Pre-surgical intake that captures surgery type and caregiver consent
Tell us the surgery type, expected timing, and any ongoing health conditions, then upload medical records so Cliont can route qualified pre-surgical consultations straight to your CRM.
The exact intake your pre-surgical consultation leads complete
This is the real 5-question guided intake for Pre-Surgical Consultation — the same flow your customers finish before you ever pick up the phone.
What a qualified pre-surgical consultation lead should tell you
A veterinary appointment to confirm the planned procedure type, review the pet's current health status, and clear any medical concerns before a surgery date is locked in.
- Surgery Being Considered Pet
- Surgery Scheduled Or Expected
- Pet Have Any Known
- Owner Or Authorized Caregiver
- Species Pet
The questions your team needs answered
Every pre-surgical consultation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of surgery is being considered for your pet? | The surgery type selected (especially 'Emergency procedure') determines how urgently the consultation needs to be scheduled and which specialist should review it. |
| When is the surgery scheduled or expected to take place? | How soon the surgery is expected carries the heaviest scoring weight, separating leads ready to book from those still exploring options. |
| Does your pet have any known ongoing health conditions? | A reported ongoing health condition signals the consultation may need extra time or a more experienced provider before surgery can be cleared. |
| Are you the owner or authorized caregiver able to approve veterinary decisions for this pet? | Confirming the person can approve veterinary decisions prevents booking a consultation slot for someone who ultimately can't authorize the surgery itself. |
| What species is your pet? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores pre-surgical consultation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within a week
- Within a month
- No date set yet
- Owner Or Authorized Caregiver: yes
Urgency signals
- Emergency procedure
See the lead your team receives
Pre-Surgical Consultation 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 pre-surgical consultation workflows
| Cliont capability | Pre-Surgical Consultation application |
|---|---|
| Conditional branching | The surgery type answer (spay/neuter, orthopedic, dental, mass removal, or emergency) can direct the intake toward the right follow-up questions and calendar for that procedure. |
| Lead scoring | Timing answers like 'Within a week' versus 'Just exploring options' and the caregiver authorization answer both carry weight, so consults ready to book outrank leads still deciding. |
| CRM routing | Qualified pre-surgical consultation leads, including flagged emergency cases, are sent to your CRM so front-desk staff aren't manually re-entering surgery type and timing from a form or voicemail. |
| Document collection | Owners can upload existing medical records or a referring vet's notes at intake, giving your surgical team context before the consultation instead of collecting it during the appointment. |
Common pre-surgical consultation lead scenarios
Emergency procedure inquiry
A pet owner selects an emergency procedure with surgery expected within the week, and the intake flags it as urgent so staff can call back immediately instead of waiting for a routine follow-up.
Routine spay/neuter, month out
An owner has a spay/neuter scheduled within a month with no reported ongoing health conditions, giving a straightforward, high-value lead that can be booked without extra medical review.
Orthopedic case with health history
A dog needs orthopedic surgery and the owner reports an ongoing health condition, so the consultation intake surfaces that detail up front for the vet to review before confirming a slot.
Caregiver, not the legal owner
Someone booking on behalf of a pet answers no to being the authorized decision-maker, which lowers the lead's readiness score until ownership or authorization is confirmed.
Still exploring, no date set
An owner marks 'just exploring options' with no surgery type decided, signaling a lower-urgency lead that's worth nurturing rather than fast-tracking to a consult slot.
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
Pre-Surgical Consultation lead-intake FAQs
How does the intake handle emergency surgery inquiries differently?
Selecting an emergency procedure as the surgery type is treated as an urgent signal, so those leads are flagged for faster follow-up instead of sitting in a standard queue with routine consultation requests.
What happens if a pet owner doesn't know what surgery is needed yet?
The intake includes a 'Not sure' option for surgery type, so those leads still come through and can be routed to a consultation slot for evaluation rather than being blocked for lack of a specific procedure.
Why does the intake ask if the person is the authorized caregiver?
Confirming whether the person answering can approve veterinary decisions carries real weight in scoring, since a consultation booked by someone without authorization to consent to surgery needs a different follow-up path.
Does the intake capture ongoing health conditions before the consult?
Yes, the intake asks directly whether the pet has known ongoing health conditions, giving your team visibility into complicating factors before the appointment is confirmed.
Can this same intake route leads for orthopedic, dental, or mass removal surgery?
Yes, the surgery type question covers spay/neuter, orthopedic, soft tissue or mass removal, dental, and emergency procedures, and Orthopedic Surgery, Dental Surgery, and Mass Removal are handled as their own related subservices in the same library.
Does species affect how leads are scored or routed?
The intake records whether the pet is a dog, cat, or another species, which helps your team route the consultation to the right provider without asking the owner to repeat that detail on the phone.
Turn pre-surgical consultation visitors into qualified patients
Give every pre-surgical consultation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.