KB406 Print this KB      
What are the steps for a new facility/client setup/on-boarding?

Answer / Solution

 

 Facility On-Boarding Checklist

Off-Site Preparation:

  • Schedule InfraCare Standby Support at least 2 business days prior to client visit:  support@infraware.com
  • Check Facility PC system requirements (Operating System, Memory, etc)
    • See Software tab in the IMC/Secure Web Portal for details
  • In the IMC:  Create Saved Searches by Facility Login:  See KB236.
  • Set Secure Web Portal Permissions:  See KB247.
  • Upload/Dictate (via IDC or TDS) test jobs and have some set at all stages of completion
  • Ask Facility for IT Dept Standby for firewall or installation issues
  • Obtain Physician Address Book info, setup correct spreadsheet and submit for upload.  See KB174 for instructions and sample spreadsheet

On Site with the Facility:

  • Install the following Software from the Software Tab in the Secure Web Portal
    • Online Editor 2009
      • Please see the following KB413 regarding Internet Explorer Settings for the Online Editor
    • InfraWare Dictation Client for those dictating using handhelds or dictating directly into the IDC (not using TDS)
    • Print out a copy of the IDC Quick Start Guide, KB218
    • Print out a copy of the IDC One-Step User Settings Setup, KB282
  • Facility Administrator Training:
    • Provide them with their Secure Web Portal username and password
    • Save www.infraware.com/webehr as a Favorite in Internet Explorer (or create a desktop shortcut)
    • Secure Web Portal Quick Start Guide:  KB215
    • How to Print and Download from the Secure Web Portal, KB292
  • Author Training
    • Best Practices of Dictation:  KB67
    • TDS Quick Reference: KB265
    • Provide them with their Secure Web Portal username and password
    • Save www.infraware.com/portal as a Favorite in Internet Explorer (or create a desktop shortcut)
    • Secure Web Portal Quick Start Guide: KB215
    • For Authors that eSign:
      • Review "How does eSign Work?" KB133
      • Train Authors on how to eSign (includes Downloading the Audio, modify ADT, Actions tab): KB317

Attachments
Facility Onboarding Checklist v2.pdf (290.1Kb)

Related KBs
How do I create a Facility?
How To Create a Facility

Direct Link to This KB
https://www.infraware.com/KB/?f=406

Last Updated
Tuesday, December 1, 2020

Tags
facility setup on boarding checklist KB406
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