School and sports physical intake that captures immunization records
Ask what the exam is for, whether a specific school or sports form must be completed, and confirm immunization status before the visit, then send fully qualified patients straight to your CRM.
The exact intake your school and sports physical leads complete
This is the real 7-question guided intake for School and Sports Physical — the same flow your customers finish before you ever pick up the phone.
What a qualified school and sports physical lead should tell you
A pediatric exam confirming a child is medically cleared for school enrollment, sports participation, or camp, often requiring a specific form to be completed by the provider.
- This Physical Exam Needed
- Child Have Specific Form
- Soon Physical Completed
- Child Existing Patient At
- Child Have Any Current
- Child'S Immunization Records Up
- Age Group Child Belong
The questions your team needs answered
Every school and sports physical intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is this physical exam needed for? | The exam purpose determines which form template and clearance criteria the provider needs to apply. |
| Does the child have a specific form that must be filled out by the provider? | Knowing whether a specific provider form is required determines what paperwork must be gathered before the appointment can be confirmed. |
| How soon do you need the physical completed? | The requested timeframe drives the urgency score and whether staff need to hold a rush slot. |
| Is the child an existing patient at this practice? | Existing-patient status affects whether chart setup is needed before scheduling, and is weighted accordingly. |
| Does the child have any current health conditions the provider should know about beforehand? | A disclosed health condition flags the visit for provider review rather than a routine sign-off exam. |
| Are the child's immunization records up to date and available? | Immunization record readiness determines whether the visit can proceed as scheduled or needs a records follow-up first. |
| What age group does the child belong to? | The child's age bracket helps match the correct physical form, since school-age and adolescent sports forms differ. |
How Cliont scores school and sports physical leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within a few days
- Within two weeks
- Within a month
- Child Existing Patient At: yes
- Yes, available
- Exist but not on hand
See the lead your team receives
School and Sports Physical 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 school and sports physical workflows
| Cliont capability | School And Sports Physical application |
|---|---|
| Conditional document requests | When a family confirms a specific provider form is required, the intake prompts them to note or upload that exact document before the visit is confirmed. |
| Automated urgency scoring | Timeframe answers like 'within a few days' or 'within two weeks' are weighted so staff can see at a glance which physicals need a rush slot. |
| Pre-visit clinical flags | A yes answer on current health conditions is surfaced on the CRM record so the provider can review it before starting the exam, rather than discovering it mid-visit. |
| New vs. returning patient routing | Existing-patient status determines whether the lead is routed straight to scheduling or flagged for chart setup before the appointment can be confirmed. |
Common school and sports physical lead scenarios
Sports tryout with days to spare
A family needs a sports clearance completed within a few days for tryouts, and the intake flags the tight timeframe and any required team-specific form.
New family, school enrollment deadline
A non-existing patient needs a school entry physical and their immunization records aren't on hand yet, so the intake routes them for chart setup and a records follow-up.
Returning patient with a health condition
An established patient needs a sports clearance but has a disclosed health condition, so the intake flags the record for provider review before the visit is booked.
Camp physical, no fixed deadline
A family requests a physical for camp with no specific date pressure and is unsure about immunization status, letting staff prioritize it below time-sensitive requests.
Combined school and sports clearance
A 13-to-17-year-old needs one exam to cover both a school form and a sports form, and the intake captures both requirements so a single visit satisfies each document.
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 pediatrics intake templates
School and Sports Physical lead-intake FAQs
Can the intake handle a physical that covers both a school form and a sports form in one visit?
Yes, the exam purpose question includes a 'Both school and sports' option, and the intake separately asks whether a specific provider form is required so front desk staff know exactly which paperwork to prepare.
What happens if a family says they're not sure their immunization records are up to date?
That answer carries a lower weight than 'Yes, available,' so the lead still comes through but is flagged for staff to request records before confirming the appointment.
Does the intake ask about existing health conditions before the visit is scheduled?
Yes, the intake captures whether the child has current health conditions the provider should know about, so those cases can be reviewed rather than auto-booked into a standard clearance slot.
How does the intake treat new patients differently from existing ones?
Existing-patient status is weighted higher than new-patient status, since new families may need chart setup, but both are still routed to your CRM as valid leads.
How does the intake capture urgency for a physical needed in a few days?
The timeframe question is weighted so 'Within a few days' scores highest, letting staff prioritize rush requests over ones with no specific deadline.
Does the child's age affect what the intake asks for?
Age group is captured separately so the right form and clearance approach can be matched to the child, whether that's a young school-entry physical or an adolescent sports clearance.
Is a camp physical treated differently from a school or sports physical?
No, camp or other activity is one of the listed exam purposes and is captured and scored the same way as school or sports requests, then sent to your CRM alongside them.
Turn school and sports physical visitors into qualified patients
Give every school and sports physical visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.