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
