Develop a Work Plan
Portal deployment is complex and involves multiple departments within a clinic. Project goals may have an impact on other projects, such as PCMH. A work plan facilitates cross-departmental coordination to achieve all key project outcomes. Promote accountability by tracking work plan action items and measuring results.
Download Resources
- Patient Portals in the Safety Net: Patient Portal Planning - An overview of the factors to consider when planning a patient portal implementation project.
- Patient Portal Team One-Year Work Plan - An example of a work plan that can be used by a portal team to define 16 key elements of a patient portal implementation project.
- Patient Portal Project Management Tracking Form - An example of a detailed work plan that a project manager can use to track specific project tasks.
- Patient Portal Project Management Plan - An example of a detailed work plan that a project manager can use to track project activities by major work groups.
