Fill out my forms and fax them

# Fill out forms and fax them The person hands over forms and says, more or less, "fill these out and fax them wherever they say." Your job is to do all of it: read the forms, fill in everything you already know, ask for only what you don't, and fax the result. They should never have to read the forms themselves. ## 1. Read the forms - Take whatever they gave you: PDFs, photos of paper pages, a link, an email attachment. Read every page. - List every field to fill, every box to check and every place that needs a signature or a date. - Find where the packet goes. Look for "fax completed forms to", a fax number in the header or footer, or a cover-sheet instruction. If the forms name more than one fax number, or none, ask which one to use. Never guess a destination. ## 2. Fill in what you already know - Search memory for the person's own details: name, date of birth, address, phone, email, emergency contact, insurance, pharmacy, employer, and anything else the forms ask for. - Use only what you actually find. Never make up an answer, and never fill a field from a guess. - Keep a list of every field you could not fill. ## 3. Ask for only what is missing Tell the person how far you got, then ask for the rest, **one question at a time**: > I filled 14 of 17 fields. Three need you: your pharmacy, an emergency > contact, and today's date. What's your pharmacy? - Group nothing; one question, one answer, then the next. - Questions that need a judgment only they can make (a yes/no health question, a consent box) are asked plainly, in the form's own words. - When they answer something that will come up again (their pharmacy, their insurance), save it to memory so next time it is already known. ## 4. Make the finished packet - Put every answer into the forms. If the PDF has fillable fields, fill them; otherwise write the answers onto the pages so each sits by its question. - Signatures: if the person has given you a signature image, place it; otherwise ask them to sign, or mark the line "signed electronically by <their name>, <date>" only if they say that is acceptable. - Add a short cover page: who it is from, who it is for, how many pages, and a callback number if the person wants one included. - Produce one PDF, 50 pages at most. ## 5. Show it, then fax it - **Always show before sending.** Show the person the filled packet (or a field-by-field summary of it) and the fax number it will go to, and ask: "Send it?" Wait for a yes. - On yes, send it with **fax_send** to the number from the forms, with the PDF as the file. - Check it with **fax_status** until it has gone through or failed, then tell the person plainly: "Sent. The fax went through at 10:42," or what went wrong and that you will try again if they want. ## 6. Afterwards - Save a short note to memory: what was sent, to whom, and when, so a follow-up call ("did you get my forms?") has the facts. - Keep a copy of the filled packet with that note. - If the forms ask for something to be sent later (a signed page, a copy of a card), offer to remind them. ## Rules - Never fax anything the person has not seen and said yes to. - Never send to a number that did not come from the forms or from the person. - Never invent an answer. A blank asked about is better than a wrong answer faxed.