Tada cpo open item status 2020-06-16
- 2. 2 • Revisit users on training and adoption as the App has been very stable with daily data refresh and data accuracy for the last 6 months or so. • Revisit existing users list to add/remove users accordingly – CP to provide latest list • Create separate portals for different user groups – Complete • Fix RCM drill down issues - Fixed • Rx Count and Revenue by Referring Physician changes - Complete • WIP – the feature to navigate to only one of the WIP statuses is still not available – Complete • Add “WIP Status” filter for Practitioners to get to “Open Rx” with ease – Complete • Bringing financial data to operating performance perspectives – Complete • Update App with 2020 budget data and latest COGS and P & L data – CP to share data • Revisit “RCM” and “Marketing” modules to make the visuals more actionable similar to the “Operating Performance” module – Karthik/CP needs to revisit • Enable “Alerts” wherever necessary – Was developed previously. Karthik/CP to revisit • Train superusers in CPO who can have the ability to create new widgets – TBD • Adding other data sources including Fabrication data, HR data (Paylocity), Factory Four, RingCentral, etc. – TBD after the current phase closure Quick Wins based on Karthik & CP’s meeting - 6/5/20
- 3. CPO Phase 1 Status – 6/6/19 – Updated 6/6/2020 Phas e 1 Open Items S e q # Action Items O wn er St at us Ta rg et Da te Comments Karthik Comments 6/9/2020 CP Comments 6/9/2020 Rollout Feedb ack 1. 1 WIP information between Revenue and Operating Performance not correct/consistent (Tom comments) Ka rthi k O pe n 6/7 /19 7/2 1/1 9 20190702 – high revenue office ~2-3% discrepancy observed; Paul to determine resolution; Tom to verify if more than ~2-3% delta observed Complete. Brought it down to 0.5% difference between transaction detail and roll up insights. Karthik can you please verify this is fixed? 1. 2 List the last date on which data was updated on the AppSkin Ka rthi k Cl os ed 20190606 – Karthik to send Lavanya a ticket Complete 1. 3 Practitioner month to date revenue not available unless hover over graph Ka rthi k Cl os ed Created table/chart Complete 1. 4 Expand CPO users; sun set Power BI Ka rthi k O pe n CP to provide feedback on current user list 20190702 – Tom to follow up with CP; will discuss feedback sessions when CP returns from vacation CP to send Karthik an updated list of practitioners and other users, and list of users to remove 1. 5 Work through flow of Perspective-Widgets for Org-Office and WIP Ka rthi k O pe n 7/2 1/1 9 20190702 – Karthik to work with 1.1 as widgets are analyzed Complete 3
- 4. CPO Phase 1 Status – 6/6/19 - Updated 6/6/2020 Phase 1 Open Items S e q # Action Items O wn er St at us Tar get Dat e Comments Karthik Comments 6/9/2020 CP Comments 6/9/2020 TADA Express – P&L 1.1 • Akrom/Cory to establish P&L access for Office Managers Br ent Cl os ed 20190531 (Akrom Email to CP) – Users has been enrolled in the P/L report group by Brent 20190606 – CP to have users verify accesses work It was enabled in the old skin. Needs to be enabled in the App. Not available in current app. Karthik - Can we have this incorporated in the new app so that users can access the Financial section? 1.2 • CP to send YE 2018-19 data CP O pe n 20190606 – data not available 20190702 – data not available Data now available; CP will share data through Mar 2020 1.3 • Automate file load process Br ent Cl os ed 20190606 – Karthik to confirm Surya or One Drive 20190702 – complete TADA to re-confirm if the shared location is working currently. 4
- 5. CPO Phase 1 Status – 6/6/19 - Updated 6/9/2020 Phase 1 Open Items S e q # Action Items O wn er St at us Tar get Dat e Comments Karthik Comments 6/9/2020 CP Comments 6/9/2020 Marketi ng Metrics 2.1 • Impact Widget Ka rthi k O pe n 8/1 /19 Not part of Jyoti’s requirements in the previous discussion. We can revisit this, if needed. Which widget is this? 2.2 • Business rules to count Ka rthi k O pe n 8/1 /19 Not part of Jyoti’s requirements in the previous discussion. We can revisit this, if needed. Pls confirm if this has been developed after discussion with Jyoti last year? 2.3 • Dropped physicians - Not referring in 2019 but referred in 2018 Ka rthi k O pe n 8/1 /19 Complete. Jyoti validated it last year when Marketing Module went live. We can revisit Karthik - can you verify the accuracy of output data? I will also ask Jyoti to look at the output. 