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