Client Intake Form Instructions
Use the Client Intake Form to add new client information into the AZHCC-CRP CRM. The information submitted through this form will be used to create or update client records, track program participation, and support ongoing communication with the client.
Before submitting the form, please take a moment to review all information for accuracy and completeness. The CRM is only as reliable as the information entered into it, so it is important that each submission includes correct contact details, complete client information, and any required notes or supporting details.
Why Accuracy Matters
Accurate information helps the team:
- Keep client records organized and up to date
- Contact clients without delays or errors
- Track services, mentoring, events, and program progress correctly
- Avoid duplicate or incomplete records in the CRM
- Provide better support to each client throughout the program
Before You Submit
Please make sure:
- The client’s name is spelled correctly
- The email address and phone number are accurate
- All required fields are completed
- Business information is entered as clearly as possible
- Any notes or additional details are specific and helpful
- You have reviewed the full submission for missing or incorrect information
Important Reminder
Once the form is submitted, the information will be added to the CRM. Please do not submit the form until you are confident that the information is complete, accurate, and ready to be recorded.
Complete and correct intake submissions help the AZHCC-CRP team maintain clean records, reduce follow-up issues, and provide clients with the best possible support.
