What information should be captured on a client intake form?

• A. Personal details, medical history, allergies, medications, and service goals
• B. Only name and contact info
• C. Only medical history
• D. Only service preferences

Answer: (A)

Being able to gather complete client information on an intake form is essential for safety and for tailoring services to each client. This form should capture personal details, medical history, allergies, medications, and service goals because each piece plays a vital role. Personal details ensure you can identify and contact the client and document who is receiving services. Medical history helps flag conditions that could affect treatments or require modifications, such as skin conditions, pregnancy status, or chronic illnesses. Allergies protect the client from adverse reactions to products or materials used during treatments. Medications reveal possible interactions or heightened sensitivities and can influence which products or procedures you choose. Service goals capture what the client wants to achieve, guiding approach, product selection, and setting realistic expectations.

Options that are narrower, like only name and contact info, only medical history, or only service preferences, miss critical safety information and the chance to customize care, so they’re not adequate by themselves.