Simple Intake Form Template for Austria

A standardized intake form designed for use in Austria, compliant with both Austrian national laws and EU regulations, particularly GDPR. This document serves as the initial point of contact for collecting essential information from clients or patients, incorporating necessary data protection notices and consent mechanisms. The form is structured to gather relevant personal, contact, and service-specific information while maintaining compliance with Austrian data protection requirements and ensuring transparency in data collection practices.

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What is a Simple Intake Form?

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.

What sections should be included in a Simple Intake Form?

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

What sections are optional to include in a Simple Intake Form?

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

What schedules should be included in a Simple Intake Form?

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

Jurisdiction

Austria

Publisher

Genie AI

Document Type

Intake Form

Cost

Free to use

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