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What Are Some Guidelines for Effectively Planning and Leading a Meeting

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What are some guidelines for effectively planning and leading a meeting?

Familiarize with the process of documenting phone conversations in patient records for legal and continuity of care purposes.
Acquire skills to effectively communicate with various stakeholders (e.g., salespeople, other practitioners) over the phone.
Learn how to correctly identify patients and respect their privacy and confidentiality over the phone.
Understand the significance of providing complete and accurate information when leaving or taking messages.

Definitions:

AGI

Adjusted Gross Income, which is your gross income minus allowable deductions, used as a basis for calculating taxable income.

Single

A filing status on tax returns used by individuals who are unmarried or legally separated from their spouse as of the decedent of the tax year.

Foreign Tax Credit

A tax credit that cannot be refunded, allocated for income taxes paid to an overseas government due to withholdings from foreign income tax.

U.S. Tax Liability

The total amount of taxes owed to the U.S. government by an individual, corporation, or other entity in a given tax year.

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