Know which cognitive testing leads are worth intake session time
Ask who the evaluation is for, what's prompting it, and whether a referral or legal authorization applies before you hold a session slot. Prior medical or school records get collected upfront so your intake team walks in prepared.
The exact intake your cognitive testing leads complete
This is the real 7-question guided intake for Cognitive Testing — the same flow your customers finish before you ever pick up the phone.
What a qualified cognitive testing lead should tell you
A structured assessment measuring memory, attention, and thinking skills, gathering who the evaluation is for, the presenting concern, referral status, and legal authorization before a session is scheduled.
- This Cognitive Evaluation
- Main Concern Prompting This
- This Person Had Cognitive
- Doctor, School, Or Employer
- Legally Authorized Arrange This
- Soon Would Like Schedule
- Have Prior Medical Or
The questions your team needs answered
Every cognitive testing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this cognitive evaluation for? | Distinguishes self-referrals from evaluations arranged for a child or another adult, which determines whether the authorization question needs to be enforced. |
| What is the main concern prompting this evaluation? | Concerns tied to injury, illness, or age-related decline carry the highest weights, helping prioritize clinically pressing requests over general curiosity checks. |
| Has this person had a cognitive evaluation before? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does a doctor, school, or employer require this evaluation? | A referral requirement signals the evaluation likely needs to follow documentation standards for a doctor, school, or employer, weighted higher than a self-initiated request. |
| Are you legally authorized to arrange this evaluation for the person being tested? | This is the strongest gate in the catalog: without legal authorization to arrange testing for someone else, the request shouldn't hold a session slot regardless of other answers. |
| How soon would you like to schedule this evaluation? | Scheduling timeline separates clients who want an immediate appointment from those just exploring, preventing session slots from being held for low-intent inquiries. |
| Do you have prior medical or school records relevant to this concern? | Knowing whether prior medical or school records already exist lets your team decide whether to request files before the intake session or plan to gather history during it. |
How Cliont scores cognitive testing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Memory concerns
- Attention or focus difficulties
- School or work performance
- Age-related decline
- After an injury or illness
- General baseline or curiosity
Urgency signals
- Immediately
See the lead your team receives
Cognitive Testing 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 cognitive testing workflows
| Cliont capability | Cognitive Testing application |
|---|---|
| Weighted answer scoring | Concerns like after an injury or illness and age-related decline are weighted higher than general curiosity, so clinically pressing cases surface first. |
| Conditional branching | Selecting 'my child' or 'another adult' branches the intake toward the authorization question, while a self-referral skips that gate entirely. |
| Document collection | The intake asks whether prior medical or school records exist and collects them before the session, reducing time spent gathering history during the appointment. |
| Hard qualification gates | The legal authorization question carries the lowest 'no' weight in the catalog, so unauthorized requests are flagged before a slot is ever held. |
Common cognitive testing lead scenarios
Referral-mandated evaluation
A physician, school, or employer requires the testing, which carries a higher weight than self-initiated interest and typically arrives with documentation already in hand.
Post-injury reassessment
A client is being evaluated after an injury or illness, the highest-weighted concern in the catalog, and often needs a faster scheduling path than a routine baseline check.
Family member arranging testing
Someone is requesting an evaluation for an aging parent or another adult, where the authorization question becomes the deciding factor on whether the practice can proceed at all.
Curiosity-driven baseline check
A client wants a general baseline with no specific concern and is 'just exploring options' on timing, a lower-weighted combination that still fills the pipeline without demanding urgent slots.
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
Cognitive Testing lead-intake FAQs
How does the intake handle testing for a child versus an adult?
The first question identifies whether the evaluation is for the client themselves, their child, or another adult they care for, which determines what else the intake needs to confirm, including legal authorization for anyone other than the requester.
What if the client doesn't have a doctor's or school's referral?
The intake still captures the lead, since a referral requirement carries a modest weight difference rather than disqualifying the request, but referred leads are flagged as more likely to have documentation ready.
Can this intake be used when a family member is requesting testing for someone else, like an aging parent?
Yes. The intake asks who the evaluation is for and then confirms the requester is legally authorized to arrange it, which is the strongest gate in the catalog and directly affects the lead's priority.
Do clients need to have prior medical or school records before scheduling?
No, the intake simply asks whether relevant records already exist so your team knows in advance whether to request files before the intake session or collect them during it.
How does the intake reflect urgency if there's no dedicated urgency question?
Scheduling timeline options ranging from 'Immediately' to 'Just exploring options' carry different weights, so how soon a client wants to be seen becomes the practical urgency signal.
How are repeat evaluation clients treated differently?
The intake records whether the person has been evaluated once, multiple times, or never before, giving your team context on prior history without it changing whether the lead qualifies.
Turn cognitive testing visitors into qualified patients
Give every cognitive testing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.