Project Dashboard
NotesTask NameDepartmentLead ContactDurationStartFinishPredecessorsAssigned To% CompleteStatusStateComments
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1Ongoing
People Admin
HRN/A344d12/17/1505/09/1791%In ProgressGreenPushing dates back as we will be implementing the updated product which will be made available in May.
2Ongoing
Argos Implementation
InterdepartmentalN/A99999d06/28/1610/29/991%In ProgressGreen
3Ongoing
P Class Project
HRJessica Welch1d10/01/1610/01/16Not StartedRed
4Ongoing
ACA Project
HRSallie Green
5Not yet started
API Feed for OrgSync (card ID and student withdrawal updates)
Student LifeBecky Spurlock
6Not yet started
Emergency Contacts in Banner SS
Student LifeBecky Spurlock
7Ongoing
E Class Project
HRMaris Owens
8Ongoing
Axiom for Maxient
Student LifeAbigail Holloway396d03/09/1609/29/1793%In ProgressGreen
9Not yet started
Data Cookbook
InterdepartmentalN/A05/31/17
10Not yet started
Veeam (Backup) Project
11Preliminary stages
Ascend Replacement Project
12Ongoing
IT Risk Assesment
13Ongoing
Events2HVAC Trial
PPSRachel Petopoulos1d02/24/1702/24/17Kenneth Glenn
14
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-Point and Click: Health
94d08/26/1501/14/1667%In ProgressGreen
36
-Open Scheduling
36d08/26/1510/14/15100%CompleteGray
37
Facility (adding name/address)
1d08/26/1508/26/15100%CompleteGray
38
Department review/updates
1d08/26/1508/26/15100%CompleteGray
39
Location review/renaming/additions/printing roles discussion
1d09/02/1509/02/15100%CompleteGrayNeed to go over this with them in a discussion
40
Visit Types review/renaming/additions/duration of visits, late cancellation threshold, late arrival threshold
1d08/26/1508/26/15100%CompleteGray
41
Appointment reason code review (review to be done by client)
1d09/02/1509/02/15100%CompleteGray
42
Institutional Review of appointment reason codes
30d09/03/1510/14/15Kim, Karen100%CompleteGray
43
Actual Provider Schedules (basic and/or exceptions) (client to set up after instruction)
1d09/02/1509/02/15100%CompleteGray
44
Complete provider schedules
5d09/03/1509/09/15100%CompleteGray
45
Meetings/Holidays added to future schedules (client to set up after instruction)
1d09/02/1509/02/15100%CompleteGray
46
Complete meetings and holiday set-up
30d09/03/1510/14/15Marya100%CompleteGray10/27 - Sent email to Marya
47
Nursing workflow discussion (re: triage and waiting room use) (client/PnC discussion)
1d09/16/1509/16/15100%CompleteGray
48
-Set-up email reminders (after reminder text reviewed, PnC to set up)
13d08/26/1509/11/15100%CompleteGrayCarolyn or Amanda can set that up
49
Send SMTP server and port
1d08/26/1508/26/15Erin Cassell100%CompleteGray
50
Decide on final verbiage
9d08/26/1509/07/15Marya, Kim, Karen100%CompleteGray
51
Send verbiage
1d09/08/1509/08/15Erin Cassell100%CompleteGray
52
Reminder message set up (client to review/update text) This may have been done during counseling set up)
3d09/09/1509/11/15Carolyn100%CompleteGrayMarya is talking with Karen/Kim about what they want to do here.
53
-OpenBilling (In process)
69d09/08/1512/11/1565%
54
-Eligibility Set up (requires reg feed to be done and have elements in file to determine eligibility)
1d09/08/1509/08/15100%CompleteGray
55
Carolyn is going to check to make sure the configuration is complete on this
1d09/08/1509/08/15Carolyn100%CompleteGray
56
Transaction Code Set up (office procedures, supplies, nursing orders, Visit codes, Immunizations, Dispensary, lab codes)
1d09/09/1509/09/15Carolyn, Kim100%CompleteGraySome dispensary items did not have transaction codes.
Need to schedule another meeting with Pam.
57
Finalize the Transaction codes for billing
5d09/10/1509/16/15Kim100%CompleteGray
58
Fee Schedules (client is currently working on master fee schedule)
1d10/29/1510/29/15100%CompleteGrayKim believes that this is done for insurance. She needs to revisit on the self-pay.
59
Self-pay pricing (Kim and Carolyn will do)
10d10/29/1511/11/1550%
60
Insurance set up (Pam reviewed with inhouse billers and will review with 3rd party billers)
5d12/07/1512/11/1525%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
1d11/03/1511/03/15100%Not Needed
62
Remote access for third-party billers
1d11/30/1511/30/15100%CompleteGray
63
-OpenChart (Clinical set up) (In process)
40d11/10/1501/14/1691%
64
Clinical review of Nursing workflow of Practice Management set up / nursing workflow
1d11/10/1511/10/15100%CompleteGrayThey would like to see this again.
65
Office Procedures set up
1d11/10/1511/10/15100%CompleteGray
66
Office Visit set up
1d11/10/1511/10/15100%CompleteGray
67
Immunization set up (administration vs. historical)
1d11/10/1511/10/15100%CompleteGray
68
Formulary and Prescription standards set up (what providers prescribe, sigs, quantities)
1d11/10/1511/10/15100%CompleteGray
69
Establish Rx Printing Devices/Workflow
1d11/10/1511/10/15100%CompleteGrayThey would like to see this again.
