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PCO People Migration
Step 3: Define Internal Systems
Task in Each Step
Task: Define who is responsible for each of the tasks in the table below. The link column will direct you to where the guide is to complete that section. Note in this section multiple members of your team will probably need to be working in each section.
Task Phase :
Define Internal Systems: Forms, Workflows & Mailing List
Task
Status
Link
Done
Define use of medical notes
Not Started
Identify workflows and basic integration procedures procedures
Not Started
Identify needed forms and integration procedures
Not Started
Identify needed mailing lists needs & procedures
Not Started
Generate List of Lists You Need
Not Started
Create Templates for Need Reports
Not Started
Email Templates
Not Started
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