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I have the parents print and bring a copy of my Policies and Procedures and Information Package. We all initial each page (both parents if they wish) and sign and date the last page. Then I take a photo copy of the whole shebang. Also, on the signature page, I photocopy the deposit cheque or, if they pay cash, make a note that the deposit was paid and its amount.
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The Following User Says Thank You to cfred For This Useful Post:
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 Originally Posted by cfred
Also, on the signature page, I photocopy the deposit cheque or, if they pay cash, make a note that the deposit was paid and its amount.
This good idea. I take cash for deposit and give receipt but could write security receipt number of contract before copying. I think I will do this now on.
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Outgoing
I do the same, and then when a family leaves I also ask that they fill out a Why I am leaving form. It has why they left, what they liked, ect. I find it's nice to have on file as to why they left, as in the past a few lady have had issue with gossip being said. I keep everything in a file folder in the past clients bin
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