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Nonprofit Client Intake Form
"Need a Nonprofit Client Intake Form for our mental health support center that includes detailed medical history sections and emergency contact protocols, compliant with UK GDPR and mental health regulations, to be implemented by March 2025."
1. Personal Information: Collection of client's basic contact details, identification, and demographic information
2. Privacy Notice and Data Protection: Explanation of how personal information will be collected, used, stored and shared in compliance with UK GDPR and Data Protection Act 2018
3. Service Requirements: Details of specific needs, circumstances, and reasons for seeking assistance from the nonprofit
4. Consent Declarations: Client authorizations for data processing, service provision, and information sharing
5. Eligibility Confirmation: Verification of client's eligibility for services under charity guidelines and relevant legislation
1. Medical Information: Details of relevant health conditions and medical requirements when health-related services are provided
2. Financial Assessment: Income and expenditure information when means-testing is required for service access
3. Emergency Contact Details: Alternative contact information for crisis situations or ongoing support services
4. Safeguarding Information: Additional details required when working with vulnerable adults or children
5. Access Requirements: Specific accommodations needed for disability or accessibility purposes
1. Privacy Policy: Detailed information about the organization's data protection practices and privacy procedures
2. Service Agreement Terms: Detailed terms and conditions of service provision and client engagement
3. Rights and Responsibilities: Comprehensive outline of client and organization obligations, expectations, and complaint procedures
4. Safeguarding Policy: Organization's procedures for protecting vulnerable clients and reporting concerns
Authors
Data Protection
Consent
Confidentiality
Service Eligibility
Emergency Contact Details
Medical Information
Privacy Notice
Information Sharing
Rights and Responsibilities
Safeguarding
Service Requirements
Access to Services
Communication Preferences
Declaration
Equal Opportunities
Complaints Procedure
Record Keeping
Third Party Disclosure
Service Termination
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