Caller asks for a document on file
- Caller
Hi, I need to confirm that the signed onboarding form from last week is on file.
- Agent
Sure. Can I have the name on the account, please?
- Caller
It's Rachel Morgan at Morgan Dental.
- Agent
Thanks, Rachel. I can see the onboarding form uploaded on Tuesday. I've added a note to your thread so the team knows you asked.