ORION HEALTH | $SCROLL.TITLE V.$SCROLL.

VERSION

ORION HEALTH

LEAN CONSORTIUM –
PROJECT INITIATION
Activities for PMO, Technical and
Clinical Workshops

Commercial in Confidence
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2 2

For more information regarding this document, please contact:

Kevin Rumble
Orion Health
Email: kevin.rumble@orionhealth.com
Website: www.orionhealth.com
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2 3

DOCUMENT HISTORY
Version Date Author(s) Comment
0.1 12-Sep-2021 Kevin Rumble Initial draft
0.2 12-Sep-2021 Kevin Rumble Initial draft for discussion with Lean
Consortium on 12-Sep-2021
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2 4

TABLE OF CONTENTS

1. BACKGROUND.....................................................................................................4

2. DOCUMENT PURPOSE.......................................................................................5

3. PMO WORKSHOPS..............................................................................................6

4. EARLY ADOPTER ENGAGEMENT AND ONBOARDING WORKSHOPS.......13

5. TECHNICAL WORKSHOPS...............................................................................13

7. ATLASSIAN, APIGEE, IAM WORKSHOPS..........................................................17

8. ZFP IMAGE VIEWER WORKSHOPS....................................................................17

11. CLINICAL/FUNCTIONAL WORKSHOPS...........................................................17

ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2 5

1. BACKGROUND
The Lean Consortium has been awarded the nphies project for delivering a HIE to the
Kingdom of Saudi Arabia. This project is scoped to deliver the HIE functionality over two
Releases (R2 and R3). The goal is to have R2 live by 12 months and R3 by 18 months.
It is also scoped to onboard the six Early Adopters from month 12 onwards.
Following month 12 there is a 12 month production Application Management Support and
following month 18 there is a further 6 month Application Management Support.

2. DOCUMENT PURPOSE
As this project has a number of deliverables and has a complex stakeholder engagement there
is a need to ensure that it starts with a clear understanding of roles, responsibility, technical
requirements/solution and clinical requirements/solution. To achieve this the Lean
Consortium will be running a number of PMO, Clinical and Technical workshops over the
first 2-8 weeks.
This document is designed to detail the required activities to occur during the project
initiation phase. The initiation phase will cover the establishment of the PMO process and
associated meetings, along with the project management meetings required
 3. PMO WORKSHOPS

This section covers the list of proposed PMO workshops, required attendees and agendas. PMO workshops can be scheduled starting Week 2 of
the project, according to the availability of the required nphies attendees. nphies decision makers will need to be present in the workshops. The
expected outcome of the PMO workshops is to agree on the approach and tools that will be used to deliver and track the project.

WEEK SESSION ATTENDEES NAMES OF ATTENDEES AGENDA DURATION

Week 1 Planning & Scheduling N/A N/A N/A N/A
meetings
Week 2 Stakeholder Structure CCHI Program/Project CCHI/NHIC  nphies Governance 1 hour
management team  Hessa Al- Structure
Sehati Program/Project Abbad  Escalation process
management team  Sara Al-Shaya  Stakeholder
Lean Consortium  Others TBC responsibilities
Program Managers, Sehati
Project Managers and  Ahmad Bukhari
Project Coordinators  Jose Mussi
Lean Consortium –
 Nawaf Alharbi
 Ahmed Alnaji
 Hani Akrim
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Hina Laghari
Week 2 Project CCHI Program/Project CCHI/NHIC  Project Communication 1 hour
Communication, Status management team  Hessa Al-Abbad Plan
Meetings and Sehati Program/Project  Sara Al-Shaya  Project status updates
Reporting management team  Others TBC o Steering
Lean Consortium Sehati Committee
Program Managers,  Ahmad Bukhari (quarterly)
Project Managers and  Jose Mussi o Project
Project Coordinators Lean Consortium – Management
 Nawaf Alharbi Committee
 Ahmed Alnaji (monthly)
 Hani Akrim o PMO Status
 Majed Eshaq Update (weekly)
 Kevin Rumble
 Rana Rizk
 Hina Laghari
Week 2 Project Scheduling and CCHI Program/Project CCHI/NHIC  Tools and approach of 1 – 2 hours
Reporting management team  Hessa Al- master project plan
Sehati Program/Project Abbad  Detailed project plan
management team  Sara Al-Shaya structure requirements
Lean Consortium  Others TBC
Program Managers, Sehati
Project Managers and  Ahmad Bukhari
Project Coordinators  Jose Mussi
Lean Consortium –
 Nawaf Alharbi
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Ahmed Alnaji
 Hani Akrim
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari
Week 3 Deliverable Review CCHI Program/Project CCHI/NHIC  Deliverable submission, 1.5 hours
and Approval Process management team  Hessa Al-Abbad review and
 Sara Al-Shaya approval/sign-off
Sehati Program/Project  Others TBC process
management team Sehati  Certificate of
Lean Consortium  Ahmad Bukhari Completion (CoC)
Program Managers,  Jose Mussi template and
Project Managers and Lean Consortium – submission/approval
Project Coordinators process
 Nawaf Alharbi
 Ahmed Alnaji  Deliverables tracker and
 Hani Akrim status meeting
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari
Week 3 Project Charter CCHI Program/Project CCHI/NHIC  Project Charter template 1 hour
management team  Hessa Al-Abbad and required sections
Sehati Program/Project  Sara Al-Shaya
management team  Others TBC
Lean Consortium Sehati
Program Managers,
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

