Every IOP enquiry, scored before it reaches your CRM
Ask whether the client can live safely at home, has reliable transportation to sessions, and how soon treatment needs to start — then collect insurance cards and discharge summaries before the lead ever reaches your CRM.
The exact intake your intensive outpatient program leads complete
This is the real 6-question guided intake for Intensive Outpatient Program — the same flow your customers finish before you ever pick up the phone.
What a qualified intensive outpatient program lead should tell you
Structured outpatient counseling and group therapy delivered several times a week to clients who continue living at home rather than staying overnight in a facility.
- This Program Being Sought
- Person Already Completed Detox
- Person Able Live Safely
- Soon Treatment Needed Begin
- Person Have Reliable Transportation
- Person Legally Authorized Consent
The questions your team needs answered
Every intensive outpatient program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this program being sought for? | Knowing whether the inquiry is self-referred or made by a family member tells staff who to expect on the intake call and who holds decision-making authority. |
| Has the person already completed a detox or inpatient program? | Whether the client has already completed detox or inpatient care determines if IOP is the appropriate next step or if a higher level of care still needs to happen first. |
| Is the person currently able to live safely at home while attending treatment? | IOP depends on the client living at home between sessions, so a safe living situation is core to whether outpatient care fits their circumstances at all. |
| How soon is treatment needed to begin? | How soon the client wants to start directly affects whether a session slot should be held immediately or the lead followed up on later. |
| Does the person have reliable transportation to attend sessions multiple times a week? | Since IOP requires attending multiple sessions a week, unreliable transportation is a real risk factor for no-shows and unfilled slots. |
| Is the person legally authorized to consent to their own treatment, or is a guardian arranging this? | Confirming who can legally consent to treatment determines whether guardian paperwork needs to be collected before an intake session can be scheduled. |
How Cliont scores intensive outpatient program leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Able Live Safely: yes
- Within a week
- Within a month
- Just exploring options
- Person Have Reliable Transportation: yes
Urgency signals
- Immediately
See the lead your team receives
Intensive Outpatient Program 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 intensive outpatient program workflows
| Cliont capability | Intensive Outpatient Program application |
|---|---|
| Branching intake logic | When a guardian indicates they're arranging care for a minor or dependent adult, the intake can surface that context clearly instead of treating every submission as a self-consenting adult. |
| Automatic lead scoring | Weighted answers on home safety, transportation reliability, and treatment start timeline are combined into a single score so staff can see which IOP inquiries are ready to book first. |
| CRM delivery | Completed IOP intakes, including detox history and consent status, are sent to your CRM as structured records rather than raw form submissions your team has to re-key. |
| Document capture at intake | Insurance cards and detox or inpatient discharge summaries can be collected alongside the qualification answers, so admissions staff aren't chasing paperwork after the call. |
Common intensive outpatient program lead scenarios
Self-referral, immediate need
An adult client can live safely at home, has reliable transportation, and wants to start immediately — the intake surfaces this as a strong fit worth a same-week intake session.
Parent inquiring for a minor
A parent is arranging IOP for a teenager, which routes through a different consent path since a guardian, not the client, is authorizing treatment.
Step-down from detox or inpatient
The client has already completed a detox or inpatient stay and is transitioning to IOP as a next level of care, which changes how the intake weighs prior treatment history.
Exploring options, transport unclear
Someone is just researching programs and isn't sure they have reliable transportation for multiple sessions a week — a combination worth flagging for a follow-up call rather than an immediate slot.
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 substance use treatment intake templates
Intensive Outpatient Program lead-intake FAQs
Does the intake ask if the client already went through detox?
Yes — one question checks whether the person has completed or is currently in a detox or inpatient program, which helps your team understand what level of care they're stepping down from before booking an intake session.
How does the intake handle inquiries from a parent or guardian?
The intake first asks who the program is being sought for, then asks whether the client is a self-consenting adult or whether a guardian is arranging care for a minor or dependent adult, so your team knows who needs to sign off before scheduling.
Why does the intake ask about transportation?
IOP requires attending sessions multiple times a week, so the intake checks whether the client has reliable transportation — a lack of reliable transportation is a real factor in whether a booked session slot actually gets filled.
How is urgency scored on an IOP inquiry?
The intake asks how soon treatment needs to begin, with options ranging from immediately to just exploring, and weights the answer so leads ready to start now surface ahead of those still researching.
What happens if a client says they can't live safely at home?
The intake still records the answer to the home-safety question so your team can see it during review — it's not used to auto-reject a lead, since that judgment call belongs to your clinical staff.
Can a spouse or family member submit the inquiry instead of the client?
Yes — the first question lets the submitter identify whether the program is being sought for themselves, a spouse or partner, a child or dependent, or another family member, so your team knows immediately who to expect on the call.
Turn intensive outpatient program visitors into qualified patients
Give every intensive outpatient program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.