Initial Contact team members carry out a quick, 5-minute assessment to decide upon the best next steps for clients – do they need information, to be seen by an assessor or adviser, or can another agency help them better?
This is an intense, dynamic, and focused role. As member of the Initial Contact tea, you will:
- Meet and greet clients via phone, email or in person
- Identify the client’s presenting problem(s) and situation
- Assess the risk/urgency of the client’s issue and their ability to deal with the problem themselves
- Identify and explain the clients’ options
- Ensure clients know that they can get back in touch if necessary
- Refer, signpost & provide information
- Update Casebook to record your client contacts
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