AirTable
A view that a Project Manager may create to customize filters and groupings
What is Personal View
This team provides direction for which forms are needed for each partner integration
What is the Legal Team
Creates and Maintains the Welcome & Member Portals, as well as SBCs and SPDs.
Who is Plan Structure & Launch or Plan Design Team
The process for reviewing mock ID Card for accuracy
What is QA (Quality Assurance)
Tool used to create and manage Project Plans and Playbooks
What is Smartsheet
Provides for each Airtable table, description for each field, downstream impact, and source of truth
What is Data Dictionary
Collective Health does not generally integrate with these partner types
What is Dental and Vision
Ensures Clients' members have access to their benefits largely by receiving and sending data in files
Who is Eligibility Team
A meeting which initiates an implementation process by introducing people and scope.
What is a kickoff meeting
Tool used to log time spent on client and project work
What is Toggl
Shows relationship between Renewal Packet and AirTable
What is Renewal Packet AirTable Mapping Document
Plans for this partner type go along with Medical
What is Pharmacy
This team provides optional services to clients regarding the exchange of dollars
Who is Financial Management & Payments or FMP
A project management document that authorizes the project, usage of resources, states the purpose, objectives, in-scope and out-of-scope work, and other key information
What is the Project Charter
Used to obtain client, broker, and partner signatures
What is DocuSign
The table where the Integration Matrix is sourced
What is the Client Partner Info table
This partner type is an additional benefit chosen by a client as a supplement to the Medical partner benefits
What is a Buy Up
This team's key deliverable can be a physical item or a digital item which goes to the member.
Who is Identification Cards Team
The process to follow when a problem is discovered during implementation
Provides context, information, and detailed guidance about Collective Health Teams and Processes
What is Knowledge Base (KB)
The table where Eligibility Matrix is sourced
What is Plan Program
The Member Experience Form populates this AirTable Table.
What is the Beast Table.
This team builds external relationships and includes an Account Executive and Account Manager
Who is Client Success
Updated sometimes real time, and weekly at a minimum, to track progress on implementation tasks
What is Project Plan
Collective Health's standard for documents, sheets, slides, and storage.
What is GSuite