Across
- 3. due at 90 day mark
- 5. to meet High Fidelity standards, we need to be updated POC every ___ days
- 8. good for the first 90 days
- 10. complete with information from timeline/assesssment
- 12. the kind of email sent out every monday
Down
- 1. sent every week Wednesday night
- 2. due after each 6 month period after receipts turned in
- 4. an initial draft should be developed at the Meet & Greet
- 6. in sharepoint, a summary of client documents and info
- 7. every month we send this to admin
- 9. complete initial, and then every 6 months for every client
- 11. we only do this when we hold the case