Purpose
Document Current State Workflows (Discovery)
Receive Workbooks Back
Purpose
The first few working group meetings will revolve around discovery of current state workflows (if any) and filling out workbooks. Actual workbooks completion will usually take 2-3 weeks.
Document Current State Workflows (Discovery)
Pre-Requisites
- Kickoff meeting complete
- Working group meetings have started
Tools and Resources
- After Kickoff Meeting emails
- Current state workflow Visio template (in Workflow Review folder)
Point Person
- Clinical Informatics
Instructions
- Discover current state during one of the working group meetings
- Document on Visio to guide Future State Workflow Visio
Receive Introductions to Workbooks Back
Note the deadline provided to receive Introductions to Workbooks back in the After Kickoff Meeting email.
It is important to alert the team lead/manager as early as possible if the clinic implementation will affect the number of licenses being purchased from Intrahealth, change request volume, and support needs.
Pre-Requisites
- Kickoff meeting complete
- Introductions to Workbooks sent with After Kickoff Meeting email
Tools and Resources
- Introduction to Workbooks document
Point Person
- Lead analyst
Instructions
- List which Resources are identified in the Introductions to Workbooks document
- Email to the team lead and the manager number of concurrent users (see User List section of Introductions to Workbooks - question: On your busiest days, how many people do you have working in the clinic and how many of them will be using Profile EMR?)
- Email template:
To: Team lead and team manager
Subject: New Clinic [Name] - Number of Concurrent Users
Body: According to clinic leadership, [clinic name] will have [number] concurrent users.
- Email template:
- If yes to Medinet, provide below information:
Send out Workbooks
Pre-Requisites
- Introduction to Workbooks received
- List of Resources identified in the Introductions to Workbooks document
Tools and Resources
- Workbooks template
Point Person
- Lead analyst
Instructions
- In Workbooks template, Configuration workbooks can be sent to the contact persons identified in the Introduction workbook
- Workbook completion will usually take 2-3 weeks
- After reviewing the completed workbooks, a follow-up meeting with the clinic contacts should be scheduled to discuss the identified requirements
- Start solutioning and Future State Visio (see New Clinic Set Up - 9 Workflow Review)
Receive Workbooks Back
You may choose to fill out the workbooks with the identified resources in Introduction document.
Pre-Requisites
- Kickoff meeting complete
- Workbooks received
Tools and Resources
- Workbooks template
Point Person
- Lead analyst
Instructions
- EMR Rollout Considerations