Autism evaluation intake that asks what your team actually needs to
Ask who the evaluation is for, whether a school or provider has already raised concerns, and which areas worry the family most—social communication, sensory sensitivities, or speech delays—before a session is ever booked. Referral letters and prior evaluation records are collected upfront so your clinicians aren't scheduling blind.
The exact intake your autism evaluation leads complete
This is the real 7-question guided intake for Autism Evaluation — the same flow your customers finish before you ever pick up the phone.
What a qualified autism evaluation lead should tell you
A structured assessment that combines developmental history, behavioral observation, and standardized tools to determine whether a child or adult shows traits consistent with autism spectrum criteria. From an intake standpoint, the key facts to establish upfront are who the evaluation is for, whether a professional has already raised concerns, and which behavioral areas are driving the request.
- This Evaluation
- Doctor, Therapist, Or School
- Areas Most Concerned About
- This Person Ever Had
- Main Reason Seeking Evaluation
- Parent Or Legal Guardian
- Soon Would Like Evaluation
The questions your team needs answered
Every autism evaluation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this evaluation for? | Distinguishes pediatric from adult or third-party requests so guardian-consent questions only surface when they're actually needed. |
| Has a doctor, therapist, or school ever raised concerns about autism for this person? | A yes here signals an existing professional referral, which carries the highest weight in the scoring model. |
| Which areas are you most concerned about? | Each selected concern area carries its own weight, so leads reporting core indicators like social communication or repetitive behaviors score higher than a generic 'not sure' response. |
| Has this person ever had a formal psychological or developmental evaluation before? | Knowing whether a formal evaluation already exists helps clinicians avoid duplicating testing and set accurate expectations for the intake session. |
| What is the main reason you are seeking an evaluation now? | Separates school-driven referrals from personal observation, which changes what documentation staff should request before the appointment. |
| Are you the parent or legal guardian able to authorize this evaluation? | A no here flags that guardianship or consent paperwork needs resolution before a session can be authorized. |
| How soon would you like the evaluation to begin? | Captures how quickly the family wants to move so staff can prioritize scheduling without guessing at urgency. |
How Cliont scores autism evaluation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Doctor, Therapist, Or School: yes
- Social communication or interaction
- Repetitive behaviors or routines
- Sensory sensitivities
- Speech or language delays
- Not sure
See the lead your team receives
Autism Evaluation Lead – School-Referred Child
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 autism evaluation workflows
| Cliont capability | Autism Evaluation application |
|---|---|
| Guided branching logic | Adjusts the flow depending on whether the evaluation is for a child, the client themselves, or another adult, so guardian-authorization questions only surface when they're actually relevant. |
| Weighted lead scoring | Combines the weight from a prior professional concern with the specific areas selected—social communication, repetitive behaviors, sensory sensitivities, speech delays—to separate strong clinical referrals from open-ended inquiries. |
| Document upload capture | Collects referral letters and prior evaluation reports before the first session, so clinicians walk into intake with history already on file instead of asking cold. |
| CRM delivery | Sends qualified autism evaluation leads into your CRM with the referral reason and prior-evaluation answer attached, so front-desk staff can prep the right paperwork before returning the call. |
Common autism evaluation lead scenarios
School-referred child, no prior testing
A parent reports the school raised concerns, selects social communication and speech delays as the main worries, and confirms no formal evaluation has happened yet. This profile carries the highest combined weight in the intake.
Self-referred adult exploring diagnosis
The person filling out the form is the client themselves, with no professional having formally raised concerns yet. The intake still captures which behavioral areas concern them so staff can gauge fit before scheduling.
Non-guardian caregiver inquiry
The requester selects 'another adult I care for' and answers no to the guardian-authorization question. This flags that consent paperwork needs to be resolved before a session can be confirmed, distinct from a parent-led request.
Time-sensitive request tied to school deadline
A parent selects 'as soon as possible' and cites a school or educational request as the reason for seeking evaluation now. The intake surfaces this timeline answer alongside the referral source so staff can weigh scheduling pressure.
Early-stage inquiry, still uncertain
The caregiver marks 'not sure' for areas of concern and 'just exploring options' for timeline, with no prior evaluation on record. The lead still routes through with a lower certainty signal rather than being discarded.
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
Autism Evaluation lead-intake FAQs
How does the intake handle a caller who isn't the legal guardian?
When the person filling out the form selects 'another adult I care for' and then answers no to the guardian-authorization question, that combination flags the lead so your team can request consent documentation before confirming a session.
Can the intake tell the difference between a school-driven referral and a parent's own observation?
Yes—the reason-for-seeking-now question separates school or educational requests, medical or therapist referrals, and personal observation, so intake staff know what documentation to expect before the first call.
What happens if a family isn't sure which symptoms they're concerned about?
The areas-of-concern question includes a 'not sure' option that still carries weight, so the lead is still captured and routed rather than dropped, just with a lower certainty signal than a specific concern like social communication.
Does the intake ask about prior evaluations so we don't duplicate testing?
Yes, one question confirms whether the person has had a formal psychological or developmental evaluation before, which helps clinicians avoid re-running tests and set accurate expectations for the intake session.
How does the intake capture how quickly a family wants to move?
A dedicated timeline question asks whether they want to start as soon as possible, within a month, or are just exploring options, giving your staff a straightforward signal for scheduling priority.
Can I use this same setup for other assessments, like ADHD or cognitive testing?
Yes—Cliont builds a separate qualification catalog for each subservice, including ADHD Evaluation, Cognitive Testing, and Learning Disability Evaluation, so each intake asks only what's relevant to that assessment type.
Turn autism evaluation visitors into qualified patients
Give every autism evaluation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.