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> Client Intake Checklist
Client Intake Checklist
General Information
Gather client’s full name
Record client’s contact information (phone, email, address)
Note the date of the intake
Background Information
Collect demographic information (age, gender, etc.)
Document client’s occupation and employment status
Inquire about relevant medical history
Needs Assessment
Identify the primary reason for seeking services
Discuss any previous experiences with similar services
Assess client’s expectations and goals
Consent and Confidentiality
Explain confidentiality policies
Obtain informed consent for services
Provide information on data handling and storage
Financial Information
Discuss payment methods and options
Collect insurance information if applicable
Explain any fees or costs associated with services
Next Steps
Schedule the next appointment
Provide client with initial paperwork or resources
Confirm client’s understanding of the process and next steps
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