Know which minor illness leads are worth an appointment slot
Patients select their symptoms, note how long they've had them, and confirm whether they've already seen a doctor for the issue, plus flag that photo ID and insurance are ready — so your front desk knows who's a same-day fit before the call comes in.
The exact intake your minor illness leads complete
This is the real 5-question guided intake for Minor Illness — the same flow your customers finish before you ever pick up the phone.
What a qualified minor illness lead should tell you
Urgent care evaluation for common non-emergency complaints such as colds, fevers, minor cuts, rashes, or stomach upset, where the intake needs to confirm this isn't a severe or emergency presentation before a same-day slot is booked.
- Patient Needing Care
- Symptoms Best Describe Current
- Long Have These Symptoms
- Patient Seen Doctor This
- Able Bring Valid Photo
The questions your team needs answered
Every minor illness intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is the patient needing care? | Knowing whether the patient is the caller, their child, or another adult they care for tells staff whose symptoms and history apply to the visit. |
| Which symptoms best describe the current issue? | The symptom checklist weighs common minor-illness complaints at 8 and severe symptoms at 1, so the score itself flags any enquiry that may not belong in a minor-illness slot. |
| How long have these symptoms been present? | Symptom duration helps staff distinguish a same-day onset that needs prompt attention from a lingering issue that may call for a different type of visit. |
| Has the patient seen a doctor for this issue already? | Flagging a prior doctor visit for the same issue lets staff spot follow-ups versus first-time enquiries before booking. |
| Are you able to bring a valid photo ID and insurance information if applicable? | Confirming photo ID and insurance readiness upfront reduces check-in delays caused by missing paperwork. |
How Cliont scores minor illness leads
Every answer is weighted automatically — no manual review required.
Value signals
- Cold, flu, or sore throat
- Fever
- Minor cut, sprain, or bruise
- Rash or skin irritation
- Stomach pain, nausea, or vomiting
Urgency signals
- Severe pain, difficulty breathing, or chest pain
See the lead your team receives
Minor Illness 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 minor illness workflows
| Cliont capability | Minor Illness application |
|---|---|
| Multi-select symptom capture | The symptom checklist lets patients flag more than one issue at once, such as fever together with a rash, so staff see the full presentation instead of a single label. |
| Automatic score weighting | Because severe symptoms carry a weight of 1 versus 8 for routine minor-illness complaints, the intake automatically lowers the priority of enquiries that may not belong in a minor-illness slot. |
| Pre-visit readiness confirmation | Confirming photo ID and insurance readiness before the visit is submitted reduces check-in delays caused by missing paperwork. |
| Patient-relationship field | Recording whether the patient is the caller, their child, or another adult ensures the CRM record is attributed to the right person from the first submission. |
Common minor illness lead scenarios
Same-day fever check for a child
A parent selects "My child" and "Fever," with symptoms starting today and no prior doctor visit — the intake surfaces this as a high-value, walk-in-ready lead for a same-day slot.
Lingering cold that won't clear
A patient reports a cold or sore throat present for a week or more and has already seen a doctor — the intake flags the prior visit so staff can judge whether a re-check is warranted.
Caregiver reporting symptoms for another adult
Someone submits on behalf of another adult with stomach pain and nausea starting today — the intake confirms who is actually being seen before staff confirm the booking.
Severe symptoms flagged, not booked
A patient selects "Severe pain, difficulty breathing, or chest pain," which scores far lower than routine minor-illness symptoms — the intake flags this so staff can redirect the enquiry instead of booking a standard minor-illness slot.
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 urgent care intake templates
Minor Illness lead-intake FAQs
How does the intake separate minor illness from an emergency symptom?
The symptom checklist weighs common minor-illness complaints at 8 and "severe pain, difficulty breathing, or chest pain" at 1, so a patient selecting that option produces a much lower score and gets flagged before a standard slot is booked.
Can the intake tell us who the appointment is actually for?
Yes — the first question records whether the patient is the person filling out the form, their child, or another adult they care for, so your CRM record shows the real patient before staff confirm the visit.
What if a patient has already seen a doctor for the same issue?
The intake asks directly whether the patient has already seen a doctor for this issue, so staff can tell whether it's a follow-up situation or a fresh same-day complaint.
Do we need to collect anything besides symptoms?
The intake also confirms whether the patient can bring valid photo ID and insurance information, so front desk staff aren't caught off guard at check-in.
Is this the right intake for something like a sprain or a cut?
Minor cuts, sprains, and bruises are included as options within this Minor Illness catalog, but if the primary issue is specifically an injury, the Cuts and Burns or Sprains and Strains intake may ask more targeted questions.
How does symptom duration affect how a lead is handled?
The intake records whether symptoms started today, a few days ago, or a week or more, giving staff a quick way to spot conditions that may be worsening or have gone untreated longer than expected.
Turn minor illness visitors into qualified patients
Give every minor illness visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.