Project Managers and  Ahmad Bukhari

Project Coordinators  Jose Mussi
Lean Consortium –
 Nawaf Alharbi
 Ahmed Alnaji
 Hani Akrim
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari
Week 3 Project Change CCHI Program/Project CCHI/NHIC  Project Change 1 hour
Management management team  Hessa Al-Abbad Management process
Sehati Program/Project  Sara Al-Shaya (submission, review and
management team  Others TBC approvals of change
Lean Consortium Sehati requests)
Program Managers,  Ahmad Bukhari  Change request template
Project Managers and  Jose Mussi  Change request log
Project Coordinators Lean Consortium –
 Nawaf Alharbi
 Ahmed Alnaji
 Hani Akrim
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari
Week 4 Risks & Issues CCHI Program/Project CCHI/NHIC  Risks and Issues 3 hours
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

Management management team,  Hessa Al-Abbad Management process

technical & clinical  Sara Al-Shaya  Risks & Issues log
representatives  Others TBC  Review initial list of
Sehati Program/Project Sehati risks & issues and raise
management team,  Ahmad Bukhari any new ones
technical & clinical  Jose Mussi
representatives Lean Consortium –
Lean Consortium
 Nawaf Alharbi
Program Managers,
 Khaled Alrajhi
Project Managers and
 Ahmed Alnaji
Project Coordinators,
 Hani Akrim
technical & clinical
representatives  Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Massis
Ovanessoff
Week 4 Project Tools & CCHI Program/Project CCHI/NHIC  Atlassian (Confluence 1 hour
Document management team  Hessa Al-Abbad and Jira) to be used on
Management Sehati Program/Project  Sara Al-Shaya the project
management team  Others TBC  Orion Health DOKI and
Lean Consortium Sehati access
Program Managers,  Ahmad Bukhari  Other project tools
Project Managers and  Jose Mussi
Project Coordinators Lean Consortium –
 Nawaf Alharbi
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Ahmed Alnaji
 Hani Akrim
 Majed Eshaq
 Kevin Rumble
 Rana Rizk
 Hina Laghari

4. ONBOARDING AND EARLY ADOPTER ADOPTER ENGAGEMENENGAGEMENTT

This section proposes the workshops and activities planned to deliver the Onboarding plan. It covers the Change Management phases that the
platform stakeholders will face. to The Audience are Onboarding officers, change managers, Clinical and technical experts and Project
managers.

