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Lesson #5: CORE Lesson #5 – Follow-Up

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Action Items

  1. Create Follow-Up Template for office that touches on both next-step specific and then also content specific follow-up. We will touch on this more on Module 8 for existing patients and content specific follow-up.
  2. Create spreadsheet or use CRM tool to truly track follow-up. Don’t fall into the “Did you call Mary about…” trap. Create or use a system that will take the guess work out of this process!

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