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Name: | |
Person/Dept Calling: | |
Date/Time: | |
*Call #: | |
Question or Concern: | |
Action Taken: | |
Follow-Up Date: | |
Follow-Up Action: | |
* How to make call # assignment: The month plus initials of the person taking the call plus the # of call. Log knowledge-based concerns or questions, i.e., billing, policies, education, financial statements, contracts, et cetera (for example: 08 DT 001).