Generic New Customer Set Up Form

This does not fall under HIPAA. Under the HIPAA regulations, the entities that must comply with the rules are defined as "covered entities" which are: health care plans, health care providers, and health care clearinghouses. So health clubs or gyms do not meet this definition and are therefore not subject to HIPAA. However, depending on your state, there may be laws which protect the sharing of this type of information.

I’ve had too many to count. Working at customer service at Walmart you will see just about anything. I’ll give you a few.• A woman comes up with a bag of what appears to be red mud. She plops it on my counter with a wet sploosh. The customer shoved a receipt in my face while explaining she needs to exchange her dress for a new one. She’d only gotten to wear it to church once before she tripped and landed in a mud puddle.I blinked before prodding the muddy dress in the bag. I took a deep breath before explaining, as nicely as I could, that clothing exchanges just don’t work that way. The only way we could exchange or refund an article of clothing was if there was a factory defect or if the clothing was in new condition.The woman insisted that she had always exchanged her ‘stained’ clothing with us. I explained that after items left the store, they belonged to the customer, unless damaged by the manufacturer, or in new condition, and we did not exchange stained clothing. She blew up and went through two CSMs and a front end manager before grabbing her muddy dress and storming from the store.• A woman came in with a totally empty cake box and demanded another cake and her money back. The cake, she said, had been for her daughter’s birthday party and it had been stale and was disgusting. I asked her where the cake was and she huffed and rolled her eyes, telling me that it was a party and they HAD to eat it. I turned it over to the bakery manager. She took great pleasure in telling the customer she had to have at least a bit of the cake to do anything.• A man came in with a swimming pool that he claimed was two years old because grass had grown through the liner. It smelled so bad all the customers in line left. I was gagging too much to do anything until a coworker shrink wrapped the nasty thing.The customer had no receipt but claimed he paid $500 for it. I told him that even with a receipt, we could only do an exchange within 90 days. I had a CSM over ride me on this one, even though we didn’t even carry the same pool. There was no way to even ring it into the system.I told my CSM that I would have nothing to do with the transaction and made her sign everything. I warned her someone would get fired over this transaction and it would not be me. True to my words, I was called into the store manager’s office and told to explain myself. I explained that the whole thing was the CSM’s fault and she was fired.• A lady brought in an opened DVD and wanted her money back. Copyright law prohibits this. We can exchange for the exact same title but no refunds or title swaps. I told her I was sorry and explained the law. She goes into a full blown rant because she wanted the same movie she saw in the theater but this one was modified.I asked the customer what she was talking about and she tells me it says it’s been modified right at the beginning of the movie and she wanted the same one from the theater, not some modified crap. Obviously, she was talking about the screen that tells you the film has been modified to fit your tv screen. I asked her if she had watched the movie. No. She hadn’t wanted to bother since she knew it wasn’t what she wanted. I explained the modification was only to the size of the film, not the content. She gives me this blank stare and tells me not to blow smoke up her butt. Okay. I try again. Telling her to just take the movie home and watch it, promising that it’s the same movie.The customer became so upset that I had to call in both a CSM and the Electronics manager. They pulled her aside and tried to explain things to her with no success. The customer threw the DVD at us and stormed off.• A customer came in with a desktop computer to exchange. I asked him what was wrong with it and he told me it was an oversized paper weight. He said it did nothing and would not even turn on. I pulled it out of the box, plugged it up, hit the power button, and it immediately started booting up. The guy gapes at me for a moment before asking what I did. I told him I had plugged it in and pushed the power button. He said he hadn’t realized there was a power button. We packed it back up and he took it back home.

