Roles & Responsibilities
This person leads the referral order redesign process (with Boost support)
Who is the Referrals OPM?
What is the key difference between a discovery site visit and an initial clinical meeting?
What is the audience (clinical meeting introduces the project and sets the stage before site visits)?
This team rolls out the finalized templates and pattern changes before go-live.
Who is Capacity Management?
This communication tool supports real-time collaboration during go-live.
What is the Teams Group Chat for practice support?
This data is used to evaluate success and is pulled for use in 30/60/90 day slide decks.
TTA New
Referral Conversion
Schedule Utilization
No Show Rate
Online Scheduling Rate
Decision Tree Utilization
This person prepares the slide deck and leads the Project Kickoff meeting.
Who is the GS OPM?
These people from the clinic should be included in Discovery meetings.
Who are the PM, Scheduling SME, and Referral Coordinator SME?
This report is pulled from Epic to track how often decision trees are used
What is the decision tree usage report?
This team leads post go-live support like issue tracking, touchpoints, and transitioning to long-term maintenance.
Who is the SI Team (with support from OPM/Coordinator)?
This person or team is responsible for creating the 30/60/90-day slide decks.
Who is the Quality Lead or Quality Team?
This team populates the Homework Tool with visit type data.
Who is Capacity Management?
These internal team members should be included in Discovery invites.
Who are the GS OPM/Program Manager, Director/Coordinator/QL, Capacity Management (CM) analyst/manager, and Access Center Manager/Director
This task ensures the diagnosis list used for decision tree development is current and accurate.
What is confirming the diagnosis list on the diagnosis matrix?
This report is pulled from Epic to measure decision tree adoption.
What is the decision tree usage report?
This is the long-term goal once post-go-live support is completed.
What is the transition to long-term maintenance?
This person makes the first-pass recommendations for visit type alignment.
Who is the GS OPM?
This individual is our contact at the Transformation Office.
Who is Joelle White?
This visual tool is drafted early in the process and references discovery questions, subgroup Excel, and visit type alignment.
What is the decision tree Visio?
After two weeks post go-live, all concerns should transition from direct email to this method.
What are support tickets?
These updates are eventually merged with access center communications for streamlined reporting.
What is combining touchpoints with Access Center updates?
This type of training is created near the end of decision tree creation and focuses on specialty-specific workflows.
What is the instructional design tip sheet?
Who can explain what the Transformation Office does?
These are a system-level group of program managers that provide support for workstreams and workgroups with the Forward Together 2030 initiative.
This phase is repeated as needed to ensure all RFVs are properly mapped and reviewed.
What is the Design and Build & Test cycle?
How long before decision trees go live do template updates go live?
1 day
How often will we meet with specialties after go-live for sustainment?