Medical treatment authorization intake that captures insurer denials
The intake asks whether a doctor actually recommended treatment, whether the insurer denied or delayed it, and whether the claim has already been reported — then collects the denial letter or treatment records before the lead reaches your CRM.
The exact intake your medical treatment authorization leads complete
This is the real 7-question guided intake for Medical Treatment Authorization — the same flow your customers finish before you ever pick up the phone.
What a qualified medical treatment authorization lead should tell you
Disputes over whether an injured worker's employer or insurer has approved, delayed, or denied doctor-recommended treatment for a workplace injury or illness, qualified by employment status, claim status, and the specifics of the denial or delay.
- Get Hurt Or Become
- Working Employer (Not Self-Employed)
- Injury/Illness Happen In United
- Reported Injury/Illness Employer Or
- Doctor Recommended Treatment (Like
- Workers’ Comp Insurer Or
- Treatment Issue Happening Now
The questions your team needs answered
Every medical treatment authorization intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you get hurt or become ill because of your job (at work or while doing work duties)? | This confirms the injury is work-related at all, which is the foundation of any workers' comp treatment claim. |
| Were you working for an employer (not self-employed) when this happened? | A self-employed worker generally falls outside workers' comp coverage, so this answer quickly separates fit from non-fit leads. |
| Did the injury/illness happen in the United States? | U.S. jurisdiction is typically required for the matter to fall under a workers' comp system your firm can act on. |
| Have you reported the injury/illness to your employer or started a workers’ comp claim? | Whether a claim has already been reported or filed shows how far along the dispute actually is, not just whether one might exist. |
| Has a doctor recommended treatment (like a specialist visit, surgery, MRI, physical therapy, or medication) for this work injury/illness? | A specific doctor recommendation for treatment is what turns a vague complaint into an actual authorization issue to fight over. |
| Has the workers’ comp insurer or your employer delayed, denied, or refused to approve the recommended treatment? | A confirmed delay or denial from the insurer or employer is the core event that makes this a treatment-authorization matter rather than a routine claim. |
| Is the treatment issue happening now or within the last 12 months? | Whether the dispute is current versus over a year old affects how urgently your firm should prioritize the follow-up. |
How Cliont scores medical treatment authorization leads
Every answer is weighted automatically — no manual review required.
Value signals
- Get Hurt Or Become: yes
- Working Employer (Not Self-Employed): yes
- Injury/Illness Happen In United: yes
- Reported Injury/Illness Employer Or: yes
- Doctor Recommended Treatment (Like: yes
- Workers’ Comp Insurer Or: yes
See the lead your team receives
Medical Treatment Authorization 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 medical treatment authorization workflows
| Cliont capability | Medical Treatment Authorization application |
|---|---|
| Conditional question branching | If the answer to whether the person was hurt on the job, worked for an employer, or was injured in the U.S. comes back no, the intake can shorten the flow instead of walking a poor-fit prospect through the full treatment-denial questions. |
| Weighted lead scoring | Doctor-recommended treatment and insurer denial or delay carry the top weights in this catalog, so a lead only scores as high priority when both a real recommendation and a real denial are confirmed. |
| Document upload capture | The intake is set up to request the insurer's denial letter and the doctor's treatment recommendation before the file reaches your CRM, so your team opens the record with the paperwork already attached. |
| CRM routing | Only leads with a confirmed doctor recommendation and a confirmed denial or delay are pushed through to your CRM as consultation-ready, rather than every general treatment question that comes in. |
Common medical treatment authorization lead scenarios
Doctor-ordered surgery, insurer denied
A worker's doctor recommended surgery or an MRI and the insurer denied or delayed approval — this combination of answers scores near the top since both q005 and q006 hit their highest weights.
Treatment recommended, no denial yet
A doctor has recommended treatment but the insurer hasn't responded yet, so the intake still flags it for follow-up but without the strongest denial signal present.
Self-employed, not an employee
The person was working for themselves rather than an employer when injured, which the intake catches early since it directly weakens the underlying workers' comp claim.
Old treatment dispute, over a year ago
The denial or delay happened more than 12 months ago, which the intake still records but treats as lower priority than an active, current dispute.
Claim never formally filed
The worker was hurt on the job but hasn't reported it to their employer or opened a claim yet, so the intake surfaces this gap before the case is treated as a live authorization dispute.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 workers compensation intake templates
Medical Treatment Authorization lead-intake FAQs
How does the intake tell a real authorization dispute from a routine treatment question?
It checks whether a doctor actually recommended specific treatment and whether the insurer or employer then delayed, denied, or refused to approve it — both need to be true for the strongest score, since either one missing points to a different kind of case.
What happens if the injured worker hasn't filed a claim yet?
The intake still captures the lead but scores it lower than an active claim, since an unfiled claim usually means the authorization dispute hasn't formally started yet.
Does the intake screen out self-employed workers?
Yes, it asks directly whether the person was working for an employer rather than themselves, since self-employment generally takes the matter outside workers' compensation coverage.
What if the injury happened outside the United States?
The intake asks this directly, since a U.S. jurisdiction is generally required for a workers' comp treatment authorization matter, and this answer materially affects lead quality.
How does the intake handle old, resolved treatment disputes?
It asks whether the treatment issue is current or happened within the last 12 months, so a dispute from years ago is still captured but weighted differently than an active one.
What documents does the intake collect from the prospective client?
It's built to gather the insurer's denial letter or written notice and the doctor's treatment recommendation, so your team can review the actual paperwork before the first call instead of chasing it down after.
Can this same intake logic apply to a denied claim overall, not just denied treatment?
No — this intake is specific to treatment authorization; a broader denied claim would run through the separate Denied Claim Appeals intake in the workers' compensation library.
Turn medical treatment authorization visitors into qualified cases
Give every medical treatment authorization visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.