I agree with the previous comments asking for a phone log that is separate from individual cases. This would allow me to record new client contacts as well as document any risk assessment that is associated with a potential client or referrals to my practice.
I agree with the previous comments asking for a phone log that is separate from individual cases. This would allow me to record new client contacts as well as document any risk assessment that is associated with a potential client or referrals to my practice.