Configuration Workbook
What is the workbook
The CareVision Workbook is a shared resource used to collect and document all of the data elements required to configure the CareVision system. While technology continues to advance we have found that collecting this data in a spreadsheet is still the method preferred by most clients.
How it is populated
During the CREATE phase of your project CareVision consultants will guide you through the required data elements and provide best practice advice on how to populate each section of the workbook.
At times our consultants will ask you to gather information from your internal systems. They will be available to provide guidance during this process.
Workbook sections include items such as basic company information, company name, address and contact details through to detailed information on the services you provide, such as billing rates, funding sources, statistical references and integration fields.
Project team members are given access to the CareVision Workbook after completion of their foundation training. This is to ensure they understand key system design concepts, allowing them to make informed decisions while filling it in.
When all of the information has been collected the project team will work together to verify the data before signing it off to pass on to configuration.
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