Implementation Phases
This phase occurs after the purchase order but before the project kick‑off.
What is the pre‑implementation phase?
IT must ensure these two server types are available for T‑DOC.
What are the Application Server and SQL Server?
This key activity involves cleaning and standardizing instrument and tray names before importing into T‑DOC.
What is Customer Data Work?
This role becomes the primary owner of T‑DOC within SPD after implementation.
What is the T‑DOC Administrator?
Lack of standardized, consistent naming conventions in countsheets causes this major risk.
What is the Data Integrity and Preparation risk?
During this early step, the T‑DOC specialist summarizes workflow details, hardware needs, and module information.
What is completing the T‑DOC Implementation Tracking File?
T‑DOC requires this type of remote access to perform installation and support work.
What is VPN/RDP access?
These become the visual scanning tools for users at each station and are printed during implementation.
What are barcode templates?
These individuals assist during each shift with hands‑on T‑DOC use and basic troubleshooting.
Who are the Super Users?
Staff turnover during or after implementation can cause frustration and adoption issues.
What is Unforeseen Changes in Department Staffing?
This major meeting includes all customer and T‑DOC team members to begin planning hardware, software, and training.
What is the Kick‑Off Conference Call?
These network settings are required for printers, washers, or sterilizers to communicate with T‑DOC.
What are static or MAC‑reserved IP addresses?
These items must be permanently labeled by customers unless carried over from previous systems.
What are trays, shelves, and other designated storage items?
This OR role may participate if train‑the‑trainer education for the OR is needed.
Who is the OR Educator?
This mitigation strategy focuses on having backups and cross‑training to avoid knowledge gaps.
What is succession planning for T‑DOC roles?
These regularly scheduled meetings keep the entire project aligned and document action items and minutes.
What are the Ongoing Status Calls?
This checklist ensures hardware, network, and server readiness before onsite installation.
What is the Pre‑Installation Checklist?
This part of the implementation ensures washers and sterilizers automatically transfer cycle data into T‑DOC.
What is equipment data logging?
This stakeholder group must attend planning meetings if interfaces to OR Scheduling or EMR systems are purchased.
Who are the owners/managers of the interfacing systems?
Trying to implement too many advanced features at once leads to this risk.
What is violating the Crawl‑Walk‑Run principle?
After go‑live, this dedicated visit helps review training topics and continue phased functionality implementation.
What is the Follow‑Up Visit?
This optional environment allows T‑DOC Admin use through a virtual platform.
What is the Citrix environment?
Advanced modules and interfaces are rolled out using this structured step‑by‑step model.
What is the crawl‑walk‑run approach?
These two internal roles often delay projects if not included early due to their impact on hardware and network readiness.
Who are IT/IS Network and Server teams?
Without a dedicated project lead or super user, a facility is at risk of this severe outcome.
What is underutilizing or not using T‑DOC?