eSoft Philippines has a careful and detailed project management process. Anchored on the traditional model of project management, eSoftData Solutions Philippines underscores five significant phases as core guide on their medical records review project administration
Phase1. Initiation – Assessment of Clients Needs
To introduce the company’s best valued service(s), eSoft Philippines initiates a meeting with prospective client(s) or sends them with marketing and advertising materials. Then eSoft assesses the clients needs and requirements, analyzes the project specifications, determines the expectation and scope of the project, such as deadline, expected output or deliverables, etc., and presents options and proposals to client(s).
After both parties have signed the agreement or project contract, the client sends the project files to eSoft Philippines thru the Project Operations Manager for project execution. The Project Operations Manager is the only authorized entity of the company to receive the project files so as to maintain centralization of documents and for proper control of project files and contracts, and to preserve security or confidentiality of each file or project contract as a whole.
Phase2. Planning and Design
Once the files have been received from the client, the Operations Manager drafts a strategic plan to properly execute the project. This includes scheduling, identifying deliverables and creating the work breakdown structure, estimating the resource requirements for the activities, estimating time and cost for activities, and selecting the team or the specific Medical Record Reviewer to perform the records review tasks. The main purpose of this phase is to plan time, cost and resources adequately, to estimate the work needed, and to effectively manage risk during project execution.
Phase3. Project Execution
Here are the steps in executing the assignment properly, and in achieving standards in the whole process of project execution and management.
Phase4. Monitoring and Control
Monitoring is observing and checking the progress of the project, to ensure compliance with project scope, timelines, deliverables and schedules. From time to time, the Project Operations Manager communicates with the Medical Records Review Associates and Quality Assurance Auditors to ask them for updates regarding the work plan and compel if not encourage them to submit their work output on time.
Project control is likewise measuring such progress by comparing and contrasting actual progress with project plans and schedules and taking corrective action as required. It also includes quality assurance and control check for the work output.
The Project Operations Manager receives and acknowledges the work output from the QC Auditor, and then he submits the file to the client for acceptance and approval. If the client requires revision of the work output, the Project Operations Manager discusses with the client about the said adjustment or output modification. Then the same procedures apply to reach completion stage and send the deliverable(s) to the client without any further glitch.