DocMinder Qualifying Questions for the Health-Care Industry:

Are there events related to your documents that need follow up in the future?  Are there "due" dates? Retention dates? Is delegation and task management a big part of the job?

Do you use your calendar to track these events? Do you use spread sheets?

Do you notify others via email about their responsibilities?  Are they inside/outside the organization or both? Are related documents attached? How is follow-up handled now? Is escalation ever needed?

Can management see who needs to do what in the future, i.e. staff workload and also drill down to the related documents? How are your documents managed now?

Are deadlines managed centrally or individually, and how many people manage deadlines?  What departments? What are the most critical areas for managing deadlines? Where is the most risk if dates are missed?

Where do you need reports to prove things where handled properly?  How are reports handled now? Is there a compliance process? Are there Audits?

How do you transfer responsibilities if someone leaves or is out on vacation, etc?

How is compliance for Physician Accreditation handled now?

How is contract management for option and renewal dates, license agreements, NDA’s, termination dates, filings, handled now?

Are there correspondence management needs in the executive offices?

How is work delegated to internal staff, vendors or sub-contractors?

Is compliance, risk management, contract management part of your responsibility?  If not, who handles that in your organization?

How is project management for projects in development and production handled now? Do you interact with other departments to accomplish these tasks?  What departments?

How are tasks delegated related to facilities management?

Do you have a legal department? How are matters delegated and followed up on? Are there tasks related to environmental, health & safety?

Are there tasks/deadlines in the HR department, i.e., reviews, training, benefits, etc, that are manually managed now?

Is your IT department in house? How are projects tracked?

How do you delegate tasks for JCAHO unannounced visits?

Email: cparra@wordtech.com

Ph: 913-722-3334