Please list any prospective clients who contacted you directly (not through the scheduling team)
Please list any prospective clients who were scheduled for a consult call. If you have not already, please complete a Consult Reporting form.
Please clients who terminated this month. If you have not already, please complete the Termination form for them.
Please list any private pay sessions that still have open (uncollected) balances
Please list any bonus activities you completed, along with any refunds, reimbursements, or other financial corrections.