Apple, Microsoft, Amazon, Facebook. We all have grown up using these companies’ products/services. Obviously everyone’s interested in stock market would like to invest there too.But wait, since they won’t be listed on Indian stock exchange, how to do it?There are basically 3 ways you can invest in Tesla,Open an account with Indian Brokerage firm who has a tie-up with foreign broker. Like ICICIdirect, HDFC sec, Reliance Money etc.. They provides the service where you can open your overseas trading account with their foreign brokerage partner.Open account with foreign brokers. Some international brokers are out there who permits Indian citizen to open account and trade in US market like Interactive Brokers, TD Ameritrade, Charles Schwab International Account.Buy Indian MF(Mutual Fund)/ETF(Exchange Traded fund) with global equities. Mutual Fund basically invests in stock market, Government bonds and other securities. There are few firms which invest in international market. You can invest indirectly there but you will never know if your money went in Tesla or not. But this is probably safest option I know because you will not have to open Overseas trading account plus you will save the minimum deposit roughly $10,000. Here are few popular mutual funds who trade in global market, ICICI Pru US Bluechip Equity – D (G), Motilal MOSt Oswal NASDAQ 100 ETF, Reliance US Equity Opp. Fund DP (G), Edelweiss Greater China Eqty-Direct andKotak US Equity Fund – Direct (G).Now that you know the ways to invest, here are some food for thoughts.The reason why people invest in foreign stock exchanges.People want to invest in their favorite companies, of course Elon Musk/Steve Job are everyone’s idol. We all believe in them, their vision. Also Google, Amazon, Twitter, Facebook are darlings of this generation.Diversification - Investing in foreign companies helps in diversification. Investing in foreign companies mitigate the risk when Indian market gets crash.Bigger Opportunities - The point is there are thousands of better companies out there. There is no boundary anymore.Investors believe that foreign companies have better resources, facility, government cooperation. That makes them high rated.Some Critical Points to know before you invest in TeslaUp to $2,50,000 can be invested overseas by Indian resident as per RBI. That is roughly 1.7 crores. That’s enough, right?High Charges - Here you will be transecting in foreign money. You will be paying brokerage charges in their currency that is USD (1 USD~68.5 INR). So, will the AMC(annual Maintenance charges).Profit are subjected to currency exchange rate - Price of INR against USD will constantly change, so suppose you invested when it was 1$=₹68 , so when you sell the stock maybe the price changes to 1$=₹60. In such case you already lost 11.7%. That’s why when you invest in foreign stocks, profits are always subjected to the currency exchange rate.To know more about such topics please visit, Blog - Trade Brainsor Join Pundits of Stock market at Indian Stock Market Tribe- TRADE BRAINS.

It depends on the state, and I’m not an expert - but I wanted to share my personal experience for a couple reasons.It may surprise some people - especially non-gun ownersI feel it illustrates that gun control and gun laws are two different things and before jumping to the conclusion that we need more (or fewer) laws pertaining to guns, everyone should take a few minutes to educate themselves and use common sense (gasp)This is my first time gun buying experience from about 4–5 years ago.I’d done quite a bit of research online, pretty much settled on what I wanted and decided it was time to walk into a gun store to look and make the final decision in person. After about 15 minutes I’d settled on a gen 4 Glock 19. The store was running a special on the gen 4s and I received a free box of ammunition, as well as an extra magazine. Awesome.Next up it was time to go through the background check and pay. I had to wait, because there was an older guy and his son in front of me. He was purchasing the gun for his son (because he wasn’t 21) - apparently his son was joining a junior police academy and needed a handgun. Well, his background check came back - he had some kind of domestic abuse charge - no gun for you, no gun for your son. The owner of the gun shop chastised him for even wasting her time since he clearly knew that was on his record.My turn. They ran my details, everything came back clean and it was time to pay. Something people may not realize is that guns aren’t cheap. Mine was close to $500. That’s a decent chunk of change and puts them out of many people’s signNow economically. Of course, I’d imagine criminals acquire weapons for much less - but then again they don’t go through the proper channels.Great, background check cleared, I’ve paid and ready to go. The guy behind the counter bags things up and hands it to me - then the owner starts berating him. Apparently by putting the newly purchased gun (still in the case) and the box of ammunition, into the same bag they were setting me up to get a felony when I walked out of the store. They also gave me specific instructions about putting the gun and/or ammo in the trunk of my car - NOT the passenger compartment. Again, throwing the now two separate shopping bags into my back seat would have potentially been criminal (felony).This is where things get crazy. In Ohio, you can load up a gun - put it in a holster (on the outside of your clothes) and walk around in most public places. But, as soon as you cover up the gun - or get into a car with it - you’re breaking the law (felony) unless you’ve gotten a special license/permit. This requires more background checks, fingerprinting, attending a class, paying more money, etc.Now, let’s say you’re all about following the letter of the law and you go through all of these steps so that you can carry your gun in your car. Things don’t get easier - because each state can be different. Despite having a permit, passing the background checks, etc - if you happen to drive into Chicago you could be in a lot of trouble. Apparently, you can drive right through with no problems, but if you step foot outside of your car (even to get gas, even if you leave the gun in the car) you’re now in a world of trouble (felony). It makes you wonder why Chicago has so much gun violence when the gun laws there are so strict.The laws are very strict for gun owners, they can be very confusing, and it seems, by definition, only followed by law abiding citizens.

