Onboarding
Four set up steps sit behind the program. Three are complete. Location contacts stays open until every location report has a named backup on October 15.
- Program scopeAdministration only, six locations
- Intake requirementsFour items, one business day ahead
- Location contactsA backup for every report, Oct 15
- Data permissionsSummary without location detail
Program set up
The four set up steps with every item, owner and date. Tick items off as your team sends them.Program checklist
What set up holds
Each item has one owner and a status. Access is limited to what each task needs.
| Item | Step | Status |
|---|---|---|
| Employee wellness program administration across six locations, administration only | Program scope | Agreed |
| Clinical matters stay with the treating professionals | Program scope | Agreed |
| Four required items, complete one business day before the first appointment | Intake requirements | Agreed |
| Accepted exceptions named with their approver in every handoff brief | Intake requirements | In use |
| Backup who can run the report at every location | Location contacts | Due Oct 15 |
| Employer status every month, next on October 15 | Location contacts | Monthly |
| Employer summary without location detail | Data permissions | Approved Sep 21 |
| Program eligibility file sent on the first business day of each month | Data permissions | Monthly |