Members in Practice - New Client Process

First Previous - Page 1 of 1 - Next Last

New Client Process

Hello All,

Could anyone provide a step by step guide on what paperwork is needed for taking on board a client?

Would a letter of engagement be first, followed by a request for ID from the client?

Please let me know the ideal process in line with ICB code of conduct.

Many thanks.

Hello,

If you pop to the 'running a practice' section under resources the info is all there.

Thanks

Jules

Julia Hill said:

“
Hello,

If you pop to the 'running a practice' section under resources the info is all there.

Thanks

Jules
”

Many thanks for the response Jules

First Previous - Page 1 of 1 - Next Last