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2015 4 Satisfied (21 Votes)
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A client contact/information form is a document listing all pertinent client contact details and other information relevant to your business.
A Client record is comprised of multiple tabs and includes various fields where data that relates to a particular Client can be entered. Staff Members are able to capture, store and retrieve this information to help them support the Clients they work with, in their respective capacities.
Records of the client are defined to include: Documents/materials provided to the practitioner or obtained by the prac- titioner while representing the client which preexisted the engagement. Materials prepared by the client or a third party at any time and provided to the practitioner.
Client record means the written compilation of information that describes and documents the evaluation, diagno- sis or treatment of a client.
An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.
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As the name suggests, a client information sheet is a document that contains key information about a client. Depending on your specific needs, this might include: The clients name and contact details. Information about their company and its industry.
The client record form is a basic information form that is designed to help gather relevant information about your clients. This record form can also be used to document and track clients information. This form can be tailored to fit your desired feedback and purposes.

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