rapid-deployment-project-outline.md

id	title	date	version	lastAuthor	mimeType	links	source	wikigdrive
1Q8_sOdW4INet_JyBXaaBHn6ilTvpzvljAb11wgo6XR8	Rapid Deployment Project Outline	2020-02-27T21:24:04.139Z	29	aquandt	text/x-markdown	rapid-deployment-agenda.md review-sessions/review-session-system-configuration.md ../functions/system-configuration/system-files-management.md ../functions/system-configuration/locations-management.md ../functions/system-configuration/managing-departments.md ../functions/system-administration/system-controls/setting-up-e-prescribers.md ../functions/patient-registration/medical-contacts-contacts-relationships-and-user-patient-relationships.md ../functions/system-configuration/document-type-tab.md ../functions/system-configuration/chart-types-editor.md ../functions/system-configuration/chart-tabs.md https://drive.google.com/open?id=17lF5jX7q3_oBclS7j9Y5bnpEScivaFnrSwrgQT-0yj8 ../functions/system-configuration/fee-schedules.md review-sessions/review-session-patient-registration.md ../functions/e-chart/demographics-tab-summary.md ../functions/document-management/documents-and-forms/picture-photo-documents.md ../functions/system-administration/system-controls/partition-manager.md review-sessions/review-session-document-management.md ../functions/document-management/scanning-and-indexing/scanning.md ../functions/document-management/documents-and-forms/form-documents.md ../functions/document-management/printing-and-print-definitions/print-definitions.md review-sessions/review-session-checkin.md review-sessions/review-session-scheduler.md ../functions/scheduling/appt-types-tab.md ../functions/system-configuration/colors.md ../functions/scheduling/cancel-no-show-edit-appointments.md ../functions/system-administration/system-controls/resource-restrictions.md ../functions/scheduling/schedules-tab.md ../functions/scheduling/waiting-list-tab.md review-sessions/review-session-portal-management.md review-sessions/review-session-encounter-workflow.md ../functions/order-and-result-management/observation-flowsheets.md ../functions/encounters/encounter-protocols.md ../functions/system-configuration/encounters-protocol-configuration-and-programming.md review-sessions/review-session-injury-care.md ../functions/injury-care/editing-restriction-types.md ../functions/injury-care/work-status.md review-sessions/review-session-case-management.md review-sessions/review-session-work-related-exams.md review-sessions/review-session-health-surveillance.md ../functions/health-surveillance/introduction-to-health-surveillance-panels.md ../functions/health-surveillance/panel-action-evaluator.md ../functions/system-configuration/work-locations-tab-work-regions.md review-sessions/review-session-order-and-result-management.md ../functions/order-and-result-management/e-orders-chart-tab.md review-sessions/review-session-medication-management-electronic-prescribing.md ../functions/medication-management-and-e-prescribing/remembered-prescriptions-and-meds-library.md ../functions/medication-management-and-e-prescribing/travel-kits.md review-sessions/review-session-injection-immunization-management.md ../functions/injection-immunization-management/injection-editor.md ../functions/injection-immunization-management/injection-program-tab-recording-mass-injections.md review-sessions/review-session-tasking.md ../functions/task-management/fast-task-templates.md ../functions/task-management/task-list.md review-sessions/review-session-e-sign.md review-sessions/review-session-fax-manager.md ../functions/system-administration/system-controls/inbound-fax-queue-setting-user-access-permissions.md ../functions/fax-manager/fax-manager-tab-outbound-faxing.md review-sessions/review-session-reports.md ../functions/reports/to-restrict-report-access.md review-sessions/review-session-system-administration.md ../functions/document-management/scanning-and-indexing/alternatiff-activex-control-for-webscan.md ../functions/system-administration/system-controls/document-queue-merging-imported-documents.md ../functions/system-administration/system-controls/multilingual-feature.md ../functions/system-administration/security/my-settings.md ../functions/system-administration/security/security-role-settings.md ../functions/system-administration/system-controls/secure-email-to-whitelisted-domain-s.md	https://drive.google.com/open?id=1Q8_sOdW4INet_JyBXaaBHn6ilTvpzvljAb11wgo6XR8	0008bcbb1563384efe0a28ada6f97e9432e65f10

Project Initiation

• Account Management
  • Forward Executed Agreement and SOW to Accounting
  • Confirm PO/Invoice with Accounting
• Project Kick-Off
  • Establish Project Core Teams - Roles and Responsibilities
  • Set up Project Kick-Off Meeting and Meetings Calendar
  • Project Charter
  • Project Schedule
  • Vendor Governance

