Tool 7.1: Timeline for Stand-Alone E-Prescribing Implementation

  Technology Assessment

• Determine if baseline specificiation are met

  Deliverables

• Prepare and provide IT needs summary

  Process Assessment (PA)

• Identify current prescription writing access and processes
• Identify demographic data fields of interest for extract
• Define training approach
• Schedule data extract teleconference dates (2) and training date
• Collect registration forms

  Deliverables

• Inform implementation manager that PA is complete; Implementation manager will update scorecard
• Provide to implementation manager:
• process assessment summary
• completed registration forms

  Data Conversion

• Contact practice to select/confirm teleconference date
• Determine practice’s access to data prior to teleconference
• Coordinate needed staff for teleconference, if obtaining data directly from practice
• Register practice and providers

  Deliverables

• Advise implementation manager:
• agreed upon webex or data acquisition date
• method of accessing data (through practice or practice management system)
• availability of desired fields
• any unusual needs, costs, complications in data conversion
• Provide data design document to practice, carbon copying implementation manager
• Provide error log of missing records
• Complete data conversion within 2 business days of teleconference date

  IT Install

• Install hardware and/or software identified on approved PO
• Provide to practice:
• warranty information
• virus protection information
• system information
• wireless and other passwords

  Deliverables

• Advise implementation manager of scheduled install prior to install date
• Provide practice wireless password to implementation manager
• Obtain practice signature on inventory of installed items, identifying install location for each item (e.g., front desk, physician’s office)
• Advise implementation manager when install is complete

  Trainer

• Perform pre-training checklist items
• Train practice members
• Have practice complete “pre-training survey”
• Provide application manual to practice

  Deliverables

• Provide feedback on training to implementation team

  Training or Implementation Manager

• Provide onsite support to practice following training (1-3 days)
• Make daily support calls for first week
• Make weekly support calls for next 3 weeks
• Maintain log of trouble ticket items, enhancement requests