Medical boarding intake that captures vet instructions up front
Ask about medication or injection needs, confirm vet instructions and condition stability, and require uploaded medical records before you commit a slot to a case your team can't safely handle.
The exact intake your medical boarding leads complete
This is the real 7-question guided intake for Medical Boarding — the same flow your customers finish before you ever pick up the phone.
What a qualified medical boarding lead should tell you
Overnight or multi-day boarding for pets that need medication, injections, wound care, or other clinical monitoring while their owner is away, coordinated against instructions from the pet's veterinarian.
- Pet Daily Medication, Injections,
- Medical Care Pet While
- Boarding Begin
- Have Written Instructions Or
- Long Pet Stay
- Pet'S Owner Or Authorized
- Pet'S Condition Stable, Or
The questions your team needs answered
Every medical boarding intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Does your pet currently require daily medication, injections, or medical monitoring? | A yes answer confirms the stay requires clinical staffing capacity, not just standard boarding supervision. |
| What type of medical care does your pet need while boarding? | The specific care type selected (injections vs. oral meds vs. post-surgical) tells you exactly what staff competency and time the stay demands. |
| When do you need boarding to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have written instructions or records from a veterinarian for this care? | Whether written vet instructions exist determines if you can safely accept the booking or need to request documentation first. |
| How long does your pet need to stay? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the pet's owner or an authorized caregiver able to approve medical care decisions? | Confirming the submitter can legally approve medical decisions protects the facility if a health issue arises mid-stay. |
| Is your pet's condition currently stable, or has it changed recently? | A recently changed or worsening condition signals the pet may need closer monitoring than your team assumed from the medical care type alone. |
How Cliont scores medical boarding leads
Every answer is weighted automatically — no manual review required.
Value signals
- Pet Daily Medication, Injections,: yes
- Oral medication
- Injections (e.g. insulin)
- Wound or bandage care
- Special diet or feeding monitoring
- Post-surgical recovery care
See the lead your team receives
Medical Boarding 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 boarding workflows
| Cliont capability | Medical Boarding application |
|---|---|
| Conditional question logic | The multi-choice medical care question (oral meds, injections, wound care, post-surgical, chronic monitoring) only appears once a pet is flagged as needing daily medication or monitoring. |
| Automatic lead scoring | Injections and post-surgical recovery care are weighted higher than oral medication alone, so higher-acuity cases surface first in your CRM. |
| Document upload requirement | When no written vet instructions are on file, the intake can prompt for that document before the request is marked complete. |
| Authorization flag | Requests where the submitter isn't the pet's owner or an authorized caregiver are flagged for a call before any medical boarding slot is confirmed. |
Common medical boarding lead scenarios
Insulin-dependent dog needs boarding
Owner selects daily injections as the required care and confirms written vet instructions, giving staff what they need to schedule dosing before the stay begins.
Post-surgical recovery stay
Pet is recovering from surgery with wound or bandage care needed and a condition marked as recently changed, flagging the lead for closer review before booking.
Caregiver lacks medical authority
The person submitting the request isn't the owner or an authorized decision-maker, so the intake surfaces this before a slot is confirmed for a case with medical risk.
No vet documentation on hand
Owner needs medication managed but has no written instructions from a veterinarian, prompting your team to request records before accepting the stay.
Stable chronic condition, long stay
Pet needs oral medication only, condition is marked stable, and the stay spans several weeks — a lower-complexity case your intake can route differently than an urgent post-op booking.
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 pet boarding and daycare intake templates
Medical Boarding lead-intake FAQs
What happens if a pet owner doesn't have written instructions from a vet?
The intake captures whether written vet instructions exist as a distinct yes/no field, so you can see immediately which requests still need documentation before you commit a boarding slot.
Can the intake tell the difference between a stable condition and one that's getting worse?
Yes — the intake asks directly whether the pet's condition is stable, recently changed, or uncertain, so a worsening case doesn't get treated the same as routine ongoing care.
Does the intake check whether the person booking is actually allowed to approve medical care?
It asks whether the submitter is the owner or an authorized caregiver able to approve medical decisions, which matters for any pet needing injections, monitoring, or in-stay treatment.
How specific is the intake about what kind of medical care is needed?
Owners select from concrete care types — oral medication, injections, wound or bandage care, special diet monitoring, post-surgical recovery, or chronic condition monitoring — rather than a single generic 'medical needs' checkbox.
Is start date and length of stay captured separately from the medical details?
Yes, the intake asks when boarding needs to begin and how long the stay is expected to last as its own fields, so urgent same-day medical cases stand out from ones still exploring options.
How is this different from the intake for standard Dog Boarding or Cat Boarding?
Medical Boarding adds fields for medication and injection needs, vet documentation, caregiver authorization, and condition stability that don't apply to non-medical Dog Boarding or Cat Boarding intakes.
Turn medical boarding visitors into qualified patients
Give every medical boarding visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.