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How do you guys like to transition into their medications?
As everyone else said Just ask. Whether phone sale or f2f it is very early in the conversion. I also give them a short explanation of mib and Rx check. I do not want them to "forget" about a med or a decline. I always ask what meds they have taken in the last five years, not if they take anything. Also when was the last time they were in the hospital. I may also ask if a company were to ask for medical records what would they find?
With all the financial and medical questions I ask on a fu applications asking Rx questions is easy. Not like asking their income or if they have ever had the clap. SIWL applications are cake.