Know which medical alert leads are worth a care assessment
Ask about recent falls, home phone or internet reliability, and which alert features matter most, then collect a connectivity photo before the lead ever reaches your team so every care assessment request arrives pre-qualified in your CRM.
The exact intake your medical alert system leads complete
This is the real 6-question guided intake for Medical Alert System — the same flow your customers finish before you ever pick up the phone.
What a qualified medical alert system lead should tell you
Wearable or home-based devices that let an older adult summon help during a fall or medical emergency, qualified by fall history, home connectivity, and desired safety features.
- This Medical Alert System
- Person Had Fall Or
- Would Device Mainly Be
- Person Have Reliable Phone
- Features Matter Most This
- Soon Would Like Medical
The questions your team needs answered
Every medical alert system intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this medical alert system for? | Distinguishing a direct family submission from a professional care coordinator changes how your team approaches the follow-up and who makes the purchase decision. |
| Has the person had a fall or medical emergency in the past year? | A 'Yes' carries the highest weight on this question, marking the lead as both high-value and urgent since a recent fall signals immediate safety risk. |
| Where would the device mainly be used? | Facility versus home use can determine whether a standalone device is even appropriate, since assisted living settings often have their own emergency call systems. |
| Does the person currently have reliable phone or internet service at home? | A 'No' here flags that a cellular-based device may be needed instead of a landline or WiFi-dependent unit, changing which product fits the lead. |
| Which features matter most for this situation? | Selecting waterproof for shower use is treated as an urgency signal, since bathroom falls are a common trigger for medical alert purchases. |
| How soon would you like the medical alert system set up? | 'Immediately' carries the highest weight of any option on this question, making timeline one of the strongest indicators of how fast to schedule the care assessment. |
How Cliont scores medical alert system leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Had Fall Or: yes
- Person Have Reliable Phone: yes
- Within 2 weeks
- Within a month
Urgency signals
- Person Had Fall Or
- Waterproof for shower use
- Immediately
See the lead your team receives
Medical Alert System 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 medical alert system workflows
| Cliont capability | Medical Alert System application |
|---|---|
| Weighted scoring engine | Applies the higher weight on a recent fall and an 'Immediately' timeline so leads needing urgent setup surface above families still exploring options. |
| Multi-select capture | Records which specific features (fall detection, GPS, waterproof, caregiver alerts) matter to the family before your team preps the device conversation. |
| Required upload collection | Gathers a photo of the phone jack or router and any incident documentation automatically, so connectivity issues are flagged before the assessment call. |
| CRM routing rules | Routes leads who select 'A client I coordinate care for' differently from direct family submissions, since coordinator leads often need multi-client follow-up. |
Common medical alert system lead scenarios
Recent fall, urgent setup
A fall in the past year plus an 'Immediately' timeline pushes this lead to the top, with waterproof and fall-detection features flagged for the assessment call.
Proactive family, no fall yet
No prior fall and a 'Just exploring options' timeline scores lower but still routes to CRM, letting your team decide how hard to follow up on peace-of-mind inquiries.
Care coordinator referral
The lead identifies as coordinating for a client rather than a family member, and selects an assisted living or facility setting, which changes how your team preps the assessment.
Unreliable home connectivity
The family reports no reliable phone or internet service at home, a lower-weighted signal that flags the need for a cellular-based device option before you schedule.
Remote family monitoring
Features selected include GPS tracking and alerts sent to family or caregiver, indicating a family member managing care from a distance rather than someone on-site daily.
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 senior mobility and safety intake templates
Medical Alert System lead-intake FAQs
Does a 'No' answer on the recent fall question mean the lead gets dropped?
No. The fall history question carries a lower weight when the answer is 'No' rather than being disqualifying, so those leads still reach your CRM, just scored below leads with a recent fall or emergency.
How does the intake distinguish a family lead from a professional care coordinator?
The first question asks who the device is for, with 'A client I coordinate care for' as a distinct option, so you can see immediately whether you're dealing with a direct family or a referral relationship.
Why does the setup timeline matter so much for scoring?
'Immediately' carries the highest weight of any option on that question, while 'Just exploring options' carries the lowest, so the intake naturally surfaces time-sensitive setups for faster follow-up.
What happens if a family isn't sure where the device will be used?
The location question includes a 'Not sure' option so undecided families aren't blocked from submitting, and your team can clarify home versus facility use during the care assessment call.
Do you require any documentation before a lead reaches my CRM?
The intake can request a photo of the home's phone jack or WiFi router to confirm connectivity, and recent incident documentation if a fall or hospital visit occurred, so your team isn't chasing that information later.
How is this different from your Fall Risk Assessment intake?
This intake is built around device selection and connectivity questions for a medical alert system specifically, while Fall Risk Assessment focuses on evaluating mobility and hazards rather than qualifying an equipment purchase.
Turn medical alert system visitors into qualified patients
Give every medical alert system visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.