System Integration

• Build and Sync EHS Environments
• Connectivity (if applicable)
  • Site-to-Site VPN
  • Secure Mail Connection
  • SFTP Server Configuration
• Single Sign-On (SSO)
  • Exchange SAML Metadata (if applicable)
  • Configuration
  • Testing
• Lab Interfaces (add-on)
  • Data Mapping
  • Build Interface(s)
• Device Interfaces (add-on)
  • Data Mapping
  • Build Interface(s)
• Immunization Registry Interface (add-on)
  • Data Mapping
  • Build Interface
• HR Interface/Employee Data Import
  • Data Mapping
  • Build Interface

Data Migration

• Kick-Off
  • Scope Agreement
• System Preparations
  • Data Exchange Logistics
  • Data Transfer
  • Data Encryption (optional)
• Mapping
  • Initial Testing
    • Validation
    • Issue Remediation
  • Final Testing
    • Validation
    • Acceptance of Data Migration Results
• Cutover
  • Schedule Cutover Date

Deployment & Configuration

• Base System Configuration
  • Review Session Demonstration
  • Corporate Branding
  • Update Locations
  • Department and User Configuration
    • Add Users
    • Add Departments
    • Prescriber Setup
    • User/Patient Relationship Setup
  • Chart Configuration
    • Document Types
    • Chart Types
    • Chart Tabs
    • CPT Codes
    • Billing
      • Fee Schedules
      • Insurance Plans
• Patient Registration
  • Review Session Demonstration
  • Manual Registration - Demographics
  • Chart Photos
  • User Roles/Relationships
  • Partition Restrictions
• Document Management
  • Review Session Demonstration
  • WebScan
  • Forms Library
  • Adding Documents
  • Insurance Card Scanning
  • Print Definitions
• Check-in
  • Review Session Demonstration
  • Check-in Stations
  • Check-in Portal (add-on)
• Scheduling
  • Review Session Demonstration
  • Appointment Types
    • Durations
    • Colors
    • Default Encounter Types
    • Appointment Type Print Definitions
  • Cancellation Codes
  • Scheduling Resources
  • Schedules
  • Waiting List
• Portal Management
  • Review Session Demonstration
  • Employee Portal
  • Supervisor Portal
• Encounters
  • Review Session Demonstration
  • Encounter Types
  • Encounter Templates
  • Observation Flowsheets
  • Macros
  • Protocol Templates & Configuration
• Injury Care
  • Review Session Demonstration
  • Scope Agreement
  • Nature of Injury
  • OSHA Reports for E-file (manual)
  • Restriction Types
  • State-specific Reports of Injury
  • Work Status Report
• Case Management
  • Review Session Demonstration
  • Configuration
• Work-Related Exams
  • Review Session Demonstration
  • Driver Fitness Determination (DOT)
  • Pre-Employment
  • Return-to-Work
  • Travel Management
• Health Surveillance
  • Review Session Demonstration
  • Scope Agreement
  • Panels
  • Panel Actions
  • Representative Events
  • Membership
  • Scheduling
  • Questionnaires
  • Email Templates/Notifications
  • Work Locations/Work Sites/Regions
• Order and Result Management
  • Review Session Demonstration
  • Order Items
  • Order Panels
  • Order Picklists (e.g., lab orders, radiology orders, referrals, PT, etc.)
  • Observation Flowsheets
  • Test Results
• Electronic Prescribing/Medication Management
  • Review Session Demonstration
  • Drug Eligibility/SureScripts Advanced (add-on)
  • Electronic Prescribing Controlled Substances (EPCS) Enrollment (add-on)
  • Update First DataBank Provider List
  • Medication Library
  • Travel Kits
• Injection/Immunization Management
  • Review Session Demonstration
  • Injection Descriptions
  • Mass Flu Program Business Rules
• Tasking
  • Review Session Demonstration
  • Fast Task Templates
  • Tasklist Event Rules
• E-Sign
  • Review Session Demonstration
  • E-Sign Editor Rules
• Fax Manager
  • Review Session Demonstration
  • Load Fax Coversheet(s)
  • Inbound Fax Queue (add-on)
  • Outbound Faxing
  • Preferences/Permissions/Security Settings
• Reports
  • Review Session Demonstration
  • Report Requirements and Gap Analysis
  • Configure Reports
  • Report Restrictions
  • Pivot Access
• System Administrator
  • Review Session Demonstration
  • ActiveX Controls
  • Document Queue
  • Language Translations
  • Scheduled Jobs
  • User Preferences
  • Security Role Settings
  • System Settings
  • Secure Email Setup

Formal User Acceptance Testing (UAT)

• Approve Test Plan
• Load Data
• Update Test Scripts
• Formal System Testing
• Data Migration Verification Report

Training

• Approve Training Plan
• Conduct Training
• Follow-up Q&A Session

Deployment Planning

• Validation Report
• Security Admin Standard Operating Procedures (SOP)
• Support Matrix
• Business Continuity Plan (BCP)
• Vendor Management Plan

Go-Live/Rollout

• Conversion
• Data Load
• Go-Live
• Stabilization