Know which social day program leads are worth a care assessment
Every social day program inquiry captures the person's mobility level, medical monitoring needs, and preferred number of days per week, along with legal authorization documentation, so your team knows exactly what a care assessment involves before scheduling it.
The exact intake your social day program leads complete
This is the real 7-question guided intake for Social Day Program — the same flow your customers finish before you ever pick up the phone.
What a qualified social day program lead should tell you
A recurring, community-based daytime program offering supervised social activities and engagement for older adults who can participate outside the home, distinct from programs built around heavier medical or memory-care needs.
- This Program Being Arranged
- Person Walk Or Move
- Many Days Per Week
- Person Have Any Medical
- Legally Authorized Make Care
- Soon Start Program
- Activities Or Focus Person
The questions your team needs answered
Every social day program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this program being arranged for? | Knowing whether the person filling out the intake is the individual, a family member, or a professional coordinator tells staff who to communicate with about the care assessment. |
| Can the person walk or move around with little or no assistance? | Mobility level is directly weighted, so answers ranging from fully independent down to needing significant physical assistance change how strong a fit the person is for a social day setting. |
| How many days per week are you looking for the program to be available? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the person have any medical needs that require staff monitoring during the day? | A yes on medical monitoring needs signals the family needs a fit check against your staffing capacity before a care assessment is booked. |
| Are you legally authorized to make care arrangements for this person? | This question carries an explicit weight difference between yes and no, so it directly separates leads with confirmed decision-making authority from those that need follow-up before scheduling. |
| How soon are you hoping to start the program? | Start timing is weighted so immediate and within-a-month answers push a lead higher than someone who is still just exploring options. |
| What type of activities or focus is the person most interested in? | Selecting memory-focused activities can indicate the family may be better served by the Memory Day Program sibling offering rather than the general social day format. |
How Cliont scores social day program leads
Every answer is weighted automatically — no manual review required.
Value signals
- Fully independent
- Needs minor help
- Uses wheelchair or walker
- Legally Authorized Make Care: yes
- Within a month
- Just exploring options
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Social Day 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 social day program workflows
| Cliont capability | Social Day Program application |
|---|---|
| Weighted lead scoring | Combines mobility level and start-timing answers so a family ready to begin immediately with an independent or minor-assist need scores higher than one still exploring options. |
| Conditional flagging | A yes on medical monitoring needs surfaces the lead for closer review of staffing fit before a care assessment is scheduled. |
| Multi-select activity tagging | Activity-interest selections, including memory-focused activities, help staff spot when a lead may be better suited to the Memory Day Program sibling offering. |
| Authorization verification | The legal authorization question is scored separately so inquiries from people without confirmed decision-making authority are visible before staff commit assessment time. |
Common social day program lead scenarios
Adult child arranging care urgently
A family member confirms legal authorization, wants to start immediately, and describes the parent as fully independent or needing only minor help — the intake surfaces this as a strong fit for scheduling right away.
Care coordinator still exploring
A professional coordinator marks the inquiry as 'just exploring options' and isn't sure how many days per week are needed — the intake routes this as a lead to nurture rather than book immediately.
Medical monitoring flagged for review
The family indicates the person needs staff monitoring for medical needs during the day, which prompts a closer look at fit before a care assessment is scheduled.
Mobility need exceeds program design
When the person needs significant physical assistance rather than independent or minor-assist mobility, the intake flags the mismatch so staff can decide whether the social day format is appropriate or a referral makes more sense.
Authorization unclear before booking
A caller isn't the legally authorized decision-maker for the person's care, which the intake catches early so your team can request the right documentation before committing staff time to an assessment.
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 adult day services intake templates
Social Day Program lead-intake FAQs
How does the intake tell a social day program lead apart from a memory day program lead?
The activity-interest question lets families select memory-focused activities alongside or instead of general social and recreational options, so if memory care is clearly the primary need, that inquiry can be recognized as a better fit for the Memory Day Program instead.
What happens if a family reports significant physical assistance needs?
The mobility question is weighted so that 'needs significant physical assistance' scores lowest, which helps your team quickly see when a social day program may not be the right setting before spending time on a care assessment.
How does the intake handle legal authority to arrange care?
The authorization question is directly weighted — a confirmed yes scores meaningfully higher than a no — so leads from people without clear authority to make care decisions are visible before you schedule anything.
Can the same intake redirect a family toward respite care instead?
If a family's real need turns out to be short-term relief for a caregiver rather than ongoing daytime programming, that's a distinct fit better suited to the Caregiver Respite Program sibling offering, and staff can redirect based on the answers given.
What documents should families provide before a care assessment?
The intake collects supporting documentation such as legal authorization paperwork and a recent summary of medical needs, so staff aren't scheduling an assessment blind to monitoring requirements or decision-making authority.
How is urgency reflected for social day program leads?
Start timing is weighted so 'immediately' and 'within a month' score higher than 'just exploring options,' giving your team a way to prioritize families who are ready to begin over those still researching.
Turn social day program visitors into qualified patients
Give every social day program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.