Intake

Taking an inquiry call and turning it into a client.

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. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts.