Vocational rehab intake that captures work restrictions up front
Ask whether the injury happened on the job, whether a doctor has imposed work restrictions, and whether the insurer has denied or delayed vocational rehab services, then collect denial letters and restriction documentation before the case ever reaches your CRM.
The exact intake your vocational rehabilitation leads complete
This is the real 7-question guided intake for Vocational Rehabilitation — the same flow your customers finish before you ever pick up the phone.
What a qualified vocational rehabilitation lead should tell you
Vocational rehabilitation cases involve an injured worker who cannot return to their prior job due to doctor-imposed restrictions and needs job retraining, placement help, or a return-to-work plan — often after the insurer has denied, delayed, or cut off those services.
- Get Injured Or Become
- Injury Or Illness Related
- Report Injury/Illness Employer Or
- Doctor Placed Work Restrictions
- Unable Return Old Job
- Workers’ Comp Insurance Company
- Work Injury/Illness Happen Within
The questions your team needs answered
Every vocational rehabilitation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you get injured or become ill because of your job (at work or due to work duties) in the United States? | Confirms the injury is job-related in the US, which is the baseline fact any vocational rehab claim depends on. |
| Was the injury or illness related to working for an employer (not just self-employed/independent work)? | A 'no' here signals a self-employed or independent worker outside typical employer-based workers' comp coverage, which lowers the score. |
| Did you report the injury/illness to your employer or file a workers’ compensation claim? | Shows whether a formal claim exists, which affects whether there's a record to build a rehab dispute on. |
| Has a doctor placed work restrictions on you or said you cannot return to your usual job because of this injury/illness? | Doctor-imposed restrictions are the medical trigger that makes vocational rehab relevant at all, so this carries top weight. |
| Are you currently unable to return to your old job with the same employer because of your work restrictions? | Confirms the worker genuinely can't resume their old role, distinguishing an active retraining need from a temporary limitation. |
| Has the workers’ comp insurance company or your employer denied, delayed, or stopped vocational rehab services (like job retraining, job placement help, or a return-to-work plan)? | A denial or delay of rehab services is the core dispute this subservice exists to resolve, so it's weighted as heavily as the injury itself. |
| Did your work injury/illness happen within the last 2 years? | Flags whether the injury falls within a typical filing window so timing issues surface before you schedule a consultation. |
How Cliont scores vocational rehabilitation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Get Injured Or Become: yes
- Injury Or Illness Related: yes
- Report Injury/Illness Employer Or: yes
- Doctor Placed Work Restrictions: yes
- Unable Return Old Job: yes
- Workers’ Comp Insurance Company: yes
See the lead your team receives
Vocational Rehabilitation 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 vocational rehabilitation workflows
| Cliont capability | Vocational Rehabilitation application |
|---|---|
| Weighted answer scoring | Leads where a doctor has imposed work restrictions and the insurer has separately denied or delayed rehab services score highest, since both answers carry top weight in this catalog. |
| Conditional yes/no branching | A 'no' on the employer-relationship question drops the lead's score, helping you spot self-employed or independent-work cases that fall outside standard workers' comp coverage before booking time. |
| Document capture on intake | Collects the insurer's denial or delay letter and the treating doctor's restriction note directly from the claimant, so you're not chasing paperwork after the consultation. |
| Qualified-lead routing to CRM | Only leads confirming a work-related injury, an employer relationship, and either active restrictions or a rehab denial are pushed to your CRM, keeping unrelated inquiries out of your pipeline. |
Common vocational rehabilitation lead scenarios
Rehab services denied after restrictions
A doctor has restricted the worker from their old job and the insurer has denied or stopped vocational rehab benefits — the intake flags this as a high-value, dispute-ready case.
Self-employed, no employer relationship
The claimant was hurt while working but not for an employer, so the intake weights this lower and helps you spot cases outside standard workers' comp coverage before you offer time.
Claim filed, no restrictions yet
The injury was reported and a claim exists, but no doctor has issued work restrictions and rehab hasn't been denied — the intake still captures it, just with a different score mix than an active dispute.
Injury outside the two-year window
The worker answers that the injury happened more than two years ago, which the intake surfaces so you can check timing concerns before scheduling a consultation.
Unable to return to prior employer
Restrictions prevent the worker from resuming their old role with the same employer, signaling an active need for retraining or placement help rather than a routine benefits question.
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
Vocational Rehabilitation lead-intake FAQs
How does the intake distinguish a real vocational rehab denial from a general benefits complaint?
The intake specifically asks whether the insurance company or employer has denied, delayed, or stopped vocational rehab services like retraining, job placement help, or a return-to-work plan, so a lead only scores as a rehab dispute when that exact fact is confirmed.
Does the intake check whether the injury actually qualifies for workers' compensation?
Yes — it asks whether the injury or illness happened because of the job in the United States and whether it was tied to working for an employer rather than independent or self-employed work, so you can see those two answers before committing time.
What if the claimant is self-employed or an independent contractor?
That answer carries a lower weight in the scoring, so leads without a traditional employer relationship surface as lower priority rather than being treated the same as a standard employee claim.
Does the intake flag injuries that happened a long time ago?
It asks whether the injury or illness occurred within the last two years, so older cases are visible in the lead record and you can review timing before scheduling a consultation.
What documents does the intake collect for a vocational rehab lead?
It's built to gather the insurer's denial or delay letter and the doctor's work restriction documentation, so you have the paperwork behind the claimed dispute before the first call.
How is this different from the Denied Claim Appeals or Temporary Disability Benefits intake?
This intake is built specifically around work restrictions and rehab service denials rather than a broader benefits appeal or wage-replacement question, so the questions and scoring line up with retraining and return-to-work disputes rather than those adjacent sibling matters.
Turn vocational rehabilitation visitors into qualified cases
Give every vocational rehabilitation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.