Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording

Apr 03, 2026 07:34 · 49:00 · English · Whisper Turbo · 8 Højttalere
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0:01
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
my features um and work on those uh overall and kind of wrapping them up i know the calendar
0:09
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
one is still kind of up in the air but um so that's where i wanted to start tonight was
0:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
um with you nirpesh of of the testing you know pushing the json and everything back to um back
0:25
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to rxante um and seeing if we had any questions there yes i did uh messaged you and emailed them
0:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
as well um we tested the fields and i think uh everything works fine except for the call source
0:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and i've emailed them that as well so um that's not a big issue we can continue our implementation
1:04
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
they will fix that from the end that's not going to block our implementation okay
1:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
but so you do have to talk about the announcements in our side
1:19
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
yeah i wanted to okay yeah let's just jump into those right now then um so let me pull up the file here
1:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so based off of the um actually let me do this too okay so based off of this new file here um and some
1:57
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
things that we talked about uh from them last time or on monday morning um it looks like he's put some
2:06
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
notes here over here on the right side of what they've done for the uh for the file like for
2:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
example you know these in red here you know some of these new fields it looks like they've updated the
2:19
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
field name um yes so one of the main things that we need to talk about is um the overall consent
2:32
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
um so right now we have in the ui all that we have is the box of um
2:43
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
uh provided yeah consent provided so and that's just a check box um yeah i'm trying to find here
2:58
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
oh verbal consent provided and that's this one right yeah check check box in up front but there's
3:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
also a different there's also different one a digital consent yeah so that i think what i'm
3:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you know what i'm saying right now is the check box that we have currently in the enrollment ui
3:21
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
is this one right verbal consent provided i mean that's what we are pushing for if they check box
3:26
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
if they check that box we're pushing this value right yeah okay um so the one this would be a date
3:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
yeah oh yeah or if you're sending a date yeah so we're passing the consent date to health cloud right
3:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
yes okay um so the yeah go ahead yes continue uh i think uh there's also a different field that we don't
4:04
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
have in our ui that is a digital consent yeah that's what i'm getting to yep mm-hmm so the one that we need
4:12
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to add is this digital consent right yeah and this would be a um we need this digital consent to be
4:28
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
it looks like a drop down of of no or yes or no right so it's by default let's see require defaults to
4:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
know um i don't think we need a drop down for this one the checkbox would work um well i mean a checkbox is
4:58
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
because i i think we
5:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
need a drop down because they have the ability to say no so okay what we need like they have to do
5:09
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
one or the other it looks like what he said require defaults to null yeah if we don't send
5:18
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
or if we don't configure this field from brand um they will consider that as null so
5:25
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
similar like uh if you don't send this field they will consider that as null well they've made it
5:35
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
they've made it required now so i'm just saying like that it's kind of an oxymoron where they say
5:45
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
it's required but then defaults to null because null would mean that it's like if we left it blank
5:55
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
then it can't be required right uh parker right right now for the check checkbox field so even
6:03
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
if it is required it can be either unchecked or checked so well we don't we don't have this at
6:09
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
all yet i mean like for the other checkbox that are existing the bb is like that so well the other
6:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
checkbox that is existing is if they make that required so let's just say they did like this
6:25
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
verbal consent yeah it is required so meaning that it's um um you know they have to give the
6:37
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
verbal consent you know so they can check yes or they can check the box because there's only one
6:43
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
option is like do they give the verbal consent and they that has to be required so that's why the
6:50
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
checkbox only has one possible option for it but with this digital consent what he's saying is this
6:57
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
digital consent is allowing them to send digital material to um to them like in other ways
7:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and so they have the ability to opt out of it so they could say yes i want it or they could say no i
7:14
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
don't want it um so like we have to have the ability for them to choose which one they actually
7:20
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
want um because so meaning like if we just leave it unchecked that doesn't mean no um so that's why it
7:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
has to be a drop down because no is still a valid a valid answer for them because that takes them off
7:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
of their list that they already have so meaning but the confusing part is if something is required
7:51
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
then it can't be null right i think uh this null is just reflecting towards the ui like for example
8:02
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
before the drop down is clicked on it's just showing nothing and it's that's what's considered as null is
8:09
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
what i am assuming of this right but if nothing's in the field i guess you know then then does that
8:21
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
mean that it's how can it be required if nothing is in the field and we're able to send it you know
8:28
