Name the owners
Identify clinical operations, technical support, privacy and administration contacts for the pilot.
Clinic onboarding
Set up the people
before the process.
Agree on the workflow, responsibilities and data arrangements before inviting patients.
Define the review process
Specify which information is requested, who reviews it and how patients should seek timely care.
Test with synthetic data
Confirm access, task visibility and the communication process using fictional examples before onboarding real participants.
Keep the next
conversation useful.
Explore the related guidance, then ask about the specific requirements for your clinic or program.
Start with your care team