Know which medication management leads are worth intake session time
Every medication management enquiry captures who the care is for, why they're seeking treatment now, and whether a therapist is already involved—plus a current medication list—before it lands in your CRM.
The exact intake your medication management leads complete
This is the real 5-question guided intake for Medication Management — the same flow your customers finish before you ever pick up the phone.
What a qualified medication management lead should tell you
Ongoing psychiatric prescribing and monitoring for a client already on or seeking psychiatric medication, where the intake needs to establish who the care is for, why they're seeking treatment now, whether another provider is already involved, and how soon they want to start.
- This Care
- Best Describes Main Reason
- Working With Any Other
- Legally Authorized Make Medical
- Soon Start Or Continue
The questions your team needs answered
Every medication management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this care for? | Identifies whether the client is booking for themselves, a child/teen, or someone else, which determines whether the authorization question appears. |
| What best describes your main reason for seeking medication management? | Separates new evaluations from refills, adjustments, and side-effect concerns so staff can schedule the right type of intake session. |
| Are you currently working with any other mental health provider, such as a therapist? | Flags whether a therapist is already involved so the prescriber has coordinated-care context before the first session. |
| Are you legally authorized to make medical decisions for the person receiving care? | Weighted well above a 'no' answer, this confirms consent is documented before a session is booked for someone other than the client themselves. |
| How soon are you hoping to start or continue care? | Each timeline option carries its own weight, letting staff distinguish leads wanting to start immediately from those with no set timeline. |
How Cliont scores medication management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Legally Authorized Make Medical: yes
- As soon as possible
- Within a few weeks
- No specific timeline
See the lead your team receives
Medication Management 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 medication management workflows
| Cliont capability | Medication Management application |
|---|---|
| Conditional branching | Shows the legal-authorization question only when the care recipient is a child/teen or an adult in someone else's care, keeping the intake short for self-referrals. |
| Weighted scoring | Ranks leads using the timeline answer's weight, with 'as soon as possible' scoring highest so staff can prioritize which enquiries to book first. |
| CRM routing | Sends the reason for visit, provider status, and timeline directly into your CRM record before the intake session is scheduled. |
| Document capture | Collects a current medication list upfront so the prescriber has it before the first session. |
Common medication management lead scenarios
Self-referred, ready to start
An adult booking for themselves selects new evaluation and the soonest timeline option, which the intake weights highest among the timeline choices before routing to your CRM.
Parent booking for a teen
The care recipient is a child or teen, so the intake asks whether the parent is legally authorized to make medical decisions—an answer weighted well above 'no' to help staff confirm consent before scheduling.
Refill request, no timeline pressure
An existing patient requesting a refill selects the lowest-weighted timeline option, letting staff deprioritize scheduling relative to new evaluations.
Caregiver lacks documented authority
Someone booking for an adult they care for answers 'no' to legal authorization, a low-weighted response that flags the lead for a consent check before a session is confirmed.
Side effect concern, existing patient
A current patient selects concerns about side effects as their reason and confirms they're already working with a therapist, giving staff full context before the clinician reviews the chart.
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
Medication Management lead-intake FAQs
Does the intake ask whether someone else is legally authorized to make medical decisions?
Yes—when the care recipient is a child, teen, or an adult under someone else's care, the intake asks about legal authorization, which is weighted to help staff confirm consent before booking an intake session.
How does the intake distinguish a new evaluation from a refill request?
The reason-for-visit question separates new evaluations, medication adjustments, refills, and side-effect concerns, so your team knows what type of intake session to schedule.
Will the intake tell me if a client is already seeing a therapist?
It asks directly whether the client is currently working with another mental health provider, giving your staff coordinated-care context without the intake making any clinical determination.
How does the requested timeline affect which leads get contacted first?
Each timeline option carries a different weight, so a lead wanting to start as soon as possible is distinguished from one with no specific timeline, helping staff order follow-up.
What happens when a caregiver isn't legally authorized to consent for the client?
That answer is weighted lower than a confirmed 'yes,' so the lead still reaches your CRM but flagged for your staff to verify authorization before confirming a session.
Can this intake decide whether a client qualifies for a specific medication?
No—Cliont only structures the information clients provide; all clinical and prescribing decisions remain with your psychiatry team.
Turn medication management visitors into qualified patients
Give every medication management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.