2.4 • New physicians – • Started referring in 2019, did not refer in 2018 • Revenue generated by new physicians • Revenue generated by all physicians visited by BD? (spilt by device types) • How long it took to generate the first referral? Ka rthi k O pe n 8/1 /19 There is link between these two systems using NPI, but in order to see useful results, NPI data in OPIE needs to match with Zoho. Currently the match is only at ~ 60% First two requirements are complete. Rest two needs NPI data correction. This is incomplete, as of date no linking between the BD visit data from Zoho and referral data in OPIE 5
- 6. CPO Phase 1 Status – 6/6/19 - Updated 6/9/2020 Phase 1 Open Items S e q # Action Items O wn er St at us Tar get Dat e Comments Karthik Comments 6/9/2020 CP Comments 6/9/2020 2.5 • Marketing Alert/and Widget • If significant drop of referral, (-20% drop in Rx or Revenue compared to last month) • If a doctor falls off from top 20 list, then you want to be notified (from the last month) Ka rthi k O pe n 8/1 /19 Alerts can be enabled Pending 2.6 • NPI data correction Ka rthi k O pe n 8/1 /19 Needs to be done by CPO/Jyoti Pending 2.7 • Two new widgets – Impact, Perspective analysis for marketing planning Ka rthi k O pe n 8/1 /19 Not part of Jyoti’s requirements in the previous discussion. We can revisit this, if needed. Pending 6 Couple of additional perspectives built on Marketing Module based on discussion with Jyoti. This provides visibility on Marketing Events Trends, BD Performance, Events Type, Events Status, etc.
- 7. Phase 1 Open Items S e q # Action Items O wn er St at us Tar get Dat e Comments Karthik Comments 6/9/2020 CP Comments 6/9/2020 Purchas ing / COGS 3.1 • Establish process for routine data updates from OPIE P&I Ka rthi k 3. 1 Cl os ed 3. 2 O pe n 20190606 – set up location; run manual report generation once per month Karthik to confirm location for sharing files CP will make available the Purchase data through May 20203.2 • Upload current/2019 data CP 3.3 • Review going forward COGS process with CP and identify next steps Ka rthi k O pe n • Using Patient ID, find the last date of service for patient then match patient last date of service to closest purchase receipt within last 90 days. • Apply logic to 2018 and 2019 history and going forward. • Akrom spent significant time on this, not sure if it is worth spending any more time on this • Pending 7 CPO Phase 1 Status – 6/6/19 - Updated 6/6/2020
- 8. CPO Phase 2 and Phase 3 items – Items from 2018 + added to list in Feb, March and April 2019 – NOT UPDATED 6/9 8 CPO Priority Phase 2 Items Status Next Steps Owners (TADA/CPO) Target Date 3 Denials Management • Determined additional data sources needed from Zirmed • Further work pending additional Zirmed data sources • Per 2/26/19 email from CP, low priority item deprioritized (Pending CP’s follow up with ZirMed – target to complete by 2/20 or 2/21 meeting) Akrom / CP 3 Inventory Management • On-hold given CFO departure Aug ’18 • Now using SoleMate for Inventory System • None at this time CPO 3 George's change requests – WIP drill down Open • This is WIP drill down per discussion w/ Karthik CP/Akrom Not Identified 3 New "Wester IL" Region - Quincy and Hannibal (Remove these from Southern/Central IL) Complete • functionality updated; to be validated by CP CP/Akrom Not Identified 3 Put percentage summary for claim processing (timeliness of billing) Open • Akrom and CP to determine priority and timing to resolve open item CP/Akrom Not Identified 3 Business Financials Update/Balance Sheet Open • Cory and Brent to develop Balance Sheet (Phase 2) Cory Robinson and Brent Hoover / CP & David Riber 3 OPIE-Quickbooks-TADA indicating the same Revenue numbers Open • Scope change (vs. Phase 1)…Akrom and CP to determine priority and timing to resolve open item 3 From 9/25/18 meeting w/ Amit – Agreed to include Ring Central and Staples integration and Perspectives. Open 3 From 9/25/18 meeting w/ Amit – Agreed to include Simulation and Forecasting capabilities. This will require further definition by CPO in order to understand the magnitude of the effort and delivery. Open Pushed from Phase 1 Pushed from Phase 1 Verify Phase 1 resolution