DEMONSTRATION: Data Review & Training

Estimated Time Frame: 1-2 weeks after DELIVERY:Go Live!

After the surveys have been live for 1-2 weeks, there should be a fair amount of response data available to view in the portal. This is the ideal time to conduct the portal training session. It is typically best to have a select group of portal users included in this initial training session.  Additional sessions can be scheduled for additional users later (typically during the Discussion and Development phases of implementation).

During the training session, the Clinect Account Manager will review the initial responses that have been submitted as well as the functionality of the various sections of the portal. Following the training session, the customer will be provided with a User Guide and access to additional training resources including the link to Clinect University.

 DEMONSTRATION Call/WebEx: Portal Review Outline

1. Portal Filters
2. Dashboard Graphs
3. Creation of Manual Incidents
4. Applying Tags
5. Editing Incident Statuses
6. Running Standard Reports
7. Viewing Responses
8. Survey Summary
9. Drilling Down Survey Answers
10. Review Patient Experience Best Practices

 DEMONSTRATION: Next Steps

1. Grant portal access for initial users. (Clinect Account Manager)
2. Send User Guide/Training Resources. (Clinect Account Manager)
3. Educate staff on program and display office signage. (Customer)
4. Review process for collecting patient cell phone numbers and/or email addresses. (Customers)
5. Schedule DISCUSSION Call (Clinect Account Manager & Customer)