Determining the objectives to be achieved and ensuring those objectives are met. Every field call must have a clearly defined objective. These contacts will require advance notice so the parties can have the information available for the interview. When an appointment has been made, be sure to be on time. Be aware of the right to confidentiality .
Field calls are an effective, but expensive collection tool.
When preparing field calls, schedule several accounts within the same vicinity to make the field calls an efficient and productive endeavor. When preparing to go into the field, pull the cases by location. Calendar Method - Dates and location of the field calls are scheduled on an appointment calendar in advance. As the cases are worked, those requiring field calls are placed on the calendar under a particular date. It is important to plan the route before leaving the office to prevent backtracking.