Know which behavioral concerns leads are worth intake session time
See who needs support, which behaviors are most concerning, and how long they've been going on before you hold an intake session slot. Guardianship is confirmed and school reports or prior evaluations are collected upfront, so your CRM only receives leads ready to book.
The exact intake your behavioral concerns leads complete
This is the real 5-question guided intake for Behavioral Concerns — the same flow your customers finish before you ever pick up the phone.
What a qualified behavioral concerns lead should tell you
Intake for children, adolescents, or young adults showing concerning behaviors such as defiance, aggression, withdrawal, or impulsivity, capturing who needs support, which behaviors are present, how long they've persisted, and whether the person completing the form is the legal guardian.
- Person Needing Support
- Behaviors Most Concerned About
- Long Have These Behaviors
- Parent Or Legal Guardian
- This Person Received Therapy
The questions your team needs answered
Every behavioral concerns intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is the person needing support? | Whether the person is a child, adolescent, or young adult determines which clinician or program the lead should be routed to. |
| Which behaviors are you most concerned about? | Aggression toward others and defiance carry the highest weights, so this answer drives most of the lead's priority score. |
| How long have these behaviors been happening? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the parent or legal guardian of this person? | A confirmed guardian answer clears the lead for booking, while a non-guardian answer flags it for a consent step before a session slot is held. |
| Has this person received therapy or behavioral support before? | Distinguishing currently in care, past care, or never in care lets your team tell a transfer or second opinion apart from a brand-new case. |
How Cliont scores behavioral concerns leads
Every answer is weighted automatically — no manual review required.
Value signals
- School behavior or discipline issues
- Aggression toward others
- Social withdrawal or isolation
- Impulsivity or trouble focusing
- Other behavioral concern
- Parent Or Legal Guardian: yes
Urgency signals
- Defiance or anger outbursts
See the lead your team receives
Behavioral Concerns 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 behavioral concerns workflows
| Cliont capability | Behavioral Concerns application |
|---|---|
| Weighted multi-select scoring | Aggression toward others and defiance or anger outbursts carry the highest weights in the behavior-concerns question, so a lead reporting both is prioritized well above one reporting only impulsivity. |
| Guardian verification logic | The yes/no guardian question carries its own weight, so a non-guardian submission is scored and flagged differently, prompting a consent check before a session slot is reserved. |
| Care-history routing | The prior-care question separates leads currently in care, previously in care, or new to care, letting you route transfer requests differently from first-time intakes. |
| Structured lead record in your CRM | Every submitted answer — who needs support, which behaviors, how long, guardian status, and care history — arrives as structured fields in your CRM instead of a free-text message to interpret. |
Common behavioral concerns lead scenarios
Aggression showing up at school
A parent flags aggression toward others and school discipline issues for a child under 12 with no prior care — the highest-weighted behavior combination the intake can surface.
Long-running defiance at home
An adolescent has shown defiance and anger outbursts for a year or more, and the guardian reports the client is currently in care elsewhere, signaling a possible transfer rather than a new case.
Recent withdrawal, unclear cause
Social withdrawal has appeared in the last month and the parent isn't sure how long it's been building, giving the intake a lower-certainty duration answer to flag for a fuller conversation.
Non-guardian submitting the form
A grandparent or relative fills out the intake for impulsivity and focus concerns but isn't the legal guardian, which the guardian question catches before a session slot is committed.
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 child and adolescent therapy intake templates
Behavioral Concerns lead-intake FAQs
How does the intake handle child, adolescent, and young adult cases differently?
The first question identifies whether the person needing support is a child under 12, an adolescent, or a young adult, so your team can route the lead to the right clinician or program before it lands in your CRM.
Why does the form ask whether I'm the legal guardian?
Guardian status carries its own weight in the scoring model — a confirmed guardian moves a lead forward cleanly, while a non-guardian answer flags the lead for a consent conversation before a session slot is held.
How does the intake score multiple behavior concerns selected at once?
Behaviors like aggression toward others, defiance or anger outbursts, and school discipline issues each carry their own weight, and selecting several at once compounds the lead's priority score rather than diluting it.
What happens if the client is already receiving care elsewhere?
The prior-care question distinguishes clients currently in care, those with past care, and those who've never received support, so your team can tell a transfer or second opinion apart from a first-time intake.
Does asking how long the behaviors have been happening affect the lead score?
Duration gives your clinician context for the first session rather than driving the priority score itself, since the catalog's weighted signals sit on the behavior-type question, not the timeline question.
How is this different from the Child Anxiety Support or Social Skills Support intake?
Behavioral Concerns asks specifically about defiance, aggression, withdrawal, and impulsivity, while Child Anxiety Support and Social Skills Support use their own catalogs — if a lead's real concern turns out to be anxiety or peer skills, you can direct them to the matching subservice page instead.
Turn behavioral concerns visitors into qualified patients
Give every behavioral concerns visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.