Information Gathering for Your Surrogacy Business: The Intake Sheet

I am going to start talking about forms...I know that most people might like to use the computer exclusively but what happens when or if your network is down? Your computer has crashed? You just want to talk on the phone in the other room and not have to read off your lap top screen? This is where the Intake Sheet can come in handy. It's the first bit of information gathered from an Intended Parents or potential Surrogate when they call you directly. Have several copies on hand, one sheet for IP's and one for GC's. These sheets should be only one page long and it should help you determine eligibility for your program and later as a reference page. This is also a great tool to use so that you don't miss any important initial questions.

Both IP and SM sheets should have this general contact information:
Name
Address
Telephone numbers
E-mail address

IP's looking for a surrogate:
Age(s)
Health Reason (because it has to be a medical/physical reason by law)
Using a Clinic? RE? Name and location of each
Already have children? How many?
Single or married/partners
Using Egg Donor?
Using Frozen Embryos
Want Surrogate to travel?
Gestational or Traditional
Location of surrogate
First timer or experienced
Race/religion/marital preference
Financial Expectations

Leave some room at the bottom of your form for additional Information: And there will be if you talk to your Prospective IP's and find out all that they have experienced.

Surrogate looking for IP's:
Age
BMI
Children
Pregnancy or birth complications
Taking medications?
Other health issues?
Married or single
Insurance?
Race/religion
Selective Reduction ok or not
Traditional or Gestational
First timer or experienced
If experienced, details
Base Fee expectations if any
Willing to work with the following:
Gay/single/married with children/partners/only women/only men/International/

Additional Details

You can add on other questions if you like. After your conversation if either the IP's or the Gestational Carrier (GC) seems to fit into your program or what you are looking for THEN have them fill out a complete packet and have them include photos if possible. This packet of information can be compiled and then mailed via US postal service or you can have online forms. Whatever you choose to do just make sure that you have enough information to assist you in making a good match.