Big 7 Onboarding Dashboard

Modified on Fri, 14 Mar at 9:35 AM

Big 7 Dashboard Status

Dashboard

This tab is a dashboard with the following checks! Each line will have two columns. Column 1: Compliance Requirement, Column 2: Status

Add a "Compliance Dashboard Progress" field in the clinic information in top right of clinic profile. Will be how many of these clinic has completed ie 2/7

Each row is a check with status depicted based on following logic

  • Atleast one registered licensed user:

    • Not Started

      • If the clinic has no registered users and no user invites for standard or advanced users

    • In Progress

      • Clinic has no registered user but at least one standard or advanced user invite

    • Complete

      • clinic has at least one registered standard or advanced user

  • Protocol for every registered Service is approved

    • Not Started

      • No protocols have been sent to MD for approval

    • In Progress

      • Clinic has uploaded at least one protocol to MD for approval but does not have a signed protocol for every service

    • Complete

      • All services have an associated protocol

  • Clinic MD Agreement

    • Not Started

      • A document of type Clinic MD Agreement has not been submitted to a doctor for review and one is not already approved

    • In Progress

      • A document of type Clinic MD Agreement has been submitted but not approved by the physician

    • Complete

      • same as above but documnet has been completed

  • Medical Ordering List

    • same as above but for medical ordering list document type

  • Professional Liability Insurance

    • Same as above but for the insurance type document

  • Uploaded at least 1 chart review

    • Same as above but for chart review document type

  • All advanced users have a collaborating agreement

    • Not started:

    • No advanced users have uploaded a collaborating agreement for signature

    • In Progress:

    • At least one collaborating agreement has been submitted by an advanced user but not all have been signed

    • Complete: 

      • All collaborating agreements have been signed


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