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Intake & Quality Review1Intake/Interview & Quality Review Training Introduction 2Taxpayers using services offered through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly
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Intake amp quality review is a process to evaluate the quality of intake procedures in an organization.
All employees responsible for intake procedures are required to file intake amp quality review.
Intake amp quality review can be filled out by documenting the intake procedures followed and evaluating their effectiveness.
The purpose of intake amp quality review is to ensure that intake procedures are efficient and effective in gathering necessary information.
Information such as number of intake procedures conducted, success rate of intake procedures, feedback received on intake procedures, etc. must be reported on intake amp quality review.
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