subject_line
Client Offboarding Initiation
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Account Details
Account Number
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Account Name
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Represetative Initiating Offboarding
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Offboarding Details
When will be the last day client needs Mako services?
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Is the offboarding being initiated by the client or Mako?
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Client
Mako
What are the reasons for the offboarding?
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Account Lost to Another Laboratory
Mako Unable to Provide Client's Desired Services
Service Failures
Unprofitable Account
Other
Other
What lab will be providing services to the client moving forward?
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LabCorp
Quest
Unknown
Other
Other
Is there an EMR integration to off-board?
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Does the account have scheduled MAKO Courier?
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Yes
No
Is there a PSR to off-board?
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No
Yes
What is the Name of PSR to off-board?
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Are there outstanding invoices?
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No
Yes
Are there any IT assets?
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Yes
No
Type
*
Dymo Printer
Desk Printer
Laptop
Are there any large supply items (centrifuge, phlebotomy chair, refrigerator, etc)?
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Yes
No
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