Turn learning disability evaluation enquiries into intake
The intake asks about the main area of difficulty, whether a school or workplace has requested formal testing, and any prior evaluation history — while collecting existing reports — so your team knows what's needed before booking an intake session.
The exact intake your learning disability evaluation leads complete
This is the real 6-question guided intake for Learning Disability Evaluation — the same flow your customers finish before you ever pick up the phone.
What a qualified learning disability evaluation lead should tell you
A formal assessment of a child's or adult's reading, writing, math, or attention difficulties, used to identify a specific learning disability and support school, workplace, or accommodation decisions.
- This Evaluation
- Main Area Difficulty Concerned
- School Or Workplace Requested
- This Person Had Any
- Legally Authorized Make Evaluation
- Soon Would Like Evaluation
The questions your team needs answered
Every learning disability evaluation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this evaluation for? | Identifies whether the evaluation is for a dependent or the requester themself, which determines whether consent and authorization questions apply. |
| What main area of difficulty are you concerned about? | Directly drives the lead score, since reading, writing, math, attention, and overall performance concerns are weighted highest. |
| Has a school or workplace requested formal testing or documentation? | A school or workplace request usually carries a deadline and documentation requirement, so it's weighted above a self-initiated inquiry. |
| Has this person had any previous learning or psychological evaluations? | Tells the clinician whether an existing report can inform the evaluation or if this is a first-time workup requiring more session time. |
| Are you legally authorized to make evaluation decisions for this person? | Gates the lead, since evaluations for a child or dependent can't proceed without confirmed authorization to consent on their behalf. |
| How soon would you like the evaluation to take place? | Signals how soon the client wants to book, helping staff sequence outreach without holding an intake session slot for someone still exploring options. |
How Cliont scores learning disability evaluation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Reading
- Writing
- Math
- Attention or focus
- Overall school or work performance
- Not sure
See the lead your team receives
Learning Disability 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 learning disability evaluation workflows
| Cliont capability | Learning Disability Evaluation application |
|---|---|
| Document upload | Clients can attach prior evaluation reports or a school/workplace testing request letter during intake, so staff can review existing documentation before the first session. |
| Conditional branching | The form adapts based on whether the evaluation is for a child, the client themself, or another adult in their care, and checks legal authorization before treating the lead as ready to schedule. |
| Lead scoring | Leads reporting reading, writing, math, attention, or overall performance concerns score higher than vague inquiries, while a school- or workplace-requested evaluation is weighted above a self-referral. |
| CRM routing | Qualified evaluation requests are sent to your CRM along with the reported area of difficulty, prior evaluation status, and requested timeline, so intake sessions aren't held for unqualified inquiries. |
Common learning disability evaluation lead scenarios
School-requested reading evaluation
A parent reports the school has requested formal testing for reading difficulties and there's no prior evaluation on file, which the intake flags as a strong, documentation-ready lead.
Adult self-referral, no school pressure
An adult requests an evaluation for math and attention concerns on their own initiative, with no employer request and a 'just exploring' timeline, giving your team a different urgency read than a school referral.
Guardian without legal authorization
Someone requests an evaluation for a child but answers no to being legally authorized to make evaluation decisions, which the intake surfaces so staff can resolve consent before scheduling.
Adult in care with existing report
A caregiver requesting testing for another adult already has a full report from a previous evaluation, letting the intake distinguish this from a first-time workup that needs more session time.
Unsure of the specific difficulty
A parent selects 'Not sure' alongside overall school performance concerns rather than a specific skill area, which the intake still captures and routes rather than discarding as incomplete.
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
Learning Disability Evaluation lead-intake FAQs
How does the intake handle a school- or employer-requested evaluation differently from a self-referral?
The intake asks directly whether a school or workplace has requested formal testing or documentation, and that answer is weighted more heavily than a self-initiated inquiry, since it usually comes with a deadline and a documentation requirement.
What happens if the person filling out the intake isn't the legal guardian?
The intake asks whether the person is legally authorized to make evaluation decisions for the client, and a 'no' answer is flagged so your team can resolve consent before a session slot is committed.
Does the intake account for previous testing history?
Yes — clients indicate whether a full report exists, a prior evaluation happened without a report, or there's no history at all, which helps your team estimate how much of the workup is starting from scratch.
Can the intake handle evaluations requested for adults, not just children?
Yes, the first question asks whether the evaluation is for a child, the requester themself, or another adult in their care, so the rest of the form and any authorization checks match the actual situation.
Which area-of-difficulty answers score as highest priority?
Reading, writing, and math concerns carry the highest weight, followed closely by attention/focus and overall school or work performance, while 'not sure' is still captured and scored rather than dropped.
Does the requested timeline affect how a lead is prioritized?
The intake records whether the client wants to move as soon as possible, within a month, within a few months, or is just exploring options, giving your team a read on booking pressure without it overriding the core difficulty-area scoring.
Turn learning disability evaluation visitors into qualified patients
Give every learning disability evaluation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.