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Employee Name___ Today\'s Date ___GREAT Call Process Intake Form Greeting: Salutation, Transition Statement, Ask Name, Welcome, Contact Phone #, Referral SourcePatient\'s Name___Caller\'s Name (if
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Begin by gathering all necessary information from the customer including their name, contact information, reason for calling, and any specific details related to their inquiry.
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File the completed intake form in the appropriate location for easy access and future reference.

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Anyone who is looking to streamline their call process and ensure all necessary information is gathered accurately and efficiently would benefit from using the Great Call Processtm intake form.
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Great Call ProcessTM Intake is a form/process used to gather important information to initiate a great call.
Anyone involved in the great call process is required to file the Great Call ProcessTM Intake form.
You can fill out the Great Call ProcessTM Intake form by providing the requested information in the designated fields.
The purpose of Great Call ProcessTM Intake is to streamline the initiation of great calls by collecting key information upfront.
Information such as the purpose of the call, participants, agenda, and desired outcomes must be reported on the Great Call ProcessTM Intake form.
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