ClientInformation object (Internet Explorer) - MSDN - Microsoft 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Client Name and SSN in the designated fields. Ensure accuracy as this information is crucial for identification.
3. Fill in the Date of Birth (D.O.B.) and Address fields. This helps establish a clear profile for the client.
4. Provide contact details, including Telephone Number and Cell Number. Indicate whether it's okay to leave messages or send texts by checking the appropriate boxes.
5. Complete the Email Address section and specify if email communication is acceptable.
6. If applicable, fill out Primary and Secondary Insurance Information, ensuring all relevant details like Insurance Carrier, ID#, and Policy Holder are included.
7. In the Background Information section, describe any presenting concerns and indicate if involved in legal matters by selecting Yes or No.
8. Finally, review all entries for accuracy before submitting your form to ensure a smooth process.

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