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Procedure

Category

Add Call Manager

Administration

Add Potential Member

Call Manager

Add Potential Vendor

Call Manager

Add Potential Volunteer

Call Manager

Add Service Requests

Call Manager

Add Spouse to Member’s Record

Outreach

Adding a Calendar Entry

Outreach

Adding New Household Members

Outreach

Adding New Single Member

Outreach

Additional Data Entry for Volunteers

Outreach

Answering a Call

Call Manager

Call Manager FAQs

Call Manager

Call Manager Overview

Call Manager

Call Manager Shift End

Call Manager

Check for Requests Needing Volunteers

Call Manager

Confirming Pending Service Requests

Call Manager

Contact made with Member

Call Manager

Councils on Aging

Call Manager

Enrolling New Volunteers

Outreach

Entering a Shift Note

Call Manager

Filling Multiple Services

Call Manager

Find a Volunteer

Call Manager

Introduction to Menu GenerationWatch Part 1 VideoWatch Part 2 Video

Administration

List of Categories and Services

Call Manager

Member & Staff Contact Info

Outreach

Member calling to Renew

Call Manager

Member Canceling or Changing a Service Request

Call Manager

Member Intake Protocol

Outreach

Non-Member Contact Info

Outreach

Online Form Results

Outreach

Open Call Manager Gmail Account

Call Manager

Overview of Process

Call Manager

Place Follow Up Calls to Members

Call Manager

Prescription Pickup

Call Manager

Read email for Call Manager

Call Manager

Read the Shift Notes

Call Manager

Recording Vacation Information

Call Manager

Request for Vendor Services

Call Manager

Review Online Signups

Call Manager

Review Voice Mail Messages

Call Manager

Select Phone to Receive Calls

Call Manager

Service Completed

Call Manager

Set Up a Call Manager's Computer

Admin

Set up Google Voice

Call Manager

Transportation Questions

Call Manager

Volunteer Accepting a Service Request

Call Manager

Volunteer Intake Protocol

Outreach

Weekly Report

Admin