Intake and Case Setup
Presentation
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Other
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Professional Development
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Hard
Janet Siler
FREE Resource
3 Slides • 2 Questions
1
By Janet Siler
2
There may be times when you need to refer a case to someone else for processing.
Let's talk more about that
3
Multiple Select
What are some circumstances that may require case assignment to someone else?
When the intake information is incomplete
When you are having a bad day
When a process level is out of scope for you to process
When you are going to be out of the office
4
Some text here about the topic of discussion
5
Draw
Where can you find instructions on how to complete the Intake Chevron
By Janet Siler
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