Guided Intake Call Script

A 5-page Word call script that walks office staff step by step through a first call from a family about home care.

For USA non-medical home care agency owners and intake staff. Plus 1 agency instructions page to remove before use.

What's included

1. Page 1: call details and Step 1 greeting
2. Page 2: Step 2 needs (daily activities, home help, companionship, reminders, living situation)
3. Page 3: Step 3 schedule and service-area check, and Step 4 payer
4. Page 4: Step 5 next step (consultation booking) and consent to contact
5. Page 5: Agency Use Only call outcome and follow-up
6. Agency instructions page, to remove before use

Add your logo and name

1. Open the Word file and replace the Your Logo Here box with your logo.
2. Replace Agency Name in the letterhead; the body says "the Agency," so no other name edits are needed.
3. Replace the Street Address, City, State ZIP line and the Phone, Email, Website line with your details.
4. Set the letterhead text to black, delete the instructions page, and save.

Customizable template, not legal advice; check your state's requirements. Not a license to operate, not HIPAA software, and no medical claims. Collect only the minimum needed on a first call. Check federal and state rules on calls, texts, and call recording.