Documents
Instructions
Updated: 1/1994
PURPOSE
- To register clients who come to the office without an appointment and want to see a worker.
- To document the number of clients interviewed during the month who did not have an appointment.
- To assign case maintenance activities.
- To provide a record of client-reported changes (optional).
PROCEDURE
When to Prepare
The clerical staff prepare and maintain this form each day.
Number of Copies
The clerical staff prepare one copy of the form each day. As many forms as necessary may be used each day.
Transmittal
Staff keep the logs in a notebook or file folder. At the end of the month, staff remove all forms from the notebook and file them with the appointment schedules for that month.
Form Retention
The requirements are listed in the Manager's Guide for Eligibility Programs .
DETAILED INSTRUCTIONS
Date — Enter the date the log is prepared.
Time of Arrival— Enter the time the client comes into the office.
Time Seen — Enter the time the worker interviews the client.
Client Name — Enter the client's or case name.
Request — Describe the reason the client wants to see a worker.
Worker's Initials — The worker enters his initials at the time he interviews the client.