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To ensure I can provide a comprehensive audit, please complete this form at least 24 hours before our scheduled session. This gives me time to review your practice data.

1. Practice Information

2. Practice Overview

3. Lab / Production Info

Just a rough estimate of combined total lab cases.

Primary Impression method:
Any In-house lab work being done?
Yes
No

Please list equipment and the brand the office currently uses.

How often is your current technology being used?
Daily
A few times a week
Occasionally
Rarely / not currently in use

4. Goals / Pain Points

My biggest priority right now

5. Additional Notes / Expectations

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