Know which relapse prevention leads are worth intake session time
Cliont asks who the support is for, where they are in recovery, and what type of support they need — then scores willingness to participate and sends qualified clients, along with any treatment records collected up front, straight to your CRM.
Preview your relapse prevention intake
Explore 5 questions from the Relapse Prevention template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified relapse prevention lead should tell you
Structured, ongoing support that helps someone already in or recently out of treatment identify triggers, build coping strategies, and reduce the risk of returning to substance use. Qualification hinges on where the person is in their recovery journey and whether they're actually willing to engage.
- This Support
- Person In Their Recovery
- Support
- Person Willing Participate In
- Person Who Will Make
The questions your team needs answered
Every relapse prevention intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this support for? | Identifies whether the enquiry is self-referred or made by a family member, which changes how you confirm the actual client's willingness before booking. |
| Where is the person in their recovery journey right now? | This is the heaviest-weighted question in the catalog — a recent relapse or at-risk status (weight 10) should reach your team faster than someone who hasn't started treatment (weight 3). |
| What kind of support are you looking for? | Multi-select answers tell your team which services to line up before the intake session — individual counseling, group work, family involvement, or relapse plan development. |
| Is the person willing to participate in this support? | Willingness to participate is weighted far higher for a yes (9) versus a no (3), since relapse prevention support depends on active engagement. |
| Are you the person who will make decisions about this care? | Flags whether the person completing the form is the one who will make care decisions, which matters when a parent or spouse is inquiring on someone else's behalf. |
How Cliont scores relapse prevention leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Currently in treatment or a program
- Recently completed treatment
- In stable recovery, seeking ongoing support
- Recently relapsed or currently at risk
- Has not yet started any treatment
- Person Willing Participate In: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Relapse Prevention 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 relapse prevention workflows
| Cliont capability | Relapse Prevention application |
|---|---|
| Weighted answer scoring | Automatically ranks recovery-stage answers so a 'recently relapsed or currently at risk' response outranks a 'has not yet started treatment' response before your team ever sees the enquiry. |
| Multi-select capture | Records every support type selected — individual counseling, group sessions, family involvement, or relapse plan development — so your team knows what to prepare before the intake session. |
| Decision-maker flag | Surfaces when the person filling out the form is a parent, spouse, or family member rather than the client, so you can confirm actual willingness before holding a session slot. |
| Willingness-to-participate signal | Separates leads where the person is ready to engage from those where willingness is uncertain, reducing the chance of holding an intake session that goes unfilled. |
Example relapse prevention lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Recent relapse or high risk
The person recently relapsed or is currently at risk, the highest-weighted recovery stage in the catalog, and has indicated willingness to participate. The intake flags this ahead of the routine queue instead of letting it sit for a scheduled callback.
Fresh out of treatment
Someone who recently completed a treatment program is looking to build a relapse plan and coping skills before gaps in care appear. The intake captures the specific support types requested so your team can prepare before the first session.
Stable recovery, ongoing maintenance
A person in stable recovery is seeking ongoing group support rather than crisis intervention. This lower-urgency combination still qualifies but can be routed into regular scheduling instead of priority handling.
Family member inquiring, unclear willingness
A parent or spouse fills out the form on behalf of someone else and isn't the one who will make care decisions. The intake flags that the actual client's willingness to participate still needs confirming before a session slot is held.
Hasn't started treatment yet
The person hasn't started any treatment, the lowest-weighted recovery stage, and may not be ready to engage. The intake surfaces this so your team can point toward an assessment first rather than booking straight into relapse prevention.
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Configure other destinations
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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
Relapse Prevention lead-intake FAQs
How does the intake score someone who recently relapsed versus someone in stable recovery?
Recovery stage is weighted directly from the catalog — 'recently relapsed or currently at risk' carries the highest weight (10), while 'in stable recovery, seeking ongoing support' is weighted lower (7). That difference is what lets at-risk enquiries surface ahead of maintenance-level requests.
What happens when a parent or spouse fills out the form instead of the client themselves?
The intake captures who the support is for and separately asks whether the person completing the form is the one who makes care decisions. That combination flags cases where the actual client's own willingness to engage still needs to be confirmed.
Does the intake ask what kind of support the person actually wants?
Yes — it's a multi-select question covering individual counseling, group support sessions, family involvement or education, and coping skills or relapse plan development, so your team knows what to prepare before the intake session.
Why does willingness to participate carry so much weight in scoring?
A 'yes' answer is weighted at 9 versus 3 for 'no,' because relapse prevention support only works if the person will actually engage. A low-willingness lead can still be delivered, but it's flagged differently than one who's ready to start.
What happens with someone who hasn't started any treatment yet?
That recovery stage carries the lowest weight in the catalog (3). It isn't disqualifying, but it signals the person may need an assessment or a different level of care before relapse prevention support is the right fit.
Can I collect documents like discharge summaries during intake?
Yes, the intake can request a discharge summary or aftercare plan from a recent treatment program, along with any existing relapse prevention or safety plan, so that information reaches your CRM before the first session.
Turn relapse prevention visitors into qualified patients
Give every relapse prevention visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.