Increasing Healthcare Regulatory Compliance Rates Online Workflow

Initial Screening

Type: Fill Checklist

The Initial Screening process is a crucial step in the business workflow that enables the evaluation of potential customers or partners. This stage involves the collection and review of relevant information to determine whether an individual or organization meets the basic requirements for further consideration. During this phase, essential details such as contact information, company history, products/services offered, and financial data are gathered and analyzed. The purpose of Initial Screening is to identify potential red flags, assess the candidate's credibility, and determine their alignment with the business's values and goals. The outcome of this stage will either lead to further evaluation through more in-depth assessments or a decision not to proceed with the individual or organization.