New pet exam intake that captures vaccination records up front
Every intake captures the pet type, whether the owner has noticed signs of illness or injury, and how soon they want the exam scheduled — plus any existing vaccination records so your team knows what they're walking into before the appointment is confirmed.
The exact intake your new pet exam leads complete
This is the real 7-question guided intake for New Pet Exam — the same flow your customers finish before you ever pick up the phone.
What a qualified new pet exam lead should tell you
A first-time examination for a newly acquired dog, cat, or other pet that establishes baseline health status, checks for existing vaccination or medical records, and flags any signs of illness or injury before the visit is booked.
- Pet Exam
- Did Acquire This Pet
- Have Any Prior Veterinary
- Noticed Any Signs Illness
- Soon Schedule This Exam
- Legal Owner Or Authorized
- Pet Living With Other
The questions your team needs answered
Every new pet exam intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of pet needs the exam? | Pet type determines whether the exam needs species-specific prep or an exotic-experienced staff member. |
| How did you acquire this pet? | How the pet was acquired, especially shelter/rescue or stray, signals a higher likelihood of unknown health history requiring a fuller baseline workup. |
| Do you have any prior veterinary or vaccination records for this pet? | Existing vaccination or vet records tell staff whether this visit starts recordkeeping from scratch or just needs history transferred. |
| Have you noticed any signs of illness or injury in the pet? | This question is weighted higher on a yes answer, separating same-day medical concerns from routine new-pet baseline visits. |
| How soon are you looking to schedule this exam? | Scheduling urgency weights immediate and this-week responses well above exploratory ones, triaging which new-pet requests need the next open slot. |
| Are you the legal owner or authorized caregiver responsible for this pet's care decisions? | This question is weighted lower on a no answer, flagging leads where the person booking may not be authorized to make care decisions. |
| Is the pet currently living with other animals in your household? | Knowing whether the pet lives with other animals gives staff exposure and compatibility context ahead of the exam. |
How Cliont scores new pet exam leads
Every answer is weighted automatically — no manual review required.
Value signals
- Noticed Any Signs Illness: yes
- This week
- This month
- Legal Owner Or Authorized: yes
Urgency signals
- Immediately
See the lead your team receives
New Pet Exam 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 new pet exam workflows
| Cliont capability | New Pet Exam application |
|---|---|
| Weighted urgency scoring | Combines the illness/injury answer and the scheduling timeframe answer so a new pet with symptoms wanting an immediate visit outranks a healthy pet still exploring options. |
| Species-based flagging | The pet type field separates dogs and cats from small mammals, birds, and reptiles so exotic cases can be routed to staff with the relevant experience. |
| Authorization check | The legal owner/caregiver question is weighted lower on a no answer, prompting a verification step before booking rather than confirming an appointment with someone who can't authorize care. |
| Records-status detection | The prior vaccination/vet records question tells staff instantly whether the visit needs to build a record from scratch or just review existing history. |
Common new pet exam lead scenarios
Rescue dog with visible symptoms
A shelter dog with no prior records and reported signs of illness, needing an appointment immediately — the intake surfaces the illness flag and urgency together so this doesn't sit behind routine baseline requests.
Healthy kitten, just browsing
A breeder-sourced kitten with no illness signs and 'just exploring options' selected for scheduling — a lower-priority routine baseline visit that can be scheduled around higher-need cases.
Stray cat, unclear ownership
Someone submits an intake for a stray cat they found and aren't sure they're the authorized caregiver for — the legal owner question flags this for staff to verify before a slot is confirmed.
Exotic pet from a friend
A small mammal or reptile acquired informally, with other animals already in the household — species type and household context both shape how the exam gets staffed and scheduled.
Shelter pet with existing records
A dog or cat from a shelter that already has prior vaccination records and only needs scheduling within the month — a moderate-priority case that skips the from-scratch recordkeeping work.
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 general veterinary care intake templates
New Pet Exam lead-intake FAQs
How does the intake handle a pet with no prior medical history?
The prior records question flags whether the pet has any existing veterinary or vaccination history. If not, staff know upfront this is a from-scratch baseline case rather than a records transfer.
Can the intake tell me if a new pet is already showing signs of illness?
Yes — the illness or injury question is weighted higher when the answer is yes, which pushes those leads above routine new-pet baseline requests that report no symptoms.
What if the person filling out the form isn't the pet's legal owner?
The caregiver authorization question is weighted lower on a no answer, flagging the lead for manual verification before you confirm a care-decision appointment with the wrong person.
Does the form differentiate exotic pets from dogs and cats?
Yes — the pet type question includes small mammal, bird, and reptile options alongside dog and cat, so you can see at a glance which leads may need a staff member with exotic-species experience.
Does the intake ask about other animals in the household?
Yes — one question captures whether the pet is living with other animals, which is useful context for exposure risk or coordinating exams for multiple pets.
How is this different from your Wellness Exam or Vaccinations intake?
New Pet Exam is built around first-time acquisition — how the pet was obtained and whether records exist — while Wellness Exam and Vaccinations assume an established patient returning for routine or booster care.
Turn new pet exam visitors into qualified patients
Give every new pet exam visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.