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
that that's kind of a not sending the field at all yeah yeah because if they say required that means
8:41
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
like something has to be filled out for it right so that would take away the ability to have it as null
8:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
because if you put something if you if it needs to be required then something has to be put in
8:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so i'm meeting with them tomorrow let me just ask on that one um i'll just yeah i'll just highlight that
9:08
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
parker i think uh the way this is uh designed is that initially they have their own columns right
9:14
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
the it just defaults to null on that and in our ui we can just put a check box and it needs to be
9:21
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
like uh consented in order to continue i think if they would consent or if they would not consent
9:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
no that's what this one is that's what verbal consent is because this is this is like asking a question
9:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
do you allow us to send like do you want to allow us to send you different marketing material
9:46
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so like i want to say yeah sure i'll receive that that's fine or i want to say no i don't want to
9:52
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
receive that um so and we have to have them the ability to select either one
9:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you
10:00
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
okay um so yeah i'll clarify it with them tomorrow um it's a little weird how he put that but um
10:10
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
but overall yeah we do need to add this field into the um into the brand section to be able
10:16
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to add it into the ui um and whether we make it a drop down or not i'll confirm that tomorrow as well
10:24
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
um but but i think that is that the only one that we didn't have near fish at all i think we have
10:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
all the other ones right um yes also the referring organization but they removed that as well yeah
10:43
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
he said yeah removed rxn will populate this in health cloud based on the health plan so yeah
10:49
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
we don't have to worry about that yeah um parker we too have other questions i send you the file
11:01
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
the talk um say that again i did send you a word file with questions and test results uh yesterday
11:16
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you sent me a word file uh let me see here yeah oh got it yeah um okay so this is all from your
11:37
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
testing right the yeah so we need to um hold on let me down yeah i went through it let me just
11:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
download it here so i can pull it up okay can you see this now in my screen yes yes okay so i'm just
12:21
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
going to run down all of these and make sure that we have them figured out so um yeah this was questions
12:29
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
before the meeting and i think um most of them uh maybe all of them are clarified except number six
12:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
except for number six okay yeah and that's what we sent back to them so i will
12:44
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
on my meeting with him tomorrow i'll make sure that gets brought up um can you go to the next page
13:00
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
okay so so this one we need to make sure that there's a ui change for um this one here medicare
13:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
prescription payment plan yeah right now we have a check box okay so we just need to uh change this to
13:23
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
a drop down yeah okay so do we need a car card for that then yes like maybe a single card for all the
13:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
announcement or different okay okay i can work on the cards if that's fine okay yeah that'd be great um
13:47
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so this one of um changing this ui to a drop down that will be on one card and then um then really i
14:03
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so i think this one's taken care of yeah should air scenarios be logged in the page engagement for you
14:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
just um let's just um let's just go with this yeah yeah let's just go with a single successful
14:18
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
enrolled log okay and then um okay yeah so this is the question that i will uh i will clarify with them
14:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
tomorrow about the digital consent okay sure so i think that takes care of all of those right yeah so
14:46
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
then the the question you know on this overall continuation is then the grouping of the fields
14:52
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um are there any questions with this card overall
14:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um
14:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um
14:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um
14:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um
14:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
which i think we've got the card here um
15:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
for being worked on?
15:04
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
No, not yet.
15:06
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay, great.
15:12
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
My one question that I wrote down during the meeting yesterday,
15:16
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
let me see here.
15:20
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So I know that we had, let me log in.
15:28
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
This is CMDemo.
15:55
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So I know like when we look at the phone numbers,
16:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so right now, like if I just jump into a patient,
16:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
we have cell phone and home phone.
16:08
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And those are really the kind of the only two fields that we have.
16:14
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think there was a question of mapping in the phone value, right?
16:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So we have phone, we have mobile phone, and other phone.
16:27
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
16:29
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
In the UI, when we're enrolling somebody,
16:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
we only have cell phone and home phone.
16:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So should we add in other phone too?
16:46
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I just don't know how many people are going to have three phone numbers.
16:52
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think would that be required?
16:54
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Because home phone and mobile phone is,
16:57
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
that's about all the people actually have the numbers for, right?
