By the Cliont product teamUpdated September 9, 2026

dermatology lead intake software for practices

Qualify more dermatology leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their visit, collects documents, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Document upload●Instant lead scoring

Live previewQuestion 1 of 6

Has a doctor previously diagnosed you with psoriasis?

Yes

8 dermatology intakes

A custom intake for every dermatology visit

Each one is a ready-to-embed smart survey tuned to the visit — open any to try the exact experience your leads would complete.

6-question intake

Psoriasis Treatment

Dermatology care for diagnosing and managing psoriasis symptoms through medical evaluation, topical or systemic treatment, and ongoing skin condition monitoring.

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6-question intake

Rash Evaluation

A dermatology consultation to assess an unexplained skin rash, identify possible causes, and recommend appropriate treatment or next steps.

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6-question intake

Mole and Skin Lesion Evaluation

A dermatology consultation to examine a mole or skin lesion for changes in appearance, size, color, or texture.

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6-question intake

Nail Condition Evaluation

A dermatology consultation to assess nail changes such as discoloration, thickening, or deformity and identify possible underlying causes.

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6-question intake

Skin Cancer Screening

A dermatology visit to examine skin spots or moles for signs of skin cancer and determine whether further testing is needed.

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7-question intake

Hair Loss Evaluation

A dermatology consultation to assess patterns and causes of hair thinning or loss and discuss possible treatment options.

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5-question intake

Acne Treatment

Dermatology consultation and treatment planning for active acne, breakouts, or acne-related skin concerns in patients of any age.

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7-question intake

Eczema Treatment

Dermatology care for diagnosing and managing eczema flare-ups, including skin evaluation, symptom relief, and ongoing treatment planning.

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Qualification

Information you need before every dermatology visit

Doctor Previously Diagnosed With
Areas Body Affected By
Would Describe Current Severity
Using Any Treatment This
Soon Would Like Start
Patient, Or Seeking Care
Long Has Rash Been
On Body Rash Located
Rash Accompanied By Fever,
Have Photos Showing Rash

Lead scoring

How dermatology lead scoring works

Value signals

Doctor Previously Diagnosed With: yes
Mild, small patches
Moderate, noticeable patches
Not sure
As soon as possible
Within a few weeks

Urgency signals

Severe, widespread or painful
Anyone In Immediate Family
Severe or widespread breakouts
Severe, widespread or very painful areas

The difference

Your visitor has a real visit. A contact form can’t hear it.

Patients and caregivers arrive ready to explain the visit. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No visit details or scope
No documents or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full visit scope in their own words
Relevant photos and documents attached
Every lead scored by value
High-intent leads flagged for you

The patient journey

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.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and visit template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Dermatology lead-intake FAQs

What does a dermatology intake collect?

Each dermatology template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are dermatology leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger dermatology opportunities without manually reviewing every raw submission first.

Can visitors try a dermatology intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified dermatology leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Pricing