Post-bariatric follow-up intake that asks what your team actually
Patients share how long ago they had surgery, their surgery type, and any new symptoms or reason for the visit, plus lab results or medical records, so your team knows who needs a routine check-in versus an appointment sooner.
The exact intake your post-bariatric follow-up leads complete
This is the real 6-question guided intake for Post-Bariatric Follow-Up — the same flow your customers finish before you ever pick up the phone.
What a qualified post-bariatric follow-up lead should tell you
A structured follow-up intake for patients who have already undergone bariatric surgery, capturing time since surgery, surgery type, current symptoms, and the specific reason for the visit so your team can triage routine checkups from cases needing urgent clinical attention.
- Long Ago Was Bariatric
- Bariatric Surgery Did Have
- Experiencing Any New Or
- Main Reason This Follow-Up
- Have Surgeon Or Bariatric
- Have Recent Lab Results
The questions your team needs answered
Every post-bariatric follow-up intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How long ago was your bariatric surgery? | How recently the surgery happened affects both weighting and clinical urgency, since early post-op patients need closer monitoring than those years out. |
| What type of bariatric surgery did you have? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you currently experiencing any new or worsening symptoms? | A yes on new or worsening symptoms carries a higher weight than a symptom-free response, helping staff prioritize patients who may need sooner attention. |
| What is the main reason for this follow-up visit? | Digestive or eating issues are weighted higher than a routine scheduled checkup, so this field distinguishes a symptom-driven visit from a standard follow-up. |
| Do you have a surgeon or bariatric program currently managing your care? | Not having an active surgeon or program managing care scores lower, flagging a continuity-of-care gap your team may want to address before scheduling. |
| Do you have recent lab results or medical records available to share? | Availability of recent lab results or medical records tells your team whether they'll have bloodwork context ready before the appointment or need to request it. |
How Cliont scores post-bariatric follow-up leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 1 month ago
- 1 to 6 months ago
- 6 months to 2 years ago
- More than 2 years ago
- Experiencing Any New Or: yes
- Routine scheduled checkup
See the lead your team receives
Post-Bariatric Follow-Up 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 post-bariatric follow-up workflows
| Cliont capability | Post-Bariatric Follow-Up application |
|---|---|
| Weighted branching logic | New or worsening symptoms and digestive/eating-issue visit reasons carry higher weights than routine checkups, so symptomatic patients are separated from stable follow-ups automatically. |
| Document upload capture | Patients can indicate and attach recent lab results or medical records directly in the intake, so bloodwork context arrives with the lead instead of being chased down afterward. |
| CRM routing by lead profile | Leads reporting new symptoms or digestive issues can be routed for faster review than routine scheduled checkups, based on how q003 and q004 are answered. |
| Care-team continuity flag | Whether a surgeon or bariatric program is currently managing the patient's care is captured so your staff can spot patients who may need care coordination before their visit. |
Common post-bariatric follow-up lead scenarios
Early post-op with new symptoms
Surgery was less than a month ago and the patient reports new or worsening symptoms tied to digestive or eating issues, which the intake scores as high priority for a near-term appointment.
Long-term routine checkup
More than two years post-surgery with no new symptoms and a surgeon still managing care, this patient is booking a routine scheduled checkup rather than an urgent visit.
Weight regain, no active program
Six months to two years post-op, flagged as concerned about weight progress, but with no surgeon or bariatric program currently managing care — the intake surfaces this gap for your team to address before scheduling.
Uncertain surgery history
The patient isn't sure which bariatric procedure they had and has no lab results to share, so the intake still captures symptoms and visit reason while flagging the missing details for staff to clarify.
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 weight management intake templates
Post-Bariatric Follow-Up lead-intake FAQs
How does the intake handle patients who don't know what type of bariatric surgery they had?
The surgery type question includes a 'Not sure' option, so the lead still comes through with their symptoms and reason for the visit captured — your team can confirm the procedure at the appointment.
Does the intake separate urgent post-op symptoms from routine check-ins?
Yes. New or worsening symptoms carry a higher weight than a symptom-free response, and reasons like digestive or eating issues score higher than a routine scheduled checkup, so symptomatic patients surface differently.
What happens if a patient doesn't have a surgeon or bariatric program currently managing their care?
That answer carries a lower weight than having an active care team, so it's not disqualifying but the gap in ongoing management is visible to your staff before they book anything.
Can patients share lab results before the appointment?
Yes, the intake asks whether recent lab results or medical records are available, letting your team review bloodwork context ahead of the visit instead of requesting it after the patient arrives.
Does this intake work for patients who are years past their surgery, not just recent post-op cases?
Yes, the time-since-surgery question covers everything from under a month to more than two years, though longer post-op timeframes are weighted lower than recent surgeries when your team is prioritizing follow-ups.
How is this different from the Bariatric Surgery Consultation intake?
This intake assumes the surgery already happened and focuses on recovery, symptoms, and nutrition; Bariatric Surgery Consultation is built for patients who haven't had surgery yet and are evaluating whether they're a candidate.
Turn post-bariatric follow-up visitors into qualified patients
Give every post-bariatric follow-up visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.