1 | Ongoing | | HR | N/A | 344d | 12/17/15 | 05/09/17 | | | 91% | In Progress | | Pushing dates back as we will be implementing the updated product which will be made available in May. |
2 | Ongoing | | Interdepartmental | N/A | 99999d | 06/28/16 | 10/29/99 | | | 1% | In Progress | | |
3 | Ongoing | | HR | Jessica Welch | 1d | 10/01/16 | 10/01/16 | | | | Not Started | | |
4 | Ongoing | | HR | Sallie Green | | | | | | | | | |
5 | Not yet started | | | API Feed for OrgSync (card ID and student withdrawal updates) |
| Student Life | Becky Spurlock | | | | | | | | | |
6 | Not yet started | | | Emergency Contacts in Banner SS |
| Student Life | Becky Spurlock | | | | | | | | | |
7 | Ongoing | | HR | Maris Owens | | | | | | | | | |
8 | Ongoing | | Student Life | Abigail Holloway | 396d | 03/09/16 | 09/29/17 | | | 93% | In Progress | | |
9 | Not yet started | | Interdepartmental | N/A | | | 05/31/17 | | | | | | |
10 | Not yet started | | | | | | | | | | | | |
11 | Preliminary stages | | | Ascend Replacement Project |
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12 | Ongoing | | | | | | | | | | | | |
13 | Ongoing | | PPS | Rachel Petopoulos | 1d | 02/24/17 | 02/24/17 | | Kenneth Glenn | | | | |
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35 | | | | Point and Click: Health |
| | | 94d | 08/26/15 | 01/14/16 | | | 67% | In Progress | | |
36 | | | | Open Scheduling |
| | | 36d | 08/26/15 | 10/14/15 | | | 100% | Complete | | |
37 | | | | Facility (adding name/address) |
| | | 1d | 08/26/15 | 08/26/15 | | | 100% | Complete | | |
38 | | | | Department review/updates |
| | | 1d | 08/26/15 | 08/26/15 | | | 100% | Complete | | |
39 | | | | Location review/renaming/additions/printing roles discussion |
| | | 1d | 09/02/15 | 09/02/15 | | | 100% | Complete | | Need to go over this with them in a discussion |
40 | | | | Visit Types review/renaming/additions/duration of visits, late cancellation threshold, late arrival threshold |
| | | 1d | 08/26/15 | 08/26/15 | | | 100% | Complete | | |
41 | | | | Appointment reason code review (review to be done by client) |
| | | 1d | 09/02/15 | 09/02/15 | | | 100% | Complete | | |
42 | | | | Institutional Review of appointment reason codes |
| | | 30d | 09/03/15 | 10/14/15 | | Kim, Karen | 100% | Complete | | |
43 | | | | Actual Provider Schedules (basic and/or exceptions) (client to set up after instruction) |
| | | 1d | 09/02/15 | 09/02/15 | | | 100% | Complete | | |
44 | | | | Complete provider schedules |
| | | 5d | 09/03/15 | 09/09/15 | | | 100% | Complete | | |
45 | | | | Meetings/Holidays added to future schedules (client to set up after instruction) |
| | | 1d | 09/02/15 | 09/02/15 | | | 100% | Complete | | |
46 | | | | Complete meetings and holiday set-up |
| | | 30d | 09/03/15 | 10/14/15 | | Marya | 100% | Complete | | 10/27 - Sent email to Marya |
47 | | | | Nursing workflow discussion (re: triage and waiting room use) (client/PnC discussion) |
| | | 1d | 09/16/15 | 09/16/15 | | | 100% | Complete | | |
48 | | | | Set-up email reminders (after reminder text reviewed, PnC to set up) |
| | | 13d | 08/26/15 | 09/11/15 | | | 100% | Complete | | Carolyn or Amanda can set that up |
49 | | | | Send SMTP server and port |
| | | 1d | 08/26/15 | 08/26/15 | | Erin Cassell | 100% | Complete | | |
50 | | | | | 9d | 08/26/15 | 09/07/15 | | Marya, Kim, Karen | 100% | Complete | | |
51 | | | | | 1d | 09/08/15 | 09/08/15 | | Erin Cassell | 100% | Complete | | |
52 | | | | Reminder message set up (client to review/update text) This may have been done during counseling set up) |
| | | 3d | 09/09/15 | 09/11/15 | | Carolyn | 100% | Complete | | Marya is talking with Karen/Kim about what they want to do here. |
53 | | | | OpenBilling (In process) |
| | | 69d | 09/08/15 | 12/11/15 | | | 65% | | | |
54 | | | | Eligibility Set up (requires reg feed to be done and have elements in file to determine eligibility) |
| | | 1d | 09/08/15 | 09/08/15 | | | 100% | Complete | | |
55 | | | | Carolyn is going to check to make sure the configuration is complete on this |
| | | 1d | 09/08/15 | 09/08/15 | | Carolyn | 100% | Complete | | |
56 | | | | Transaction Code Set up (office procedures, supplies, nursing orders, Visit codes, Immunizations, Dispensary, lab codes) |
| | | 1d | 09/09/15 | 09/09/15 | | Carolyn, Kim | 100% | Complete | | Some dispensary items did not have transaction codes. Need to schedule another meeting with Pam. |
57 | | | | Finalize the Transaction codes for billing |
| | | 5d | 09/10/15 | 09/16/15 | | Kim | 100% | Complete | | |
58 | | | | Fee Schedules (client is currently working on master fee schedule) |
| | | 1d | 10/29/15 | 10/29/15 | | | 100% | Complete | | Kim believes that this is done for insurance. She needs to revisit on the self-pay. |
59 | | | | Self-pay pricing (Kim and Carolyn will do) |
| | | 10d | 10/29/15 | 11/11/15 | | | 50% | | | |
60 | | | | Insurance set up (Pam reviewed with inhouse billers and will review with 3rd party billers) |
| | | 5d | 12/07/15 | 12/11/15 | | | 25% | | | Additional meetings need to be scheduled with Pam. |
61 | | | | Electronic Claims set up (Pam started set up with 3rd party billers) - this can be removed because |
| | | 1d | 11/03/15 | 11/03/15 | | | 100% | Not Needed | | |
62 | | | | Remote access for third-party billers |
| | | 1d | 11/30/15 | 11/30/15 | | | 100% | Complete | | |
63 | | | | OpenChart (Clinical set up) (In process) |
| | | 40d | 11/10/15 | 01/14/16 | | | 91% | | | |
64 | | | | Clinical review of Nursing workflow of Practice Management set up / nursing workflow |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | They would like to see this again. |
65 | | | | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
66 | | | | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
67 | | | | Immunization set up (administration vs. historical) |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
68 | | | | Formulary and Prescription standards set up (what providers prescribe, sigs, quantities) |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
69 | | | | Establish Rx Printing Devices/Workflow |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | They would like to see this again. |
70 | | | | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
71 | | | | Dispensary set up (Tanya was adding in sigs to dispensary items) |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
72 | | | | Clinical Picklist modifications |
| | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
73 | | | | | 1d | 11/10/15 | 11/10/15 | | | 100% | Complete | | |
74 | | | | | 5d | 01/10/16 | 01/14/16 | | | 0% | | | |
75 | | | | LabCorp Interface |
| | | 71d | 09/01/15 | 12/08/15 | | | 64% | | | |
76 | | | | Request invoice for LabCorp |
| | | 8d | 09/01/15 | 09/10/15 | | Point and Click | 100% | Complete | | |
77 | | | | | 2d | 09/15/15 | 09/16/15 | | Karen Tharp | 100% | Complete | | |
78 | | | | Find out from LabCorp about payment and interface development |
| | | 1d | 10/14/15 | 10/14/15 | | | 100% | Complete | | |
79 | | | | LabCorp assigns a project manager |
| | | 10d | 11/11/15 | 11/24/15 | | | 100% | Complete | | Liz |
80 | | | | Set-up between LabCorp and Point and Click |
| | | 10d | 11/25/15 | 12/08/15 | | | 0% | | | |
81 | | | | Reference lab set up (dictionary clean up and LabCorp utilization report needed) |
| | | 4d | 10/13/15 | 10/16/15 | | Point and Click | 50% | | | Need to review with her |
82 | | | | Schedule session to see how to do the LabCorp electronically |
| | | | | | | | 0% | | | |
83 | | | | | 1d | | | | | 0% | | | |
84 | | | | Radiology Set up (discussion with client on how these are to be ordered) |
| | | | | | | | 0% | | | |
85 | | | | | | | | | | 0% | | | |
86 | | | | Referral Specialty, Organization, Provider set up (Client to do this after instruction from PnC) |
| | | | | | | | 0% | | | |
87 | | | | Rich Text Format (RTF) / Text Macro set up |
| | | | | | | | 100% | Complete | | |
88 | | | | | | | | | | 100% | Complete | | |
89 | | | | | | | | | | 100% | Complete | | |
90 | | | | | | | | | | 100% | Complete | | |
91 | | | | | | | | | | 100% | Complete | | |
92 | | | | Text Macros (Global/Favorite) Globals should be set up, Favorites would be set up as providers/nurses need to use them) |
| | | | | | | | 100% | Complete | | |
93 | | | | Printing/Scanning |
