Business activity
A short description of research or care delivered, locations used, and planned operational changes.
Start here
Tell us what is changing.
Describe the operation and the decision ahead: a new space, a service agreement, or a renewal. Use the calendar to arrange a conversation about the account.
Arrange an introductory discussion
The shared team calendar opens in the same tab. It is the next step for discussing the business and identifying the information needed for procurement.
Discuss your operations
Appointments use the Tools for Enlightenment team calendar on Cal.com. Start with an outline of your business; keep patient information and unpublished research out of the booking notes.
Have an outline ready. Keep the records private.
Use this checklist to prepare for the meeting.
Agreements and timing
The insurance provisions in a lease or service agreement, with the date evidence is needed.
Existing arrangements
Current policy periods, coverage categories, and a summary of changes since the last application.
Assets and information
An outline of equipment ownership, special storage needs, and systems handling sensitive records.