Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in the designated online editor.
2. Begin by entering the Client ID in the designated field. This should be a unique identifier for the client that you are reporting on.
3. Select the Client Type by indicating whether the individual is a treatment client or a client in recovery, by checking the appropriate box.
4. Fill in the Contract/Grant ID which pertains to the specific discretionary program the client is involved with. Ensure it is entered accurately.
5. Indicate the Interview Type by circling the current interview type, such as Intake, 3-month follow-up, 6-month follow-up, or Discharge.
6. Record the Interview Date in the format Month/Day/Year and ensure it is current, especially for follow-up or discharge interviews.
7. If the client was screened for co-occurring mental health and substance use disorders, answer the question accordingly by selecting YES or NO.
8. Complete the section for SBIRT grants if applicable, noting the screening method and scores if the client screened positive.
9. Proceed to the section on Planned Services, circling 'Y' for Yes or 'N' for No to indicate the services planned for the client.
10. Fill out the Demographics section at intake, including gender, ethnicity, and race, ensuring all questions have accurate responses.
11. Continue to provide responses through the series of questions regarding drug and alcohol use, living conditions, education, employment, and more based on the form's structure.
12. Once all sections have been completed, review the form to ensure all required fields are filled and that the information is accurate.
13. Finally, save your changes after completing the form and choose to download, print, or share the document as necessary.

Take action now by filling out your forms online to ensure timely compliance with reporting requirements.