Simple Intake Form Template for Austria

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Key Requirements PROMPT example:

Simple Intake Form

"I need a Simple Intake Form for my medical practice in Vienna that includes sections for patient medical history and insurance information, while ensuring full GDPR compliance and Austrian healthcare regulations."

Document background
The Simple Intake Form is a fundamental document used across various sectors in Austria for initial client engagement and information collection. This document type is essential for businesses and professionals who need to gather standardized information from new clients or patients while ensuring compliance with Austrian legal requirements and EU regulations, particularly GDPR. The form typically includes sections for personal information, contact details, service-specific requirements, and mandatory data protection notices. The Simple Intake Form serves as the foundation for establishing a formal relationship between service providers and clients, while also creating a clear record of consent and information provision in accordance with Austrian law.
Suggested Sections

1. Personal Information: Basic identification details including name, date of birth, and contact information

2. Contact Preferences: Preferred methods of communication and contact time preferences

3. Data Protection Notice: Mandatory GDPR-compliant information about data collection, processing purposes, and data subject rights

4. Primary Consent Declaration: Mandatory section for obtaining explicit consent for data processing

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

6. Signature Block: Date, signature, and confirmation of accuracy of provided information

Optional Sections

1. Medical Information: Used when the intake is for medical or health-related services, including relevant health history and conditions

2. Financial Information: Used when service provision requires payment details or financial assessment

3. Professional Background: Used for business or professional service intake, including relevant qualifications and experience

4. Service-Specific Requirements: Additional fields specific to particular service types or industries

5. Language Preferences: Used in multilingual environments or when language selection is relevant to service provision

6. Special Needs Declaration: Used when accessibility or special accommodations might be required

Suggested Schedules

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

2. Terms and Conditions: Standard terms and conditions applicable to the service

3. Service Description: Detailed description of services being sought or provided

4. Consent Forms: Additional specific consent forms for special data processing requirements

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

Relevant Industries

Healthcare

Legal Services

Financial Services

Education

Professional Services

Consulting

Social Services

Real Estate

Insurance

Retail

Hospitality

Relevant Teams

Administration

Client Relations

Compliance

Data Protection

Front Office

Operations

Customer Service

Legal

Reception

Patient Services

Intake Processing

Quality Assurance

Relevant Roles

Administrative Assistant

Office Manager

Client Relations Manager

Compliance Officer

Data Protection Officer

Healthcare Administrator

Legal Secretary

Client Intake Specialist

Practice Manager

Reception Coordinator

Customer Service Manager

Operations 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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