4 Project Plan

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Section 4 Im lement Pro ect Plan for Excel - 1

Section 4.2 Implement

Project Plan

How to Use

3. Record the tasks and resources to e used !e.".# names of indi$iduals# committee# team# $endor% and period of time planned for the task.

&se this tool to re$ie' the implementation plan pro$ided ( the $endor# and prepare to de$elop a project plan for (our or"ani)ation thatreflects milestones from the $endor*s plan and all other tasks (ou need to perform.

Time Needed+ , hours# , hours per 'eek thereafter for the duration of the project

Suggested Prior Tools+ Section ,., Project ana"ement

1. Re$ie' the implementation plan supplied ( the $endor# ideall( 'ith the $endor*s implementation specialist. /onsider the tasks# resources# andtimin"# and coordinate chan"es 'ith the $endor.

,. Prepare to de$elop a project plan for (our or"ani)ation that reflects milestones from the $endor*s plan and all other tasks (ou need to perform.In some cases# (ou ma( ha$e to mana"e se$eral $endors at one time !e.".# the 0I application $endor# a s(stems inte"rator 'ho is 'ritin" (ourinterfaces# a chart con$ersion compan(# a data con$ersion compan(# a construction compan(# a telecommunications compan(# an implementationand trainin" consultant%. Recordin" all project milestones from different $endors can help (ou track their pro"ress as 'ell as the dependenciesamon" them !e.".# (ou can*t install hard'are 'ithout some construction ein" completed%.

4. o use the Excel spreadsheet as a 2antt chart to track completion of each task# separate each task 'ith a lank ro' and record the actual timeor purchase 2antt chart utilities to create a 2antt chart from an Excel file.


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Section 4 Im lement Proect Plan for Excel - ,


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Section 4 - Imp/op(ri"ht ,5# ar"re

EHR Implementation Plan

Ref Resources !omplete "# $ "# 2 "# % "# 4 "

,eet wit-eac- endor/s implementation specialist 9im

:es

:es

0iscuss and plan c-art conersion strateg1 if applicale to application 0I eam

2ain internal appro$al for chart con$ersion strate"( 9im :es

0iscuss and plan roll out strateg1 Implementation eam

2ain appro$al for roll out strate"( 9im ;o

0eelop organi3ational support plan

Estalis- project structure

uire scanner

rain scannin" staff or contract 'ith scannin" compan(

Scan documents accordin" to plan

@ualit( check scannin" results

Identif( data to astract for pre-loadin"

rain astract staff# if applicale

7stract data accordin" to plan

@ualit( check astractin" results

ark charts AclosedA follo'in" scannin"?astractin"

Identif1 wor# flow c-anges from process mapping

Reiew se6uencing of tas#s and impact on staff

2ain internal appro$al for chan"es

Reiew se6uencing of tas#s and plan for c-anges

7dmission?re"istration area !list specifics...%

7t the point of care !list specifics...%

Re$ie' implementation plan 'ith implementation specialist and harmoni)einto one master plan for (our or"ani)ation

Re$ie' contract 'ith implementation specialist to ensure full understandin"of project scope

Re$ie'?update communication plan as applicale !incorporate into thisproject plan%

=e$elop documentation re>uirements and standards !e.".# set updirectories# file namin" con$entions# "roup'are%


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Section 4 - Imp/op(ri"ht ,5# ar"ret



In ancillar( departments as applicale !list specificsB%

Cillin" and other ack office areas !list specifics...%

In otainin" consent for health information exchan"e

In transitions of care !list specificsB%

In care coordination !list specificsB%

In other health information exchan"e !list specificsB%

Identif1 process c-anges from process mapping

Plan for using EHR at point of care

E$aluate and select user de$ices

Role pla( chan"es

Standardi3e asic HIT functionalit1 and ocaular1

Prolem list $ocaular( !list specifics...%

/are plannin" !list specifics...%

Results $ocaular( !list specifics...%

=ata sets collection !list specifics...%

Dther task names and $ie's !list specificsB%

&ser roles

&ser fa$orites !list specificsB%

5ddress priac1 and securit1

7uthentication

7ccess controls

7uthori)ations?restrictions

7udit controls

=estruction

=ata ackup and restore

=isaster plannin" and usiness continuit( plannin"

0esign functions

Case application screen la(out

/har"es

7ssessments

/are plans

isit notes

edication mana"ement

Interdisciplinar( notes templates and decision support

D7SIS data entr( not sourced else'here

Drders !/S-4FG?others% templates and decision support

Results templates and decision support

Referral communications

Patient education and instructions

Scanned documents and indexin"

8etter templates

Report templates

=ata 'arehousin" !list specifics...%

5pplication uild

P-1sical site preparation

Install hard'are

Plan an( necessar( data con$ersion

,aster file and tale7data dictionar1 uild for8

Case application

/har"es

7ssessments

;otes

Patient directi$es !e.".# consents# authori)ations# re>uests forrestrictions# 0IP77 notice%

Remodel space?construction for ne' e>uipment as applicale !listspecificsB%

7c>uire necessar( ne' furnishin"s !e.".# shel$in"# e>uipment racks#cales# &PS# "enerator# fire mana"ement ser$ices%


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Drders

edication mana"ement

Results

Scanned documents

8etters

Reports

=ata 'arehousin"

9oad master files and tales into s1stems

Interface uild for8

=emo"raphics

Re"istration?referral mana"ement

7dmission-=ischar"e-ransfer !7=%

/har"es

Re"istries

Electronic document management s1stem

=etermine methodolo"ies+ scan# electronic feed# email# efax

Results from external la

Results from other external sourcesInound documents?data !aout clients%

Inound documents?data !medications%

Inound documents?data !hospital%

Inound documents?data !ph(sicians%

Inound documents !transcription%

Inound documents?data !pa(ers%

Dutound documents?data !clients%

Dutound documents?data !medications%

Dutound documents?data !hospital%

Dutound documents?data !pa(ers%

Dutound documents?data !ph(sicians%

Speech dication

Install -ealt- information e:c-ange tec-nolog1

Re$ie' person identification data set

Re$ie' that pro$iders all ha$e re>uired pro$ider identifiers

Re$ie' data for adherence to standard terminolo"(

Install portal

Install =irect

Install /D;;E/

Testing

Estalish test en$ironment

0eelop testing plan

(pes of tests and timeline

"rite test scenarios

/on$ert test scenarios to use cases

=efine test si"n-off re>uirements

!onduct tests

/onduct unit testin"

/onduct s(stem testin"

/onduct inte"ration testin"# if interfaces

0IE testin"

0ocument8

=ata dictionar( chan"es

Rules en"ine chan"es

Training

0eelop training plan

Identif( trainers

/han"es in policies and procedures ased on ne' 'ork flo's and

process impro$ement


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Ref Resources !omplete "# $ "# 2 "# % "# 4 "#

=e$elop?recei$e trainin" materials

Identif( locations of trainin"

Plan trainin" schedule# time off# compensation !e.".# o$ertime# re$enue%

Plan for e$aluation

Plan for certification# as applicale

/onduct orientation and education as applicale

Project team trainin"

Super users trainin"

IT support staff training for8

ransition

&p"rades mana"ement

End user training

Phase 1

Phase ,

Phase 3

;o

4 Project Plan

Documents

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