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Information Needed to Place an Order for Your Client's Examination

  • Correct spelling of applicant's full name
  • Address where your client wants to be seen
  • Provide home/business phone numbers and best time & location to call to schedule an appointment
  • Applicant's date of birth
  • Applicant's social security number
  • Applicant's policy amount
  • Least stressful time of day for applicant
  • Mailing directions for completed paperwork
  • Specific applicant's requests
    • Large blood pressure cuff for large applicant
    • Special equipment for difficult veins
    • A contact person who can schedule an appointment for an applicant with a busy schedule.

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