Program Intake Form Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Program Intake Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Program Intake Form

"I need a Program Intake Form for our new corporate wellness initiative starting in March 2025, which must include sections for medical history and emergency contacts, and comply with GDPR requirements for healthcare data collection."

Document background
The Program Intake Form is a critical document used across various sectors in England and Wales to streamline the participant onboarding process. It serves as the primary point of data collection for new program participants, ensuring all necessary information is gathered in compliance with UK GDPR and other relevant legislation. This form typically includes sections for personal details, program-specific information, and any required declarations or consents. Organizations use this document to assess eligibility, manage risks, and maintain accurate records of program participants.
Suggested Sections

1. Personal Information: Basic contact details, identification, and demographic information of the applicant

2. Program Details: Specific program being applied for, intended start date, duration, and other program-specific requirements

3. Privacy Notice: Mandatory information about how personal data will be collected, used, stored and shared in compliance with UK GDPR

4. Declaration: Confirmation of accuracy of provided information and consent to process data

Optional Sections

1. Medical Information: Health-related details required when program involves physical activity or health services

2. Financial Information: Payment details or financial circumstances section for programs involving fees or financial support

3. Guardian Information: Details of parent/guardian required when participant is under 18 or a vulnerable adult

4. Emergency Contacts: Alternative contact information for safety and emergency purposes

Suggested Schedules

1. Terms and Conditions: Detailed program rules, requirements, and participant obligations

2. Supporting Documentation Checklist: Comprehensive list of required documents to be submitted with the application

3. Program Schedule: Detailed timeline, key dates, and program milestones

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

Industries

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be collected, processed, and stored. Essential for any intake form collecting personal information.

Privacy and Electronic Communications Regulations (PECR): Specific rules for privacy rights regarding electronic communications, particularly relevant if the intake form is electronic.

Equality Act 2010: Ensures the form doesn't discriminate against protected characteristics and requires reasonable adjustments for accessibility.

Health and Social Care Act 2012: Relevant when collecting health-related information, setting standards for health and social care information handling.

Mental Capacity Act 2005: Applies when dealing with individuals who may lack capacity to make their own decisions about program participation.

Financial Services and Markets Act 2000: Relevant when collecting financial information, setting standards for financial data handling and services.

Money Laundering Regulations 2017: Important when collecting financial information for due diligence and anti-money laundering compliance.

Children Act 1989 and 2004: Critical legislation when programs involve minors, focusing on child protection and safeguarding requirements.

Safeguarding Vulnerable Groups Act 2006: Sets requirements for protecting vulnerable individuals in program contexts.

Consumer Rights Act 2015: Applies if the program involves consumer services, ensuring fair and transparent terms.

Electronic Communications Act 2000: Governs the validity and use of electronic signatures and communications in form submission.

Electronic Commerce Regulations 2002: Provides rules for online service provision and electronic contracting if the form is submitted online.

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

Find the exact document you need

Therapy Intake Form

find out more

Spray Tan Intake Form

find out more

Real Estate Lead Intake Form

find out more

Real Estate Client Intake Form

find out more

Program Intake Form

find out more

Potential Client Intake Form

find out more

Phone Intake Form

find out more

New Client Intake Form Law Firm

find out more

New Client Intake Form

find out more

Marketing Client Intake Form

find out more

Intake Referral Form

find out more

Initial Intake Form

find out more

Client Intake Assessment Form

find out more

Client Assessment Form Counselling

find out more

Cavitation Intake Form

find out more

Business Client Intake Form

find out more

Aromatherapy Client Intake Form

find out more

Nonprofit Client Intake Form

A standardized form used by nonprofits in England and Wales to collect client information and service requirements while maintaining compliance with UK data protection laws.

find out more

Consignment Intake Form

A legal document used in England and Wales to record receipt of goods for consignment sale, serving as both receipt and contract.

find out more

Nonprofit Intake Form

A standardized form used by UK nonprofits to collect and process initial service user information, compliant with England and Wales charity law.

find out more

Financial Coaching Intake Form

A regulatory-compliant intake form for financial coaching services in England and Wales.

find out more

Event Planning Intake Form

A standardized form used in England and Wales to collect crucial event planning information from clients, ensuring compliance with UK regulations.

find out more

Catering Intake Form

A standardized form for collecting catering service requirements under English and Welsh law.

find out more

Case Intake Form

A standardized form used in England and Wales legal practice for collecting new client and case information, ensuring regulatory compliance.

find out more

Referral Intake Form

A standardized document used in England and Wales for recording and processing service referrals while ensuring compliance with UK regulations.

find out more

Inventory Intake Form

A legal document used in England and Wales to record property condition and contents for tenancy management purposes.

find out more

Wellness Intake Form

A legal document used in England and Wales for collecting client health and personal information before providing wellness services.

find out more

Vehicle Intake Form

A legal document used in England and Wales to record vehicle condition and details upon entry to a service facility.

find out more

Marriage Counseling Intake Form

A regulated intake document used in England and Wales for collecting essential information from couples seeking marriage counseling services.

find out more

Financial Intake Form

A regulatory-compliant document used in England and Wales to gather client financial information and establish financial service relationships.

find out more

Consulting Intake Form

A standardized form used in England and Wales to collect initial client information and project requirements for consulting engagements.

find out more

Case Management Intake Form

A standardized form used in England and Wales legal practice for collecting new client information and initializing case management processes.

find out more

Order Intake Form

A standardized form under English and Welsh law for capturing and processing customer orders, ensuring legal compliance and clear documentation of transaction details.

find out more

Bookkeeping Client Intake Form

A standardized form used in England and Wales to collect new client information for bookkeeping services, ensuring compliance with UK regulations.

find out more

Salon Client Intake Form

A legally compliant form used in England and Wales for collecting essential client information and consents for salon services.

find out more

Creative Intake Form

A standardized form used in England and Wales for gathering client requirements and project specifications for creative services.

find out more

Lead Intake Form

A legally compliant form for collecting potential customer information under English and Welsh law.

find out more

Employment Intake Form

A standardized document used in England and Wales for collecting essential information from new employees during onboarding, ensuring legal compliance.

find out more

Vendor Intake Form

A standardized form under English and Welsh law for collecting essential vendor information during the supplier onboarding process.

find out more

Clinical Intake Form

A standardized medical documentation tool used in England and Wales for collecting essential patient information and consent at initial healthcare contact.

find out more

Procurement Intake Form

A standardized form used in England and Wales to initiate and document procurement requests, ensuring regulatory compliance and procurement best practices.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.