Rapid Deployment Project Outline

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