| | | 45d | 09/15/15 | 11/16/15 | | | 100% | Complete | | |
94 | | | | | 24d | 09/15/15 | 10/16/15 | | | 100% | Complete | | |
95 | | | | | 15d | 10/19/15 | 11/06/15 | | | 100% | Complete | | |
96 | | | | Install scanner on the workstation |
| | | 3d | 11/09/15 | 11/11/15 | | | 100% | Complete | | |
97 | | | | Schedule a meeting with Kim to go over the scanning |
| | | 1d | 11/12/15 | 11/12/15 | | Erin Cassell | 100% | Complete | | |
98 | | | | | 1d | 11/13/15 | 11/13/15 | | | 100% | Complete | | |
99 | | | | Printing should be tested as soon as hardware is installed. Testing of prescriptions, referrals, lab specimen labels, lab specimen summary, dispensary label, and patient labels if applicable. |
| | | 1d | 11/16/15 | 11/16/15 | | | 100% | Complete | | Confirmed by Marya |
100 | | | | Scanning-review of scanned document categories by client |
| | | | | | | | 100% | Complete | | |
101 | | | | Testing of scanning (meeting should be set up with PnC to go over how to scan) |
| | | | | | | | 100% | Complete | | |
102 | | | | Migration (In Process) |
| | | 91d | 08/26/15 | 01/11/16 | | | 19% | | | |
103 | | | | Migration of data from legacy system (in process) |
| | | 90d | 08/26/15 | 01/08/16 | | Point and Click | 100% | | | They are going to check with Zev about this migration. |
104 | | | | | 1d | 12/04/15 | 12/04/15 | | | 100% | | | |
105 | | | | | 2d | 01/09/16 | 01/11/16 | | | 0% | | | |
106 | | | | Registration File and ID Pictures (In Process) |
| | | 51d | 08/26/15 | 11/04/15 | | | 100% | Complete | | |
107 | | | | Patient demographics file (in process this one may be at 100%) |
| | | 1d | 08/26/15 | 08/26/15 | | Marshall Green | 100% | Complete | | |
108 | | | | Automate registration file this will be done after a new file has been delivered daily |
| | | 12d | 09/15/15 | 09/30/15 | | | 100% | Complete | | Erin - put in the import-registration folder and same name |
109 | | | | Ticket to Marshall on scheduling the output and putting into the folder |
| | | 3d | 09/15/15 | 09/17/15 | | Erin Cassell | 100% | Complete | | |
110 | | | | | 5d | 09/18/15 | 09/24/15 | | Marshall Green | 100% | Complete | | |
111 | | | | Request domain service account from Kenneth to run the process |
| | | 1d | 09/25/15 | 09/25/15 | | Erin Cassell | 100% | Complete | | |
112 | | | | Create domain service account |
| | | 2d | 09/28/15 | 09/29/15 | | Kenneth Glenn | 100% | Complete | | |
113 | | | | Send the file name to PnC |
| | | 1d | 09/25/15 | 09/25/15 | | Erin Cassell | 100% | Complete | | |
114 | | | | | 3d | 09/28/15 | 09/30/15 | | Point and Click | 100% | Complete | | |
115 | | | | ID card images if client wants this feature we need to make sure the card office can provide a file |
| | | 45d | 09/03/15 | 11/04/15 | | | 100% | Complete | | |
116 | | | | | 1d | 09/03/15 | 09/03/15 | | Erin Cassell | 100% | Complete | | University ID file as the name and JPG |
117 | | | | Generate images of all students |
| | | 5d | 09/15/15 | 09/21/15 | | Erin Cassell | 100% | Complete | | |
118 | | | | Place in the import-photo folder |
| | | 2d | 10/14/15 | 10/15/15 | | Marshall Green | 100% | Complete | | |
119 | | | | | 14d | 10/16/15 | 11/04/15 | | Carolyn | 100% | Complete | | |
120 | | | | Open Communicator |
| | | 78d | 09/01/15 | 12/17/15 | | | 59% | | | |
121 | | | | IT Configuration of the webserver |
| | | 32d | 09/01/15 | 10/14/15 | | | 100% | Complete | | |
122 | | | | Secure certificate installed |
| | | 5d | 09/01/15 | 09/07/15 | | Kenneth Glenn | 100% | Complete | | |
123 | | | | | 5d | 09/01/15 | 09/07/15 | | Kenneth Glenn | 100% | Complete | | |
124 | | | | Questionnaire sent to PnC |
| | | 1d | 09/08/15 | 09/08/15 | | Erin Cassell | 100% | Complete | | |
125 | | | | Complete final set-up items |
| | | 26d | 09/09/15 | 10/14/15 | | Amanda | 100% | Complete | | |
126 | | | | | 10d | 10/15/15 | 10/28/15 | | Erin Cassell | 100% | Complete | | |
127 | | | | Demo of Open Communicator |
| | | 1d | 11/05/15 | 11/05/15 | | | 100% | Complete | | |
128 | | | | Decide what features to turn on/off |
| | | 15d | 11/06/15 | 11/26/15 | | | 0% | | | |
129 | | | | Communicator configuration set-up |
| | | 15d | 11/27/15 | 12/17/15 | | | 0% | | | |