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Lead Capture

Free New Patient Booking Enquiry template

Clinics: what the visit is for, referral and how it is paid for, the days and times that suit, and consent to call back.

9 questions · 3 pages · about 3 minutes to answer · fully editable after you start

A new patient who rings during a busy morning often hangs up before anyone answers. This booking enquiry lets them ask at any hour: what they would like to be seen for, a short note for the practitioner, whether they have a referral, how the visit will be paid for, which days and times suit them, and what matters most in choosing a clinic. It asks for no medical history, which belongs in your own intake once the appointment is made.

Replace [Your clinic, and the care you offer] on the opening page and [one business day] in the closing note. The opening line says the form is not for emergencies, so nobody waits on it for urgent help.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.

Page 1 of 3

New patients

This form tells us what you would like to be seen for and when suits you, so we can offer you an appointment. It takes about 3 minutes. It is not for emergencies: if you need urgent medical help, call your local emergency number.

[Your clinic, and the care you offer]

Before your first visit
  • Bring any referral letter and a list of the medicines you take
  • Arrive a little early to settle in
Request an appointment

Page 2 of 3

Your visit

Q1.What would you like to be seen for?

  • A check-up
  • An injury or pain
  • An ongoing condition
  • A second opinion
  • Other…

Q2.Is there anything the practitioner should know before your visit? Please keep it brief and leave out detailed medical history.

Respondent types their answer here…

Q3.Do you have a referral?

  • Yes, from a GP
  • Yes, from a specialist
  • No referral
  • Not sure if I need one

Q4.How will the visit be paid for?

  • Private health insurance
  • Public cover, such as Medicare
  • Self-funded
  • Workers compensation or another insurer
  • Not sure

Q5.What matters most to you in choosing a clinic? Pick up to three.

  • Getting in soon
  • Seeing the same practitioner each time
  • Being close to home or work
  • Knowing the costs up front
  • Weekend or after-hours times

Page 3 of 3

Your appointment

Q6.Which days suit you? Choose any that apply.

  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday
  • Saturday

Q7.Which time of day suits you best?

  • Morning
  • Middle of the day
  • Afternoon
  • Evening

Q8.How can our reception team reach you?*

Name*
Phone number*
Email address*

Q9.May the clinic contact you about an appointment?*

  • I agree to the clinic contacting me about an appointment.
What happens next

Our reception team replies within [one business day] to offer you an appointment time.

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