Project Notes & Agendas
Project call notes are stored in this place on the project portal
Project documents
Project documents, Patient Accounting folder
Competencies should be completed by which event?
IT1
Who should consultants contact if Project tasks (PPM/Clarity) need to have dates or assignment updated?
Engagement Owner
When Agendas should be sent prior to weekly client calls
24 hours before the call
When is the Reporting Gap Analysis due?
IT1 for most clients
26 weeks prior to conversion for Community clients
Which V1 task status indicates that a task is ready to be built by config?
Ready for Build
When project notes should be sent after a client call
Within 24 hours following the call
Where are competencies stored on the project portal?
Deliverables
OR
Deliverables -> Project Management
Which V1 task status indicates there was an issue preventing full build on a V1 task?
Blocked
True or False : Call notes need to be documented, stored on the project portal, and sent to the client after each call even if the client is live
True
When is the Conversion Readiness Assessment due?
2 weeks prior to conversion
What function in V1 allows you to communicate with config on a particular task?
Comment
OR
Conversation
True or False: Call notes do not need to be taken and sent if all calls are recorded and posted on the project portal?
False
What key details in the "Reviewed By" section of the CRA must be documented to be considered complete?
Associate & Client First/Last Name & Date of Review
Who can update the status of a Project Task (PPM/Clarity)?
The Consultant it is assigned to (or the engagement owner)