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> Client Intake Checklist
Client Intake Checklist
Basic Information
Collect client’s full name
Obtain contact information (phone number, email, address)
Document date of birth
Note preferred method of communication
Service Details
Identify the services needed
Discuss the client’s goals and objectives
Establish a timeline for services
Review any previous experiences with similar services
Financial Information
Gather information on payment method (insurance, self-pay, etc.)
Discuss and outline fees and payment structure
Obtain consent for billing practices
Review any financial assistance options if applicable
Legal and Compliance
Collect necessary legal documents (contracts, agreements)
Review confidentiality and privacy policies
Obtain client’s consent for data usage
Ensure compliance with relevant regulations
Additional Information
Ask about any relevant medical or psychological history
Discuss any special requirements or accommodations needed
Gather references or testimonials if applicable
Note any other pertinent information that could influence service delivery
Next Steps
Schedule follow-up appointments or meetings
Provide a summary of services and expectations
Confirm any additional documentation required
Ensure client understands the onboarding process and timeline
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