By the Cliont product team
ophthalmology lead intake software for practices

Qualify more ophthalmology 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.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 5
What is your main vision concern right now?
Blurry distance or near vision
Interested in surgery to reduce glasses/contacts use
Routine vision checkup

A custom intake for every ophthalmology 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.

Information you need before every ophthalmology visit

  • Main Vision Concern Right
  • Wear Glasses Or Contact
  • Had Eye Exam In
  • Soon Would Like Be
  • Patient, Or Scheduling On
  • This Eye Exam
  • Main Reason This Visit
  • Experiencing Eye Pain, Redness,
  • Soon Would Like Schedule
  • Have Vision Insurance Plan

How ophthalmology lead scoring works

Value signals

  • Blurry distance or near vision
  • Interested in surgery to reduce glasses/contacts use
  • Routine vision checkup
  • Sudden or recent change in vision
  • Other
  • As soon as possible

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

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.

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.

Ophthalmology lead-intake FAQs

What does a ophthalmology intake collect?

Each ophthalmology 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 ophthalmology 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 ophthalmology opportunities without manually reviewing every raw submission first.

Can visitors try a ophthalmology 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 ophthalmology 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.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every medical intake template

View all medical intake templates →

While they’re still using contact forms, you’re booking patients

Give every website visitor a guided, bilingual, qualifying intake — and turn your ophthalmology traffic into signed work.