Our in-house UX designer holds the Airbnb sign-up form up as an example of excellent UX design.These are his main reasons, which are all aspects that are easily transferrable (and that we always use on our forms!):Social media access - giving people the option to sign up with Google or Facebook allows them to choose an option that suits them (people love to feel in control - it’s the autonomy bias). They are also aware that signing up through social media may be a much speedier process which is always an attraction and, even better for you, it often allows you access to certain parts of their profile and details so can be an excellent source of invaluable data.Progressive disclosure - Instead of displaying the whole form on the first page, Airbnb uses progressive disclosure, only opening up the full form once the user clicks on “Sign up with Email” which keeps things clean, simple and doesn’t intimidate the user as they are being slowly introduced into the sign-up process.Column layout - There is just one column with each field listed one underneath the other. Again, this keeps it really clean and simple with ample space to fill out the fields.Icons used inside the fields - The icons bring a nice design element to it and also just add that extra ease of comprehension - you see the mail icon and you know that’s where your email address goes. The easier to understand quickly, the more likely it is that people will convert (this is because of Cognitive Ease).Password strength validation - This is always a reassuring tool to provide your customers. Security online (or lack thereof) can be a big factor in putting people off following through with a sign-up or purchase and so lending them this helping hand to show them how strong their password is will give a sense of safety and satisfaction.Overall field validation - When a field has been successfully completed, it is highlighted with a green outline to validate this clearly. It’s a nice way of giving the customer a sense of completion and closure for each step and letting them see their progress - this type of positive reinforcement can be useful in encouraging people to see through the sign-up process until the end.Clear indication of errors - Equally, it’s important to clearly notify customers when there is an issue with one of their completed fields. There’s nothing more frustrating than spending time filling out a form only for it to refuse to submit but with no clear identification of where the error is. Make it quick, obvious and easy for them to see and rectify any errors to ensure frustration doesn’t lead to a swift exit.At Convertize, we’ve compiled our neuromarketing and optimisation expertise into a list of 250 tactics - you can check them out here!

How to use Google+ for increasing the SEO productivity?Fill out the profile. You have to fill out every single line of a form with the information about your business. Be brief and specific. Do not leave any lines blank!Optimize the tags in the headings. Make sure you created a signature, using the keywords, for each link, photo, and video which you uploaded to G+. That signature will become you heading tag!Share interesting content. When you upload something cool and other users share it on G+ it shows Google that you have a qualitative content. It increases your chances to be shown higher on a search engine results page.And the most important thing, please, do not forget to incorporate your business page on Google+ with your account on Google local. The merger of your accounts will make your Google+ Local page more dynamic and attractive for the potential customers and it will also increase the effect of your social presence on Google+

Payoff.com is a social finance platform enabling communities to fulfill their individual and collective dreams. We launched public beta in January 2011 and have collected 1,000+ dreams, of which over 90% are related to money. Payoff helps people fund their dreams and signNow their goals, like saving for a house or vacation, adopting a child, paying off credit cards, and starting a business, in addition to connecting them with other people working towards the same things. The current product enables users to share their dreams, set up goals, link and track financial accounts, earn badges, and receive cash Sur-Prizes for progress. We provide tools from top-quality partners, as well as educational content to help move users to action and success. Ultimately, we provide a more intuitive way for users to understand how they are spending their life -- it’s not about the dollars, but it’s about the positive use of money, time, talent, and charity. We aim to own dreams and achievement on the web.  Payoff will create meaningful social connections and dialogue through dreams, goals, implicit communities based on personal transactions (the “real-life check-in”), and our partners.  In addition, our relevance and recommendation engine is guided by a Science Advisory Board, with leaders from Cal-Tech, USC, and Northwestern. We recognize that achievement and financial behavior, like most decisions, is driven by emotions, not budgets and lists, and we are signNowing people in this emotional space. One user told us, “I feel more encouragement from these badges than I think you will ever know.  I'm not the most emotional person but I have been so poor for most of my adult life trying to get through school that the day  [the] "STASH" badge was awarded to me I cried!” Payoff is founded by Scott Saunders (Walz Group, Inc 500) and Eden Warner (pre-revenue to profitability CFO at Fandango), along with folks from Yahoo! and SpotRunner. You can view a video about us at and contact us at scott@payoff.com. Also, check out what folks are saying: AOL WalletPop: http://www.walletpop.com/2011/01...Business Insider: http://www.businessinsider.com/p...U.S. News Money: http://money.usnews.com/money/bl...

