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Once we get a call, we need to start an intake!
Hypotheticals
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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!

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