1 / 9

Staying Organized Tools to Keep Near the Phone

Staying Organized Tools to Keep Near the Phone. Files, records Have handy for outbound calls For office visits. ____________________________. Paper, Pen and Pencil For messages For notes. Staying Organized Tools to Keep Near the Phone. Post Job Aids that assist you with policy.

Download Presentation

Staying Organized Tools to Keep Near the Phone

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Staying OrganizedTools to Keep Near the Phone Files, records • Have handy for outbound calls • For office visits ____________________________ Paper, Pen and Pencil • For messages • For notes Tools and Organization Rev. 5/13/2009

  2. Staying OrganizedTools to Keep Near the Phone Post Job Aids that assist you with policy ____________________________ Policy • Learn navigation through OLMs Job Aid Tools and Organization Rev. 5/13/2009

  3. Staying OrganizedTools to Keep Near the Phone Calendar • Use the Bridges Calendar for scheduling. ____________________________ Phone Numbers • Within Your Agency • Other Agencies Tools and Organization Rev. 5/13/2009

  4. Staying OrganizedTools to Keep Near the Phone Common Phrases in Different Languages to find out: • See the Limited English Proficiency Policy L-Letter L-03-101 ____________________________ Some people use an alpha-file for sorting incoming mail. Tools and Organization Rev. 5/13/2009

  5. Staying OrganizedTime Management Return phone calls the same day if possible ____________________________ TO DO: Maintain a “To Do” list Tools and Organization Rev. 5/13/2009

  6. Staying OrganizedTime Management Knowing your limits will help you do your best work. ____________________________ Take your lunch break Tools and Organization Rev. 5/13/2009

  7. Staying OrganizedSafety & Efficiency Suggestions • Maintain a clear line of sight with your clients. • Be aware of cultural exceptions to making eye contact. • Position your computer at a comfortable angle. • Position your computer so your clients cannot see the screen. • Keep a neat clear desk – limit personal items and be careful of their placement. • Only print essential items. Remember – Bridges automatically stores correspondence, budgets and case data in online history. You do not need to print and keep copies of documents in your case file. • Face your clients when asking questions. Setting up a Client/Computer Friendly Work Area Tools and Organization Rev. 5/13/2009

  8. Staying OrganizedSummary • Tools to Keep Near the Phone: • 1. Paper, pen and pencil for messages and notes. • 2. Files and records are handy for outbound calls and office visits. • 3. Learn to navigation through OLM. • 4. Post Job Aids that assist you with policy. • 5. List of frequently called Phone Numbers within your agency and of other agencies. • 6. Use the Bridges calendar. • 7. Some people use an alpha-file to sort incoming mail. • 8. Common phrases in different languages to find out: • How much English your client speaks and • If there is anyone else in the home that speaks English. Tools and Organization Rev. 5/13/2009

  9. Staying OrganizedSummary Time Management Techniques: 1. Maintain a “To Do” list. 2. Return phone calls the same day if possible. 3. Take scheduled breaks. 4. Know your limits and do your best possible work each day. • Safety & Efficiency • Set up a Client/Computer Friendly Work Area • Maintain clear line of sight with your clients. • Position your computer at a comfortable angle. • Position your computer so your clients cannot see the screen. • Keep a neat clear desk – limit personal items and be careful of their placement. • Only print essential items. Remember – Bridges automatically stores correspondence, budgets and case data in online history. You do not need to print and keep copies of documents in your case file. • Face your clients when asking questions. Tools and Organization Rev. 5/13/2009

More Related