Medical Questionaire
Can we have a Medical Questionaire that can be sent to the client at an appropriate stage of the Protection Conversation? This will allow us to speak to providers in advance about any medical conditions, getting an idea of potential loadings / declines.
5
votes
Frankie Cole
shared this idea
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Jack Phelps commented
Very Important!
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Frankie Cole commented
Full Medical Questionaire in Protection Fact Find (Keychain) do this