V11 Phase II Note Upgrade Process
Prerequisites For v11 Note
V11.1.5 or higher
Client must be on V11.1.5 or higher to begin V11 Note
Client Training
Action: Advanced Note classes should be taken before attempting to upgrade to v11 Note
Noteforms
The latest versions of Noteforms need to be loaded on the v11.1.5 USF Test Server
UC opens RTI and requests Note Forms be loaded into Client Test Server
The Upgrade Technician is responsible for loading the latest V11 Noteforms
A backup needs to be performed before the Noteforms are loaded
Input/Output Template Review, Request and Load
The Note Templates do not come pre-delivered. The client needs to choose the Templates they want to use.
UC send Client the Input/Output Templates – Complete 4/16/09
Client will review and chose which input/output Templates they wish to load into their v11.1.5 Test system
Client sends the UC a list of all of the Input/Output Templates they wish to load UC opens an RTI requesting the clients desired Templates be loaded using the “Client Pre-Configuration Request Form” Allscripts loads the Templates and notifies UC
Document Types They are some delivered Documents Types for Note, but the client will need to build more to accommodate all of their visit Types. Action: UC will load the AHS delivered Note Document Types via SSMT (extract doc types from Gold database and load) Action: Client will pull all of their Visit Types from their PMS system Action: Client will consolidate their existing Visit Types Action: Client will create new Note Document Types from consolidated Visit Types
Build Workbook Action: The Phase II BW needs to be completed in preparation for v11 Note (19 items)
Testing Complete intense testing must be performed before going Live on V11 Note Action: Client must sign off on Note Testing
Training Pilot group must be fully trained
Go Live Planning Phase II Go-Live plans must be in place
Go Live Go Live needs to happen off hours since data will be moved via SSMT and CMT Action: Client to prepare team and organization for weekend work Action: Thorough testing needs to be done during Go Live weekend after configuration is done
Client Transition to Support Client is transitioned to Support on Friday of Go Live Week
Phase II Note Team Roles defined
Upgrade Technician The UT confirms the server client wants Note Forms Loaded on The UT loads the latest Noteforms (after backups)
UC The UC is contracted to take one Pilot group live The UC performs all Phase II work remotely unless client would like to amend contract and hire the UC (billable) to be onsite. The UC is responsible for reviewing the Phase II BW and assisting the client with understanding the tasks to be performed. The UC is assigned all Note Webfirst issues and will work them accordingly
Client The client must be trained in Note. Preferably they need to take the v11 Advanced Note class at AHS The client is responsible for Going Live with all non-pilot groups without the UC or Upgrade Technician The client is required to sign off on Note testing The client is required to have the available resources needed to perform the BW tasks and to Go live The client must be willing to go live off hours over a weekend The client is required to attend all meetings and webcasts as scheduled