First Steps for Clinic Executive Leaders
Select a senior organizational leader to be the executive sponsor and a member of the portal team. Assign a project manager for the portal implementation project and determine the remaining members of the multi-disciplinary portal team. Share key organizational expectations, budgets, timelines and decision-making protocols with the portal team. Develop a communication plan that lays out key messages and identifies opportunities for collaboration within the clinic.
- Getting Started Guide: The Role of the Executive Sponsor in Patient Portal Deployment - A brief guide with key information for clinic executive leaders who are initiating a portal implementation.
First Steps for Portal Team Members
The portal team’s executive sponsor leads development of a project charter to capture goals, objectives, roles and key project management tasks. The portal team meets regularly to execute the project plan. The team relies on a dashboard of portal reports to measure the progress of the project and make adjustments to the project plan when needed.
- Getting Started Guide: The Role of the Portal Team in Patient Portal Deployment - A brief guide with key information for members of a team responsible for leading a portal implementation project.
First Steps for Providers
A provider is selected as a departmental representative on the portal team, taking the lead in communicating portal benefits and success stories to their peers. Engaged providers are a powerful resource when enrolling patients and encouraging portal use.
- Getting Started Guide: The Role of Providers in Patient Portal Deployment - A brief guide with key information for providers in a clinic that is initiating a portal implementation.
First Steps for Front-Line Staff
Front-line staff are ideally positioned to share information on portal benefits with patients. Identify one or more front-line staff workers to represent their colleagues’ concerns on the portal team and, in turn, to keep those colleagues updated on the portal project.
- Getting Started Guide: The Role of Front-Line Staff in Patient Portal Deployment - A brief guide with key information for front-line staff in a clinic that is initiating a portal implementation.
First Steps for Health Information Technology Staff
Designate a member of your health information technology (HIT) staff with expertise in your electronic health record (EHR) to be a member of the portal team. Provide the portal team with information on the technical capabilities and limitations of the patient portal. Support development of the implementation project plan.
- Getting Started Guide: The Role of Health Information Technology Staff in Patient Portal Deployment - A brief guide with key information for health information technology staff.
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