2020-08-31_jpatchett_Intake Call Evaluation (2).docx

Intake Call Evaluation

Office:					 Intaker:				Date:

Call Identifier:

Criteria | Score 1 (Low) – 5 (High) | Comments

Did the Intaker get the caller’s name? | Y (5)  N(0)

Did the Intaker get the caller’s email address and/or phone number? | Y (5)  N(0)

Did the Intaker as “How did you happen to hear about HCA?” | Y (5)  N(0)

How well was the Caller encouraged to share the situation? "Tell me what's going on?"

At any point, did the Intaker say "You’ve called the right place" | Y (5)  N(0)

How well did the Intaker share various care options?

How well did the Intaker discuss BCM or our holistic approach?

How well did the Intaker distinguish HCA from our competition?

How confidently did the Intaker discuss cost?

Did the Intaker attempt to schedule a Care Consultation? | Y (5)  N(0)

Was a follow-up step clear? | Y (5)  N(0)

Did the Intaker offer to send or mail information? | Y (5)  N(0)

How enthusiastic was the Intaker?

How well was rapport developed?

How well did the Intaker listen?

Additional Comments: | Additional Comments: | Additional Comments: