Congratulations on becoming a Million Dollar PPO Client! In addition to the reports that we have requested from you, below are the four components that we need in order to gain a deeper understanding of your practice and team.

New Clients:

To be Completed by Owner/Doctor:

Personal Profile

Practice Analysis

To be Completed by All Team Members: (Including Associates)

Team Questionnaire


Existing Clients:

To be Completed Every Two Weeks:

Client Communication Report