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      Data Setup Meeting Protocols During Call

      SOPs during onset of call

      1. Confirm Guide Review: Verify if the participant has read the Guide sent via email with the invite. If they confirm "yes," proceed as planned. If "no," make a note and continue.

      2. Assess Report Generation Confidence (case-by-case): If relevant, ask, "How confident are you in generating reports, both via email and during the call.

      3. Monitor Report Progress: If 1-2 reports are not produced within 30 minutes, take note of the delay.

      4. Evaluate Time Needs: After 30 minutes, assess whether additional time is required. If so, inform the client that the session may extend. For Epic clients, offer Sue's assistance; contact Sue first, then notify the client.

      5. Submission Form: Send the submission form during or after the call, as appropriate.