		Contact Person	Templates & Instructions	Examples
1	Contacts for Admin, Data, Contracts, EHR System, Communications, CHCs	Andrea Price Old Account (Deactivated)	NA	Contacts List
2	Human Centered Design Foundation Document (and facilitators guide) Stakeholders - patients, care team Gaps Goals - what does future state look like Related Use Cases (e.g., quality measures, payment programs, internal QI projects, registry or reporting requirements, guidelines, dashboards, external partner programs)		Julia Skapik (Deactivated) to find the model for HCD handout that used to be "pre-work" for in person meetings and find a generic example.
3	Implementation Plan	Julia Skapik (Deactivated)	Human Centered Design Project Design Template (Implementation Plan)	AllianceChicago HIV CDS Y2 CDS Implementation Plan - HIV Prevention - Confluence (atlassian.net)
4	Shared Goal Statement
5	Personas - Develop patient & provider personas and provide updates if requested during and at close of project.	Julia Skapik (Deactivated)	Instructions for creating a Use Case and Persona Persona Template and Updates *use material from slide deck	Human Centered Design Personas Examples Page
6	Use Case Stories	Julia Skapik (Deactivated)	Instructions for creating a Use Case and Persona *use material from slide deck	Use Case Louisiana COVID-19 COVID-19 Use Case Summary COVID-19 Phone Screening Use Case Protocol Post Partum Gestational Diabetes Use Case - Jenny Rogers
7	Measures and Outcomes
8	Data Dictionary Review proposed data dictionary Provide comments on feasibility of obtaining data, suggestions for word choices, existing data elements to be mapped	Raymonde Uy (Unlicensed)	These are customized for the project. Partners will receive the appropriate template from NACHC.	COVID-19 Data Extract Template for Monthly Data Pulls 2021 2020-12-02 Data Dictionary and Templates - UCSF and Post Partum Combined.xlsx
9	Pre- and post- Clinical and Data Workflows	Julia Skapik (Deactivated)	Instructions/Guidance Template Clinical and DataFlows in .PPT Partners may work in PowerPoint, Word, Vizio, Excel or other program to create the Workflows *use material from slide deck	Clinical Workflow - Denver Contraceptive in Excel Clinical Workflow - Generic Outreach and Enrollment in graphic format CHC Pharmacy Immunization Workflow in Word * COVID Phone Screening Workflow in PowerPoint UCSF COVID-19 Workflow Ambulatory Patients w/Respiratory Illness in graphic format
10	Data Extracts Aggregate Data for initial analysis Baseline Data Extract for previous calendar year Monthly Data Extract for previous month	Pedro B Carneiro (Deactivated)	These are customized for the project. Partners will receive the appropriate template from NACHC.	NA
11	Data Validation Report (Quality Assurance (QA) Template) AKA Data Feasibility Assessment	Pedro B Carneiro (Deactivated)	These are customized for the project. Partners will receive the appropriate template from NACHC.	Quality Assurance Template for UCSF Women's Health Contraception QA Template for Women's Health Post Partum (CDS, GDM, eCQM) COVID-19 QA Template
12	Lessons Learned/Evaluation	Julia Skapik (Deactivated)	Template for Lessons Learned	AllianceChicago Women's Health UCSF Contraception*
13	Participation in Monthly TA Calls, All Partner Calls, Harvest Meetings - Documentation: minutes	Andrea Price Old Account (Deactivated)	See the Monthly Meeting notes on your Confluence page.	NA
14	Presentations: local, conferences/webinars, etc. - Documentation: slide deck	Andrea Price Old Account (Deactivated)	These are customized for the project. Partners will receive the appropriate template from NACHC.
15	Quality Improvement Interoperability Challenge	Julia Skapik (Deactivated)		COVID-19 QI Interoperability Challenge
16	Clinical Decision Support (CDS) One Pager Worksheet	Pedro B Carneiro (Deactivated)	872 HIV CDS One Pager Worksheet	Example Partner CDS Worksheet 872 HIV Project.docx
17	Final Report Template for Partners	Julia Skapik (Deactivated)	2021-04-29 Final Report Template For Partners.docx	854-03 UCSF Year 3 Final Report Template
18	Health Information Technology Capacity Assessment			Qualtrics survey
19	Data Dashboards			Colorado AIM Dashboard by Jen Du Mond

*Pending permission from source.

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