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#1
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Of their T, soneone recently posted >> She's under pressure to intake several new clients per week
Just wondering, for those of you who ciould say, why would this be? Wouldn't a calendar full of appointments be a calendar full of appointments, whether new or continuing clients? Or (heaven forbid) maybe the Front Office is doing forecasting and shop loading?! ![]() |
![]() darkrunner
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#2
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Often agencies, especially governmental ones, have separate "intake" where someone sees whoever comes in and gets the ball rolling to figure out what they may need; kind of like triage in a hospital emergency room. That doesn't mean the T will see that person as a client but often all or some of the Ts take turns doing the intake, etc. They try to match up the people's needs with the various Ts they have, so if one has an open slot or the client has a particular problem that a particular T has as a specialty, etc. they'll get matched up.
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