Dental surgery intake that asks what your team actually needs to know
The intake asks about current symptoms, whether a vet already recommended surgery, and how soon the owner wants it scheduled, then collects health records and confirms who can authorize treatment before the case reaches your CRM.
The exact intake your dental surgery leads complete
This is the real 6-question guided intake for Dental Surgery — the same flow your customers finish before you ever pick up the phone.
What a qualified dental surgery lead should tell you
Surgical treatment of a pet's teeth and gums under anesthesia, ranging from extractions to treatment of advanced periodontal disease, oral masses, or trauma to the mouth.
- Animal Dental Surgery
- Veterinarian Already Recommended Dental
- Symptoms Or Concerns Pet
- Soon Schedule This Procedure
- Have Recent Bloodwork Or
- Pet'S Owner Or Authorized
The questions your team needs answered
Every dental surgery intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of animal needs dental surgery? | Flags whether the case is a standard dog or cat procedure or an 'other animal' case that may need a different surgical protocol or referral. |
| Has a veterinarian already recommended dental surgery for this pet? | A confirmed prior vet recommendation (weight 10) signals a settled surgical need, while a self-referred concern (weight 5) may still need an initial assessment. |
| What symptoms or concerns is the pet currently showing? | The weight gap between swelling or bleeding (10) and bad breath (6) lets staff spot the mouths that need attention sooner without reading free text. |
| How soon are you looking to schedule this procedure? | Separates true emergencies (weight 10) from owners who selected 'just exploring options' (weight 3), which changes how fast the case needs a calendar slot. |
| Do you have recent bloodwork or health records available for this pet? | Tells staff whether pre-anesthetic bloodwork still needs to be ordered before the case can move toward a surgery date. |
| Are you the pet's owner or an authorized caregiver able to approve treatment? | The wide weight gap between an authorized owner (10) and an unconfirmed caregiver (2) flags cases where consent needs to be verified before anesthesia is booked. |
How Cliont scores dental surgery leads
Every answer is weighted automatically — no manual review required.
Value signals
- Veterinarian Already Recommended Dental: yes
- Bad breath
- Visible tooth damage or loose teeth
- Swelling or bleeding in mouth
- Difficulty eating or chewing
- No symptoms, routine checkup finding
Urgency signals
- Immediately, it's an emergency
See the lead your team receives
Dog Dental Surgery 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 surgery workflows
| Cliont capability | Dental Surgery application |
|---|---|
| Multi-choice symptom capture | Distinguishes bad breath or an uncertain finding from higher-severity signals like swelling, bleeding, or difficulty eating, so front-desk staff can triage the mouth before it's ever seen. |
| Document collection | Requests bloodwork or health records upfront so staff aren't discovering at check-in that pre-anesthetic screening still needs to be scheduled. |
| Authorization verification | Confirms whether the person submitting the intake is the pet's owner or an authorized caregiver before your team spends time on consent paperwork for anesthesia. |
| Scoring engine | Weights a vet-confirmed recommendation and severe symptoms above a self-referred, symptom-free checkup finding, so the surgical schedule fills with the right cases first. |
Common dental surgery lead scenarios
Vet-referred extraction case
A dog with a prior vet recommendation, visible tooth damage, and an emergency timeline scores highest, since the intake weights a confirmed referral and severe symptoms above self-reported concerns.
Routine checkup finding, no urgency
A cat flagged during a routine exam with no symptoms and no immediate schedule pressure still qualifies, but the lower symptom weight and 'just exploring' timing keep it out of the emergency queue.
Emergency swelling with missing records
An animal showing swelling or bleeding in the mouth on an immediate timeline triggers the highest symptom weight, even if bloodwork isn't available yet, so staff know to request records before surgery day.
Caregiver without ownership authority
When the person submitting the intake is a caregiver rather than the pet's owner, the lower authorization weight flags that consent needs to be confirmed before a slot is booked.
Exotic species inquiry
An 'other animal' selection with uncertain symptoms surfaces a case that may fall outside standard dog and cat dental protocols, letting staff route it for review instead of a default 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 veterinary surgery intake templates
Dental Surgery lead-intake FAQs
How does the intake separate an emergency dental case from a routine one?
The scheduling-urgency question and the symptom checklist work together: an 'immediately, it's an emergency' answer combined with swelling or bleeding in the mouth scores far higher than a routine checkup finding with no immediate timeline.
What if the owner isn't sure whether a vet already recommended surgery?
A confirmed prior recommendation carries a higher weight than a self-referred concern, so the intake still qualifies the lead but flags it as needing a first-look assessment rather than a scheduled procedure.
Does this intake handle cats and animals other than dogs?
Yes, the species question covers dog, cat, or other animal, so exotic or less common cases are captured and can be routed differently from standard canine or feline dental protocols.
What happens if the person filling out the intake isn't the pet's legal owner?
The authorization question is weighted lower for a caregiver who can't confirm they're able to approve treatment, which flags the lead for a consent check before your team books anesthesia.
Can the intake collect bloodwork or health records before the visit?
Yes, the intake asks whether recent bloodwork or health records are available, so your team knows ahead of time whether pre-anesthetic screening still needs to happen.
How is a 'no symptoms, routine checkup finding' lead scored compared to a symptomatic one?
It carries a lower symptom weight than findings like tooth damage or swelling, so it still reaches your CRM as a valid lead but doesn't get prioritized ahead of cases showing active pain or bleeding.
Turn dental surgery visitors into qualified patients
Give every dental surgery visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.