Qualify every medical lead before you book front-desk time
Cliont gives medical businesses a single intake layer across specialties — from primary care and pediatrics to orthopedics and women's health — so every patient enquiry is scored and sent to your CRM instead of landing as an unqualified appointment.
Browse every medical intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Primary Care
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Urology
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Dermatology
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Pediatrics
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Urgent Care
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Orthopedics
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Weight Management
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Gastroenterology
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Sleep Medicine
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Physical Therapy
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Neurology
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Women's Health
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Diagnostic Imaging
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Cardiology
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Telemedicine
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Pain Management
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Ear Nose and Throat
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Ophthalmology
View intakes →Information medical teams need before dispatch
Across every medical service, Cliont intakes are built to capture:
- Chronic Condition Help Managing
- Without Primary Care Provider
- Would Describe Condition'S Control
- This Care Being Arranged
- Soon Schedule Care
- Best Describes What
- This Preventive Care Visit
- Without Established Primary Care
- Noticed Any New Symptoms
- Would Like This Visit
How medical lead scoring works
Every answer across every medical intake is weighted automatically.
Value signals
- Without Primary Care Provider: yes
- Well controlled
- Somewhat controlled
- Poorly controlled
- Not sure
- Within a few days
Urgency signals
- Without Primary Care Provider
- Symptoms Mild Enough Routine
- Sudden strong urge before leaking
- Leakage Affecting Daily Activities
- As soon as possible, symptoms are severe
- Experiencing Severe Pain, Fever,
Route leads by service, area, urgency, and value
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
Medical lead-intake FAQs
Does Cliont work the same way for a primary care clinic and a specialty practice like dermatology or orthopedics?
The underlying software is the same, but the intake questions and scoring signals are built per subservice, so a primary care intake asks different things than a dermatology or orthopedics intake even though both route qualified patients to the same CRM.
Can one medical business run intake for multiple specialties, like urgent care and physical therapy, from one account?
Yes, each specialty or subservice gets its own qualification flow and scoring logic, and all of them can feed into a single CRM so staff see every incoming patient enquiry in one place.
How does Cliont handle telemedicine enquiries differently from in-person specialties like ENT or ophthalmology?
Telemedicine intake is built to flag eligibility and readiness for a virtual visit, while in-person specialties like ENT, ophthalmology, or diagnostic imaging focus more on symptom detail and required documentation before a slot is offered.
What stops an unqualified patient from booking a slot they aren't eligible for?
Every enquiry is scored against the relevant subservice's qualification signals before it reaches your team, so patients who don't meet basic criteria for that specialty are flagged instead of being sent straight to your calendar.
Is patient intake information sent to our CRM automatically?
Yes, once a patient enquiry is captured and scored, the qualifying details are delivered to your CRM so front-desk or clinical staff can review and confirm the appointment without re-entering information.
Turn your medical traffic into booked patients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.