See who's legally authorized before you hold a session slot
Cliont's intake for initial psychiatric evaluations captures the presenting concern, desired timeframe, and current medication status up front, along with insurance card and ID uploads, so your team knows who's ready for an intake session before a slot is held.
The exact intake your initial psychiatric evaluation leads complete
This is the real 6-question guided intake for Initial Psychiatric Evaluation — the same flow your customers finish before you ever pick up the phone.
What a qualified initial psychiatric evaluation lead should tell you
A first-time assessment by a psychiatric provider to review the presenting concern, prior care history, and current medication status before determining a treatment path.
- This Evaluation
- This Person Ever Had
- Following Best Describes Main
- Soon Would Like This
- Legally Authorized Arrange This
- Person Taking Any Psychiatric
The questions your team needs answered
Every initial psychiatric evaluation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this evaluation for? | Knowing whether the evaluation is for the requester, a minor, an adult family member, or a partner determines what consent and documentation the intake needs next. |
| Has this person ever had a psychiatric evaluation or ongoing psychiatric care before? | Prior psychiatric care history tells your team whether to expect a full first-time workup or a shorter transition-of-care visit. |
| Which of the following best describes the main concern right now? | The main concern carries the widest weight range in the catalog, separating routine mood, focus, and medication requests from an immediate safety concern that needs different handling. |
| How soon would you like this evaluation to take place? | Desired timing weights show how close a lead is to booking, from 'as soon as possible' down to casual exploration. |
| Are you legally authorized to arrange this evaluation on this person's behalf? | This yes/no answer has the sharpest weight gap in the catalog, acting as a hard check before a slot is held for someone booking on another person's behalf. |
| Is the person currently taking any psychiatric medication? | Current medication status, combined with the main concern, flags whether a case may fit a medication management workflow instead of a new evaluation. |
How Cliont scores initial psychiatric evaluation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Mood or anxiety symptoms
- Attention or focus concerns
- Behavioral or emotional changes
- Review or adjustment of existing medication
- Not sure
- As soon as possible
Urgency signals
- Immediate safety concern for self or others
See the lead your team receives
Initial Psychiatric Evaluation 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 initial psychiatric evaluation workflows
| Cliont capability | Initial Psychiatric Evaluation application |
|---|---|
| Conditional escalation routing | A main-concern answer of 'immediate safety concern for self or others' triggers a different handling path than routine mood, focus, or medication-review requests. |
| Authorization gate | The yes/no legal authorization question blocks or flags bookings made on behalf of a child, teen, or adult family member when authority isn't confirmed. |
| Relationship-based branching | The 'who is this evaluation for' answer changes what the intake asks next, separating self, minor/dependent, and partner-pair requests. |
| Medication-aware lead flagging | Pairing the current-medication question with a 'review or adjustment of existing medication' main concern helps identify leads better suited to a medication management path. |
Common initial psychiatric evaluation lead scenarios
Immediate safety concern flagged
When the main concern is marked as an immediate safety issue for self or others, the intake carries the lowest routine weight and should route to urgent handling instead of the standard scheduling queue.
Parent booking for a teenager
The evaluation is for a child or teenager, so the legal authorization answer determines whether the parent can proceed with booking on the minor's behalf.
Existing patient needs a medication review
The client has had psychiatric care before and selects medication review or adjustment as the main concern, a high-weight signal that fits a faster path to booking rather than a full new-patient workup.
Casual, exploratory inquiry
Someone selects 'just exploring options for now' for timing and isn't sure of the main concern, signaling lower near-term booking intent than a same-week request.
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 psychiatry intake templates
Initial Psychiatric Evaluation lead-intake FAQs
What happens when a client flags an immediate safety concern?
That answer carries the lowest weight of the main-concern options by design, so it stands out from routine mood, focus, or medication requests and can be routed for urgent attention instead of a standard intake slot.
How does the intake stop a parent from booking without authority?
The legal authorization question is a yes/no gate with a large weight gap between the two answers, so a 'no' response is easy to catch before a session slot is reserved for someone who can't legally arrange the evaluation.
Can the intake tell new patients apart from returning ones?
Yes. The question on prior psychiatric evaluation or ongoing care lets your team see at a glance whether a client needs a full first-time workup or is continuing existing treatment.
Does the intake capture whether someone is already on medication?
It asks directly whether the person is currently taking psychiatric medication, which combined with a 'medication review or adjustment' main concern can help distinguish a fresh evaluation from a case suited to medication management.
How does the intake prioritize between urgent and exploratory inquiries?
The timing question ranges from 'as soon as possible' down to 'just exploring options,' with weights that separate near-term booking intent from casual research so you can prioritize your available slots.
How is an evaluation requested for a couple handled?
The 'who is this evaluation for' question includes a 'me and my partner' option, letting your team see upfront that the request may need a different intake flow than a single-person evaluation for a child or adult family member.
Turn initial psychiatric evaluation visitors into qualified patients
Give every initial psychiatric evaluation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.