How well do you understand financial health?
Very Well Somewhat Well Not Very Well Poorly
Do you use external resources?
Always Sometimes Rarely Never
Have you heard of Claims Paid Today?
Yes No Maybe Not Sure
What financial tools do you use?
Accounting Software Financial Advisor Spreadsheet None
How often do you review finances?
Daily Weekly Monthly Annually
What's your practice size?
Small Medium Large Enterprise
All set, how can we reach you?
Name
Email
Phone
(Details here)
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