Week Activity Owner Attendees Duratio Comments

ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

of n
12 CCHI/NHIC 2 hrs
Sep.  Hessa Al-Abbad
2021  Sara Al-Shaya
 Other TBC
Sehati
Onboarding initiation workshop 1:  Ahmad Bukhari
- OB framework overview  Jose Mussi
- mandate and governance Lean Consortium –
model Lean  Ahmed Alnaji
- stakeholders' identification -
Consortium  Nawaf Alharbi
- communication
methodology  Amjad Ageel
- Terms of reference  Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Others TBD
Onboarding initiation workshop 2:  Lean CCHI/NHIC 2hrs -
- 4 weeks Deliverables Plan Consortium  Hessa Al-Abbad
- Timeline and Project  Sara Al-Shaya
Constraints Overview
 Others TBC
- RACI Review
- Early adopters’ orientation Sehati
preparation  Ahmad Bukhari
 Jose Mussi
Lean Consortium –
 Ahmed Alnaji
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Others TBD
19 CCHI/NHIC 1 hr
Sep.  Hessa Al-Abbad
2021  Sara Al-Shaya
 Others TBC
Sehati
 Ahmad Bukhari
 Jose Mussi

Early Adopters executives & management team*

* NHIC to confirm the attendees’ level
Kick-off the early adopters’ Sehati/NHI Lean Consortium – from EA
Orientation C  Ahmed Alnaji * Identify Single Point of Contact
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Existing Site Survey Review Lean CCHI/NHIC 3 hrs -
Workshop:  Consortium  Hessa Al-Abbad
- Identify audience  Sara Al-Shaya
- Identify Gaps  Others TBC Clinical/Technical
- Agree on updates
Sehati
 Ahmad Bukhari
 Jose Mussi
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

Lean Consortium –
 Ahmed Alnaji
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Massis Ovanessoff
 Others TBD

Solution Overview - Kick Off: Start first round of technical and clinical clarifications workshops 
Refer to Technical workshops section.
New Site Survey Development Lean CCHI/NHIC 3 hrs Finalize Survey
Workshop: Consortium  Hessa Al-Abbad
- Tooling, publishing and  Sara Al-Shaya
management  Others TBC Clinical/Technical
- CM Track
Sehati
- Clinical Track
- Technical Track  Ahmad Bukhari
 Jose Mussi
Lean Consortium –
 Ahmed Alnaji
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Massis Ovanessoff
 Others TBD
Lean CCHI/NHIC 5 WD to
Consortium  Hessa Al-Abbad respond
 Sara Al-Shaya to the
survey
 Others TBC and send
Sehati it back
 Ahmad Bukhari Early Adopters feedback on previous
responses and new survey
 Jose Mussi
walkthrough and guidelines.
Early Adopters Single Point of Contact*
Early Adopters Technical and Clinical Teams
Sehati/NHIC Dependency:
Early Adopters' site survey Workshop Lean Consortium – - Provide the final list of the
 Ahmed Alnaji early adopters
 Nawaf Alharbi - Single Point of Contact
 Amjad Ageel Orientation and appointment
is completed (6+2
 Mohammed Alfaqih
candidates early adopters
 May Alasmary group)
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
26 Onboarding KPIs identification Lean CCHI/NHIC 2 hrs Initial onboarding KPI Baseline and
Sep. Workshop Consortium  Hessa Al-Abbad targets
2021  Sara Al-Shaya
 Others TBC Clinical/Technical
Sehati
 Ahmad Bukhari
 Jose Mussi
Lean Consortium –
 Ahmed Alnaji
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Lean CCHI/NHIC 2 hrs
Consortium  Hessa Al-Abbad
 Sara Al-Shaya
 Others TBC Clinical/Technical
Sehati
 Ahmad Bukhari
 Jose Mussi
Lean Consortium –
* May require further 1 on 1
 Ahmed Alnaji
Survey Results Analysis Workshop* workshops and site visits depending on
 Nawaf Alharbi
the results
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Early Adopters Solution Overview Lean CCHI/NHIC 2hrs Revised content from Solution
Consortium Overview - Kick Off: Start first
 Hessa Al-Abbad
round of technical and
 Sara Al-Shaya
clinical clarifications workshops In the
 Others TBC Clinical/Technical
technical workshop track for the EA
Sehati
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Ahmad Bukhari
 Jose Mussi

Early Adopters Single Point of Contact*

Early Adopters Technical and Clinical Teams*

Lean Consortium – audience. 

