Know which live-in care leads are worth care assessment time
Ask families whether overnight coverage is actually needed, whether a private bedroom is available for a live-in caregiver, and which support needs apply, from personal care to mobility assistance, before you schedule a care assessment. Collect current medication lists and care start timing so your team knows what to prepare for.
The exact intake your live-in care leads complete
This is the real 6-question guided intake for Live-In Care — the same flow your customers finish before you ever pick up the phone.
What a qualified live-in care lead should tell you
Day-and-night non-medical support from a caregiver who resides in the home, covering personal care, mobility assistance, meal preparation, and supervision around the clock.
- This Care Being Arranged
- Someone Be Present In
- There Private Bedroom Available
- These Support Apply
- Would Like Live-In Care
- Authorized Make Care Decisions
The questions your team needs answered
Every live-in care intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this care being arranged for? | Knowing whether the submitter is the care recipient, a family member, or a coordinator tells your team who to communicate with during the assessment. |
| Does someone need to be present in the home overnight, not just during the day? | This confirms whether the family actually needs day-and-night coverage, which is the core distinction between live-in care and daytime-only or overnight-only arrangements. |
| Is there a private bedroom available in the home for a live-in caregiver? | A private bedroom is a practical requirement for placing a live-in caregiver, so a 'no' answer surfaces a logistics gap to resolve before scheduling. |
| Which of these support needs apply? | The combination of support needs selected tells your team what skill level and staffing to plan for ahead of the assessment. |
| When would you like live-in care to begin? | Start timing separates leads needing immediate staffing from families still exploring options, driving how fast the lead should be worked. |
| Are you authorized to make care decisions or arrangements for this person? | Confirming authorization to make care decisions avoids scheduling an assessment with someone who can't actually commit to the arrangement. |
How Cliont scores live-in care leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Be Present In: yes
- There Private Bedroom Available: yes
- Personal care assistance
- Meal preparation
- Mobility support
- Companionship and supervision
Urgency signals
- Immediately
See the lead your team receives
Live-In Care 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 live-in care workflows
| Cliont capability | Live-In Care application |
|---|---|
| Weighted scoring | Overnight presence and private bedroom availability carry the heaviest weights, so leads genuinely needing a live-in arrangement outrank daytime-only inquiries. |
| Multi-select intake fields | The support needs question lets a family flag personal care, mobility support, and medication reminders together, showing you the full caregiver skill mix required before the assessment. |
| Authorization check | Flags leads where the submitter isn't authorized to arrange care, so you know to loop in the right decision-maker before scheduling time. |
| Start-timing capture | Separates 'Immediately' requests from 'just exploring' inquiries so urgent staffing needs reach your CRM ahead of longer-horizon leads. |
Common live-in care lead scenarios
Immediate live-in placement needed
Family confirms overnight presence is required, a private bedroom is ready, and care should begin immediately, flagging the lead for same-day follow-up.
No private bedroom available
Family needs day-and-night coverage but hasn't confirmed sleeping arrangements for a caregiver, a logistics gap your team can address before committing to an assessment.
Coordinator inquiring, not decision-maker
A care coordinator submits the intake on behalf of a client but isn't authorized to make arrangements, so the lead is routed with a note to identify the actual decision-maker first.
Exploring, no urgency yet
Family selects 'just exploring' for start timing and hasn't confirmed overnight needs, a lead worth nurturing rather than scheduling an assessment right away.
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 non-medical home care intake templates
Live-In Care lead-intake FAQs
How does the intake distinguish live-in care from overnight care or respite care?
The question asking whether someone needs to be present overnight, not just during the day, separates true live-in requests from shorter-term overnight or respite needs, which are handled by the separate Overnight Care and Respite Care intakes.
What happens if the family hasn't confirmed a private bedroom for the caregiver?
A 'no' answer on bedroom availability still comes through, weighted lower than a confirmed 'yes', so your team can raise the logistics question directly with the family before committing to an assessment.
How does Cliont flag urgent live-in care requests?
Families who select 'Immediately' for when care should begin are surfaced as urgent, letting you prioritize those leads over ones marked 'just exploring options'.
Can a care coordinator submit the intake instead of the family?
Yes, the intake asks who the care is being arranged for, including a 'client I coordinate care for' option, and separately confirms whether the submitter is authorized to make care decisions.
What specific support needs does the intake capture for live-in care?
The multi-select question covers personal care assistance, meal preparation, mobility support, companionship and supervision, and medication reminders, so your team sees the full support picture before the first call.
Does this intake make any medical or clinical determination about the family's needs?
No, it only captures non-medical support needs and logistics as reported by the family; any clinical judgment about care level remains with your agency's assessment process.
Turn live-in care visitors into qualified patients
Give every live-in care visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.