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Intake Form

Intake Form Template for Switzerland

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Key Requirements PROMPT example:

Intake Form

"I need a Swiss-compliant medical practice Intake Form in both German and French, with enhanced data protection sections for handling sensitive health information, to be implemented by March 2025."

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Document background
The Intake Form serves as a crucial first step in establishing a formal relationship between service providers and clients in Switzerland. This document is designed to collect essential information while ensuring compliance with Swiss data protection laws, particularly the Federal Act on Data Protection (FADP) and relevant cantonal regulations. The form includes mandatory sections for personal information, contact details, and consent declarations, with optional modules that can be customized based on specific service requirements. It is particularly important in Switzerland due to the country's strict data protection requirements and multilingual considerations. The Intake Form should be used at the beginning of any new client relationship to ensure proper documentation and compliance with Swiss regulatory requirements.
Suggested Sections

1. Personal Information: Basic identification details including full name, date of birth, nationality, and identification numbers

2. Contact Details: Address, phone numbers, email, and preferred contact method

3. Language Preference: Preferred language for communication (German, French, Italian, or English)

4. Emergency Contact: Details of person to contact in case of emergency

5. Data Protection Notice: Information about how personal data will be collected, stored, and processed

6. Consent Declaration: Explicit consent for data processing and terms of service

7. Signature Block: Date, place, and signature fields for form validation

Optional Sections

1. Medical Information: For healthcare-related intake: medical history, current medications, allergies, and health insurance details

2. Financial Information: For financial service intake: bank details, income information, and financial preferences

3. Professional Background: For business or employment-related intake: work experience, qualifications, and professional references

4. Service Preferences: For service-based intake: specific service requirements, preferences, and scheduling needs

5. Additional Documentation: Section listing any required supporting documents to be attached

6. Special Requirements: Any special needs, accommodations, or preferences that need to be considered

Suggested Schedules

1. Privacy Policy: Detailed privacy policy and data protection information

2. Terms and Conditions: Complete terms and conditions of service

3. Required Documents Checklist: List of additional documents needed to complete the intake process

4. Fee Schedule: If applicable, breakdown of any associated fees or charges

5. Service Description: Detailed description of services or programs being applied for

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions






























Clauses

























Relevant Industries

Healthcare

Financial Services

Legal Services

Education

Professional Services

Insurance

Real Estate

Social Services

Government Services

Non-Profit Organizations

Hospitality

Consulting

Relevant Teams

Legal

Compliance

Client Services

Administration

Operations

Customer Support

Risk Management

Quality Assurance

Front Desk

Client Onboarding

Data Protection

Document Management

Relevant Roles

Compliance Officer

Data Protection Officer

Client Relations Manager

Administrative Assistant

Office Manager

Legal Counsel

Customer Service Representative

Operations Manager

Intake Coordinator

Service Manager

Department Head

Practice Administrator

Client Onboarding Specialist

Risk Manager

Quality Assurance Manager

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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