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Discovery Questionnaire

Let's Prepare for Our Call Together

The purpose of our discovery call is to learn more about your organization; your challenges, requirements, and goals with implementing a solution like ReferralMD. With the purpose to prepare a demo for all your stakeholders on our 2nd meeting.

Please take the time to fill out everything completely.

We will discuss...

  • What you like about your current referral process
  • What you would like to change
  • Your ideas for success
  • Our recommendations to achieve your goals