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The 60-Second Intake Script That Prevents Lost Referrals

A simple script your front desk can use to capture the right information, prevent referral drop-off, and move families to the next step faster.

Most pediatric therapy clinics do not lose referrals because families are not interested. They lose them because intake calls are inconsistent, rushed, or unclear. This script gives your team a fast, repeatable way to guide every call.

Printable PDF for front desk teams.

Opening Script

"Hi, thank you for calling [Clinic Name]. This is [Name]. I'd be happy to help. Are you calling to get therapy services started for your child?"

Intake Checklist

Child's name and date of birth

Parent or guardian name

Type of therapy needed

Insurance provider and member ID

Referring physician

How did you hear about us?

Includes:

Intake questions, insurance capture tips, waitlist responses, and call flow guidance.

What You Get

A ready-to-use intake call script designed specifically for pediatric therapy front desk teams.

Ask the Right Questions

Front desk staff follow a simple script that captures essential information without overwhelming families.

Prevent Lost Referrals

Ensure every caller has a clear next step, even when waitlists are full.

Standardize Intake

Give your team a consistent intake flow that improves response time and conversion.

Preview

Opening Script

"Hi, thank you for calling [Clinic Name]. This is [Name]. I'd be happy to help."

Intake Checklist

Child's name and date of birth

Parent or guardian name

Type of therapy needed

Insurance provider and member ID

Still tracking referrals in spreadsheets or phone notes?

Therapprove helps pediatric therapy clinics centralize referral intake, waitlist management, and follow-up so fewer families fall through the cracks.