ComputerPhone call tree
A SelectSmart.com Flowchart by judygail
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Describe the flow of phone calls coming in to ESI and their distribution.

                 
Phone call
Phone call is current client in Nutrition, Home Assistance, Transportation or Rep Payee
NO
Phone call is new contact. Lauren will identify the call to EA in serve tracker.
 
 



YES


YES




 
Call is transferred to one of those program personnel or voice mail.
Call transferred to CM office. Angela, Judy or Caitlin in that order. If no one is available, call goes into Caitlin's VM.
YES
Person taking the call will complete the phone call form and give to Angela who will post to the excel spreadsheet
YES
Caitlin will verify stats between spreadsheet and serve tracker for monthly stats





YES




 
 
Arrangement made for inhome mini assessment to determine client needs and arrange for services.
NO
If client declines, a follow up will be made in 4 to 6 weeks for 2-3 times.