Add New ClientImplementer is adding client
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Client ProfileImplementer is harvesting data from sales, or existing system
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Eligibility Group CreationImplementer establishes from harvested data Client's Eligibility Groupings:
Goals & Notes:
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Eligibility & Policy PairingImplementer establishes pairing of Eligibility and Policies based on harvested data in preparation for validation & configuration as shared exercise with client
Once they have paired groups and policies they will have a punch list for configuration. As much "pre-population" of data will help clients and implementers turn data collection in to a "validation" exercise.
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