 Ahmed Alnaji
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih * NHIC to confirm the attendees and
 May Alasmary whether HIS vendors are allowed or
 Rehab Madkhali just the EA internal technical Teams
 Massis Ovanessoff
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
3 Onboarding Checklist Workshop CCHI/NHIC 2 hrs Understand the Onboarding
Oct. dependencies i.e. Clinical
 Hessa Al-Abbad
2021 Terminology, IG, PKI, manuals etc.
 Sara Al-Shaya
 Others TBC Clinical/Technical
Sehati
 Ahmad Bukhari
 Jose Mussi
Lean Consortium –
 Ahmed Alnaji
 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Massis Ovanessoff
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Lean CCHI/NHIC 2 hrs
Consortium
 Hessa Al-Abbad
 Sara Al-Shaya
 Others TBC Clinical/Technical
Sehati
 Ahmad Bukhari
 Jose Mussi
Onboarding Plan Development Lean Consortium –
workshop 1  Ahmed Alnaji
- Awareness -
 Nawaf Alharbi
- Training  Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Onboarding Plan Development Lean CCHI/NHIC 2 hrs -
workshop 2 Consortium  Hessa Al-Abbad
- Knowledge Management  Sara Al-Shaya
- Adoption/mapping
monitoring and escalation  Others TBC Clinical/Technical
- Testing and Certification Sehati
 Ahmad Bukhari
 Jose Mussi
Lean Consortium –
 Ahmed Alnaji
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Nawaf Alharbi
 Amjad Ageel
 Mohammed Alfaqih
 May Alasmary
 Rehab Madkhali
 Massis Ovanessoff
 Kevin Rumble
 Rana Rizk
 Hina Laghari
 Other TBC
Lean NA * once confirmed General
Detailed Onboarding Plan Consortium Not a workshop Awareness for the EA on the
Submission
plan will be scheduled.

Lean and Ascend to supply

5. TECHNICAL WORKSHOPS
WEEK SESSION ATTENDEES NAMES OF DECIDERS AGENDA DURATION
ATTENDEES
Week 1 Planning N/A N/A N/A  Plan for Technical N/A
and Clinical
Clarification Workshops
 Confirm infrastructure
is available as per BOQ 
Week 2 Solution CCHI/NHIC CCHI/NHIC - N/A  Start first round 2-3 hours
Overview - Kick Sehati  Hessa Al-Abbad of technical and
Off Lean  Sara Al-Shaya clinical clarifications
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Tariq workshops 
 Haneen Aseeri
 Saud Al-Otaibi
Sehati -
 TBC
Lean Consortium -
 Massis
Ovanessoff
 Lean TBC
Week 2 Infrastructure Lean  CCHI Yes  Start fine-tuning requirements 2-3 hours
Strategy Sehati and Site  Site and addressing gaps
 Lean
 NHIC Ops
Week 2 Design Authority Sehati  PWC David N/A 1-2 hours
and Practice Lean Sawh
 Hussein Al Ali
 BTAC
Week 2 External CCHI/NHIC TBC N/A  National Systems Specs 1-2 hours
Integration Sehati
Lean
Week 3 Interface Design CCHI/NHIC TBC Yes  nphies to grant 2-3 hours
(HL7 & XDS) Sehati remote access to Lean
Lean Consortium 
Week 3 Participant CCHI/NHIC TBC Yes  Continue technical 1-2 hours
Integration & Sehati and clinical
Connectivity Lean clarification workshops   
Week 3 Data Migration CCHI/NHIC TBC Yes 1-2 hours
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

Sehati
Lean
Week 3 Registries CCHI/NHIC TBC N/A 1-2 hours
Sehati
Lean
Week 3 Terminology NHIC/CCHI TBC Yes  Deployment, features, 1-2 hours
Services Lean codes and standards
Week 3 Image Viewer CCHI TBC N/A  Integration, GE and 1-2 hours
Sehati Imaging scope (studies etc)
Lean check IS Spec
Week 4 Technical CCHI/NHIC TBC Yes   1-2 hours
Requirement Sehati
clarifications Lean
Week 4 Technical CCHI/NHIC TBC Yes  Confirm test 2-3 hours
Requirement Sehati environments availability
clarifications Lean
Week 4 Requirement CCHI/NHIC TBC Yes  Start preparation 2-3 hours
clarifications Sehati of Solution Design 
Lean
Week 4 Requirement CCHI/NHIC TBC Yes  Start preparation 2-3 hours
clarifications Sehati of Functional Design  
Lean
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

