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County Of San Bernardino Department of Behavioral Health INITIAL CONTACT LOG TELEPHONE, WALK-IN AND WRITTEN REQUESTS FOR SERVICES NAME OF CLINIC REPORTING MONTH/YEAR TITLE 9 REQUIRES THAT ALL INITIAL
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How to fill out initial contact log
How to fill out initial contact log:
01
Start by entering the date and time of the initial contact.
02
Record the name and contact information of the person initiating the contact.
03
Note down the purpose or reason for the initial contact.
04
Document any important details or key points discussed during the contact.
05
If there are any action items or follow-up tasks identified, make sure to record them in the log.
06
Finally, sign and date the log to indicate that it has been completed.
Who needs an initial contact log:
01
Individuals or businesses that frequently interact with clients or customers may need an initial contact log to track and document their communication history.
02
Professionals in fields such as sales, customer service, or project management can benefit from maintaining an initial contact log to keep records of their interactions.
03
Organizations or teams that collaborate with external parties or clients may also require an initial contact log to ensure effective communication and follow-up.
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What is initial contact log?
The initial contact log is a record of the first interactions between a business and a potential customer or client.
Who is required to file initial contact log?
Any business that engages in sales or marketing activities and makes initial contact with potential customers or clients is required to file an initial contact log.
How to fill out initial contact log?
To fill out an initial contact log, record the date, time, method of contact, purpose of contact, and any relevant details of the interaction.
What is the purpose of initial contact log?
The purpose of the initial contact log is to track and document all initial interactions with potential customers or clients for record-keeping and compliance purposes.
What information must be reported on initial contact log?
The information reported on an initial contact log typically includes the date, time, method of contact, purpose of contact, and any relevant details of the interaction.
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