Templates:

SDOH
- Housing
- Food
- Access to Health Care
- Access to Medication
Public Health
- STI screening and treatment
- IVDU risk reduction
- Substance Abuse Treatment
Immunization
- COVID
- Influenza
- TDAP
- Shingrix
- Pneumovax
COVID
- Symptoms/testing
- Treatment

Next Steps:

Step 1: Identify a group of representative users for each site to include:

Field workers (4-5) - Gathering the data

Administrative staff (2-3) - Providing direction, collecting the data

Technical/Business support staff (2-3) - Currently providing support to the Field and Administrative workers via tools & processes

Step 2: Initiate engagement with the site-specific group to gather:

Details on current client engagement processes employed within the field

Examples of existing tools that are being used to collect and track information for Field & Admin personnel (this could include both physical and virtual tools like paper questionnaires, etc)

Reporting process, external and internal requirements, and associated KPPs/KPIs (if they exist)

Other site-specific processes which may fall within, or impact project scope

Step 3: Identify gaps in tools/processes to include:

Functional gaps between current need in the Field and available tools

Gaps in information availability, based upon reporting or tracking demand

Usability/discoverability gaps

Operational gaps between current and project specific goals

Step 4: Iterate on solution design and fit

Validate process flow and functional design with the Site-specific group

Validate information gathering/reporting outputs

Validate proposed integration with internal/external systems

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