Know which occupational health visits are worth a slot
Patients tell you the reason for the visit, whether it's employer-required, and whether they're bringing employer paperwork — so your front desk knows exactly what to schedule before the patient walks in.
The exact intake your occupational health visit leads complete
This is the real 5-question guided intake for Occupational Health Visit — the same flow your customers finish before you ever pick up the phone.
What a qualified occupational health visit lead should tell you
An employer-directed urgent care visit covering work-related injuries, pre-employment physicals, drug or alcohol screening, fitness-for-duty evaluations, or vaccination titers, typically tied to employer paperwork and requirements.
- Main Reason This Occupational
- This Visit Required By
- Have Paperwork Or Forms
- Soon This Visit Completed
- If This Injury, Has
The questions your team needs answered
Every occupational health visit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main reason for this occupational health visit? | The visit reason determines what staffing, forms, and time the appointment actually requires, from an injury exam to a drug screen. |
| Is this visit required by your employer or an employer's insurance program? | Employer-required visits are typically billed to the employer or its insurance program, which changes how the front desk handles intake and payment. |
| Do you have paperwork or forms provided by your employer for this visit? | Confirming employer paperwork upfront prevents booking a slot the visit can't actually be completed without. |
| How soon do you need this visit completed? | Timeline signals whether staff need to prioritize the visit for today or can schedule it as a routine appointment. |
| If this is for an injury, has the injury already been reported to your employer? | An unreported work injury may need employer notification steps handled before or alongside the clinical visit. |
How Cliont scores occupational health visit leads
Every answer is weighted automatically — no manual review required.
Value signals
- Work-related injury or illness
- Pre-employment physical exam
- Drug or alcohol screening
- Fitness-for-duty evaluation
- Vaccination or titer requirement
- Other employer-required evaluation
See the lead your team receives
Occupational Health Visit 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 occupational health visit workflows
| Cliont capability | Occupational Health Visit application |
|---|---|
| Conditional question logic | Only shows the injury-reporting question when the visit reason selected is a work-related injury or illness, keeping the intake short for physicals and screenings. |
| Document collection | Collects employer-provided forms directly in the intake flow when the patient indicates they already have paperwork for the visit. |
| Lead scoring | Weights visit type and employer-requirement status so employer-paid screenings and evaluations surface as higher priority than visits with no employer requirement. |
| CRM routing | Sends the completed visit reason, employer requirement, and paperwork status to your CRM so front desk staff can confirm eligibility before the patient arrives. |
Common occupational health visit lead scenarios
Same-day injury, unreported
A work-related injury visit needed today where the injury hasn't yet been reported to the employer — intake flags this so staff can confirm reporting status before booking.
Pre-employment physical, paperwork ready
A candidate needs a pre-employment physical within two weeks and already has employer forms in hand, making scheduling straightforward and low-risk.
Drug screen, no deadline
An employer-required drug or alcohol screening with no specific deadline still qualifies as employer-paid work, but timing flexibility means it can be scheduled around other urgent visits.
Fitness-for-duty, missing forms
A fitness-for-duty evaluation is requested but the patient hasn't yet obtained employer paperwork, signaling the visit may need to be delayed or the forms chased down first.
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
Occupational Health Visit lead-intake FAQs
How does the intake handle employer paperwork before booking?
The intake asks whether the patient already has employer-provided forms for the visit, so staff know upfront if paperwork needs to be collected before the appointment can be completed.
Can the intake tell the difference between an injury visit and a screening?
Yes — the visit reason question separates work-related injury or illness from pre-employment physicals, drug or alcohol screening, fitness-for-duty evaluations, and vaccination or titer requirements, each of which may need different staffing or documentation.
What happens if the patient hasn't reported their injury to their employer yet?
For injury visits, the intake captures whether the injury has already been reported, not yet reported, or is not applicable, which can affect whether the visit proceeds as a standard occupational health case or needs employer notification first.
Does the intake capture how urgent the visit is?
Yes, patients select whether they need the visit today, this week, within two weeks, or with no specific deadline, so same-day injury or screening requests can be prioritized ahead of routine physicals.
How is this different from your Minor Injury intake?
Minor Injury intake focuses on the clinical presentation of an injury, while this occupational health intake also captures employer requirement status, paperwork readiness, and reporting status — details unique to employer-directed visits.
Does the intake distinguish employer-required visits from self-scheduled ones?
Yes, patients confirm whether the visit is required by an employer or an employer's insurance program, which typically changes billing and documentation handling compared to a self-initiated visit.
Turn occupational health visit visitors into qualified patients
Give every occupational health visit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.