settings
Internal Forms & Documents
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New Clients
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Add New Client to Ontraport
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Customize New Client Manuals
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Add to Compliance Hub
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First Name
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Last Name
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Email
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Practice ID
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Select...
Gold
Silver
Free
MPS
Basic
CH Access
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Add to Compliance Hub
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Customization Links
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Use the link below if someone orders MET over the phone and you process it via QB.
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Medical Emergency Program
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Use the links below if you need manual customization for OSHA or HIPAA only. Use NEW CLIENT MANUAL links for new clients.
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OSHA Manual ONLY Customization
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HIPAA Manual ONLY Customization
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Other Client Links
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Send Items to Clients-
Shipping Department TO DO
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Send Tasks to Jacque
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Send a Task to Alyssa
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Reporting Links
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Sales Documentation
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Scheduling Data
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