70
Rx Paper purchased
1d11/10/1511/10/15100%CompleteGray
71
Dispensary set up (Tanya was adding in sigs to dispensary items)
1d11/10/1511/10/15100%CompleteGray
72
Clinical Picklist modifications
1d11/10/1511/10/15100%CompleteGray
73
In-house lab set up
1d11/10/1511/10/15100%CompleteGray
74
Surescript set-up
5d01/10/1601/14/160%
75
-LabCorp Interface
71d09/01/1512/08/1564%
76
Request invoice for LabCorp
8d09/01/1509/10/15Point and Click100%CompleteGray
77
Send invoice to LabCorp
2d09/15/1509/16/15Karen Tharp100%CompleteGray
78
Find out from LabCorp about payment and interface development
1d10/14/1510/14/15100%CompleteGray
79
LabCorp assigns a project manager
10d11/11/1511/24/15100%CompleteGrayLiz
80
Set-up between LabCorp and Point and Click
10d11/25/1512/08/150%
81
Reference lab set up (dictionary clean up and LabCorp utilization report needed)
4d10/13/1510/16/15Point and Click50%Need to review with her
82
Schedule session to see how to do the LabCorp electronically
0%
83
LabCorp session
1d0%
84
Radiology Set up (discussion with client on how these are to be ordered)
0%
85
Lab codes set up
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%CompleteGray
88
Scheduling RTFs
100%CompleteGray
89
Billing RTFs
100%CompleteGray
90
Clinical RTFs
100%CompleteGray
91
Letter RTFs
100%CompleteGray
92
Text Macros (Global/Favorite) Globals should be set up, Favorites would be set up as providers/nurses need to use them)
100%CompleteGray
93
-Printing/Scanning
45d09/15/1511/16/15100%CompleteGray
94
Make decision scanner
24d09/15/1510/16/15100%CompleteGray
95
Order scanner
15d10/19/1511/06/15100%CompleteGray
96
Install scanner on the workstation
3d11/09/1511/11/15100%CompleteGray
97
Schedule a meeting with Kim to go over the scanning
1d11/12/1511/12/15Erin Cassell100%CompleteGray
98
Scanning meeting
1d11/13/1511/13/15100%CompleteGray
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.
1d11/16/1511/16/15100%CompleteGrayConfirmed by Marya
100
Scanning-review of scanned document categories by client
100%CompleteGray
101
Testing of scanning (meeting should be set up with PnC to go over how to scan)
100%CompleteGray
102
-Migration (In Process)
91d08/26/1501/11/1619%
103
Migration of data from legacy system (in process)
90d08/26/1501/08/16Point and Click100%They are going to check with Zev about this migration.
104
Request new export
1d12/04/1512/04/15100%
105
Import into production
2d01/09/1601/11/160%
106
-Registration File and ID Pictures (In Process)
51d08/26/1511/04/15100%CompleteGray
107
Patient demographics file (in process this one may be at 100%)
1d08/26/1508/26/15Marshall Green100%CompleteGray
108
-Automate registration file this will be done after a new file has been delivered daily
12d09/15/1509/30/15100%CompleteGrayErin - put in the import-registration folder and same name
109
Ticket to Marshall on scheduling the output and putting into the folder
3d09/15/1509/17/15Erin Cassell100%CompleteGray
110
Schedule output delivery
5d09/18/1509/24/15Marshall Green100%CompleteGray
111
Request domain service account from Kenneth to run the process
1d09/25/1509/25/15Erin Cassell100%CompleteGray
112
Create domain service account
2d09/28/1509/29/15Kenneth Glenn100%CompleteGray
113
Send the file name to PnC
1d09/25/1509/25/15Erin Cassell100%CompleteGray
114
Script set-up
3d09/28/1509/30/15Point and Click100%CompleteGray
115
-ID card images if client wants this feature we need to make sure the card office can provide a file
45d09/03/1511/04/15100%CompleteGray
116
Request pictures Jeanne
1d09/03/1509/03/15Erin Cassell100%CompleteGrayUniversity ID file as the name and JPG
117
Generate images of all students
5d09/15/1509/21/15Erin Cassell100%CompleteGray
118
Place in the import-photo folder
2d10/14/1510/15/15Marshall Green100%CompleteGray
119
Run from the application
14d10/16/1511/04/15Carolyn100%CompleteGray
120
-Open Communicator
78d09/01/1512/17/1559%
121
-IT Configuration of the webserver
32d09/01/1510/14/15100%CompleteGray
122
Secure certificate installed
5d09/01/1509/07/15Kenneth Glenn100%CompleteGray
123
Questionnaire completed
5d09/01/1509/07/15Kenneth Glenn100%CompleteGray
124
Questionnaire sent to PnC
1d09/08/1509/08/15Erin Cassell100%CompleteGray
125
Complete final set-up items
26d09/09/1510/14/15Amanda100%CompleteGray
126
Schedule demo
10d10/15/1510/28/15Erin Cassell100%CompleteGray
127
Demo of Open Communicator
1d11/05/1511/05/15100%CompleteGray
128
Decide what features to turn on/off
15d11/06/1511/26/150%
129
Communicator configuration set-up
15d11/27/1512/17/150%