Agenda
- [ ] One Good Thing
- [ ] NOVA Conference Wed - Saturday in Washington DC
- [ ] Everyone should be a NOVA member now - make sure youre subscribed to group forums so you get email updates from [email protected] - setup rule so all emails from her go to a folder in your inbox
- [ ] Communication:
- [ ] FYI - the phone number it comes up as when you text from Neos is (401) 356-3609 - I added this to the Welcome Email template
- [ ] Jotform - who’s monitoring entries in jotform right now? Will have them automatically sent to someone or can have them login to jotform once a day to check - too many
- [ ] Intakes:
- [ ] Barbra = odd dates | Liam = even dates (based on when intake comes in)
- [ ] Turnaround time = 24 hours to send them Rep Packet to esign
- [ ] Make sure youre checking off OUR CLIENT BOX when you make it a case (for reports)
- [ ] Referral Source = need accurate referral source
- [ ] Make sure you put in Preferred Method of Contact
To Do: