Veterinary new client form: collect pet and owner details first

A new client at the front desk holds a restless pet and a half remembered vaccine date. I would rather the owner answer at home, with the vaccine card in hand.

Who it is for

Small vet clinics, mobile vets and animal hospitals that want the basics before the first appointment. It works as a vet intake form for dogs, cats and other pets.

What each question is for

Owner name, phone, email: to reach the right person about the right pet.
Pet name, kind, breed, birth date and sex: to open a record.
Reason for the visit: tells the nurse what to prepare.
Vaccines, medicines, allergies and diet: the facts owners forget in the room.
Previous clinic and records box: lets you ask for old records.
Worries: lets the owner say what matters most.

What an owner's AI would ask

"What is your pet's name and breed?" Then "Are vaccinations up to date?" Then "Why are you coming in?" It shows the answers and sends them only after a yes. See agent-fillable forms.

Before you use it

Check your local privacy rules before collecting health data. This is a form, not medical advice. Browse forms for pet businesses and rescues and forms for clinics and healthcare. Pair it with the general client intake template for other details, and a pet sitter form if you board animals.

Questions

Does this replace my practice software?

No. It collects answers and gives you rows as JSON or CSV. You copy what you need into your own records, where clinical notes belong.

Can an owner skip the vaccine date?

Yes. Vaccination status is a choice, and the exact dates stay off the form. Ask for the vaccine card at the visit, or request records from the previous clinic.

How can I prepare for visits from the CSV?

Sort by the first_visit_reason column. Group wellness visits and vaccinations, and read the allergies and medicines columns before anyone arrives.

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "New client and new pet",
  "description": "Please fill this in before your first visit. It helps us prepare for your pet.",
  "fields": [
    {
      "id": "owner_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "owner_phone",
      "label": "Your phone",
      "type": "phone",
      "required": true
    },
    {
      "id": "owner_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "pet_name",
      "label": "Pet's name",
      "type": "short_text",
      "required": true,
      "max_length": 100
    },
    {
      "id": "pet_species",
      "label": "What kind of pet is it?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Dog",
        "Cat",
        "Rabbit",
        "Bird",
        "Reptile",
        "Something else"
      ]
    },
    {
      "id": "pet_breed",
      "label": "Breed",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "pet_birth_date",
      "label": "Date of birth, or a rough guess",
      "type": "date"
    },
    {
      "id": "sex_and_neutering",
      "label": "Sex and neutering",
      "type": "single_choice",
      "options": [
        "Male, neutered",
        "Male, not neutered",
        "Female, spayed",
        "Female, not spayed",
        "Not sure"
      ]
    },
    {
      "id": "first_visit_reason",
      "label": "Why are you coming in?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Wellness check",
        "Vaccinations",
        "Something is wrong",
        "Spay or neuter",
        "Dental care",
        "Second opinion"
      ]
    },
    {
      "id": "vaccine_status",
      "label": "Vaccinations",
      "type": "single_choice",
      "options": [
        "Up to date",
        "Overdue",
        "Never vaccinated",
        "Not sure"
      ]
    },
    {
      "id": "medicines_now",
      "label": "Medicines and supplements now",
      "type": "long_text",
      "help": "Write none if there are none.",
      "max_length": 1000
    },
    {
      "id": "known_allergies",
      "label": "Known allergies",
      "type": "long_text",
      "max_length": 600
    },
    {
      "id": "what_pet_eats",
      "label": "What does your pet eat?",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "previous_clinic",
      "label": "Previous vet clinic",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "may_request_records",
      "label": "You may ask my previous clinic for records",
      "type": "checkbox"
    },
    {
      "id": "owner_worries",
      "label": "Anything worrying you?",
      "type": "long_text",
      "max_length": 1200
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"New client and new pet","description":"Please fill this in before your first visit. It helps us prepare for your pet.","fields":[{"id":"owner_name","label":"Your name","type":"short_text","required":true,"max_length":150},{"id":"owner_phone","label":"Your phone","type":"phone","required":true},{"id":"owner_email","label":"Your email","type":"email","required":true},{"id":"pet_name","label":"Pet'\''s name","type":"short_text","required":true,"max_length":100},{"id":"pet_species","label":"What kind of pet is it?","type":"single_choice","required":true,"options":["Dog","Cat","Rabbit","Bird","Reptile","Something else"]},{"id":"pet_breed","label":"Breed","type":"short_text","max_length":150},{"id":"pet_birth_date","label":"Date of birth, or a rough guess","type":"date"},{"id":"sex_and_neutering","label":"Sex and neutering","type":"single_choice","options":["Male, neutered","Male, not neutered","Female, spayed","Female, not spayed","Not sure"]},{"id":"first_visit_reason","label":"Why are you coming in?","type":"single_choice","required":true,"options":["Wellness check","Vaccinations","Something is wrong","Spay or neuter","Dental care","Second opinion"]},{"id":"vaccine_status","label":"Vaccinations","type":"single_choice","options":["Up to date","Overdue","Never vaccinated","Not sure"]},{"id":"medicines_now","label":"Medicines and supplements now","type":"long_text","help":"Write none if there are none.","max_length":1000},{"id":"known_allergies","label":"Known allergies","type":"long_text","max_length":600},{"id":"what_pet_eats","label":"What does your pet eat?","type":"short_text","max_length":300},{"id":"previous_clinic","label":"Previous vet clinic","type":"short_text","max_length":200},{"id":"may_request_records","label":"You may ask my previous clinic for records","type":"checkbox"},{"id":"owner_worries","label":"Anything worrying you?","type":"long_text","max_length":1200}]}'

