Keep the front desk moving
Review scheduling, communications and everyday devices as one working environment.
DISCOVERY FOCUS
People · locations · application dependencies
ULTIBLOB / INDUSTRIES / HEALTHCARE
For the work of care
Your practice.
Your people.
Connected.
Bring clinical systems, front-office workflows and IT into the same plan. Technology shaped around the way your practice works.
Built around your environmentVeterinary practicesClinics & care groupsPharmacies & hospitals
From workflow to infrastructure
Start with the work.
Connect the systems.
A useful technology plan starts with what your team needs to do, where information moves and who needs access.
Support the clinical workflow
Map application integrations and vendor requirements before confirming a hosting or access model.
DISCOVERY FOCUS
Compatibility · access · data boundaries
Plan for the unexpected
Agree recovery needs, support responsibilities and the evidence required to validate them.
DISCOVERY FOCUS
Recovery · escalation · testing
Clarity before commitment
Make the boundaries
part of the plan.
Your data, application vendors and operating responsibilities shape the solution. We start by making those requirements explicit.
- Where information belongsIdentify permitted locations, access and third-party processing.
- What needs agreementReview sensitive-data scope and any required contracts before information is shared.
- How the plan will be verifiedAgree acceptance criteria, recovery checks and handover responsibilities.
A practical next step
Tell us what needs
to work better.
Bring your workflow, current systems and biggest constraint. Start with a conversation about the right scope for your practice.
Discuss your practicePlease keep patient information and other sensitive data out of the public contact form.
Explore your requirements
Useful questions for discovery.
Use these planning tools to prepare a conversation. They do not establish compliance, application compatibility or an approved architecture.
Explore a reference architecture
Architecture discovery
Clinical workflow planning
Illustrative discovery map; application compatibility, agreements and controls require validation.
Veterinary practices
Scheduling, practice systems and owner communications.
Pharmacies
Application dependencies and permitted information exchanges.
Clinics and hospitals
Clinical access, department workflows and vendor responsibilities.
Illustrative planning map · 5 layers
01
Identity
Users and roles
Define access approval, authentication and review.
02
Connectivity
Locations and devices
Map dependencies and access boundaries.
03
Applications
Clinical and front-office systems
Confirm vendor support and integration options.
04
Data
Storage and processing
Agree permitted locations, protection and retention.
05
Operations
Support and recovery
Assign responsibilities and verify recovery objectives.
Data-flow questions
- -> Map staff access to clinical applications.
- -> Identify information exchanged with application vendors.
- -> Review backup, recovery and third-party processing boundaries.
Sensitive-data scopeRequired agreementsControl and recovery evidence
Get this scoped for your teamReview sensitive-data planning questions
Requirements discussion
HIPAA planning questions.
Healthcare — PHI safeguards. 8 questions. Your answers stay in your browser. This discussion aid does not establish compliance or replace a qualified assessment.
01
ScopeDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have you identified which workflows involve sensitive health information?
02
AgreementsDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have the agreements required for your proposed services been reviewed?
03
PeopleDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Are staff responsibilities and training needs documented?
04
Data protectionDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have protection requirements for stored information been defined?
05
AccessDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Are access approvals, role boundaries and reviews documented?
06
EvidenceDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have audit evidence and retention requirements been agreed?
07
Information exchangeDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have application and third-party data exchanges been reviewed?
08
RecoveryDiscussion prompt; confirm applicable requirements with your qualified reviewer.
Have recovery objectives, responsibilities and test evidence been reviewed?
0 of 8 answered
