This article outlines the process of requesting a set of new clinical documents. New sets are needed for new customers and when existing customers add new programs.
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Process
Decision Stage
Prior to your project consultation:
- Review Clinical Documents turned on in your database.
- If you are interested in seeing even more options, ask your Implementation manager about the clinical document sandbox.
- Provide a list of all clinical documents needed, also known as your project request.
- Include the following:
- Priority - what needs to be completed first, second, third, etc.
- Form number and name
- Example: PRO-1113 Alternate Diagnostic Assessment
- Form type - Diagnostic Assessment, Treatment Plan, Progress Note, Discharge, Client, etc.
- How to upload a project request:
- Include the following:
- Review the list of Agile Process Questions
NOTE: Based on the number, size, and complexity of your documents, we may suggest that you allow us to build your documents in multiple phases called Sprints. That will allow us to deliver your most critical documents more quickly.