Edit interaction
Casenote for OSAS case
OSAS46
Client:
Spencer 'Ethel' Yost
edit demographics
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Time
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Contact type
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Phone call (outgoing)
Phone call (incoming)
Video call
Email sent
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SMS sent
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Home visit
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Outcome
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Outcome
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Outcome
Completed
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Cancelled on arrival / no show
Outcome
Completed
Cancelled in advance
Cancelled on arrival / no show
Outcome
Completed
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Cancelled on arrival / no show
Time taken
Successful/attempted contact with
Ethel Yost (client)
Other:
Notes
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Signpost
Refer
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Benefit check
Benefit check offered and declined
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Custom task
Conflict of interest checked
Topic discussed
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Refer
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Client gave consent
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Resource
Delivery method
Email
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Benefit check
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New action:
Benefit check offered and declined
Information provided (select all that apply)
No financial information on which to base personalised advice
General verbal explanation of positive impact of potential premiums on entitlement provided
General written explanation of positive impact of potential premiums on entitlement provided
Specific verbal explanation of potential increased entitlement provided (based on financial info available)
Specific written explanation of potential increased entitlement provided (based on financial info available)
Pension Credit ready-reckoner resource used to demonstrate positive impact of potential premiums on entitlement
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New action:
Send letter
Letter type
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Topic discussed
Enquiry code
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Conflict of interest checked
Outcome
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Description
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New action:
Custom task
Description
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Close OSAS case
New benefit application
Manage OSAS case consent
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