Hypnotherapy Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Hypnotherapy Client Intake Form

I need a Hypnotherapy Client Intake Form for my new wellness clinic opening in March 2025, specifically tailored for corporate clients seeking stress management therapy, with emphasis on data protection and professional insurance requirements.

Document background
The Hypnotherapy Client Intake Form is a crucial document used in England and Wales to establish the therapeutic relationship between hypnotherapist and client. It collects essential information about the client's health status, medical history, and treatment objectives while ensuring compliance with UK GDPR and relevant healthcare regulations. This document is typically completed before the first session and serves multiple purposes: risk assessment, treatment planning, legal compliance, and establishing informed consent. It's designed to protect both parties' interests while facilitating effective treatment delivery.
Suggested Sections

1. Personal Information: Client details including name, contact information, age, occupation, and demographic data in compliance with GDPR requirements

2. Medical History: Current and past medical conditions, medications, treatments, and relevant health information as per Medical Reports Act requirements

3. Presenting Issues: Primary reasons for seeking hypnotherapy, symptoms, and desired outcomes

4. Risk Assessment: Evaluation of contraindications, mental health status, and safety considerations

5. Consent Declaration: Client's informed consent for treatment, data processing, and acknowledgment of understanding

Optional Sections

1. Previous Therapy Experience: Details of past therapeutic interventions, including outcomes and experiences

2. Lifestyle Information: Diet, exercise, sleep patterns, and other lifestyle factors relevant to treatment

3. GP Information: Details of client's general practitioner and any relevant medical referrals

4. Medication Log: Detailed list of current medications and supplements, used when client is under medical treatment

Suggested Schedules

1. Privacy Notice: Detailed GDPR-compliant information about data processing, storage, and client rights

2. Terms and Conditions: Service terms including cancellation policy, payment terms, and practitioner obligations

3. Treatment Protocol: Outline of proposed treatment approach, number of sessions, and expected outcomes

4. Emergency Procedures: Protocol for emergency situations and contact information for relevant authorities

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: Primary legislation governing the collection, processing, storage and protection of personal and sensitive health data. Essential for structuring how client information is handled in the intake form.

Consumer Rights Act 2015: Legislation ensuring transparency in service provision and consumer protection. Impacts how services must be described and what information must be provided to hypnotherapy clients.

Consumer Contracts Regulations 2013: Regulations specifying information requirements and cancellation rights for service contracts. Relevant for terms and conditions section of the intake form.

Health and Safety at Work Act 1974: Legislation ensuring safe practice environment and risk management. Influences safety-related questions and disclaimers in the intake form.

Mental Health Act 1983: Key legislation for understanding treatment boundaries and limitations. Important for screening questions and contraindications in the intake form.

Professional Body Standards: Voluntary regulations from bodies like NCH, GHSC, and CNHC that set industry standards for hypnotherapy practice. Shapes ethical considerations in the intake process.

Access to Medical Reports Act 1988: Legislation governing access to medical information. Relevant for sections requesting medical history and GP details.

Mental Capacity Act 2005: Legislation ensuring client capacity to consent to treatment. Influences consent sections and capacity assessment elements of the intake form.

Equality Act 2010: Legislation ensuring non-discriminatory practices and reasonable accommodations. Affects how personal information is requested and services are offered.

Contract Law Principles: Common law principles governing service contracts in England and Wales. Shapes the overall structure and enforceability of the intake form as a contract document.

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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