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KRISTA H. SAND, LCSW, LA DCI 13 Borodin Street Suite 1A/B Boston, MA 02114 603.988.6486 NEW CLIENT INTAKE IDENTIFYING INFORMATIONTodays Date: Clients Name: Who referred you? / How did you find me?

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What is client intake forms?

Client intake forms are documents used to collect essential information from clients before providing services. They help service providers understand client needs and gather necessary data for record-keeping.

Who is required to file client intake forms?

Typically, service providers, including healthcare professionals, legal firms, and other client-facing businesses are required to file client intake forms to establish client relationships and maintain accurate records.

How to fill out client intake forms?

To fill out client intake forms, individuals should read the instructions carefully, provide accurate personal details, answer all required questions truthfully, and submit the form by the specified deadline.

What is the purpose of client intake forms?

The purpose of client intake forms is to gather comprehensive information about clients, assess their needs, and facilitate effective service delivery while ensuring regulatory compliance.

What information must be reported on client intake forms?

Client intake forms typically require information such as personal identification, contact details, medical history (if applicable), financial information, and any specific concerns or needs.

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