MyoshiaBoykin-A
8 months agoQrew Trainee
New Medical Management App
OK, I will preface this post by stating that I am rather new to the advanced features of Quickbase and that this may be asking a lot...so here goes:
I am designing a solution for our Client Services Department. The proposed workflow is as follows:
- New referrals come in requesting support/services.
- Intake Coordinator approves referrals and turn them into new client profiles with a unique identifier (a combination of a few client attributes and random auto numbers.)
- A client portal allows clients to complete additional information and electronically sign documents.
- Completed client profiles get assigned to a Clinician.
- Clinicians access their workload from their unique dashboards (new clients, to-do items, reports, etc.)
- Encounters are added to client profiles from outside vendors (labs, prescriptions, visits, etc.)
- Medical billing is submitted to various clearinghouses and direct payors.
- Payments are processed through various clearinghouses and payment processors.
- Etc. etc. etc.
I know that this project will entail months of requirements, design and development, but I would love some insight into some high-level steps I can take towards making this happen.
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Ms. My
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