Site Visit Form
Account Name
*
License Number
*
Rep Name
*
First Name
Last Name
Rep Email
*
example@example.com
Date of Visit/Meeting
*
-
Month
-
Day
Year
Date
Was the Visit Remote (ZOOM, etc) or Onsite? (Note: Onsite is required at minimum of 1 every 3 visits)
Remote
Onsite
Date of Last Onsite Visit
-
Month
-
Day
Year
Date
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Program Operation
Describe the Current Inclusion Criteria
*
Is the Inclusion Criteria Being Followed?
Yes
No
Volume Output (to Date)
*
Please Select
Underperforming
As Expected
Exceeding Expectation
Comments on Volume/Workflow/Inclusion Criteria
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Personnel Interaction
Front Desk
Front Desk Staff Members Interacted (Names)
*
Front Desk Overall Acceptance of Program
*
1
2
3
4
5
MA Staff
MA Staff Members Interacted (Names)
*
MA Staff Overall Acceptance of Program
*
1
2
3
4
5
Providers
Providers Interacted (Names)
*
Providers Overall Acceptance of Program
*
1
2
3
4
5
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Observations & Issues
Champions/Key Supporters of Program
*
Trouble/Sore Spots Observed
*
Front Desk Issues
MA Staff Issues
Provider Issues
Billing Issues
Workflow Issues
Tech Issues
Patient Concerns
Volume Concerns
None Currently
Other
Please Describe Any Issues to be Aware:
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Additional Insight/Problems/Positives or Required Follow Ups from Visit
*
Overall Client Acceptance of Program
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Submit
Should be Empty: