DISCUSSION: Refinement & Customization

Estimated Time Frame: 2-4 weeks after Demonstration

Once the initial users have had an opportunity to become more familiar with the portal and the initial responses, we move onto the refinement and customization phase.  The Clinect Account Manager and Customer Project Point Person will connect on a WebEx to review the survey response rates, discuss patient experience best practices (as needed), establish triggered incidents, customize the data displayed in the Dashboard Graphs, add custom incident tags & statuses and create custom reports (as needed). 

This is also a good time to add additional users, especially location and department managers.  Once the customizations have been finalized, we recommend scheduling another training session for all portal users.

DISCUSSION: Call Outline

1. Review Best Practices as Needed
2. Review Response Rates (Discuss strategies for improvement, if necessary)
3. Customize Data Displayed on Dashboard Graphs (Recommendations to be provided by Clinect)
4. Establish Triggered Incidents (Recommendations to be provided by Clinect)
5. Adding Custom Incident Tags
6. Adding Custom Incident Statuses
7. Creation of Custom Reports
8. Adding Additional Users

 DISCUSSION: Next Steps

1. Send confirmation of customization details discussed during call (Dashboard Graphs, Triggered Incidents, Incident Tags & Statuses, Reports). (Clinect Account Manager)

2. Send Dashboard Graph workbook & recommended triggered incidents for client to review. (Clinect Account Manager)

3. Provide any additional information or confirmation needed to complete customizations discussed during call. (Customer)

4. Provider information on additional users to be added (Name, Email Address, Access Restrictions). (Customer)

5. Grant portal access for additional users. (Clinect Account Manager)

6. Complete all necessary configurations associated with the customizations. (Clinect IT Team)

7. Schedule training session for all/new users. (Clinect Account Manager and/or Customer)

8. Schedule Development Call (Clinect Account Manager & Customer)