7. ATLASSIAN, APIGEE, IAM WORKSHOPS

Lean to fill
WEEK SESSION ATTENDEE NAMES OF DECIDERS AGENDA Duration
S ATTENDEES
Week 4 Technical CCHI/NHIC TBC Yes   Confirm test 1-2 hours
Requirement Sehati environments availability
clarifications Lean  Start preparation of Solution
Design 
Week 4 Technical CCHI/NHIC TBC Yes   Present and confirm Final design 1-2 hours
Requirement Sehati
clarifications Lean
Week 5 Requirement CCHI/NHIC TBC Yes    Confirm test 2-3 hours
clarifications/2 Sehati environments availability
sessions Lean Start preparation of Solution
Design 
Requirement CCHI/NHIC TBC Yes    Present and confirm Final 2-3 hours
clarifications/2 Sehati design
sessions Lean

Week 5 Requirement CCHI/NHIC TBC Yes    Confirm test 2-3 hours

clarifications Sehati environments availability
Lean Start preparation of Solution
Design 
Week 5 Requirement CCHI/NHIC TBC Yes  Present and confirm Final 2-3 hours
clarifications Sehati/ Lean design
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

8. ZFP IMAGE VIEWER WORKSHOPS

WEEK  SESSION  ATTENDEES   NAMES DECIDERS  AGENDA  DURATION 
OF
ATTENDE
ES 
Week 3  Technical Requirement  CCHI/NHIC  TBC  Yes  2-3 hours 
 sessions 1  Sehati   Confirm Requirement for 6 early
adopters
Lean 
OH  
Week3  Technical Requirement CCHI/NHIC  TBC  Yes   Confirm VNA  2-3 hours 
sessions 2  Sehati   
  Lean 
OH 

Week3  Technical Requirement CCHI/NHIC  TBC  YES        Integration discussion   2-3 hours 

sessions 3 Sehati   
 
  Lean 
OH 

Week 4  Analysis Workshops OH   TBC  YES   Integration, GE and Imaging scope 2-3 hours 
  GE   (studies etc) check IS Spec
Ascend  
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

Ascend to fill

11. CLINICAL/FUNCTIONAL WORKSHOPS

This section covers the required workshops, the attendees and the expected Agenda.
Based on the amount of content to be covered it is expected that there will need to be approximately 5-8 sessions starting from week 3 (or 4) and
continue until all required information has been covered, collected and agreed.
The outcome of these sessions will be to have alignment between the Lean Consortium and CCHI/NHIC on what is being delivered clinically
(functionally). After all sessions and agreement is achieved a Functional Design document will be drafted and issued for review and approval.
This Functional Design will be used to develop and configure the solution during the Build Phase of the project.
To ensure that the workshops are productive the key Clinical Stakeholders (decision makers) from CCHI and NHIC will need to attend and be
actively involved in the presentations and requirement discussions.
NOTE – this is an example only and subject to change prior to each session.
WEEK SESSION ATTENDEES NAMES OF AGENDA FUNCTIONAL AREA
ATTENDEES
Week 3 or 4 Introductions CCHI TBC  Alignment - create common Agenda - Functional Area being
Project goals NHIC understanding between reviewed
and session Clinical attendees. Requirements - tabled
objectives BA's  Review the templates and Any changes captured
process to capture design Recap and Questions
decisions, requirements (and
changes) - which will be
tracked and managed.
 Solution overview - putting
context to the Functional Areas
1 Landscape CCHI TBC  Overview demonstration - Overall - formatting, naming
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

NHIC Provider Portal conventions, ordering and general

Clinical  Introducing features and display
BA's functions (modules) as an
essential tool for the clinical
users responsible for the care
and treatment of patients -
using Level 1 - Primary
Provider.
Spelling
Data/Time
Data dictionary
Terminology
Deployment
Features
Codes and Standards
Registries
Logos/Branding
Disclaimers
Browser support
1 Provider Portal CCHI TBC  Provider Portal uses access Access Levels and Work Roles
NHIC levels to control the screens, (RG)
Clinical tasks and information that Including - general use - navigation
BA's users can access. and icons
 The view of patient
information in Provider Portal Level 1 – 6 and additional support
relies on role-based access and and training
organizational security.
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Role based access to the

