Sentences with phrase «for client intake»

Managed office operations and work flow, office staff, recruitment, and performance Management and training or development of specialty practice Enabled excellent customer service in a medical institution and made sure that all patients are well attended Provided support and performed regular QA reviews for client intake, registration and scheduling functions Provide required leadership, support and direction for office initiatives and special projects Built financial model for new business unit Developed and enforced new policies Reduced and controlled expenses by creating kanban, managed overtime and temp labor.

Collecting information through online forms for client intake removes errors and saves time.

Our process development experts will discuss how you can map out predictable processes for client intake, work product creation and management, billing and client follow up, as well as evaluate and strengthen your -LSB-...]

With Wufoo, you're able to create custom forms for client intake, and then have the client's information automatically synced with Clio via our Zapier integration.

But, a lot of attorneys make the mistake of trying to use their website for client intake, when it's really meant for marketing.

For example, the use of online forms for auto - generating legal documents or for client intake, searchable and linkable law and file libraries, referral databases and other tools through the VLO may allow for the firm to avoid having to reinvent the wheel with each new online client.

I sometimes forget that while an iPad would be nice for client intake, for example, the devices we use are simply conduits.

Under the supervision of our Executive Director, Michelle Christopher, SLA's Board of Directors, and a team of advising lawyers, our volunteer student caseworkers are responsible for client intake and management of files alongside their full - time studies.

One of the most challenging aspects about running a solo practice is that you are responsible for client intake.

While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM).

This module introduces the basic skills needed for client intake, observation and assessment, as well as practical, effective tools for addressing specific aspects of the body, mind and spirit.

Not exact matches

Our sales recruiting team is committed to your long - term success, and we believe strongly intaking a very patient, knowledgeable and diligent approach to filling sales jobs for our clients — an approach that yields ongoing success and long - standing relationships.

• Make dinner smaller: If you've had a big restaurant lunch with colleagues or a client, make sure you eat a smaller dinner to ensure your kilojoule intake for the day has not blown out by day's end.

The way I've been able to do it for myself and for thousands of clients is a combination of two pillars: the right type and timing of strength training and protein intake.

I recommend daily intake of saturated fats from meats, butter, coconut oil, coconut products, avocado, etc as the main source of fat for all my clients.

Read on to learn about the epidemic of undernourishment in the United States and other parts of the developed world and how you can help your clients maximize their nutrient intake to create a foundation for lasting health.

In discussion with my endocrinologist, I knew she supported carbs at 10 % or less of my intake so I calculated my needs based on my gender, height, weight, activity level and weight loss goal — just as I do for my clients, and then figured out how many grams of carbs I could have in a day at this level.

Here's an example of a rough guideline of a plan for one of our clients with muscle building goals, whose calorie intake is relatively high.

I've been a trainer for almost 28 years I disagree little bit if calorie intake is met to the persons optimal lean body mass then exercise would greatly decrease her body fat and lose calories I tell my clients I'm just the oven The diet does all the work I just speed up the process some resistance training and I don't emphasize a lot I»n doing a lot of cardio it's highly overrated I tell my clients to try to do what you mentioned 10 to 20 sprints with the minute rest three times a week is good depending on the person needs

Students are required to submit an in - depth outline of the intake process, interviewing method, coaching skills used, a copy of the forms / questionnaires used, and all dietary / lifestyle recommendations including follow up schedule, and plans for client adherence.

However, public health professionals and dietitians should be candid with their clients and address the potential for GI discomfort when increasing bean and fiber intake.

Then, when a prospective client asked him for a male's perspective, he conducted his first intake interview and began to suggest matches.

George seeks refuge at Bellevue Hospital, a Manhattan intake center for homeless men, where his friendship with a fellow client helps him try to repair his relationship with his estranged daughter.

SYNOPSIS: George seeks refuge at Bellevue Hospital, a Manhattan intake center for homeless men, where his friendship with a fellow client helps him try to repair his relationship with his estranged daughter.

