Intake Form Template for United Arab Emirates

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Key Requirements PROMPT example:

Intake Form Template

"I need an Intake Form Template for my Dubai-based medical clinic that will launch in January 2025, which must include sections for medical history, insurance details, and emergency contacts, while complying with UAE healthcare data protection requirements."

Document background
The Intake Form Template is a foundational document used across various industries in the United Arab Emirates to initiate formal relationships between service providers and clients. This template is designed to comply with UAE federal laws, particularly Federal Decree-Law No. 45 of 2021 on Personal Data Protection and relevant consumer protection regulations. The document serves as a standardized method for collecting essential client information, including personal details, service requirements, and necessary declarations. It includes UAE-specific elements such as Emirates ID verification and can be customized based on industry requirements while maintaining regulatory compliance. The template is typically used at the beginning of a service relationship and forms part of the organization's formal documentation process.
Suggested Sections

1. Personal Information: Basic identification details including full name (as per passport), Emirates ID number, date of birth, nationality, and contact information

2. Contact Details: Comprehensive contact information including residential address, mailing address, email, phone numbers, and preferred contact method

3. Purpose of Engagement: Clear statement of why the individual is completing the form and what services they are seeking

4. Identity Verification: Section for documentation requirements including Emirates ID, passport details, and visa information if applicable

5. Language Preferences: Preferred language for communication (Arabic/English/Other) and whether translation services are required

6. Data Protection Acknowledgment: Mandatory section explaining how personal data will be collected, stored, and processed in compliance with UAE data protection laws

7. Declaration and Signature: Final section where the individual confirms the accuracy of provided information and acknowledges terms of data usage

Optional Sections

1. Business Information: For business clients - includes company details, trade license information, and business activity codes

2. Medical History: For healthcare-related intake - includes relevant medical information and history

3. Financial Information: For financial services - includes income details, bank information, and financial status

4. Employment Details: When relevant to service - includes current employment status, employer details, and occupation

5. Emergency Contacts: For medical or high-risk services - includes emergency contact information

6. Service-Specific Requirements: Customizable section for specific industry or service requirements

7. Power of Attorney: When form is completed by authorized representative - includes representative's details and authorization documentation

Suggested Schedules

1. Schedule A - Required Documents Checklist: Detailed list of required supporting documents based on service type

2. Schedule B - Terms and Conditions: Detailed terms and conditions of service engagement

3. Schedule C - Privacy Policy: Detailed privacy policy and data protection information

4. Schedule D - Fee Schedule: If applicable, breakdown of any fees or charges associated with the service

5. Appendix 1 - Supporting Documents Guide: Guide explaining acceptable forms of documentation and requirements

6. Appendix 2 - Service Level Agreement: Details of service delivery timeframes and expectations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Healthcare

Legal Services

Financial Services

Real Estate

Education

Professional Services

Insurance

Retail

Hospitality

Banking

Construction

Consulting

Relevant Teams

Legal

Compliance

Customer Service

Operations

Administration

Client Relations

Risk Management

Front Office

Business Development

Quality Assurance

Relevant Roles

Client Relations Manager

Compliance Officer

Legal Counsel

Customer Service Representative

Operations Manager

Administrative Assistant

Practice Manager

Intake Coordinator

Business Development Manager

Office Manager

Risk Management Officer

Department Head

Front Desk Supervisor

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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