Log Eligibility Notes

Log Eligibility Notes in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Keep an up-to-date record of each client's intake details, eligibility notes, and contact attempts so I can quickly recall their history during meetings.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Keep an up-to-date record of [client=Alisha Martinez]'s intake details, eligibility notes, and…
Keep an up-to-date record of [client=Alisha Martinez]'s intake details, eligibility notes, and contact attempts in her case PDF so I can recall her history in Monday's meeting — add notes as comments and attach screenshots of voicemail transcripts first.

Improve — make it easier to accept

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Before Monday, make [client=Alisha Martinez]'s case PDF quick to scan for the meeting — surface…
Before Monday, make [client=Alisha Martinez]'s case PDF quick to scan for the meeting — surface eligibility status and last contact date at the top, convert key intake answers into inline text fields, and attach voicemail transcript images as file attachments so reviewers won't miss timing or consent issues.

Who does this, and with what

The same task is different work inside a different job.

Rehabilitation CounselorAdobe Acrobat ProSalesforcealso: Maintain Client Intake Recordalso: Track Contact Attempts

Next to this one

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Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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