V11 Phase II Note Upgrade Process

Phase II Note Upgrade Process High Level Overview

Phase II Note is included in the v11 Upgrade. This phase is much more reliant on the client than Phase I and only The UC and Upgrade Technician are involved, there is no PM.

Basically this is what happens

The UC contacts the client after Phase I is complete and asks the client when they want to Go Live on Note and reminds them to take the advanced Note Training class at AHS. (It is the responsibility of the UC to get the client focused on Note and to work with them to decide on a start date.)

The Client issues a Webfirst requesting to Go Live on V11 Note. This ticket gets issued to the UC.

The UC then opens a ticket for the UT to have the latest Noteforms loaded into the clients test system.

The UC then loads the Note Document Types via ssmt into the clients test server. (These Note Doc types can be extracted from the Gold DB - They are the NOTEFORM doc types.)

Next, the UC sends the client the Note Templates to choose from; the client decides which ones they want and tells the UC.

The UC opens an RTI using the AHS Pre-Configuration Request form and issues the ticket to Christy Erickson to load the requested Templates via CMT.

Next, the UC works remotely with the client to complete the BW tasks. The client redesigns some of the delivered templates, and, or creates new ones, and then they test the Note functionality.

Go live planning takes place, go Live is schedule for off hours/Weekend.

Go live week is Monday through Friday and Transition to Support is that Go Live week Friday.

Prerequisites For v11 Note

V11.1.5 or higher

Client must be on V11.1.5 or higher to begin V11 Note

Client Training

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

The UC sends the Client the Input/Output Templates (found on the AHS Shared)

The Client will review and chose which input/output Templates they wish to load into their v11 Test system and send the desired list to the UC The UC opens an RTI and attaches the “Client Pre-Configuration Request Form” requesting AHS to load the clients desired Templates and transfers the ticket to Christy Erickson for execution

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.

UC will load the AHS delivered Note Document Types via SSMT (extract doc types from Gold database and load)

Client will pull all of their Visit Types from their PMS system

Client will consolidate their existing Visit Types

Client will create new Note Document Types from consolidated Visit Types

Build Workbook

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

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

Client to prepare team and organization for weekend work

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