Doctors, school administrators, sellers, and even product dealers all collect information from every person that they interact with during their working hours. In specific, they gather an individual’s details to know what they can provide and offer. But, verbal communication is not enough, for there needs to be a documented proof of the exchanged words and supporting details. And that’s when intake forms come in.
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What Is an Intake Form?
An intake form is a document used for collecting and documenting information from an individual. The types of information to collect would depend on the purpose and the party requiring the form. For example, if it’s an intake form for bankruptcy filing and will be given to an accountant or attorney, then the information to disclose in the form would include the details of the prior and the pending bankruptcy cases of the client. On the one hand, if it’s an intake form for massage services, then it will document the client’s illness that the massage therapist must address during the massage therapy session.
How to Make an Intake Form
According to the Meeting and Incentives Worldwide, Inc., one of the top reasons why collecting data is essential is to know what’s unknown. And in the aspect of managing a business and organization, the data collected can indeed help in determining the best steps to take to cater to one’s needs, specifically a client’s needs. So, read on to know the tips that will help you make an intake form with less hassle:
1. Focus on the Service to Provide
First, you should know and focus on what service you will provide to the client or the intake form’s responder. By knowing the type of service, you’ll also know what sorts of information you will collect from the client.
2. Set the Layout
Some business companies like their business forms and documents look formal, while others prefer creative ones. So, you should know what the company wants and uses for making documents, such as its theme, design, colors, and border preferences. On the one hand, if the company welcomes all ideas for the intake form, then you can base the layout on the target audience or client. For instance, if it’s a tutor or educational company that targets preschool and grade school students, then a colorful tutor intake form can be an option. But, if college students are the targets, then opt for a more professional-looking intake form.
3. Organize the Contents
Decide what should come first: should it be the client information section for the client’s data or the services that he wants? Or maybe you want to know the frequency of the client’s visit and his preferred schedule? Regardless of what comes first, your content should be well-organized in terms of putting the right labels, grouping related data and client questionnaires, and use easy-to-read fonts.
4. Choose the Right File Format
The file format that you must choose should be the one that lets you access the intake form with the device that you will be using. For example, if you will be using an Apple device, then you should make an intake form in Pages format, while the DOC format would be suitable for MS Word or other word-processing application software programs. On the one hand, if you want to put your intake form online, then the PDF format would be your best bet!
What are the uses of the intake form that I collected from my client?
You can use the information disclosed by the client in the intake form as your guide in knowing what the best options you can offer to the client. In specific, you can use it for your service risk management to ensure that your client won’t be put at risk when he receives your services.
Who can use intake forms?
Anyone who will be serving or providing services to clients can use the intake form. Some of the common users would be counselors, therapists, doctors, attorneys, lawyers, coaches, trainers, and real estate brokers. Home care providers, such as nannies and helpers, can also use intake forms, as well as daycare centers and tutors.
What’s the difference between an intake form and an information sheet?
The difference between an intake form and an information sheet is the types of information that they collect. Information sheets document the personal data of an individual, while an intake form records more than just the personal data but also the service request, preference, and needs of a client.
Intake forms help businesses and service providers deliver the best for their clients. On the one hand, the form itself also allows clients to disclose more information than they would when communicating verbally about their needs and wants. So, don’t waste any more time and download our free sample forms for your intake procedure now!
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