Client Intake Sample Clauses
The Client Intake clause outlines the procedures and requirements for onboarding new clients into a business or professional service. Typically, this clause specifies the information and documentation that clients must provide, such as identification, contact details, and relevant background information, before services can commence. By establishing a clear intake process, this clause ensures that both parties have a mutual understanding of expectations and that the service provider can assess the suitability of the client, thereby reducing misunderstandings and facilitating a smooth start to the professional relationship.
Client Intake. 23 a) Perform client intake within five (5) business days of the client's referral or 24 initial client contact. Client intake shall include gathering of pertinent client information necessary to 25 establish the client’s eligibility, demographic information, and information necessary for federal 26 reporting.
27 b) Provide client with information that includes: client’s rights and 28 responsibilities, information about filing a grievance, and notice of privacy practices. The case manager 29 should also obtain required documents, including: consent for client information to be entered in 30 Countywide database, consent for treatment form, signed receipt of rights and responsibilities, signed 31 receipt of information on the grievance process, and releases of information as appropriate.
Client Intake. 16 a) Perform client screening and intake within five (5) business days of the client's 17 referral or initial client contact. Client intake shall include gathering of pertinent client information 18 necessary to establish the client’s eligibility, including client’s HIV status, medical or dental coverage, 19 documentation of income, and primary residency, as necessary.
20 b) Provide client with information that includes: client’s rights and 21 responsibilities, information about filing a grievance, and notice of privacy practices. The case manager 22 should also obtain required documents, including informed consent form, signed receipt of rights and 23 responsibilities, and releases of information, as appropriate.
Client Intake. Perform client intake within five (5) business days of the client's referral or initial 36 client contact. Client intake shall include gathering of pertinent client information necessary to establish 37 the client’s eligibility, demographic information, and information necessary for federal reporting.
Client Intake a) Perform client intake within five (5) business days of the client's referral or initial client contact. Client intake shall include gathering of pertinent client information necessary to establish the client’s eligibility, demographic information, and information necessary for federal reporting.
b) Provide client with information that includes: client’s rights and responsibilities, information about filing a grievance, and notice of privacy practices. The case manager should also obtain required documents, including: consent for client information to be entered in Countywide database, consent for treatment form, signed receipt of rights and responsibilities, signed receipt of information on the grievance process, and releases of information as appropriate.
Client Intake. This is the process in which a client or potential client will go through a process where information is gathered and entered into the ClientTrack system. Client Intake includes entering new client data or updating information for a client that is already in the ClientTrack system. Any client intake should start with a thorough client search to make sure the client is not already in ClientTrack. All efforts should be taken to ensure duplicate records are not created within the ClientTrack system. Conducting a thorough client search at Intake will help reduce the number of duplicates within the system. For further instructions on how to conduct a client search to avoid duplicates, refer to the ClientTrack User Guide. Each agency should enter and/or update the Universal Data Elements for all household members and Program Specific Data Elements (where required) at intake. Detailed information about these data elements can be found below. Ideally, an agency would input the information into ClientTrack during the intake, however when paper intake forms are necessary please use the Intake and Project Update forms that have been provided. These forms can also be accessed from the HMIS website: ▇▇▇▇://▇▇▇.▇▇▇.▇▇.▇▇▇/housing/specialneeds/programs/hmis.asp Care should be taken to make sure that all of a client’s information is updated (such as housing status, marital status, household, etc.) at intake if they have an existing record in the system.
Client Intake. 12 a) Perform client screening and intake within five (5) business days of the client's 13 referral or initial client contact. Client intake shall include gathering of pertinent client information 14 necessary to establish the client’s eligibility, including client’s HIV status, medical or dental coverage, 15 documentation of income, and primary residency, as necessary.
16 b) Provide client with information that includes: client’s rights and
Client Intake. Objective: Prior to providing Case Management services, Client Advocates shall conduct with each Client an Initial Intake to identify barriers or issues addressed by the Client or legal guardian in communication access, maintaining self-sufficiency or any other situations that are hindering Client’s progress in life. Primary Activities / Resources: 1. Contractor shall coordinate initial and follow-up appointments with each Client for Initial Intake.
Client Intake. 6 a) Perform client intake within five (5) business days of the client's referral or initial 7 client contact. Client intake shall include gathering of pertinent client information necessary to establish
Client Intake. MLSA will oversee the intake of clients, which shall include, but is not limited to, ensuring that the clients meet income and other eligibility requirements.
Client Intake. 1. AAAH will provide intake in-person or over the phone screen potential program participants for program eligibility. Intake should be presented in a clear way that provides ease of access to services regardless of age, language, abilities and other possible barriers to services.
2. AAAH will collect and maintain all program and participant documentation for each assisted household:
a. income (as defined at 24 CFR 5.609) through a signed CDBG-compliant verifiable certification (24 CFR 570.506(b)) or source documents such as wage statements, IRS 1040 forms, and W-2’s, b. race and ethnicity data,
c. program guidelines, and d. referrals and direct services provided to the homeowner