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Medicare Fit Finder + Scope of Appointment Integration
I would like to add a workflow connected to the Medicare Fit Finder tool.
After a client completes the Medicare Fit Finder, I would like there to be an option to complete a Scope of Appointment (SOA) form before scheduling or completing an appointment.
The purpose is to make sure the Scope of Appointment is completed before every Medicare sales appointment.
Medicare Fit Finder Information to Collect:
The Fit Finder should collect:
