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Client Record APPENDIX 1 1st Contact Date: 1st CO Reading: Quit Date: D.O.B.: 2nd CO Reading: 4 week follow-up date: Surname First name: Title (circle): Mr/ Mrs/ Miss/ Ms/Other Address: Tel Daytime:
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What is client record?
Client record is a document or file containing information about a client, including personal details, communication history, and service provided.
Who is required to file client record?
Any business or professional service provider who has clients and provides services must file client records.
How to fill out client record?
Client records can be filled out manually or electronically by entering relevant information such as client's name, contact details, service provided, and any notes or communication.
What is the purpose of client record?
The purpose of client record is to keep track of client information, communication history, and services provided for reference and future interactions.
What information must be reported on client record?
Information such as client's name, contact details, services provided, communication history, and any important notes or agreements must be reported on client records.
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