Orange County NC Website
DocuSign Envelope ID:5217DEC1-2EF1-4A49-AD1 F-F6CBCC3F8A9E <br /> Following the introductory call, a more formal kickoff call will allow ESO and agency <br /> stakeholders to make contact on a larger scale. The purpose of the call is to enable the agency <br /> and ESO implementation team members to introduce themselves and begin to discuss project <br /> deliverables, task ownership, and tentative timelines, including possible online and onsite <br /> training dates. During the call, ESO and the agency will discuss CAD and billing interfaces as <br /> well as identify vendor contacts that will assist with those interfaces. <br /> After the call, ESO will send the agency's project implementation team an email summarizing <br /> the call and will develop a project timeline that sets forth project milestones and timeframes for: <br /> • Documentation return <br /> • ePCR system setup by ESO <br /> • Interface programming and testing, if applicable <br /> • Online administrative training <br /> • Completion of ePCR system setup <br /> • Mobile software installation and testing <br /> • End user training <br /> • End user practice <br /> • Post-implementation follow-up <br /> At this time, ESO and the agency's project lead can discuss the scheduling (frequency, attendees <br /> etc.) of additional meetings and other means to report progress. <br /> Milestone 2: Information Gathering and System Setup <br /> Deliverables: Agency Account and Build Out in ESO Suite <br /> Agency Setup Preparation <br /> These activities begin after project kickoff and last for approximately two weeks. (The milestone <br /> timeframe may vary depending on how quickly the agency returns the completed setup file after <br /> project kickoff, and how quickly the agency completes its portions of the system setup after the <br /> initial setup done by ESO.) <br /> During this time, ESO creates an agency account for the agency in the ESO Suite and begins to <br /> build out the systems with the information provided on the agency's ePCR setup file, including <br /> personnel, medic units and vehicles, facilities to and from which they commonly transport <br /> patients and the like. When this setup is complete, ESO will provide designated users from each <br /> account with a user name so that they may create a password, log in to the system, and complete <br /> the agency setup. This includes: <br /> • Adding a company logo (can be completed by ESO during initial setup if preferred) <br /> • Assigning user names <br /> • Assigning roles and claims <br /> • Loading patient refusal form and/or other agency-specific, custom forms for capturing <br /> signatures in the field(can be completed by ESO during initial setup if preferred) <br /> • Adding agency-specific billing authorization language <br /> • Establishing agency password and lockout policies <br /> • Creating data retention,patient lookup and update settings <br /> • Creating new users and assigning user roles and login credentials <br /> • Adding additional facilities, units, vehicles etc. beyond those entered by ESO during <br /> initial system setup <br />