DEVELOPMENT: Program Expansion

Estimated Time Frame: 4-6 weeks after Discussion

After being live with Clinect for a couple months, it is a good time to revisit the program and discuss opportunities for expansion. This may include adding additional surveys for specific services, incorporating automated touchback communications to increase your presence online, and discussing other marketing opportunities. The development phase is also a good time to audit the current configurations in place to determine if any changes are needed. 

DEVELOPMENT: Next Steps

1. Send confirmation of configuration changes discussed during auditing process (Updates to Providers, Locations, Appointment Types, Users, Triggered Incidents, Surveys). (Clinect Account Manager)
2. Provide any additional information or confirmation needed to complete configuration updates discussed during call. (Customer)
3. Send confirmation and/or examples for areas of expansion as discussed during call (Additional Surveys, Automated Touchbacks, Marketing Communications). (Clinect Account Manager)
4. Provide any additional information or confirmation needed to complete expansion areas discussed during call. (Customer)
5. Complete executive summary sheet for client. (Clinect Account Manager) 
6. Schedule DEDICATION Call (Clinect Account Manager & Customer)