Dental cleaning intake that flags anesthesia risk up front
The intake asks whether the caller can authorize treatment, tracks when the pet's last professional cleaning happened, and flags any health conditions relevant to anesthesia before an appointment is confirmed. Mouth photos and vaccination records get attached to every submission automatically.
The exact intake your dental cleaning leads complete
This is the real 5-question guided intake for Dental Cleaning — the same flow your customers finish before you ever pick up the phone.
What a qualified dental cleaning lead should tell you
Removal of plaque and tartar buildup from a pet's teeth under sedation or anesthesia, paired with an oral health check to catch disease before it reaches extraction stage.
- Pet Dental Care
- Noticed Signs Dental Problems,
- Was Pet'S Last Professional
- Pet'S Owner Or Authorized
- Pet Have Any Known
The questions your team needs answered
Every dental cleaning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of pet needs dental care? | Pet type routes the lead toward species-specific cleaning protocols and staff who handle that animal. |
| Have you noticed signs of dental problems, such as bad breath or tartar buildup? | Reported bad breath or tartar signals active dental disease rather than a routine preventive visit, raising the lead's priority. |
| When was your pet's last professional dental cleaning? | Time since the last cleaning shows how advanced buildup may be and whether the case needs sooner attention. |
| Are you the pet's owner or an authorized caregiver able to approve treatment? | Confirming the submitter can legally approve treatment prevents booking a slot for a case that can't be consented to at check-in. |
| Does your pet have any known health conditions relevant to anesthesia or sedation? | A flagged health condition relevant to anesthesia means the case needs vet review before it's confirmed as a standard cleaning slot. |
How Cliont scores dental cleaning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Noticed Signs Dental Problems,: yes
- Pet'S Owner Or Authorized: yes
See the lead your team receives
Dental Cleaning 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 dental cleaning workflows
| Cliont capability | Dental Cleaning application |
|---|---|
| Conditional routing | A flagged answer on the anesthesia/sedation health condition question routes the lead to a pre-appointment vet review step instead of an automatic booking slot. |
| Consent capture | The owner/caregiver authorization answer is stored on the lead record so front-desk staff can confirm who is legally able to approve the procedure before it's scheduled. |
| Species-based segmentation | Pet type (dog, cat, other animal) tags each lead so cases needing species-specific protocols or staff can be sorted without manual triage. |
| Lead scoring | Reported bad breath/tartar signs and confirmed owner authorization raise a lead's priority score, separating active dental complaints from general inquiries. |
Common dental cleaning lead scenarios
Tartar buildup, first cleaning
Owner reports bad breath and visible tartar and confirms the pet has never had a professional cleaning, a combination the intake flags as a strong candidate for scheduling.
Health condition flagged for anesthesia
Pet owner answers yes to relevant health conditions affecting sedation, which routes the lead for a vet review step before a slot is confirmed.
Caller isn't the authorized owner
Someone other than the pet's owner submits the form and can't confirm authorization to approve treatment, so the intake surfaces this before a slot is booked for a case that can't be consented to.
Routine annual recall
Owner reports the pet was cleaned within the past year with no new symptoms, a lower-effort wellness case versus a first-time or symptomatic cleaning.
Unsure of dental history
Owner selects 'not sure' on last cleaning date, which the intake captures distinctly from 'never had one' so staff know to ask follow-up questions at the appointment rather than assume urgency.
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 dental care intake templates
Dental Cleaning lead-intake FAQs
How does the intake surface anesthesia risk before I schedule?
The catalog includes a direct yes/no question on health conditions relevant to anesthesia or sedation, so any flagged answer shows up on the lead before your team commits a slot for it.
What happens if the person filling out the form isn't the pet's owner?
The intake asks directly whether the submitter is the owner or an authorized caregiver able to approve treatment, so you can see consent status before confirming an appointment that can't legally proceed.
Can this intake tell the difference between a routine cleaning and a symptomatic case?
Yes. The bad breath/tartar question and the last-cleaning-date question together separate wellness recalls from pets showing active signs of dental disease, which weight differently in the score.
Does the intake work for cats and other pets, not just dogs?
The first question captures pet type as dog, cat, or other animal, so the same intake handles species-specific dental cleaning inquiries without a separate form.
What if the owner doesn't remember when the pet was last cleaned?
The last-cleaning question includes a 'not sure' option distinct from 'never had one,' so that uncertainty is captured accurately instead of being guessed at during the call.
How is this different from the intake for a Dental Exam or Tooth Extraction?
Dental Cleaning intake focuses on tartar/bad breath history and anesthesia clearance for a scaling procedure, while Tooth Extraction and Oral Mass Evaluation on your sibling pages ask about specific lesions or teeth already identified as problems.
Turn dental cleaning visitors into qualified patients
Give every dental cleaning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.