| Workflow mapping | Document current steps, handoffs, roles, and pain points; map agreed future workflows across clinical and administrative teams. | The practice confirms clinical decisions and approves its operational process. |
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| New setup | Organize requirements, task owners, timelines, and staff readiness; carry out agreed setup tasks where authorized access and platform capabilities allow. | Account provisioning, data migration, and vendor-only steps depend on platform permissions, practice approval, and vendor procedures. |
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| Setup & configuration | Map approved workflows, complete agreed setup and configuration tasks within HBC’s authorized access, document decisions, and review the workflow with the practice. | Some vendor-privileged settings, interfaces, or technical changes may require the practice’s authorized users or vendor, depending on the system. |
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| Vendor coordination & timelines | Work with the practice and vendor to manage project milestones, timelines, owners, dependencies, open questions, and agreed launch dates. | Timing depends on vendor availability, practice decisions, access, and the scope and requirements of the implementation. |
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| Go-live & follow-through | Coordinate readiness tasks, staff communication, launch checklists, issue tracking, and follow-up on agreed workflows after go-live. | System cutover and vendor-controlled launch tasks follow the platform’s procedures and the practice’s authorization. |
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| Administrative workflow review | Coordinate workflows touching scheduling, registration, billing, credentialing, staff tasks, and related handoffs. | Any integration or data exchange depends on platform capability, vendor configuration, and practice approval. |
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