encounter-workflow-and-portal-management.md

id	title	date	version	lastAuthor	mimeType	links	source	wikigdrive
1ALIsaF4h2Aef6Pez_ZinEPp2nZ63TOQYu7DVlGFaoAQ	Encounter Workflow & Portal Management	2020-02-27T21:27:26.111Z	28	aquandt	text/x-markdown	../../review-sessions/review-session-encounter-workflow.md ../../review-sessions/review-session-portal-management.md	https://drive.google.com/open?id=1ALIsaF4h2Aef6Pez_ZinEPp2nZ63TOQYu7DVlGFaoAQ	0008bcbb1563384efe0a28ada6f97e9432e65f10

Purpose

Cover the Encounter Workflow Review Session and Portal Management Review Session to gather necessary information and identify any gaps.

Objective

Review standard  {{% system-name %}} workflows and gather information needed for system setup of the necessary encounter workflows and portal management.

Agenda - 2 Hours

• Demonstrate Patient and Employer Portal functionalities
  • System Configuration
    • Patient Portal
    • Employer Portal
• Demonstrate Encounter Workflows
  • System Configuration
    • Encounter Types
    • Link Encounter Types to Appointment Types
    • Protocol Templates

Afterward

Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.