IWeb 5.17.5 Provider
Recruitment and Tracking Module User Guide|
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| IWeb 5.17.5 Provider
Recruitment and Tracking Module User Guide |
Each state's workflow is different. Below are example workflows for three different states.
| Actual # | # | Activity | Days Until Due | Follow-Up | Access Level | Predecessor | Default Value |
34 |
1 |
Introductory Call | 7 | Organization (IRMS) | Organization created | phone | |
35 |
2 |
Send Enrollment Packet / Contract | 7 | Yes | Organization | 1 | |
36 |
5 |
Schedule Visit Demo | Yes | Organization | 1 | phone | |
37 |
3 |
Receive Completed Form | 21 | Yes | Organization | 2 | |
39 |
8 |
Set Up User Accounts | 3 | Organization | 3 | none | |
40 |
9 |
Contact about Training | 7 | Facility | 8 | phone | |
41 |
10 |
Conduct Training | Facility | 9 | visit | ||
42 |
11 |
Post Enrollment Follow-Up | 30 | Facility | 10 | phone | |
43 |
12 |
QA Follow-Up | 30 | Facility | 10 | phone | |
46 |
|
General Contact | Organization | phone |
| Actual # | # | Activity | Days Until Due | Follow-Up | Access Level | Predecessor | Default Value |
19 |
1 |
Introductory Call | 7 | Organization (IRMS) | Organization created | phone | |
20 |
2 |
Send Enrollment Packet / Contract | 7 | Yes | Organization | 1 | |
21 |
5 |
Schedule Visit Demo | Yes | Organization | 1 | phone | |
22 |
3 |
Receive IRMS Form | 21 | Yes | Organization | 2 | |
23 |
4 |
Receive Contract | 21 | Organization | 2 | ||
26 |
8 |
Set Up User Accounts | 3 | Organization | 4 | none | |
27 |
9 |
Contact about Training | 7 | Facility | 8 | phone | |
28 |
10 |
Conduct Training | Facility | 9 | visit | ||
29 |
11 |
Post Enrollment Follow-Up | 30 | Facility | 10 | phone | |
30 |
20 |
Send Contract to DOH | 7 | Organization | 4 | ||
31 |
21 |
Receive Contract from DOH | 7 | Organization | 20 | ||
32 |
23 |
Send Copy to Provider | 7 | Organization | 21 | ||
33 |
|
General Contact | Organization | phone | |||
34 |
|
Data Export Contact | Organization |
| # | Activity | Follow-Up | Days Until Due | Access Level | Create Status | Predecessor | Auto_Generate_ID |
1 |
Initial Contact |
Yes | 14 | Organization (IRMS), Facility | 3 | ||
2 |
New Site Created |
Create Facility | |||||
3 |
Site Deferred |
Yes | 30 | Organization, Facility | 3 | ||
4 |
Schedule Training |
14 | Organization, Facility, User (maybe) | 1 | Create Facility | ||
5 |
Receive Fax Back |
Organization | 1 | 6 | |||
6 |
Receive Provider Agreement |
Facility | 1 | 4 | |||
7 |
Send Enrollment Packet |
14 | Organization | 1 | Create Organization (IRMS) | 5 | |
8 |
User ID Assigned |
Organization, Facility, User | 3 | ||||
9 |
Site Submitting Data |
Organization, Facility | 3 | ||||
10 |
Other |
Organization, Facility, User | |||||
11 |
Send Manual Entry Form |
Yes | 14 | Organization | 1 | Create Manual Organization | |
12 |
Site Declined |
Organization | 3 | ||||
13 |
Training No-Show |
Yes | 0 | User | 3 | ||
14 |
Upcoming Training |
Yes | 0 | User | 3 | ||
15 |
Training Attended |
Yes | 14 | User | 3 | 4 | |
16 |
Trained - Not Reporting |
Organization | 1 | ||||
17 |
Training Cancelled |
Yes | 0 | User | 3 | ||
18 |
User Group Attended |
Yes | 60 | User | 3 |