At this point, you need to create a file on the people you are seeing as clients. Create a separate file folder for each client you intend to follow throughout the remainder of the course. Place the client’s name on the tab of the file folder last name and then the first name, so that the cases can be filed alphabetically by their last names. Place the “New Referral or Inquiry” form on top, followed by the verification letter you sent. Under that, place the long assessment form you used or the social history, clipping the pages of the form or history together.