 Provider Portal ensures that
end users are assigned the
appropriate security level
through their designated role
in the EMR, based on their
functional need and job role.
1 Accessing the CCHI TBC  Web mode – via URL and Log in and
Provider Portal NHIC Login screen Log out (LOG)
General use - Clinical  Embedded mode (Single-sign Via Web mode
navigation and BA's on) - when the patients record Via Single-sign-on
icons is opened in your EMR, the
Timeout Provider Portal file for the
Ending session selected patient will be
immediately available as a link
in the EMR.
NOTE - Embedded mode - users do
not have access to Global Menu, Left
Menu and Homepage.
1 and 2 Overview - CCHI TBC  Break the seal Discussion – these topics continue
Patient Privacy NHIC  Patient Privacy for each topic.
Clinical  Relationship
BA's  Consent

1 and 3 Overview – CCHI TBC Specific patient information has been Discussion – these topics continue
Information NHIC classified as 'sensitive' in the Provider for each topic.
Privacy Clinical Portal. Break the seal - Sensitive
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

BA's Information that is classified as Information (PRI)

sensitive (normal): Code set used
 Behavioural Health Scoped to requirement - R & N
 Infectious Diseases flags
 Sexual Health
Usually - only Level 1 - Primary
Providers are able to access and view
sensitive information.
Level 2 - Secondary Providers are
able to see that there is information for
the patient that is not shown - due to
privacy restrictions
Level 3 and 4 - not able to see
anything regarding the patient's
sensitive information
NOTE - Allergy and Medications are
not usually restricted.
2 After logging CCHI TBC Global Menu User Account - User Setting > My
in NHIC Including - general use - navigation Details (GM)
Clinical and icons
BA's

Add or change a phone number and

email address (GMDEM)
Changing Passwords (GMPW)
2 Scoped to CCHI TBC Left Menu Default opening - display - column
requirement in NHIC  Find a patient order, naming conventions (without
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

demo Clinical  Search for a patient (blank) and with information)

environment BA's  Access a patients record  General use - navigation
and icons
 Display and sorting
 Tool-tips
 Break the seal - patient
privacy
2 Patient Search CCHI TBC Patient Search Default opening - display - column
NHIC order, naming conventions (without
Clinical (blank) and with information)
BA's  General use - navigation
and icons
 Display and sorting
 Tool-tips
 Break the seal - patient
privacy
2 Recent Patients CCHI TBC Recent Patients Default opening - display - column
NHIC order, naming conventions (without
Clinical (blank) and with information)
BA's  General use - navigation
and icons
 Display and sorting
 Tool-tips
 Break the seal - patient
privacy

Using Favorite Searches

ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

2 Worklists CCHI TBC Worklists Default opening - display - column

NHIC order, naming conventions (without
Clinical (blank) and with information)
BA's  General use - navigation
and icons
 Display and sorting
 Tool-tips
 Break the seal - patient
privacy

Using Favorite Searches

Last Messaging CCHI TBC Messaging
NHIC
Clinical
BA's

Last Notifications CCHI TBC Notifications

NHIC
Clinical
BA's

3 Homepage CCHI Homepage Default opening - display - column

NHIC  Per Level and Work role order, naming conventions (without
Clinical  How to access and view a (blank) and with information)
BA's patients record - patient in  General use - navigation
context and icons
 Configure Layout  Display and sorting
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Tool-tips
 Break the seal - patient
privacy
3 Viewing a CCHI TBC The Patient Record is the screen that Patient Record - context view
patient's NHIC is displayed - read-only summary Including - general use - navigation
information Clinical view of the patient's information. and icons
BA's
3 Patient Banner – context banner Default opening - display - column
order, naming conventions (without
(blank) and with information)
 Worklists
 HL7 example
 Code set used
3 Allergies Alert - displays the allergy Default opening - display - order,
status for the patient and is visible naming conventions (without
from anywhere in the patients record. (blank) and with information)
 HL7 example
Allergies Alert  Code set used
Allergies Not Recorded
No Known Allergies
3 Patient Summary displays all Default opening - display - column
information available for the patient order, naming conventions (without
from all EMR's connected with the (blank) and with information)
Provider Portal, including the user's  Tabs
own organization  Windowlets
Displays clinically relevant  Display and sorting
information in windowlet (table) view.  Maximize
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

