Difference between revisions of "V10 to V11.2 Build Workbook (BW)"
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*[[Assign Security Classifications to Organization Roles|10 to 11.2 Add or adjust Security Classifications]] | *[[Assign Security Classifications to Organization Roles|10 to 11.2 Add or adjust Security Classifications]] | ||
*[[Assign Security Classifications to Organization Roles|10 to 11.2 Assign Security Codes and Users to Classifcations]] | *[[Assign Security Classifications to Organization Roles|10 to 11.2 Assign Security Codes and Users to Classifcations]] | ||
| + | *[[10 to 11.2 Site]] | ||
| + | *[[Creating Patient Location and Patient Status information|10 to 11 Site Location & Status Definitions]] | ||
*[[10 to 11.2 Incorporate new 11.2 Tasks]] | *[[10 to 11.2 Incorporate new 11.2 Tasks]] | ||
*[[10 to 11.2 Define New Task Teams]] | *[[10 to 11.2 Define New Task Teams]] | ||
Revision as of 16:00, 10 March 2011
Overview
The Build Workbook is owned by the Implementation Consultant and used by both the client and consulting team to track design decisions, build tasks, task owners, and due dates.
SSMT templates for populating system data and moving data between the Test and Production databases are included. To ensure the most up to date headers are used, a new template can be created by including headers when exporting data via SSMT.
To ensure that all client decisions are integrated into the design, the client should deliver an updated version of the Build Workbook prior to any scheduled build session.
Build Activities
- Review Step by Step Protocols: Configuration/Workflow Changes
- 10 to 11.2 Menu Conversion/Build
- Assign Workplace Menus to Users
- 10 to 11.2 Update User/Provider Detail
- Clinical Desktop Configuration
- Assign Clinical Desktop Views to Users
- Worklist View Editor
- 10 to 11.2 Assign Security Codes to Security Gates
- 10 to 11.2 Add or adjust Security Classifications
- 10 to 11.2 Assign Security Codes and Users to Classifcations
- 10 to 11.2 Site
- 10 to 11 Site Location & Status Definitions
- 10 to 11.2 Incorporate new 11.2 Tasks
- 10 to 11.2 Define New Task Teams
- 10 to 11.2 Add and Modify Enterprise Task Views
- 10 to 11.2 Determine if Personal Task Views will be used
- 10 to 11.2 Assign Task Views to Users
- 10 to 11.2 Review and Redesign Vital Sign Panels
- 10 to 11.2 Set new .Net Preferences
- 10 to 11.2 Web Framework Preferences
- 10 to 11.2 System Level Preferences
- 10 to 11.2 Chart Views to Users
- 10 to 11.2 Communication Picklist Update
- 10 to 11.2 Review Flowsheets
- 10 to 11.2 Result Reference Ranges
- 10 to 11.2 Assign Concept Dictionary Items
- 10 to 11.2 Careguide Strategy
- 10 to 11.2 External Applications
- Immunization Registry
- 10 to 11.2 V11 Note Patient Summary
- 10 to 11.2 Document Types
- 10 to 11.2 Appointment Types
- 10 to 11.2 Encounter Types
- 10 to 11.2 Initiate Integration
- 10 to 11.2 Pop. Health Mangment Text Templates: V11 Text templates
- 10 to 11.2 Pop. Health Mangment Text Templates: V10 Text templates
- 10 to 11.2 Population Health Management Queries
- 10 to 11.2 OID - Referral Orders
- 11.2 Allscripts Patient Portal
- 11.2 Warehouse Data Mapping: Data Mapping Workbook
- 11.2 User Management Portal: Set up Users and Providers in UMP