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© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE OPTIMIZATIONAMBULATORY CAPACITY MANAGEMENT TEAM [email protected]
© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE OPTIMIZATION 8 WEEK PROCESSIdentify Research/ Approve Optimize
Build Train Implement
Week 1 Week 2 Week 3, 4, 5 Week 6 Week 7 Week 8
Meeting with Clinic Manager
• Gather needed information
• Schedule ALL meetings
Template Project review email
sent
(all key players included)
• High level data (10 standards)
• No Show Analysis
• Timeline
• Expectations
Communication about project
(all key players included)
• Standard email provided by
ACMT for leadership to send
ACMT standard work
• Review of reports to prep for
Template/ Scheduling Process
meeting
Weekly Meeting with Manager &
Template Builder
Weekly Communication
(all key players included)
ACMT Standard Work
• Review of reports to prep for
Template/ Scheduling Process
meeting
Template/ Scheduling Process
meeting
(Template Builder, Scheduler,
Manager, RCC)
• Review provider level detail
• Exceptions
• Barriers
• Needs
Weekly Meeting with Manager & Template Builder
Weekly Communication
(all key players included)
ACMT Standard Work
• Submit trouble tickets
• Clean up (VT, provider, block)
• Assign a center
• Modifiers (age, duration, restrict by
provider)
• Send list of providers/depts to MyChart,
marketing, web masters (buttons)
• Block/VT linking
• Block release (switch action)
• New block and visit type creation
• VT limits (creating sessions, VT groups)
• VTQ
• Spelling out block names
• AVTs
• Subgroups
• Reason for visit with visit type
• Block scheduling restrictions
• Scheduling rules (max number of days
between)
• Decision Trees / Visit Type Questionnaire
• Advanced Visit Types
• Session Limits
• Wait Lists
• Arrival Time
• Research
• Meetings with IT
• Build and test in TST system
• Prep for Approval meeting
Weekly Meeting with
Manager
Weekly Communication
(all key players included)
Approval meeting
(all key players included)
• Wins
• Findings
• Demo
Weekly meeting with
manager
Weekly Communication
(all key players included)
Training
(Template Builder,
Scheduler, Manager, RCC)
ACMT Standard Work
• Trouble ticket to move
changes to production
• Trouble ticket for auto
search default/online
scheduling go-live
• Testing in production
Weekly meeting with
Manager
Weekly
Communication
(all key players included)
Go Live
On site support
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE OPTIMIZATION STANDARDS
© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE OPTIMIZATION STANDARDS
© U N I V E R S I T Y O F U T A H H E A L T H ,
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BUSINESS OBJECTS TEMPLATE
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE STANDARDIZATION REPORT
© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
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TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
© U N I V E R S I T Y O F U T A H H E A L T H ,
2 0 1 7
TEMPLATE STANDARDIZATION DRILL THROUGH
REPORTS
