Client Interview Procedures

1. Use an interpreter when a client has communication or language differences.
2. Check that the information provided is correct:
   • name
   • contact details
   • date of birth
   • medicare details
   • previous history
   • emergency contact details
   • concession card details.
3. Ensure interview with client takes place in interview or consulting room with door closed.
4. Explain to the client their rights:
   • privacy
   • interpreter
   • patient advocate
   • review of service
   • safety.
5. Explain to the client the steps involved in:
   • gathering information
   • discussing service options
   • self care approaches
   • record keeping processes.
6. Photocopy and attach to file any relevant reports/documents.
7. Record detailed notes of client history.
8. Fill in a Referral From and place photocopy on file when referring client to other services.
9. Consult with supervisor regarding clients who may:
   • be in "at risk situations"
   • mandatory reporting issues (child abuse)
   • indicators of suicide or self-harm issues.
10. Follow safety procedures in event of:
    • an abusive or threatening client
    • a client displaying aggressive behaviour
    • a family member or other community member threatening you or a client.
11. Note any follow up appointments necessary.
12. Sign and date patient record.
13. File and store patient records securely before seeing another client.