Which four items must be included in client records?

The inclusion of a needs and services plan and mental health intake assessment in client records is critical as these documents provide essential context about the client's requirements and current state of mental health. A needs and services plan outlines the specific services that will be delivered, tailored to the client's individual circumstances and needs, which is vital for the coordination of care and to track progress effectively. The mental health intake assessment is foundational for understanding the client's history, presenting issues, and any underlying factors that may influence treatment.

Furthermore, the importance of personal backgrounds such as religious preference may also play a role in providing culturally competent care, ensuring that services align with the values and beliefs of the client.

The other options mention various personal and historical details that may not be as directly relevant for effective service delivery or care planning. While information like referral history or contact information is important, it is typically secondary to the immediate needs and assessments that directly affect the client’s care.