Client record card template 2025

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Details Title - This gives choices of the clients preferred title for example, Mr, Mrs, Sir. First Name - The clients first name. Surname - The clients surname. Address, Town, County, Postcode - The clients home address. Mobile - The clients mobile number. Work Phone - The clients work number.
Recommendations Client First Name. Client Surname. Mobile Number. Home Telephone Number. Email Address.
Each client should have their own record card, whether this be physical or digital (well cover this in more depth later). As a minimum, a record card should include the clients name, date of birth, address, telephone number, email address and an emergency contact. This is all classed as personal data.
A record should document eligibility, decisions, barriers/challenges, and service provision through time. Workers should carefully review the Service Standard for each service provided to be sure that the client record includes all the elements required by the Service Standard.
Examples of the kind of information included in a Client record: Client contact details and personal information. Services being accessed by the Client (current and historical) Disability, behavioural and medical information.

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Client records can tell you everything from basic contact information to their appointment histories, booking habits, potential health conditions, preferred payment methods and how much money theyve spent overall at your salon.

client record card template