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5 articles match “intake”

Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to.