Checklist: First steps before automating your healthcare programs

Healthcare teams often spend weeks chasing emails, fixing broken spreadsheets, and struggling with compliance tasks. This checklist gives you a structured path to move away from immediate chaos and prepare for scalable, transparent grant management. It won’t replace automation, but it helps you build the foundation for it.
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What You’ll Learn

• How to map your current process and spot bottlenecks.
• Why a single intake format prevents missing data and delays.
• Simple ways to consolidate requests into one source of truth.
• The limits of Excel and email, and when to transition to software.
• How to evaluate CSR and grant management platforms for compliance and efficiency.

These steps help your team get organized today, while preparing for a seamless shift to automation tomorrow. Download the checklist and take the first step toward structured healthcare grant management.
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Download the eBook today! 🚀