Later, your team could ask an assistant a plain question and get the answer from your own records, with a caring follow-up note already drafted for review.
“Which families haven’t heard from us in two weeks?”
“Which inquiries from last month never scheduled an assessment?”
Recent activity
After-hours line logged an inquiry from Rebecca Nolan for the Highlands office
14 min ago
New inquiry from Diane Tate taken by the Clayton front desk
10 hr ago
This week's update sent to Danny Poteet for Mr. Raymond Poteet
yesterday
Payment received from the Ashe family for July 1 to 15
yesterday
Assessment scheduled for Earl Garrett with the Cashiers team
yesterday
This week's update sent to Linda Ashe-Marren for Mrs. Doris Ashe
2 days ago
Care plan proposed to Sandra Boyd for her mother, Faye
2 days ago
Intake opened for the Mercer family at the Clayton office