge the treating physician's findings on causation, restrictions, or disability rating.
- Get Hurt Or Become
- Filed Workers’ Compensation Claim
- Been Scheduled , Asked
- Ime Related Dispute About
- Insurance Company Or Employer
- Ime Doctor’S Opinion (Or
- It Been Less Than
The questions your team needs answered
Every independent medical exams intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you get hurt or become ill because of your job in the United States? | This is the foundational jurisdictional filter — if the injury isn't work-related or didn't happen in the US, there's no workers' comp claim to attach an IME dispute to. |
| Have you filed a workers’ compensation claim or reported the injury/illness to your employer? | Confirms an actual claim exists before treating the case as an IME dispute rather than an unreported injury needing claim filing first. |
| Have you been scheduled for, asked to attend, or already attended an Independent Medical Exam (IME) for your workers’ comp claim? | Without a scheduled or attended IME there's no exam opinion yet to dispute, which is why this answer carries one of the heaviest weights in the catalog. |
| Is the IME related to a dispute about your work restrictions, treatment, disability rating, or whether your injury is work-related? | Separates a routine, uncontested exam from a genuine legal dispute over restrictions, treatment, disability rating, or causation. |
| Has the insurance company or employer denied, delayed, or tried to stop your medical care or wage benefits? | Signals the insurer or employer is already taking an adversarial position on benefits, which usually raises the urgency of a real case. |
| Did the IME doctor’s opinion (or expected opinion) conflict with your treating doctor about your diagnosis, ability to work, or need for treatment? | A direct conflict between the IME doctor and the treating physician is the clearest evidence of a medical dispute worth litigating. |
| Has it been less than two years since your work injury/illness (or since benefits were denied or stopped)? | Flags whether the injury or denial happened recently enough that timing and statute questions won't undercut the case before a consultation is even booked. |
How Cliont scores independent medical exams leads
Every answer is weighted automatically — no manual review required.
Value signals
- Get Hurt Or Become: yes
- Filed Workers’ Compensation Claim: yes
- Been Scheduled , Asked: yes
- Ime Related Dispute About: yes
- Insurance Company Or Employer: yes
- Ime Doctor’S Opinion (Or: yes
See the lead your team receives
Independent Medical Exam Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for independent medical exams workflows
| Cliont capability | Independent Medical Exams application |
|---|---|
| Conditional branching | If the claimant hasn't been scheduled for or attended an IME yet, the intake skips deeper dispute and conflict questions rather than asking about an opinion that doesn't exist yet. |
| Weighted lead scoring | Attended IMEs, disputed opinions, and treating-doctor conflicts carry the heaviest weights in the catalog, so cases with an active medical dispute rise to the top of your queue automatically. |
| Document capture | The intake collects the IME report and any insurer denial letter alongside the questions, so you can see the conflicting medical opinions before the first consultation. |
| CRM routing with context | Leads that combine an attended IME, a benefits denial, and a doctor conflict route to your CRM with those specific answers attached, instead of a generic 'new lead' notification. |
Common independent medical exams lead scenarios
IME opinion conflicts with treating doctor
The claimant has attended an IME and the doctor's findings clash with their treating physician on diagnosis or ability to work — the strongest signal for a real medical dispute worth attorney time.
Benefits denied after the exam
The insurer used the IME to deny or delay wage or medical benefits, creating an adversarial claim that needs faster review than a routine intake.
IME scheduled, exam hasn't happened yet
The claimant has only been notified of an upcoming IME with no dispute yet on record — the intake scores this lower until an outcome or conflict exists to act on.
Injury never reported to employer
The person got hurt on the job but never filed a workers' comp claim, so there's no active IME dispute to litigate — the intake flags this as needing claim setup, not an IME matter.
Connect Cliont to your workflow
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HubSpot, HighLevel, Salesforce, JobNimbus
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Notify your team
Email, SMS, Slack
Automate follow-up
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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 workers compensation intake templates
Independent Medical Exams lead-intake FAQs
How does the intake distinguish a real dispute from a routine IME?
The catalog question about whether the IME relates to a dispute over work restrictions, treatment, disability rating, or causation separates contested exams from routine ones, so only genuine disputes score high.
What happens if the claimant hasn't attended the IME yet?
That answer carries a much lower weight than an attended exam, since there's no doctor's opinion yet to conflict with the treating physician or to base a dispute on.
Can the intake catch cases where no workers' comp claim was ever filed?
Yes — a 'no' on whether the injury was reported or a claim filed scores lower, since there's no active claim for an IME to attach to and the case likely needs claim filing help first.
Does timing since the injury affect how the lead is prioritized?
It's less than two years since the injury or the benefit denial is tracked directly, since older injuries or denials can raise statute-of-limitations questions that affect how quickly a consultation should be scheduled.
How is this different from your Denied Claim Appeals intake?
This intake is built around the IME itself — whether one happened, what it disputed, and whether it conflicts with treating care — while Denied Claim Appeals focuses on the appeal process after a formal denial.
What documents does the intake collect before the case reaches my CRM?
It's built to gather the IME notice or report, the insurer's denial or termination letter, and treating physician records so you're reviewing evidence, not just answers, when the lead lands.
Turn independent medical exams visitors into qualified cases
Give every independent medical exams visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.