Know which ADHD evaluation leads are worth intake session time
Ask who the evaluation is for, whether it's tied to a school or workplace accommodation, and what prior diagnosis history exists, then let Cliont score the lead and attach prior evaluation reports before it reaches your CRM.
The exact intake your adhd evaluation leads complete
This is the real 6-question guided intake for ADHD Evaluation — the same flow your customers finish before you ever pick up the phone.
What a qualified adhd evaluation lead should tell you
A structured intake and testing process used to determine whether a child, adult, or dependent's attention, focus, or impulsivity concerns meet criteria for an ADHD diagnosis, often tied to a school, workplace, or legal accommodation request.
- This Evaluation
- Prior Evaluation Or Diagnosis
- Settings Show Attention Or
- This Evaluation Needed School,
- Able Provide Consent Or
- Soon Would Like Evaluation
The questions your team needs answered
Every adhd evaluation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this evaluation for? | Identifying whether the evaluation is for the requester, a child, or another adult determines which consent question and intake pathway the practice must follow next. |
| Has a prior evaluation or diagnosis for ADHD ever been made? | Prior diagnosis status (never evaluated, suspected, seeking an update, or unsure) is weighted directly because it signals how much new assessment work the session will require. |
| Which settings show the attention or focus concerns? | The settings where attention concerns appear help clinicians anticipate which rating scales and informants they'll need, with multi-setting concerns scoring highest. |
| Is this evaluation needed for a school, workplace, or legal accommodation request? | Flagging a school, workplace, or legal accommodation need lets the practice prepare documentation requirements before the first session instead of during it. |
| Are you able to provide consent or legal authority to arrange this evaluation? | Consent or legal authority carries the widest weight spread in the catalog because a lead without proper authority to arrange the evaluation cannot actually be booked. |
| How soon would you like the evaluation to take place? | Desired timing is captured for scheduling purposes but isn't a scored qualification signal, so it informs calendar planning without inflating a lead's fit score. |
How Cliont scores adhd evaluation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Never evaluated
- Suspected but not diagnosed
- Previously diagnosed, seeking update
- Not sure
- Home
- School or work
See the lead your team receives
ADHD 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 adhd evaluation workflows
| Cliont capability | ADHD Evaluation application |
|---|---|
| Conditional branching logic | When the evaluee is a child or another adult rather than the requester, the intake automatically surfaces the consent and legal authority question before any scheduling step. |
| Automated lead scoring | Prior diagnosis status and the settings where concerns appear are combined into a composite score, so a never-evaluated case seen across multiple settings ranks above a vague, unsure submission. |
| CRM routing rules | Leads flagged for a school, workplace, or legal accommodation request can be routed to a separate CRM pipeline for documentation review ahead of the intake session. |
| Document upload capture | Prior evaluation reports and school or employer observation notes can be attached to the lead record so clinicians arrive at the session with existing history in hand. |
Common adhd evaluation lead scenarios
First evaluation for a child
A parent reports the child has never been evaluated and notices attention concerns at both home and school, which raises the fit score under the prior-diagnosis and settings questions.
Suspected adult ADHD, self-referred
An adult self-refers with symptoms suspected but never formally diagnosed, showing up across multiple settings, which the intake treats as a strong candidate for a full evaluation.
Update for workplace accommodation
Someone already diagnosed is seeking an updated report specifically to support a workplace accommodation request, so the intake flags the accommodation question and routes it for documentation review.
Third-party request, unclear authority
A relative tries to arrange an evaluation for another adult but cannot confirm consent or legal authority, which drags the score down through the heavily weighted consent question.
Uncertain history, just exploring
The requester isn't sure whether a prior diagnosis exists and selects 'just exploring options' for timing, giving the practice a lower-urgency lead to nurture rather than schedule immediately.
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 psychological testing intake templates
ADHD Evaluation lead-intake FAQs
How does the intake handle evaluations booked by a parent or caregiver rather than the person being evaluated?
The intake first asks who the evaluation is for, then checks whether the requester can provide consent or legal authority to arrange it, so your team knows before booking whether the right person is authorized to proceed.
Can the form tell me if this evaluation is tied to a school or workplace accommodation request?
Yes, there's a direct yes/no question on this, which lets you flag documentation-heavy cases early instead of discovering it during the first session.
Does the intake capture whether someone has already been evaluated for ADHD before?
It asks directly whether a prior evaluation or diagnosis exists, distinguishing never-evaluated, suspected-but-undiagnosed, and update-seeking cases, which carry different weights in the fit score.
What happens if the requester doesn't know which settings the attention concerns show up in?
A 'not sure' option is available and scored lower than a specific setting like home or school, so vague submissions still get a fit score rather than falling through.
How is a lead scored when the requester can't confirm legal authority to arrange the evaluation?
Consent and legal authority carry the largest weight gap in this catalog, so a 'no' answer drops the lead's score sharply and it can be routed for manual review instead of an automatic booking.
Does asking about desired timing affect the lead's priority score?
Timing is collected for scheduling context but isn't one of the weighted qualification signals here, so an urgent request and an exploratory one are scored on diagnosis history and settings, not on how soon they want an appointment.
Turn adhd evaluation visitors into qualified patients
Give every adhd evaluation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.