Client Benefit Worksheet

This Worksheet is a Word document tool that will allow you to provide your clients with all of their appointment information in one place, and allow you to store a copy of the information you give them on your computer. During or shortly after your meeting with your client, you can enter in important information about him/her, benefits he/she may be eligible for, and appointment information, and any instructions for him/her to follow for the appointment. Once you have filled in all of the relevant and available information, you should give a copy of the Worksheet to your client to use and keep a copy for your files.

Here are some tips for using the Client Benefit Worksheet:

• Save the “Client Worksheet” file on your desktop and create a different document for each of your clients.
• Explain to your client how the information is laid out and how they should use the Worksheet when you give it to him/her the first time.
• Include your name and the agency for which you work in case your client has more than one case manager or outreach worker.
• Copy the “Appointment Schedule” table and "paste" it for each one of your client’s appointments to ensure that all of his/her appointment information is on one page.
• Tell your client to show the Client Benefit Worksheet to the person they meet with so they can get your contact information in case they have any questions or need to reach your client at a later date.
• Ask your client to have the “Appointment Checklist” filled out by the person with whom they are meeting and bring back a copy for your files.
• Follow up with your client after his/her appointment and add any notes or action items to his/her Worksheet resulting from your client’s appointments.

Click here to download the Client Benefit Worksheet ()