Qualify more primary care 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.
A custom intake for every primary care 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.
Chronic Condition Management
Ongoing primary care support for patients managing long-term conditions such as diabetes, hypertension, or asthma.
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Preventive Care
Routine checkups, screenings, and wellness visits intended to maintain health and detect potential issues before symptoms appear.
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New Patient Visit
A first visit for someone establishing care with a primary care provider to review health history and begin ongoing treatment.
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Sick Visit
A primary care visit for evaluating and treating acute non-emergency symptoms such as cold, flu, infection, or minor illness.
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Medication Management
Primary care support for reviewing, organizing, and adjusting prescription and over-the-counter medications for a patient's ongoing care.
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Annual Physical
A routine preventive checkup with a primary care provider to assess overall health and update screenings.
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Preoperative Clearance
A primary care visit to evaluate a patient's health status and medical readiness before a scheduled surgical procedure.
Preview intake →Information you need before every primary care visit
- 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 primary care lead scoring works
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
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.
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
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.
Primary Care lead-intake FAQs
What does a primary care intake collect?
Each primary care 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 primary care 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 primary care opportunities without manually reviewing every raw submission first.
Can visitors try a primary care 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 primary care 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.
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
Browse every medical intake template
While they’re still using contact forms, you’re booking patients
Give every website visitor a guided, bilingual, qualifying intake — and turn your primary care traffic into signed work.