Turn dental exam enquiries into appointment-ready leads
Ask about your pet's dental symptoms, last cleaning date, and owner authorization to book, then collect photos of the mouth and gums before it lands in your CRM as a scored, appointment-ready lead.
The exact intake your dental exam leads complete
This is the real 6-question guided intake for Dental Exam — the same flow your customers finish before you ever pick up the phone.
What a qualified dental exam lead should tell you
A veterinary check of a pet's teeth, gums, and mouth to catch problems early, typically prompted by visible symptoms, overdue cleanings, or a routine wellness schedule.
- Pet Dental Exam
- Noticed Any Signs Like
- Was Pet'S Last Dental
- Owner Or Authorized Caregiver
- Pet Have Any Known
- Pet'S Approximate Age
The questions your team needs answered
Every dental exam intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of pet needs the dental exam? | Confirms species so multi-species practices route the lead to the right provider and exam setup. |
| Have you noticed any signs like bad breath, bleeding gums, or trouble eating? | Signs like bad breath or bleeding gums indicate active dental disease, pushing the lead toward higher-priority scheduling. |
| When was your pet's last dental exam or cleaning? | A 'Never' or 'Over a year ago' answer suggests more buildup or a longer overdue exam, helping staff allocate the right appointment length. |
| Are you the owner or authorized caregiver able to approve veterinary care for this pet? | Confirming authorization prevents scheduling an exam for a pet the form-filler can't actually approve care for. |
| Does your pet have any known health conditions that a veterinarian should be aware of before the exam? | Flags pets with underlying conditions so the vet can review medical history before the exam slot is confirmed. |
| What is your pet's approximate age? | Age helps anticipate dental risk, since older pets are more likely to have advanced periodontal issues. |
How Cliont scores dental exam leads
Every answer is weighted automatically — no manual review required.
Value signals
- Noticed Any Signs Like: yes
- Owner Or Authorized Caregiver: yes
See the lead your team receives
Dental 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 dental exam workflows
| Cliont capability | Dental Exam application |
|---|---|
| Automatic lead scoring | Combines the symptom answer and owner-authorization answer so exams with active dental signs and a confirmed decision-maker rank above routine or unauthorized requests. |
| Owner-authorization gate | Surfaces a low score whenever the person submitting the form isn't the authorized caregiver, so front-desk staff verify consent before booking. |
| Photo capture | Collects mouth and gum photos alongside the symptom answers so the vet can pre-screen severity before the pet arrives. |
| Pet-type routing | Uses the dog, cat, or other-animal answer to direct the lead toward the right provider or equipment for multi-species practices. |
| Health-history flag | Passes the pre-existing condition answer into the lead record so staff can review it before confirming the appointment slot. |
Common dental exam lead scenarios
Senior dog with visible symptoms
An older dog with reported bad breath and bleeding gums, submitted by the authorized owner, scores high and should reach the front desk as a priority case.
Cat overdue for any exam
A cat that has never had a dental exam and shows no clear symptoms still warrants a slot, but the intake helps staff distinguish it from an urgent complaint.
Form filled out by a non-owner
Someone other than the authorized caregiver submits the request, which flags the lead so staff confirm consent before confirming an appointment.
Pet with a known health condition
A pet with a disclosed pre-existing condition needs the vet to review medical history before the exam is booked, rather than being scheduled automatically.
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 Exam lead-intake FAQs
How does the intake tell a routine dental exam apart from a more urgent oral problem?
The symptom question about bad breath, bleeding gums, or trouble eating carries a heavier weight than a 'no' answer, so leads reporting active signs surface above routine check-up requests.
What happens if the person filling out the form isn't the pet's owner?
The authorization question is weighted so a 'no' answer scores much lower, flagging the lead for staff to confirm consent before an appointment is confirmed.
Can the intake flag pets with pre-existing health conditions before they arrive?
Yes, the health-conditions question captures that detail directly in the lead record so the vet can review it before the exam slot is finalized.
Does the form differentiate between dogs, cats, and other animals?
Yes, pet type is one of the first questions asked, which helps multi-species practices route the lead to the right provider or schedule.
What if the pet owner isn't sure when the last dental exam happened?
The intake includes a 'Not sure' option for last exam timing, so those leads still get captured rather than dropped or forced into a guess.
How is this different from the bad breath evaluation or oral mass evaluation intakes?
This intake is built for a general dental exam request; if symptoms point clearly to a specific concern, practices can route those enquiries to the bad breath evaluation or oral mass evaluation intake instead.
Turn dental exam visitors into qualified patients
Give every dental exam visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.