Hypotheticals
Katelyn Millette
Created on May 31, 2023
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Transcript
Hypotheticals
Once we get a call, we need to start an intake!
Click on Begin Applicant Intake to start the intake process.
Click through your own intake as you listen to the hypothetical call recording!
Intake
Select telephone since it's coming through the queue
This call is directly from the client and no one else.
Check the spelling with the caller.
Click through your own intake as you listen to the hypothetical call recording!
Intake
The notes you leave will follow through the entire intake
These fields autogenerate based off of who's filling out the intake
This case will be Issue Resolution as opposed to Information and Education because there is an issue that NCMO can informally resolve.
Now it's time to enter an interaction!
You can access a lot of the things you need through the Actions menu!