Client Intake Form

Client Intake Form Template for Australia

A comprehensive Client Intake Form designed for use in Australian businesses and professional practices, compliant with Australian Privacy Principles and relevant state/federal legislation. This document serves as the initial point of contact between service providers and clients, collecting essential personal information, service requirements, and necessary consents while maintaining privacy and data protection standards. The form includes provisions for identity verification, service specifications, and emergency contacts, structured to meet Australian legal requirements for client information collection and management.

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What is a Client Intake Form?

The Client Intake Form serves as a crucial first step in establishing a professional relationship between service providers and clients in the Australian market. This document is designed to be used at the commencement of a new client relationship, collecting vital information necessary for service delivery while ensuring compliance with Australian privacy laws, consumer protection regulations, and industry-specific requirements. The form includes sections for personal information, service requirements, consent declarations, and other relevant details, structured to meet the needs of various service providers while maintaining consistency with Australian Privacy Principles and state/federal legislation. It is particularly important for businesses that need to maintain detailed client records and those subject to professional standards or regulatory oversight.

What sections should be included in a Client Intake Form?

1. Client Personal Information: Basic contact details including full name, address, phone, email, and preferred contact method

2. Identity Verification: Details of identification documents provided to verify client identity

3. Emergency Contact Information: Secondary contact details in case of emergencies

4. Service Requirements: Primary reason for seeking services and immediate needs

5. Medical Information: Relevant health information that may impact service delivery

6. Privacy Statement: Explanation of how personal information will be collected, used, and protected

7. Consent Declaration: Client's acknowledgment and consent to information collection and use

What sections are optional to include in a Client Intake Form?

1. Insurance Details: Include when services may be claimed through insurance

2. Cultural Considerations: Include for services where cultural background may impact service delivery

3. Billing Information: Include when direct billing or recurring payments are required

4. Professional Referral Details: Include when client is referred by another professional

5. Accessibility Requirements: Include when services require physical attendance or specific accommodation needs

6. Guardian Information: Include when client is a minor or requires authorized representative

What schedules should be included in a Client Intake Form?

1. Schedule A - Service Menu: Detailed list of available services and associated costs

2. Schedule B - Terms and Conditions: Detailed terms of service delivery and client agreements

3. Schedule C - Privacy Policy: Detailed privacy policy and data handling procedures

4. Appendix 1 - Consent Forms: Specific consent forms required for different types of services

5. Appendix 2 - Client Rights and Responsibilities: Detailed explanation of client rights and responsibilities

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Free to use

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Massage Client History Form

An Australian-compliant massage therapy client intake and health history form for collecting essential client information and consent.

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Generate a Bespoke Document

Download a Standard Client Intake Form

Review your own Client Intake Form

What is a Client Intake Form?

What sections should be included in a Client Intake Form?

What sections are optional to include in a Client Intake Form?

What schedules should be included in a Client Intake Form?

Authors

Alex Denne

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