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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. 

Volunteers 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:
  1. Appending of child docs to parent doc [Completed]
  2. Auto-populate patient fields in DSQ form [Completed]
  3. Calculate DSQ scores [Completed]
  4. DSQ confirmation email is not picking up the scores [Completed]
  5. Set default custom form when open and printed [Completed]
  6. Tally integration
    7. -Inventory Item Record
    -Configure Chart of Account by Location
    -Tax setup for vendor record
    -Bar codes feature enable


Out of Scope: 

Tax Set up to be complete by AyurVAID

Completion Criteria:
  1. Automated business workflow, appending of child doc. to the parent doc.
  2. Auto-populate patient fields in DSQ form
  3. Calculate DSQ scores.
  4. DSQ confirmations email is picking up the scores.
  5. Set custom form to be the default one both when opened and printed.
  6. Tally IntegrationInventory item record properly,
 

 

Project Schedule

Timeline/ Deliverable:

DateResponsibleTaskStatusMeeting Notes

Friday

Feb 14

Volunteer and Grantee
  1. Introduction Call

2. Grantee share the issues that they want to be address in this project

Completed
  1. Meeting did not went well due to some technical 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. Completed on Feb 14th, total of six issues raised by the Grantee
  3. Grantee provide access to volunteers to view their system Completed on Feb 26th

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 Grantee

Grantee will be demo the challenges that they currently encountering in NS

Completed
  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
  3. Grantee agreed with we will complete the first five issues then will look into the issue #6 which is the Tally Finance integration

Wednesday

Mar 05

Volunteer and Grantee

Regular Meeting postponed to Mar 12th.

 

Completed 1. TL provide the instruction/suggestion for issues #1-4 March 5th

Wednesday

Mar 14

Volunteer and Grantee
  1. Grantee will be demo the data that they want to migrate from Tally Finance to NetSuite
Completed

Tally Finance data import into NetSuite

  1. How to configure Inventory Items?  Completed 3/14

2.  How to configure the Chart of Account by location?Completed 3/14

3. How to configure the Tax if the items purchase from different vendors located in different states?

4. Bar codes feature.

Wednesday

Mar 24

Volunteer and Grantee

 1. Final Checkpoint for the project

2. Q & A

   

 Wednesday

Mar 26

Volunteer and Grantee  Completed

 1. Grantee confirmed for issue #1 - 5 are completed and helpful to them.

2. Grantee confirmed they will send email this week if they still have question on the issue #6 for inventory item setup and the tax concern. 

Monday

Mar 31

Volunteer Survey/   feedback given to NS.org