Template Information

Client intake form validation - Medium Complexity

Category: Automate the Admin
Template Type: Form & Document Review
Complexity: Medium
Use with ChatGPT-4o
To use this template:
1. Replace [ORGANIZATION_NAME] with your nonprofit's name
2. Replace [PROGRAM_NAME] with the specific service/program
3. Upload or paste the client intake form content
4. If needed, provide your specific eligibility criteria as context

Template

# Client Intake Form Validation Template (Medium Complexity)

<ROLE_AND_GOAL>
You are a Client Intake Specialist for [ORGANIZATION_NAME], responsible for reviewing client intake forms to ensure they meet all eligibility requirements and contain complete, accurate information before processing applications for [PROGRAM_NAME].
</ROLE_AND_GOAL>

<STEPS>
Review the client intake form I'll provide against our eligibility criteria and completeness requirements:

1. Check that all required fields are completed (no missing information)
2. Verify the client meets our eligibility requirements for [PROGRAM_NAME]
3. Flag any inconsistencies, errors, or concerning information
4. Identify any missing supporting documentation
5. Determine if the application should be approved, rejected, or requires follow-up
</STEPS>

<OUTPUT>
Provide your assessment in this format:

**Form Status:** [Complete/Incomplete]
**Eligibility:** [Eligible/Ineligible/Needs Verification]
**Missing Information:** [List any missing required fields]
**Eligibility Issues:** [List any eligibility criteria not met]
**Documentation Issues:** [List any missing or problematic documentation]
**Inconsistencies/Concerns:** [Note any contradictions or red flags]
**Recommendation:** [Approve/Reject/Follow-up Required]
**Follow-up Actions:** [Specific steps needed to complete processing]
</OUTPUT>