I am aware that I am not a particularly pretty woman, to put it kindly. Ugly, to repeat others. I am gawky and tall, with long bushy hair and an ambiguous ethnicity. I am unapologetic about my appearance though, and wear heels with zest and let my hair hang naturally. I am by all accounts a large woman - in dress, in appearance, in life.I am also a huge fan of McDonald’s, hanging out in their dining area when the bus is late, scarfing down fries for my feelings that I paid for with quarters after being fired from a job I didn’t like but desperately needed, using their bathrooms to freshen up before job interviews so people couldn’t smell my homelessness. When I was really little, we rarely had fast food for monetary reasons and I would dream of going to McDonald’s. In second grade, when an older relative was invited to a party at McDonald’s, I asked her to tell me all about it - repeating the details like it was a magical kingdom. It became this thing to me. This ‘safe space’.No matter where I have traveled to in the world and in life, I can usually rely on McDonald’s as a ‘safe space’.It isn’t gourmet food by any measure, and the experience can vary greatly. From that 24hr McDonalds in Manhattan with the sleek, dark interior replete with music videos blasting and a frenetic energy from the packed throngs of after hours people to an upscale, cafe type experience in Auckland, New Zealand where I was able to order a macaroon on a melamine-type plate, to the McDonald’s back on the rez where, in College, we would pack up the car and travel two hours, all in effort to order a green chile double cheeseburger - despite being able to make fresh burgers at home the size of dinner plates.McDonald’s is, quite simply, a treat. It is comfort food to me. Reminds me of my roots, in a garbled, ragtag sort of way. Nowadays I find myself alone constantly in new cities, with no real friends nearby, but I always know I can hole up at a McDonald’s and gather my thoughts. Now that my life has changed rather dramatically from what it used to be like, stopping by McDonald’s sort of grounds me. After a gala in New York where I watched fancy people in fancy dresses unveil an ad campaign starring me, I felt myself gasping for air. Where did I head? McDonald’s. After being flown out to visit the White House and invited to dinner at the cosmos club and being too nervous to eat, where did I skip out to so I could gather my breath? McDonald’s.Some people use coffee houses to plot and create, but give me McDonald’s any day.It is why when I recently found myself at a small McDonald’s in Friendswood, TX I think I took the experience a little too personally. As I said in the beginning, I am aware that I am not physically attractive to a wide-swatch of people. I have read reviews where I am referred to as ‘unfortunate’ and have had to block a determined contingent of people on twitter who stumble across me and feel the need to inform me of my appearance. I know guys. I KNOW. So on this day in particular, being in a city I don’t really know, being freshly dumped via text, I just wanted some comfort.It was impeccably clean and I couldn’t tell if they were getting ready to close up because there was only one family inside, eating at a table against the wall. But the doors opened when pushed and I walked in, my mind on a million different things, very little of them having to do with what was in front of me, so I just stated my order to the guy in the button-down light blue shirt behind the register. A double cheeseburger and small fries. He just stared at me and I realized that perhaps i was rude in just stating my order rather than saying hello. Awkwardly, I explained “Oh sorry I would like to order.” and was met with a dismissive laugh before he walked off, and one of the other workers in a dark polo took over the register and kindly took my order. I waited, leaning against those plastic partitions fast food places use to delineate the dining area from the order area. Again, I sort of zoned out lost in my thoughts, but was aware the person in the blue button down was staring at me from behind the counter.You ever had someone just blatantly stare at you? Looking you up and down with palpable disdain? Uncomfortable, to say the least. I stood there in my heels, long hair, suddenly self-conscious.I started to zone out again, when I heard “Sir, Sir, Hey you Guy” I was the only person near the counter other than the employees, and aside from that one family sitting against the wall, the only one in the restaurant. I still looked around to see who the “hey you guy” he was referring to was and then realized it was me. While, somewhat embarrassed I quickly rationalized this - as it isn’t a big deal - perhaps it is just how he addresses people, while ‘hey you guy” is a weird way to call someone, guy or girl, who cares? isn’t the end of the world. I stepped up to the counter to grab the bag from his hand, and this is where he proceeds to audibly say “gross” and drop the bag on the counter. I quickly grabbed the bag, leaving as I heard him saying “ugly-ass man” behind me - whether it was to me or he was telling some other employee that I don’t know, but there is no mistaking that it was directed at me.I don’t even know what I did with the food, I just know that I got into my car and drove to the library a block away and sat in the parking lot feeling a mixture of pathetic and sadness that makes me cringe to even think of. That one minor incident could bother me, in the sea of things I deal with, that something so minor and also so…weird would shake me makes me disappointed. It felt suddenly like I was in high school or middle school again. I don’t know why such a comparatively minor thing has ruined a restaurant for me. But it has.EDIT: Thanks for all the kind and supportive comments. Quora sometimes reminds me of why I really fell in-love with the internet as a child - it is this way to signNow and engage with others without having the barriers that physical appearance, location, etc can sometimes provide.