JSON definition

json

{
  "title": "New client and new pet",
  "description": "Please fill this in before your first visit. It helps us prepare for your pet.",
  "fields": [
    {
      "id": "owner_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "owner_phone",
      "label": "Your phone",
      "type": "phone",
      "required": true
    },
    {
      "id": "owner_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "pet_name",
      "label": "Pet's name",
      "type": "short_text",
      "required": true,
      "max_length": 100
    },
    {
      "id": "pet_species",
      "label": "What kind of pet is it?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Dog",
        "Cat",
        "Rabbit",
        "Bird",
        "Reptile",
        "Something else"
      ]
    },
    {
      "id": "pet_breed",
      "label": "Breed",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "pet_birth_date",
      "label": "Date of birth, or a rough guess",
      "type": "date"
    },
    {
      "id": "sex_and_neutering",
      "label": "Sex and neutering",
      "type": "single_choice",
      "options": [
        "Male, neutered",
        "Male, not neutered",
        "Female, spayed",
        "Female, not spayed",
        "Not sure"
      ]
    },
    {
      "id": "first_visit_reason",
      "label": "Why are you coming in?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Wellness check",
        "Vaccinations",
        "Something is wrong",
        "Spay or neuter",
        "Dental care",
        "Second opinion"
      ]
    },
    {
      "id": "vaccine_status",
      "label": "Vaccinations",
      "type": "single_choice",
      "options": [
        "Up to date",
        "Overdue",
        "Never vaccinated",
        "Not sure"
      ]
    },
    {
      "id": "medicines_now",
      "label": "Medicines and supplements now",
      "type": "long_text",
      "help": "Write none if there are none.",
      "max_length": 1000
    },
    {
      "id": "known_allergies",
      "label": "Known allergies",
      "type": "long_text",
      "max_length": 600
    },
    {
      "id": "what_pet_eats",
      "label": "What does your pet eat?",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "previous_clinic",
      "label": "Previous vet clinic",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "may_request_records",
      "label": "You may ask my previous clinic for records",
      "type": "checkbox"
    },
    {
      "id": "owner_worries",
      "label": "Anything worrying you?",
      "type": "long_text",
      "max_length": 1200
    }
  ]
}

Veterinary new client form for a calmer first visit