Know which annual physical requests deserve appointment time
Ask about last physical timing, new symptoms, and insurance coverage before the visit is booked, then route qualified requests, with insurance card photos attached, straight to your CRM.
Preview your annual physical intake
Explore 5 questions from the Annual Physical template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified annual physical lead should tell you
A routine, non-urgent checkup with a primary care provider to review overall health, update screenings, and confirm the patient's insurance and provider status before a slot is booked.
- Have Primary Care Provider
- Was Last Annual Physical
- Have Any New Symptoms
- Soon Would Like Schedule
- Have Health Insurance Plan
The questions your team needs answered
Every annual physical intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have a primary care provider you plan to see for this visit? | Whether the patient already has a provider for this visit helps staff separate continuity-of-care requests from ones that may actually need new-patient onboarding. |
| When was your last annual physical? | How long it has been since the last physical shows how overdue the patient is and how much time the visit may require. |
| Do you have any new symptoms or health concerns you want addressed at this visit? | A yes here signals the visit may need to cover an active concern in addition to, or instead of, a routine physical. |
| How soon would you like to schedule this physical? | This answer drives the scheduling urgency score, letting staff prioritize patients who want to be seen soonest. |
| Do you have health insurance you plan to use for this visit? | Confirming insurance status before booking lets staff resolve coverage questions ahead of the appointment instead of at check-in. |
How Cliont scores annual physical leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Have Primary Care Provider: yes
- As soon as possible
- Within 2 weeks
- Within 1 month
- Flexible, no rush
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Annual 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 annual physical workflows
| Cliont capability | Annual Physical application |
|---|---|
| Urgency-based lead ordering | Uses the how-soon answer to rank 'as soon as possible' and 'within 2 weeks' requests above 'flexible, no rush' ones in the CRM queue. |
| Insurance pre-check flag | Marks 'no' or 'not sure' insurance answers so front-desk staff can verify coverage before the appointment is confirmed, not after the patient arrives. |
| Symptom triage flag | Separates patients answering yes to new symptoms so staff can judge whether the visit still fits an annual physical or belongs on the Sick Visit path. |
| Returning-patient detection | Combines the existing-provider answer with the last-physical timing to distinguish routine renewals from patients who may need a New Patient Visit intake instead. |
Example annual physical lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
No provider on file yet
Patient answers no to having a current provider and is flexible on timing, so the intake flags them for a slower, front-desk-led follow-up rather than an immediate slot.
Overdue and ready now
Patient marks their last physical as more than two years ago and picks 'as soon as possible', which pushes the request toward the top of the queue for scheduling.
Routine renewal, insured
An existing patient within their normal one-year cadence confirms insurance and is flexible on timing, giving a lower-effort request the intake can route without extra checks.
New symptom surfaces mid-intake
A patient booking a physical also flags a new health concern, prompting the practice to weigh whether this belongs on the physical schedule or should be redirected toward a Sick Visit.
Insurance status unclear
Patient selects 'not sure' on insurance, so the intake surfaces that gap for staff to verify coverage before the appointment is confirmed rather than after.
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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 primary care intake templates
Annual Physical lead-intake FAQs
How does the intake handle a patient who has never had a physical before?
The 'never had one' option on the last-physical question is captured directly, so staff can see at a glance that this is a first physical and may need extra time on the schedule.
What happens if a patient flags a new symptom while booking a routine physical?
The new-symptoms question is answered independently of the physical request itself, so a staff member can decide whether the visit should stay a physical or be redirected, for example toward a Sick Visit.
Does the intake check insurance before the slot is confirmed?
Yes, insurance status is asked as a single-choice question with a 'not sure' option, so unclear coverage is visible in the CRM before anyone commits a slot.
How is scheduling urgency scored for annual physicals?
Urgency is drawn from the how-soon question, with 'as soon as possible' and 'within 2 weeks' weighted higher than 'flexible, no rush', so the CRM can surface the most time-sensitive requests first.
Can the intake tell if this is a returning patient or a new one?
The provider question asks whether the patient already has a provider they plan to see, which helps separate continuity-of-care requests from ones that may actually need a New Patient Visit intake instead.
What if a patient doesn't remember when their last physical was?
The last-physical question includes a 'not sure' option so that uncertainty is recorded honestly rather than forcing a guess that could misrepresent how overdue the patient is.
Turn annual physical visitors into qualified patients
Give every annual physical visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.