Contents
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Completing the Contact Log Entry
Once you have accessed the Contact Log Entry - Caller/Party Contacted page as described in one of the above sections, complete the information for each field. If information has been carried forward because you have linked this contact with a previously entered person or organization, the information in some of the fields will be populated from that linkage. You may change any information as appropriate.
Case ID
This identification number will be carried forward from a case if a linkage has been made. Because this is a system-generated field, it cannot be changed.
Organization or Last Name*
Enter the last name of a person or provider or the name of an organization in this field.
First Name
Enter the first name of the person or provider in this field.
Home/Location Address
Enter the first line of the street address in this field.
City
Type the name of the city in this field.
Town
Select the name of the town by using the down arrow (
) next to the field.
State
The State has been defaulted to Vermont; however if another selection is needed, select the name of the state by using the down arrow () next to the field.
Zip Code
Enter the zip code in this field using the format #####-####.
Contact Number
Enter the telephone number for contact in this field using the format ###-###-####.
Caller/Party Contacted Type*
Select one of the following from the drop-down list using the down arrow next to this field ():
Client
Provider
Other
Priority*
Select one of the following from the drop-down list using the down arrow next to this field ():
High
Medium
Low
Reason for Contact*
Select one of the following from the drop-down list using the down arrow next to this field ():
Attendance Sheet
Change in Family Size
Child Closure
Payment Questions
Reapplication Questions
Refer to Assigned Worker
Refer to Assigned Worker's Supervisor
Request for Application/Reapplication Packet
Request for W-4
Status of Eligibility Determination and Redetermination
Other
Notes
Enter any appropriate notes for the contact in the Notes textbox.
More:
Contact Action Details
Disposition