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titleSuiteVolunteer Project Overview
Grantee Name: AyurVAID Hospitas
SuiteVolunteer Volunteers: Maria Almeyda, Qingjuan Lu, Bariza Narmada, To Lung Ng
Project Manager:  Maria Almeyda

Grantee uses the NetSuite CRM to track patient information using both native functionality and custom records. They would like to review business processes like patient registration and others to optimize them. 

Volunteer will review the current implementation and the grantees business goals. Based on the grantee's priorities, they will recommend adjustments to core business processes.

Info
titleSuiteVolunteer Project Overview
In Scope: （draft)
  1. Appending of child docs to parent doc [Completed]
  2. Auto-populate patient fields in DSQ form
  3. Calculate DSQ scores
  4. DSQ confirmation email is not picking up the scores
  5. Set default custom form when open and printed [Completed]


Out of Scope: (draft)

  1. Integrating Tally into NetSuite (for team discussion)

Completion Criteria:
 

 

Project Schedule

Timeline/ Deliverable:

DateResponsibleTaskStatusMeeting Notes 

Friday

Feb 14

Volunteer and GranteeIntroduction CallCompleted
  1. Meeting did not went well due to some technical issue issues and the place that the Grantee taking the webex's call.
  2. Grantee will send the volunteer for the challenges that they have/want to be solve in this project.
  3. Grantee provide access to volunteers to view their system
 

Wednesday

Feb 19

VolunteerTeam discussion on the issues (total of six issues) that sent from the GranteeCompleted
  1. TL will help in the Suiteflow and SuiteScript coding
 

Wednesday

Feb 26

Volunteer and GranteeGrantee will be demo the challenges that they currently encountering in NSCompleted
  1. The demo was recording by Cons.
  2. Bariza will help grantee on issues #5 - how to set default custom form when open and printed as they wish. Completed on Feb 26th
 

Wednesday

Mar 505

Volunteer and GranteeGrantee will be demo the data that they want to export to integrate with Tally Financial System

Regular Meeting postpone to Mar 12th.

 

  1. TL was provided the instruction/suggestion for issues # 1-4 

Wednesday

Mar 1219

  
  1. Grantee will be demo the data that they want to migrate from Tally to NetSuite
  2. Discuss for the outcome from the suggestion
   

Wednesday

Mar 1926

     

Wednesday

Mar 26