Proposal Info
Intuit
Cambridge, MA
formation test Proposal 2
04-11-2016
Awaiting Approval
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QIC Database Development Priorities:

  • Boomerang Portfolio structure changes (Jessica)
  • Move P-S and Trigger Reports to main QIC app and put on dashboard(s) – mirror tables
  • First-Alert (FA) / Site Visit (SV) Forms
    • Demo and discuss alternatives to Word documents (pdf, Exact Forms, etc)
    • After meetings with Clinical team:
      • Changes to Freddie on-site form
      • Create Freddie desk/phone review versions
      • Clean-up formatting in QIC and templates
      • Create more dynamic ability to hide unused sections (checkboxes?)
      • Add section in template under title for photo or hide if no photo uploaded
      • Add additional state requirements/regulations fields to State module and populate
      • Add “pre-fabricated” sections with standardized text and formula fields
        • QM measures summary
        • 5-Star summary
        • SFF history
        • State regulations/requirements linking from State module
      • Create “Form Process Flow” alerts
        • Site Visit created > Site Visit QMs/Nursing Hours imported (if SNF) > Site Visit completed > Review #1-3 completed > Trissie Review completed > Clinical Changes completed > Ready for Formatting > Formatting completed
    • Add dashboards for Boomerang operator groupings
    • Create ability to hide/collapse all reports on dashboards
    • Evaluate need for drill-down data buttons or removal based on chart clicking
    • Evaluate all processes related to import/export target list, KPI import, etc
  • Quarterly Dashboards
    • Set up Quarter End Date in Analytics and update all dashboard reports to pull based on that date last 5 quarters
    • Create “Quarterly Process Flow” alerts
      • See Quarterly Timeline in QIC
  • QIC Client Proposals
    • Create module for quoting new clients and additional services for existing clients
  • RHA
    • Add document attachment in all modules with Juiced Technologies or however
  • Repeat Citations
    • Create a summary table off FTagSurveyData and KTagSurveyData to be able to report repeat citations directly from QIC
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Created on April 11, 2016 at 11:27 AM (EDT). Last updated by qbtools on Dec.  1 at 12:32 PM (EST). Owned by Anonymous.
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When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

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