Where to start.First, the insurance industry is going through a major upgrade where a lot of the past inefficiencies are being solved and ironed out.There are inefficiencies at various stages of the insurance process. I will discuss two of the major ones:DistributionWhen you buy insurance, there are three main ways to buyGo to a lead generator online that shows you multiple quotes and then sells your information to insurance agents.The Problem: no one likes being cold called and having their information sold for a profit. You have to finish up your buying process over the phone and are often tossed around between lead generator, insurance agent, and insurance carrier. An example of a lead generator is EverQuote. This is the worst experience for the customer.Go directly to a carrier website and fill out one application and get their quoted price.The Problem: First, the carrier you go to may not be a good fit and just outright deny you a quote after all your work. Second, if you want to check prices on 5 different carriers, you have to fill out five applications. This leads to entering a lot of information five times. You also don’t really have an easy way to compare what is offered in the policy and how the coverage in the five policies compare.Go directly to a brick & mortar independent insurance agency, speak with one of their agents in person or over the phone, and fill out one application and get many prices.The Problem: you may have to visit a physical office. Only open during business hours 9–5 M-F. You have to make one/multiple phone calls. That being said, this is your best option out of the three listed, because you get an experienced professional looking at what you need and shopping not just on price, but quality and value of your policy.I’m trying to create a fourth option to make the insurance buying process more efficient. My goal is to make insurance shopping as easy as buying a plane ticket:What if there was an online insurance agency that allowed you to fill out one simple form online, you submit, and they do the shopping for you with multiple carriers, never sell your information, and send you multiple insurance packages to compare from multiple carriers all crafted for your specific needs. I work only online, email, text, and chat. No picking up the phone, no going to an actual building, and no “only open M-F 9–5”. Of course you can still call or come visit us if you want to, but we realize that is a less efficient shopping process.Now on to another inefficient area of insurance…Inspection & ClaimsInspection and claims is another part of the process that is extremely expensive and inefficient, but it is harder to solve without increasing fraud. Keep in mind that around 10% of claims paid out by insurance companies are fraudulent, so you often need an experienced professional to do the inspection during the initial application of the policy and during the claims process. This is inefficient because it requires scheduling a time, having a person physically drive out to the location of the property, and spend an hour looking at the place and writing a report. This person is expensive.This process is being improved by technology in ways such as using google maps, drone imaging, and even asking the customer to take video and photos of the damage or property to be covered. However, it still has a long way to go before it is anywhere near automated.

The purpose of a fact sheet is to provide a target audience with compelling information in a clear and concise format. A fact sheet can be presented on a piece of airSlate SignNow or digitally, and it can inform people about a business, organization, product, service, campaign, event, or another topic.

Client information form as the name signifies is an essential document that holds various kinds of details of the customers. This tool is used by many companies and businesses and serves as an information provider to the companies, so the information can be used for business processes.

What Goes Into a Client Intake Process. The intake process is your opportunity to get everything you need to actually complete a project. In an idEval world, you shouldn't need to contact a client after the intake process until the project is done and ready to go. Of course, it's rare that a project goes that smoothly.

The client intake form is used to collect essential information about your prospective client, including: Personal information (names, including former, maiden, nicknames and aliases; address; contact details, etc.) Details of their legal issue, including details of all parties.

The main purpose of the client intake form is what? To determine whether the client has any contraindications that might prohibit certain skin treatment.