 Tool-tips
 Break the seal - sensitive
information
3 Demographics Default opening - display - order,
naming conventions
 HL7 example
 Code set used
4 Allergies Default - display - column order,
Displays allergy information recorded naming conventions (without
from each EMR. (blank) and with information)
 Ordered by severity first
then date recorded in EMR -
server highlighted in red.
 Maximize
 Sort
 Tool-tips
 Roll-up
 HL7 example
 Code set used
4 Encounter History Default opening - display - column
order, naming conventions (without
Displays information from every visit (blank) and with information)
for the patient - all Source systems  Ordered by most recent
connected to the Provider Portal. date.
 Primary diagnosis for the
encounter is displayed in the
diagnosis column. Any
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

other diagnoses recorded for

that encounter will be
available via the red
magnifying glass - select to
display - the primary and
secondary diagnoses.
 Maximize
 Sort
 Tool-tips
 Roll-up
NOTE - Break Privacy Seal -
sensitive information
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
4 Problems / Conditions Default opening - display - column
order, naming conventions (without
Displays only coded Problems. (blank) and with information)
 Ordered by most recent
date.
 When a Problem is recorded
at two or more source
EMR's the Problem will be
rolled up by 'code' -
displayed by a magnifying
glass - select to display all
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4 Procedures
Displays a list of the surgical and
minor procedures that have been
recorded for the patient.
recorded Problems.
 Maximize
 Sort
 Tool-tips
 Roll-up
NOTE - Break Privacy Seal -
sensitive information.
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
Default opening - display - column
order, naming conventions (without
(blank) and with information)
 Ordered by most recent date
and time.
 When more than one
Procedure is performed on
the same date, they will be
rolled up by date - select the
magnifying glass to see all
the Procedures performed
on the same day.
 Maximize
 Sort
 Tool-tips
 Roll-up
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5 Medicines Viewer
The Medications view displays
medications that have been:
 Prescribed (Ordered)
 Dispensed
 Administered
5 Immunizations
Included with Medicines Viewer
5 Clinical Document View (CDV)
Links
Default settings
Show All
Group by Category
Sort by Date
NOTE - Break Privacy Seal -
sensitive information.
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
Default opening - display - column
order, naming conventions (without
(blank) and with information)
 Using the filters
 Using the search
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
 General use - navigation
and icons
 Display and sorting
 Tool-tips
 Break the seal - sensitive
information
Need folder structure and
information from the data specs -
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2
Last Patient Snapshot (iEHR) Summary)
(iEHR)
Last Clinical Documents
6 Laboratory result (Result Viewer)
6 Radiology report (Result Viewer)
(RAD)
NOTE - For Radiology results, only
final textual reports will display.
message structures to inform the
folder categories / sub-categories
 Laboratory results
 Radiology reports
Default – display and use
 XDS - to requirements
 Break Privacy seal -
sensitive information
 Numeric – opening display
 Textual - opening display
 Viewing and use
 Graphing
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
Need folder structure and
information from the data specs -
message structures to inform the
folder categories / sub-categories.
 Textual
 HL7 example
 Code set used
 Break Privacy seal -
sensitive information
Need folder structure and
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2

information from the data specs -

message structures to inform the
folder categories / sub-categories.
Last Image Viewer Integration, GE and Imaging scope
(studies etc)

PATIENT PORTAL - TBA

SESSION FUNCTIONAL AREA FUNCTIONAL AREA
7 and 8 Overall - formatting, naming conventions, ordering and general display Languages, Translations and Spelling
Data / time
Data dictionary
Code sets
Terminology
Registries
Logos / Branding
Disclaimers
Browser support
Access Invitations and Registration
Including - general use - navigation and icons Login
Profile
Provider Portal to Patient Portal content and views Medications
Documents
Laboratory
ORION HEALTH | PROJECT INITIATION ACTIVITIES VERSION 0.2