Everyone at Traynor, Hand knows she abhors face - to - face contact, but one weekend, with all the big partners away, Sophie must handle the intake interview for the daughter of the firm's most important client.

The Intake form is for referal clients who have requested an intergrative visit and a more in depth look at using the five elemental theory and eight principles in Traditional Chinese Medicine Therapy.

Separation Anxiety Intake Form (3 pages)-- A specific questionnaire for new clients with separation anxiety.

Future Pet Animal Health Inc. of North Vancouver, British Columbia, Canada: software platform designed to automate client communication and intake for veterinary clinics.

Topics will include evaluating your intake forms and processes; techniques for keeping clients focused; behavior modification simplified; using modern technology for efficient communication; and how to structure your training and consultation sessions.

She has evaluated well over 1,000 dogs during shelter intakes as well as for clients and teaches a variety of classes including basic to advanced obedience, sport training (specializing in scent work of all kinds) and has been an active competitor in agility, tracking, obedience and scent work.

One typical workflow would be for internal office intake, where someone in your firm initially adds the new client.

This solution is perfect for busy attorneys who have ot balance client meetings, court appearances and childcare pickup with the client intake processes their business is counting on.

Because we understand the demands placed on our attorney clients, FindLaw has developed business development instruments specifically for law firms (such as ones those that improve the intake process), fine - crafted a suite of marketing products that free up lawyers to actually practice law and amassed a body of research and scholarship that we use to help law firms stay contemporary and competitive.

If you need someone to assist you with client intake, returning phone calls, or for any other activity that should be done during regular business hours, you'll need to ensure that your freelancer is available during those hours.

It is a nice and seamless process: You track your leads in Lexicata up until you sign them up as a client and then you export all the intake information over to Clio, where Clio can create a pending matter for the client.

Of the three client - intake products I've looked at — Rocket Matter Intake, Lexicata and this — Intake123 is best for firms that want a robust tool for designing and customizing intake intake products I've looked at — Rocket Matter Intake, Lexicata and this — Intake123 is best for firms that want a robust tool for designing and customizing intake Intake, Lexicata and this — Intake123 is best for firms that want a robust tool for designing and customizing intake Intake123 is best for firms that want a robust tool for designing and customizing intake intake forms.

For example, you might have Ruby transfer new clients to you or your intake specialist, take a message from existing clients unless they are calling with an urgent question, and send court clerks straight to your cell phone.

Civil litigators are often pushed to give the client a value for the case at intake.

What each of these products have in common is that they allow law firms to create online forms for lead intake and new - client intake.

For lawyers, not only does it simplify client intake, but it also has the added benefit of automating reminders and other communications to clients.

Elevate your client experience and boost your bottom line with FindLaw Prospect Manager, the time - saving client intake solution for attorneys.

They force (yes, force) the lawyers to be more interested in pleasing the compensation / management committee's desire for maximum cash intake than in the efficient handling of the client's matter.

For example, an intake form should be presented as a way to personalize the client's experience, not a data - collection tool for your busineFor example, an intake form should be presented as a way to personalize the client's experience, not a data - collection tool for your businefor your business.

Conversion solutions — a call tracking phone number and intake form are included to make it easy for potential clients to connect with you

Erica answered my phones and managed the firm's intake process from the first call to the first meeting, including following up, bugging potential clients for documents, etc..

For lawyers, it simplifies client intake and communications.

When a client logs on to Estate Map for the first time, she is prompted to complete an intake interview — which Estate Map calls a Fast Track interview.

It was originally designed to be used as a quck way of intaking new clients, but users wanted the ability to use it for quick intake of a new matter for an existing client.

More recently, LexisNexis Firm Manager added an intake templates feature, although its templates can not be sent to clients for them to fill out.

Good phone manners and other aspects of the client intake process are discussed further in the free playbook, Legal Marketing 101: A Guide for Small Law Firms.