Screen MRI referrals and implant safety before you book
Patients tell you upfront whether they have a referral, which body part needs scanning, and whether they carry any metal implants or pacemakers — plus upload prior imaging reports before they ever reach your front desk.
The exact intake your mri leads complete
This is the real 7-question guided intake for MRI — the same flow your customers finish before you ever pick up the phone.
What a qualified mri lead should tell you
An MRI intake needs to confirm the patient has a physician referral, identify the body part being scanned, screen for metal implants or pacemakers that could make the scan unsafe, and establish how soon the scan is needed.
- Have Doctor'S Order Or
- Part Body Mri
- Soon Mri Scheduled
- Free Any Metal Implants,
- Prefer Use Open Mri
- Health Coverage Or Payment
- Have Prior Imaging Reports
The questions your team needs answered
Every mri intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a doctor's order or referral for an MRI? | A confirmed referral means the scan can be scheduled without delay, while a missing referral flags the lead for follow-up before booking. |
| Which part of the body needs the MRI? | Body part determines scan protocol and machine setup, so staff can route the lead to the right imaging slot. |
| How soon do you need the MRI scheduled? | Scheduling urgency directly weights the lead, so patients needing a scan within days surface above those with no specific timeline. |
| Are you free of any metal implants, pacemaker, or other implanted medical devices? | A "no" on implant/pacemaker safety changes how the lead should be handled, since it may affect whether the scan can proceed as requested. |
| Would you prefer to use an open MRI machine if available at the imaging center? | Separates real opportunities from leads that aren’t a fit yet. |
| What type of health coverage or payment do you plan to use for this MRI? | Knowing the payment or coverage type upfront lets staff verify insurance before the appointment instead of at check-in. |
| Do you have prior imaging reports or records related to this issue? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores mri leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Doctor'S Order Or: yes
- Within a few days
- Within 2 weeks
- Within a month
- No specific timeline
- Free Any Metal Implants,: yes
See the lead your team receives
MRI Lead
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.
Built for mri workflows
| Cliont capability | MRI application |
|---|---|
| Automated lead scoring | Combines referral status, scheduling timeline, and implant-free confirmation into a single score so referred, implant-cleared, urgent patients rise to the top. |
| Safety-flag routing | A "no" answer on the metal implant/pacemaker question routes the lead for manual review instead of letting it pass straight into an automated booking slot. |
| CRM field sync | Body part, coverage type, and referral status populate directly into CRM record fields so scheduling staff don't re-ask patients the same questions. |
| Document collection | Prompts patients to indicate and share prior imaging reports tied to their issue, so radiologists have context before the scan is even booked. |
Common mri lead scenarios
Referred patient, urgent timeline
Patient has a doctor's referral, needs the scan within a few days, and confirms they're free of implants — this scores as high priority and routes straight to your CRM for fast scheduling.
Possible implant conflict
Patient answers that they are not free of metal implants or a pacemaker — the intake flags this for staff review instead of letting the lead auto-schedule an unsafe slot.
No referral yet, self-pay
Patient hasn't secured a doctor's order, has no specific timeline, and plans to self-pay — this combination scores lower and signals staff to follow up on the referral before booking.
Coverage unclear, needs verification
Patient isn't sure what insurance or payment type applies and asks about open MRI availability — the intake surfaces this so staff can verify coverage before confirming the appointment.
Connect Cliont to your workflow
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
More diagnostic imaging intake templates
MRI lead-intake FAQs
Does the intake check for MRI safety risks like pacemakers or implants?
Yes, patients are asked directly whether they're free of metal implants, a pacemaker, or other implanted devices. A "no" answer is scored differently and is meant to be flagged for staff review rather than auto-booked.
What happens if a patient doesn't have a referral yet?
The intake still captures the lead but scores it lower without a confirmed doctor's order, so your team can see at a glance which patients need a referral secured before scheduling.
Can patients request an open MRI machine through the intake?
Yes, there's a question asking if the patient would prefer an open MRI if your center offers one, so staff can match the patient to the right equipment when scheduling.
Does the intake collect insurance or payment details before scheduling?
Patients select their coverage type — private insurance, government program, self-pay, or not sure — so your front desk knows what to verify before confirming the appointment.
How does scheduling urgency affect where a lead lands?
Patients choose from a few days, two weeks, a month, or no specific timeline, and each option carries a different weight, so faster-need patients surface higher in your queue.
Can patients upload prior imaging or referral documents?
The intake asks whether the patient has prior imaging reports related to the issue, giving staff a heads-up on records to request before the appointment.
Turn mri visitors into qualified patients
Give every mri visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.