Turn outpatient assessment enquiries into intake-ready leads
Ask whether the client has completed detox, can attend appointments outside a residential facility, and is willing to participate, then collect ID and insurance details automatically before an intake session slot is held.
The exact intake your outpatient assessment leads complete
This is the real 6-question guided intake for Outpatient Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified outpatient assessment lead should tell you
A structured outpatient evaluation that determines whether a client's substance use pattern, detox status, and readiness support outpatient-level care rather than a higher level of treatment.
- This Assessment
- Person Already Been Through
- Person Able Attend Appointments
- Person Willing Participate In
- This Person Previously Received
- Primary Reason Seeking This
The questions your team needs answered
Every outpatient assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this assessment for? | Knowing whether the client is self-referring or being referred by a spouse, child, or other family member tells staff who needs to be involved in scheduling and consent. |
| Has the person already been through detox or withdrawal management, if needed? | Detox and withdrawal status carries the heaviest weight because a client who has completed or doesn't need detox is immediately appropriate for outpatient-level care. |
| Is the person currently able to attend appointments outside a hospital or residential facility? | Confirming the person can attend appointments outside a hospital or residential facility is a direct check on outpatient fit before a session slot is offered. |
| Is the person willing to participate in the assessment? | Willingness to participate is weighted heavily because an unwilling client is the most likely to leave an intake session slot unfilled. |
| Has this person previously received any substance use treatment? | Prior treatment history helps staff distinguish a first-time assessment from a re-engagement after one or multiple previous episodes. |
| What is the primary reason for seeking this assessment? | Captures the detail in the patient’s own words so you’re briefed before the first call. |
How Cliont scores outpatient assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not needed
- Completed already
- Currently in detox
- Person Able Attend Appointments: yes
- Person Willing Participate In: yes
See the lead your team receives
Outpatient Assessment 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 outpatient assessment workflows
| Cliont capability | Outpatient Assessment application |
|---|---|
| Weighted lead scoring | Detox completion, ability to attend outpatient appointments, and willingness to participate are weighted highest, so a client ready now scores well above one who is currently in detox or unwilling. |
| Structured relationship capture | Distinguishing self-referrals from spouse, child, or other family submissions lets staff prepare differently for who actually shows up to the intake session. |
| Free-text routing to CRM notes | The primary-reason field is delivered as context alongside the score, giving the clinician a starting point for the assessment conversation without affecting the numeric ranking. |
| Document collection before scheduling | Collecting ID, insurance details, and a recent detox discharge summary (when applicable) upfront reduces the chance of holding an intake session slot for a client who isn't administratively ready. |
Common outpatient assessment lead scenarios
Self-referral, detox already complete
The client is filling out the form for themselves, has already completed detox, and confirms they can attend outpatient appointments and are willing to participate. This combination scores highest and can be routed for fast scheduling.
Family inquiring during active detox
A spouse or family member submits the assessment for a loved one who is currently in detox and not yet able to attend outside a facility. The intake flags this as lower readiness so staff know to hold off on booking a session slot immediately.
Repeat client with treatment history
The person has been through multiple prior episodes of treatment and is now ready and willing for another outpatient assessment. Prior treatment history gives staff context before the client's first call.
Referral where client isn't willing yet
A family member starts the intake but indicates the client is not willing to participate in the assessment. Because willingness carries heavy weight, this lead is scored lower so staff can follow up before committing an intake session 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
Outpatient Assessment lead-intake FAQs
How does the intake handle assessments submitted for someone else?
The first question captures whether the assessment is for the person filling out the form or for a spouse, child, or other family member. That context tells your staff who to expect at the intake session and whether consent or family involvement needs to be arranged first.
What happens if the client hasn't finished detox yet?
Detox and withdrawal management status is one of the highest-weighted fields in this intake. A client who has completed detox or doesn't need it scores as ready now, while someone currently in detox or not yet started is flagged as lower readiness so you don't hold a session slot too early.
Does the intake screen out clients who can't leave a residential facility?
It captures whether the person can currently attend appointments outside a hospital or residential setting, which is a strong signal for outpatient fit. Your team still makes the final call, but the answer is visible before you schedule.
How do you flag referrals where the client isn't willing to participate?
Willingness to participate is a heavily weighted yes/no question. A 'no' pulls the lead's score down significantly, since assessments booked for an unwilling client are the ones most likely to leave a session slot unfilled.
Can we see prior treatment history before the first session?
Yes. The intake asks whether the person has never been treated, had one prior episode, multiple prior episodes, or is unsure, so your clinician has that history before the assessment starts.
What gets captured in the open-text reason field?
The free-text question on the primary reason for seeking assessment is passed through to your CRM as context for the clinician, even though it isn't part of the numeric score.
Turn outpatient assessment visitors into qualified patients
Give every outpatient assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.