Know more about every occupational therapy at home lead before the
Replace your generic contact form with a guided occupational therapy at home intake that captures main reason occupational therapy, doctor or hospital recommended, daily activities most difficult, documents, and timing — then scores and routes every lead automatically.
The exact intake your occupational therapy at home leads complete
This is the real 6-question guided intake for Occupational Therapy at Home — the same flow your customers finish before you ever pick up the phone.
What a qualified occupational therapy at home lead should tell you
In-home occupational therapy sessions that help older adults regain daily living skills, safety, and independence after illness, injury, or decline.
- Main Reason Occupational Therapy
- Doctor Or Hospital Recommended
- Daily Activities Most Difficult
- Person Needing Therapy Live
- Soon Occupational Therapy Needed
- Requesting This Service On
The questions your team needs answered
Every occupational therapy at home intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main reason occupational therapy is needed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has a doctor or hospital recommended occupational therapy? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Which daily activities are the most difficult right now? | Segments the lead so you can route, price, and prioritize it correctly. |
| Where does the person needing therapy currently live? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon is occupational therapy needed to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Who is requesting this service on behalf of the person? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores occupational therapy at home leads
Every answer is weighted automatically — no manual review required.
Value signals
- Recovery after hospital stay or surgery
- Gradual decline in daily living skills
- Recent fall or injury
- Managing a chronic health condition
- Other reason
- Doctor Or Hospital Recommended: yes
Urgency signals
- Immediately
See the lead your team receives
Occupational Therapy at Home 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 occupational therapy at home workflows
| Cliont capability | Occupational Therapy At Home application |
|---|---|
| Video greeting | Introduces your team and sets expectations for the occupational therapy at home appointment. |
| Conditional questions | Only asks the follow-ups that matter — for example, deeper questions once immediately is flagged. |
| Photo & document upload | Patients attach relevant photos, insurance cards, and documents, so your front desk is ready before they arrive. |
| Automatic lead scoring | Surfaces leads like "Recovery after hospital stay or surgery" so you respond to the strongest occupational therapy at home opportunities first. |
| Bilingual intake | Lets patients and caregivers complete the same occupational therapy at home intake in English or Spanish. |
| CRM & calendar routing | Sends qualified occupational therapy at home leads to your EHR or CRM and offers a appointment once they’re qualified. |
| Digital estimates & e-signatures | Turns a qualified occupational therapy at home lead into an approved appointment without extra back-and-forth. |
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 home health care intake templates
Occupational Therapy at Home lead-intake FAQs
What information should a occupational therapy at home intake collect?
At minimum: main reason occupational therapy, doctor or hospital recommended, daily activities most difficult, person needing therapy live, plus any documents needed to assess the job.
Can patients and caregivers upload documents?
Yes. The intake can request documents before your team ever reaches out.
How are occupational therapy at home leads scored?
Every answer is weighted; higher-value and more urgent signals raise a lead’s score, so your team can respond to the strongest opportunities first.
Can different occupational therapy at home leads go to different practices?
Yes, provided your routing is configured to assign leads by service, location, score, or another captured field.
Is the occupational therapy at home intake available in Spanish?
Yes. Cliont supports English and Spanish for the same intake flow.
Turn occupational therapy at home visitors into qualified patients
Give every occupational therapy at home visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.
Draft page — pending full content review (quality score 7/10).