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.
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.
Here are the steps in executing the assignment properly, and in achieving standards in the whole process of project execution and management.
After sorting, indexing and chronological arranging of record, he/she then re-checks if the arranged file is all complete, and if not, he/she looks for the missing content of the record from the original file. Otherwise, he/she then proceeds to the next step.
The Medical Records Review Associate then identifies the records that need to be reviewed. He/she then reviews and summarizes the records according to the client’s specified requirements and needs.