42. Staff checklist for apps
Improve your efficiency | Improve your client experience
Has an SoA (Statement of Advice) with final Authority to Proceed been received and filed? Has a Medical authority – one for each practitioner been received? Plus many more items that need double checking. Use this checklist to save delays and project professionalism.
Why not add this template to your existing planning software template library today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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