Know which wellness exam requests deserve appointment time
Ask whether it's a routine checkup or a specific concern, confirm who can approve care, and note any ongoing conditions before the visit gets booked. Vaccination and medical records get collected upfront so your team walks in prepared.
The exact intake your wellness exam leads complete
This is the real 6-question guided intake for Wellness Exam — the same flow your customers finish before you ever pick up the phone.
What a qualified wellness exam lead should tell you
A routine, non-urgent visit where a veterinarian evaluates an animal's overall health, weight, and preventive care needs, distinct from a visit triggered by a specific symptom or new-pet intake.
- Animal Wellness Exam
- This Visit Routine Checkup
- Soon Schedule This Exam
- Owner Or Authorized Caregiver
- Animal Have Any Known
- Have Prior Medical Or
The questions your team needs answered
Every wellness exam intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of animal needs the wellness exam? | Animal type determines which staff and equipment should be prepped, since an exotic species wellness exam differs from a standard dog or cat checkup. |
| Is this visit for a routine checkup or because you noticed a specific concern? | Distinguishes routine wellness visits from concern-driven ones, which are weighted higher since they often need more exam time. |
| How soon are you looking to schedule this exam? | Surfaces how soon the owner wants to be seen so scheduling can be prioritized without treating every request as equally flexible. |
| Are you the owner or authorized caregiver able to approve care decisions for this animal? | Confirms the person booking can legally approve care, weighted far higher than a non-owner caregiver since consent affects whether the visit can proceed as scheduled. |
| Does the animal have any known ongoing health conditions? | Flags animals with known ongoing conditions so the vet can plan a more thorough exam rather than a standard wellness check. |
| Do you have prior medical or vaccination records available to share? | Indicates whether prior records are available, helping the clinic prepare or request history before the animal arrives. |
How Cliont scores wellness exam leads
Every answer is weighted automatically — no manual review required.
Value signals
- Routine checkup
- Noticed a specific concern
- Not sure
- Owner Or Authorized Caregiver: yes
See the lead your team receives
Wellness 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 wellness exam workflows
| Cliont capability | Wellness Exam application |
|---|---|
| Answer-weighted scoring | Distinguishes a routine checkup from a visit triggered by a specific concern, weighting the latter higher so your team can spot which wellness requests need closer attention. |
| Authorization check | Flags submissions where the person booking isn't the owner or authorized caregiver, since that answer carries a much lower weight, so staff can confirm consent before the exam is scheduled. |
| Document collection | Requests vaccination and medical records up front so your vet has history on hand, or knows to plan extra time when records aren't available. |
| Species-aware intake | Adjusts what gets asked based on animal type, so a reptile or bird wellness request isn't treated identically to a routine dog checkup. |
Common wellness exam lead scenarios
Routine annual checkup
A dog owner is scheduling a standard wellness visit with flexible timing, no ongoing conditions, and vaccination records ready to share.
Owner noticed a specific concern
A cat owner flags a specific concern rather than a routine visit and wants to be seen this week, which the intake weights higher than a general checkup.
Caregiver, not the owner
A pet sitter or family member fills out the intake instead of the legal owner, triggering the lower authorization weight so staff can confirm consent before booking.
Exotic pet with no records
A reptile or small mammal owner has no prior vaccination or medical records to share, which changes what the clinic needs to prepare for that species.
Known condition, this month
A senior dog with a known ongoing health condition is due for a wellness exam within the month, distinct from a first-time or symptom-free visit.
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
Wellness Exam lead-intake FAQs
How does the intake tell a routine wellness visit apart from a concern-driven one?
The intake asks directly whether the visit is a routine checkup or because the owner noticed a specific concern, and weighs a specific concern higher than a routine check so your team can spot it quickly.
What happens if the person booking isn't the pet's legal owner?
The intake confirms whether the submitter is the owner or an authorized caregiver able to approve care decisions, weighting that answer heavily so unauthorized bookings get flagged for confirmation before the exam is scheduled.
Does the intake collect vaccination or medical history before the exam?
Yes, it asks whether prior medical or vaccination records are available to share, so your vet can review history in advance or plan extra time when records aren't on hand.
Can this intake handle animals besides dogs and cats?
The animal type question covers dogs, cats, small mammals, birds, reptiles, and other species, so exotic pet wellness requests are captured the same way as standard ones.
How are ongoing health conditions used in the intake?
The intake flags whether the animal has any known ongoing health conditions, giving your staff visibility before the visit even though it isn't scored as an urgency signal on its own.
How do I know how soon someone wants to be seen?
The scheduling question captures whether the owner wants an exam today, this week, this month, or is just exploring options, so front-desk staff can prioritize slot offers accordingly.
Turn wellness exam visitors into qualified patients
Give every wellness exam visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.