1. Workflow/Process Build
| Step | Type | Requirement | Timeframe | Items due prior | |
| 1.1 | Task | Review Process Mapping article | Review prior to process mapping exercise (meeting 1.3) | ||
| 1.2 | Task | Fill out Operations Form | Submit prior to process mapping exercise (meeting 1.3) | ||
| 1.3 | Meeting |
|
4 weeks prior to launch |
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| 1.4 | Meeting |
Schedule: https://calendly.com/erexpress/operations-workflow-1 |
3 weeks prior to launch | ||
| 1.5 | Meeting |
|
2 weeks prior to launch/1 week prior to training |
2. Digital Registration Build (if participating in intake)
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 2.1 | Task |
Send ER Express Registration Forms Items to send 1. Registration forms (owner/pet demographics) 2. History/Triage Questions 3. Consent forms (financial consent, CPR/DNR, stable patient care authorization, Euthanasia consult/cremation service fees) |
Send ASAP | |
| 2.2 | Meeting |
Intake Review forms with ERx team – 30 min Schedule: https://calendly.com/erexpress/operations-intake-review |
Schedule within week of process mapping (3-4 weeks prior to launch) |
|
| 2.3 | Task |
Review/Test Intake Forms - send edits to ERx team |
2-3 weeks prior to launch |
|
| 2.4 | Task | Review & approve final intake forms | 1-2 weeks prior to launch |
3. ERx System Options
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 3.1 | Task |
3.1 – Review – Acuity Safeguard list Acuity Safeguard for Veterinary Facilities
|
Will introduce @ process mapping - Will learn how to make edits at superuser training. |
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| 3.2 | Task |
3.2 – Review/Confirm Patient facing messages (triggered) |
Will introduce @ workflow review I |
Send edits to ERx prior to workflow review II |
| 3.3 | Task |
3.3. Review/confirm Patient facing messages (2-way/templates) |
Will introduce @ workflow review I |
Send edits to ERx prior to workflow review II |
| 3.4 | Task |
3.4 Review/confirm control panel customizations - Visit types/tags - Queue names - Copy text messages to comments on/off |
Will introduce @ workflow review I |
Send edits to ERx prior to workflow review II |
| 3.5 | Task |
3.5 Review walk-in form customizations |
Will introduce @ process mapping - Client to Send edits to CEM |
4. Super User Training/Tasks
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 4.1 | Task |
4.1 Review Roles/Permissions article |
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| 4.2 | Task |
4.2. Send list of staff who need role of site admin to ERx team. - Full Name - Email Address - Role/Title |
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| 4.3 | Meeting |
4.3. Attend 45-minute super user training to review the following: ERx to create vet superuser page with links 1. How to add/manage staff accounts 2. How to manage open/close hours & holidays/special events 3. How to run reports 4. How to edit the acuity safeguard 5. How to edit alert templates/visit types & tags. Schedule: Schedule with FILL IN |
5. Staff Training
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 5.1 |
Task |
5.1 Review training materials (QRG, workflow outline) - Send edits to CEM |
Will receive after workflow review II - |
|
| 5.3 |
Task/Meeting |
5.3 Train Staff Options: · Train the trainer · 1-2 sessions lead by ERx
|
Will review staff training options at workflow review I |
6. Go-Live
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 6.1 | Optional Meeting | 5.1 Pre-go live meeting – 15-30 min (optional meeting) 1. Review any feedback received from staff training sessions. 2. Make last minutes updates 3. Complete final run through Schedule: https://calendly.com/erexpress/operations-pre-go-live-call |
This is an optional meeting that can be scheduled if needed by client. |
7. Post Go-Live
| Step | Task Type | Requirement | Timeframe | Items due prior |
| 7.1 | Meeting | 6.1 Schedule post go-live feedback call 1-2 weeks after go-live. |
This is an optional meeting that can be scheduled if needed by client. |