Veterinary New Client Discovery Form

Streamline Your Veterinary Practice with a Professional New Client Discovery Form

Starting a relationship with new pet owners requires gathering detailed information efficiently and compassionately. This Veterinary New Client Discovery Form template is designed specifically for veterinary practices, animal hospitals, and mobile vet services to collect comprehensive pet health histories, owner information, and care preferences in one organized, professional intake process.

Why Veterinary Practices Choose Paperform

Veterinary clinics need forms that are both thorough and welcoming—capturing critical medical information while making pet owners feel confident in your care. This template helps you gather everything from vaccination records and previous vet information to behavioral assessments and dietary habits, replacing messy paper forms and fragmented email exchanges with a single, streamlined digital experience.

With Paperform's conditional logic, you can tailor questions based on pet type, species, and specific health concerns, ensuring you only ask relevant questions while building a complete medical profile. The form works beautifully on any device, so new clients can complete it from home before their first appointment, saving valuable time in the waiting room.

Built for Modern Veterinary Workflows

This discovery form integrates seamlessly into your practice management system. Use Stepper (stepper.io) to automatically route new client information into your veterinary software, send appointment confirmations, trigger pre-visit reminders, and even create follow-up task lists for your veterinary team based on specific health flags or vaccination needs identified in the intake.

Connect the form to your scheduling system to let new clients book their first appointment directly, sync contact information with your CRM or practice management platform, and use Paperform's calculation fields to assess risk factors or care complexity automatically. Whether you're a single-practitioner clinic or a multi-location animal hospital, this template scales with your practice while maintaining the personal touch that pet owners appreciate.

Complete Patient Profiles from the Start

The template captures everything your veterinary team needs: owner contact details, pet demographics and identification, complete medical history including surgeries and chronic conditions, current medications and allergies, vaccination records, behavioral patterns and temperament, dietary habits and preferences, previous veterinarian information for records transfer, and emergency contact authorization. You can customize sections for specific species, add photo uploads for visual identification, or include consent forms and practice policies.

With AI Insights, you can quickly analyze patterns across new client submissions—identifying common health concerns in your area, tracking referral sources, or spotting trends in pet demographics that inform your inventory and staffing decisions. Trusted by veterinary practices worldwide, this template helps you deliver exceptional care from the very first interaction.