About this template
The Veterinary New Client Intake Form is a professional-grade template designed to help veterinary clinics digitize their front-desk onboarding process. By moving away from paper-based forms, clinics can ensure that critical pet medical history, owner contact details, and vaccination records are captured accurately before the patient even walks through the door. This template is built to reduce manual data entry, allowing your staff to focus on patient care rather than administrative paperwork.
This form covers essential data points including pet breed, age, known medical conditions, and current vaccination status. By utilizing Doc2Form, you can easily deploy this template as a Google Form, allowing clients to fill it out from their smartphone or computer. The structured layout ensures that you receive clean, consistent data for every new patient, making it easier to prepare for appointments and maintain organized records for your practice.
Key features
- Capture pet medical history and vaccination status digitally.
- Standardize client contact information for your CRM.
- Reduce front-desk wait times by collecting data in advance.
- Mobile-friendly interface for easy client access.
- Easily export responses directly to Google Sheets.
Use cases
- New patient registration for veterinary clinics.
- Collecting medical history for annual wellness exams.
- Onboarding new rescue animals at shelters.
- Gathering pre-appointment information for specialty veterinary services.
What this form collects
- Owner Full Name (Short answer)Please provide the primary owner's full legal name.
- Contact Information (Paragraph)Provide your best phone number and email address for appointment reminders.
- Pet's Name (Short answer)The name your pet goes by.
- Type of Pet (Short answer)e.g., Dog, Cat, Rabbit, Bird.
- Breed and Age (Short answer)Please include the breed and approximate age of your pet.
- Gender (Multiple choice)Select the gender of your pet.
- Vaccination Records (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Known Medical Conditions (Paragraph)List any known allergies, chronic illnesses, or past surgeries.
- Reason for Visit (Paragraph)Briefly describe why you are scheduling this appointment.
- Preferred Appointment Type (Multiple choice)How would you like to be seen?
- Additional Comments (Paragraph)Anything else our veterinary team should know about your pet?
FAQ
Can I add my clinic's branding to this form?
Yes, once you convert the template to a Google Form, you can use the Google Forms theme editor to add your clinic's logo, colors, and header images.
How do I handle vaccination records?
The template includes a dedicated section for file uploads. Since Google Forms handles file uploads via Google Drive, you can easily collect PDFs or photos of vaccination records from your clients.
Is this form mobile-friendly?
Absolutely. Google Forms are natively responsive, meaning your clients can complete the intake form from their phone, tablet, or desktop computer.
Can I export the data to my existing veterinary software?
Yes, all responses are saved to a Google Sheet, which can be easily exported as a CSV or integrated with other practice management tools via automation platforms.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.