Use the ‘Copy Script to Clipboard’ button on the right to do just that.
Then, in Casebook, CTRL+V to paste the script into your notes.
Debt, generic script Q’s:
Has the client contacted us or anyone else about this before:(If yes state who)
Is there any conflict of interest? (If ‘yes’ state name or N/A)
Has the client confirmed they have access to the internet access and can use it?
Has the client confirmed they are able to read and act on information on the internet or by email?
If ‘no’, is there anyone else who can support client with this?
Assess client’s overall communication skills (with or without email access can client write letters, cope with forms)
Is client vulnerable in any way (mental or physical problems, educational difficulties etc.)?
Profile & Consent:
Has the client given permission to record details today?
Has the client given permission to share details with research partner? OR Client wishes to remain unnamed and was given their Client Reference Number? (delete whichever is not applicable)
Check client profile details and update if necessary – record information
Update special category consents
Client details
What benefits are you receiving at the moment (ensure added to profile)?
Is anyone else in your household receiving benefits?
Do you have any children dependent on you (number and ages)
Details about the issue
Is there an emergency, e.g. bailiffs, repossession, court hearings, eviction, loss of utilities, warrant for arrest? (If yes, consult supervisor)
Do you have any rent/mortgage arrears/council tax/outstanding fuel bills/child support or maintenance arrears/income tax/court fines? (These are priority debts)
Roughly how much money do you owe in total?
Are the debts in your name?
Are there any business debts? (If yes, signpost to Business Debtline)
Any savings or other property?
Other issues to check for
Where does your income come from ie. benefits/earnings/self employment?
Recent decrease in income due to loss of benefits, employment or separation.
Social policy issue(s)? (e.g., is the problem a result of benefit reform?)
Key dates to record
Court and eviction hearing dates/bailiff dates.
When any court forms need to be returned by.
Any other apparently unrelated issues?
Information Sources
Next steps
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