V10 to V11.2 Build Workbook (BW)

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.

• Security set-up to enable build work

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 11.2 Site Location & Status Definitions
• 10 to 11.2 Chart Alerts
• 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 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
  • 11.2 Immunization Registry Update CVX Codes
  • 11.2 Immunization Registry Update MVX Codes
  • 11.2 Immunization Registry Additional Information Dictionary Update
  • 11.2 Immunization Registry Region Rules Dictionary Update
  • 11.2 Immunization Registry Add Registry to Sites in Org Setup
• 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