Getting ready for Upgrade

Pre-Build Activities

   Most clients that we have worked with are very excited to get working on thier build and configuration work.   We have identified several tasks that can be started even before your test-upgrade gets underway.   Getting started on these tasks early is an excellent way to prepare for configuration week.

• Workflows - Workflows are an essential part of the testing plan for your V11 upgrade. Allscripts has "Certified Best Practice Workflows" that they support. If you already have your V10 workflows documented, then send them to your Upgrade Consultant. Review the V11 Certified Workflows (Allscripts KB Article 4622) and identify any areas where your workflows are different than the certified workflows. Identify areas where staff will need to adjust thier behavior to match the certified workflows.

• Workplace/Menus - review your current V10 Workplace and Menu structure and compare to some of the changes in V11. Refer to KB Articles 2314 and 3210

• Security - review the current v10 security and how you have that set-up. There have been some changes to Security in V11. we highly reccomend that you create your security structure based on user roles. Review the changes to security and determine how you would like to assign sercurity to end users. For more information you can go to the Galen Wiki Articles: Assign Security Classifications to Organization Roles, Security Gates, List of V11 Only Security Gates

• Site Location/Patient Status - V11 includes a feature that allows you to see when a Patient is in COntect where that patient is and what thier status is (ex. Exam Room One, Nurse Ready). In order to configure this feature you will need to identify the physical locations that patients (room numbers, etc.) where patients could be. Request the managers from each site to provide site location information i.e. room numbers etc to begin spreadsheet in preparation of building your test system. In addition, define the patient statuses that they will use. Galen Wiki Link: Creating Patient Location and Patient Status information

Tasks' - There are some new tasks in V11. Review KB 3415- to prepare for the new Tasks and how they are assigned user versus system. See also the Galen Wiki: V11 Tasks

Vitals - review current vitals panels and any customized panels in v10 and how you would like them to look in v11. Review the Galen Wiki article about Vitals configuration. Vitals Configuration

Preferences - There are many new preferences in V11. Review the new preferences and start to determine what prefrence settings you will want to use. See the Galen Wiki for a description of all of the preferences: V.11 System Preferences

Specialty Favorites - In V11 you have the option of loading Allscripts delivered specialty favorites. If you choose to load these it reduces the search time when a provider is searching for an item that is not in thier personal favorites list. Your Upgrade consultant will have a large zip file that they can email you of all the specialty favorites in Excel, so you can review them and decide if you want to load them into V11.

Education - The Allscripts KB has recorded webcasts in several different areas that could be beneficial to you. Some of these web-casts are the pre-requisites for the Project Team Education that your team will need to attend prior to the Test Upgrade. For a map of houw to find these resources on the KB, please follow this Galen Wiki Link: Lesson Link Map

For detailed information on any of the above tasks, feel free to contact you Upgrade Consultant.