SuiteVolunteerVolunteers: 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.
SuiteVolunteer Project Overview
In Scope:
Appending of child docs to parent doc [Completed]
Auto-populate patient fields in DSQ form
Calculate DSQ scores [Completed]
DSQ confirmation email is not picking up the scores [Completed]
Set default custom form when open and printed [Completed]
Tally integration
-Inventory Item Record-Configure Chart of Account by Location-Tax setup for vendor record-Bar codes feature enable
Out of Scope:
Completion Criteria:
Automated business workflow, appending of child doc. to the parent doc.
Auto-populate patient fields in DSQ form
Calculate DSQ scores.
DSQ confirmations email is picking up the scores.
Project Schedule
Timeline/ Deliverable:
Date
Responsible
Task
Status
Meeting Notes
Friday
Feb 14
Volunteer and Grantee
Introduction Call
2. Grantee share the issues that they want to be address in this project
Completed
Meeting did not went well due to some technical issues and the place that the Grantee taking the webex's call.