17:01
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Right.
17:02
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I know.
17:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
17:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And in this sheet, they have the phone being required.
17:08
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I think we should be mapping phone.
17:12
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We should be mapping that to home phone.
17:15
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Is that right?
17:15
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Is that what we're mapping it to?
17:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yes.
17:21
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
17:25
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So overall, with that being required,
17:32
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I just think we're not going to have, I don't know.
17:36
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Well, let me ask him again on this one too, if this is needed.
17:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Because I just, I don't, I don't think it should be there.
17:56
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like, I don't think giving the option for three phones,
17:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
but maybe they work with members that do have some weird phones overall.
18:04
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But, okay.
18:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But that was my question.
18:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Because I knew in the UI that we only had these two phone numbers,
18:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
home phone and cell phone.
18:13
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And, you know, so this should be mapped to phone and cell phone should be mapped to mobile phone.
18:23
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I just wanted to make sure that was correct.
18:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Rename consent provided to verbal consent provided.
18:29
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, can you put on, Anima, on that same card of this change, of changing this in the UI?
18:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We need to change the name of this field of consent provided.
18:48
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We need to add verbal at the front.
18:51
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So it should, yeah, it should say verbal consent provided.
18:55
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Sure, Parker.
19:01
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And then, yeah, I think we got rid of all the numbers.
19:08
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, basically the ones that he told us to get rid of.
19:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And then he said, oh, we can take out health plan too, right?
19:22
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, no.
19:24
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Take out health plan.
19:29
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, no.
19:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think they ended up taking out the referring organization.
19:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, okay.
19:35
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Can we change, I know this is kind of a, not necessarily for the specific feature.
19:49
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Where does this name plan member come from?
19:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Do we know?
19:55
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It's the earth plan.
19:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Plan member.
20:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, I know it's the health plan,
20:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
but I'm wondering why did we ever title it plan member?
20:10
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think it's the same in the ETC.
20:13
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think the same name is used in ETC,
20:16
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so that's why maybe we use the same.
20:18
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
The same in ETC because that just doesn't make sense.
20:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
In the English language, plan member,
20:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
that doesn't make sense to anything.
20:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Let me just check here.
20:44
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think you should just go to the insurance tab down there.
20:50
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, insurance tab.
20:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So we have plan name, and that makes sense.
21:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Relation to member.
21:02
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, I don't see any plan member.
21:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I'm going to make the decision right now.
21:07
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We're going to change that.
21:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So can we create a card to change this UI to,
21:18
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to say health plan?
21:22
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Sure, partner.
21:26
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I mean, team, is there any, any pushback on that?
21:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like, does that make sense?
21:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I just, every time I see this plan member, I'm like, wow, what does that, what does that mean?
21:37
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And it just doesn't make sense.
21:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And so I think, overall, if we say health plan, because, yeah, I mean, here it states health plan.
21:46
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And so, yeah, I think just overall in this general details UI, let's change that.
21:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And this can be changed, you know, across the board for every, everybody, everywhere, like, doesn't have to be just one spot or one environment.
22:04
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like, this should always say health plan, if it's that, this spot.
22:11
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yes.
22:12
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Also, I wanted to mention, they have added another different value for health plan as well.
22:19
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Can you go to the Excel?
22:20
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
They added another value?
22:23
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, health plan tab.
22:25
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, health spring.
22:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Huh.
22:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
22:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Can we add those in, let's see, where did we add those?
22:38
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Did we add those in, where is it?
22:45
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Code category, I think.
22:47
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Code categories.
22:48
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, that's what it is.
22:50
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Code categories.
22:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
23:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So we can add it at any time right here, right?
23:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
23:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, no, I can't add one.
23:07
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, yes, I can.
23:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I mean, add it right now.
23:13
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Well, this is in ProShore.
23:18
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
What is it?
23:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Health spring.
23:20
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Health spring.
23:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
One word, or?
23:25
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I don't know.
23:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Could they all be health spring?
23:33
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
All right.
23:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
23:40
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Cool.
23:41
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We'll save that.
23:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Now, let's see if this works.
23:45
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Now, if I go to application and go to the brand, would that be in here?
24:00
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
No, in focus.
24:02
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, yeah.
24:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It should just already be there, right?
24:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, it's already the field is already there.
24:08
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
24:08
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Excuse me.
24:12
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Hey, look at that.
24:28
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Right there.
24:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Health spring.
24:32
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Cool.
24:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
24:35
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Did they add any others?
24:36
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I didn't even check, I guess.
24:52
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay, cool.
24:55
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think that takes care of this whole feature.
24:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
You can think of that.
24:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Maybe, but it's just a bit later.
24:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I've got to talk to them.
25:02
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I mean, you know, the main thing is reordering these to, like, specific groups.
25:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We've got that going.
25:13
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Anything else with current outstanding tickets?
25:20
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think, yes, I think the team has a few queries.
25:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
25:25
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Asha?
25:27
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, I'll just share my screen.
25:29
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, yeah, what we wanted to confirm is about the to and from in the patient engagement feed.
25:47
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, I'll just show you.
26:40
S… Speaker 5 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
26:40
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, for this one, what happens here is you can see the from and to phone number.
26:45
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, when I click on the incoming and outgoing, the to and from number is the same.
26:52
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, it makes sense to flip the number when we are viewing the incoming and the outgoing messages.
27:00
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And it's that way in ETC as well.
27:02
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, that's why we just wanted to confirm with you before proceeding with this change.
27:07
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
27:07
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
27:08
S… Speaker 8 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Hold on.
27:08
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Go back to that.
27:14
S… Speaker 8 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, okay.
27:15
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, it's from.
27:22
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, the from number is our platform, correct?
27:29
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
In this case.
27:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
In this scenario, right?
27:32
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
27:33
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
27:33
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
In this case, the from number here is the patient's number.
27:38
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And this is the from our platform.
27:40
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, okay.
27:50
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
27:51
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
27:51
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It should.
27:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, basically, it should match like the incoming or outgoing, right?
27:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, yeah.
28:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
If it's an incoming text, it should say from the patient to our platform.
28:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And if it's outgoing, it should say from our platform to the patient.
28:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
28:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
You're correct.
28:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
28:12
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
28:13
S… Speaker 5 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
28:13
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, we'll just move on with this change.
28:15
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We already have one card.
28:17
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
28:18
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Awesome.
28:19
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And the next thing is we have this card in the backlog.
28:23
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, I just wanted to confirm with you, like, is this a priority?
28:27
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Should we be working on this or not?
28:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
28:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
This is not as much as a priority as what I'm about to tell you because you reminded me of something else that we need to touch base on.
28:40
S… Speaker 7 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
28:41
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, yeah.
28:42
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
This one can stay in the backlog.
28:46
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
28:46
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, while you're in here, I'll just actually guide you to show you.
28:52
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, Anima, we'll need a card for this.
28:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But so, go back to the patient engagement feed.
28:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, right here, you can see, like, messages going back and forth.
29:05
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
What clients are wanting is in the ETC.
29:09
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Do you, by chance, have the ETC open?
29:13
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I'll just open it.
29:17
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
If we go to a, if we go to the historical member journey for, like, any patient, that shows, yeah, that shows, like, messages going back and forth.
29:40
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It's a bit slow.
29:43
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It's okay.
29:44
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, go to, yeah, just go to his historical member journey.
29:54
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I'm wondering if it would.
30:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
be showing here in the brochure but it should um just click into like any message
30:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
um okay see and it might not yeah i'm not showing brochures but so i can log into another one see
30:33
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
where it says actions taken right there above the message this spot is showing normally it shows what
30:43
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
is happening with messages um so like sms delivered if there's like a a link in the message like it'll
30:51
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
show um sms clicked um or like link clicked let me try to find a i'm trying to think of a client that
31:03
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
might so somewhere in in the etc um yeah right there yeah okay yep so okay what is this is this a survey
32:23
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
intervention okay so yeah so this piece um we need to build this piece into the uh into the client
32:35
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
portal so basically these are the actions that are taken from that specific email that had gone out
32:41
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
right so you know email was opened um the survey uh you know or email delivered email open survey
32:49
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
performed um so these are the different action metrics that i think it's just pulling in i don't
32:55
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
know exactly how it's built out in the etc but it's pulling in like email opened is the twilio api
33:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
or sorry send grid api um uh five star survey attempted uh survey performed those are like pulling in the
33:13
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
action metrics that you know from our from the 3.0 database that we're saving and then they gave you
33:21
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
know a positive survey on uh 1039 you know so that's their action that they took um we want to incorporate
33:32
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
this functionality into the patient engagement feed in client portal so basically where messages are
33:40
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
being shown in the client portal you know right here um we want to be able to see the same actions that
33:49
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
are being taken of you know delivered or whatnot um in in the client portal um so again i'm not a hundred
34:01
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
percent sure the where it's actually pulling in from in the etc um so there might be you know some activity
34:10
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
cards to find that out and and kind of the overall um look and feel of it but it's that's what we want
34:17
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to be incorporating here as well does that make sense yes yes um and and i think overall like there's
34:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
sometimes there's some of these messages like click on one of the sms um see if it does it here no no
34:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
actually it's taken there sometimes it shows like sms delivered like 30 times or you know there's some
34:47
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
kind of like weird bugs or something that goes along with it but um and again i i don't know exactly
34:56
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
when it's pulling in actions taken like i
35:00
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Maybe there has to be some kind of, you know, okay, I see it right there.
35:03
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So an invalid response.
35:05
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, I mean, it has to be looking for something, you know, in the business process, like where
35:09
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
these messages are coming from.
35:13
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But generally, if there is a call to action, you know, being asked for in the message,
35:21
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you know, a link clicked, something like that, survey performed, that's what we want to be
35:26
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
showing as well as like, you know, obviously, we're looking for an invalid response here
35:31
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and we can see that.
35:32
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, again, I wasn't part of any of this build for them here in the ETC.
35:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So I don't know the exact back end of it.
35:42
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But so a collaboration with Team India or whoever is needed to here would be very beneficial.
35:48
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But that's the feature that we want to be building out in the client portal.
35:54
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, sure, Parker.
35:55
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
We'll talk to Shrutan Nujal and then finalize.
35:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, yeah.
36:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yes, Parker will do the needful for this.
36:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
36:06
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So that's, yeah, sorry to derail your questions, Asha, but this would take priority, yeah, over
36:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
that backlog item that you showed.
36:18
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yes, we'll plan accordingly.
36:21
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Great.
36:22
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, that's all the questions that I had for now.
36:26
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
36:27
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think we were also to discuss the issue that Ayushi had raised yesterday.
36:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Asha, are we clear on that?
36:36
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yes, we need to discuss on that one.
36:38
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So we just wanted to ask Parker about the card is assigned to Shrutan right now.
36:43
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So how do we move forward on that?
36:47
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
What's the card number again?
36:51
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, that's 59768, right?
36:56
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
36:58
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So we talked about it with Ayushi last night.
37:01
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, my, I think we hold tight for now because I don't think that, um, Christina was out today,
37:12
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
so I, I couldn't talk to her about it, but I don't think that there's a need to use the
37:19
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
intervention classification workflow like they think there is because she brought up, yeah,
37:27
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
she, she brought up the use case with a client that's called Zoll.
37:31
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, so Zoll has been using the two-way messaging in ETC for a while.
37:37
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, and it's garbage.
37:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like the ETC two-way messaging is not, it's not a great experience for the user.
37:44
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, and so I think they created the intervention.
37:48
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like you can send a message from the patient, like from the activity log of a patient, right?
37:55
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I think that's using one business process to send that message.
37:59
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And then if they're in an intervention, if they click into an intervention in the ETC
38:05
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and they can send a message from that piece of the patient too.
38:11
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I think that is using the intervention classification workflow.
38:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Why they're using two different workflows.
38:17
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I'm not sure.
38:17
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I, I, that was my question to them was like, what's the purpose of them?
38:22
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, because what, what I think it is, is that there wasn't the best notification strategy
38:29
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
with the ETC.
38:31
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like if I messaged a patient back or if I messaged a patient, I like the, the notice, like I wouldn't
38:40
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
be notified very well when they messaged back.
38:43
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, and so in order to kind of work around that, they had to take all the incoming responses
38:50
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and put them into a specific queue.
38:53
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, but it was just like all responses.
38:56
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And so I think that was using the intervention classification workflow.
39:00
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
What I told them last night is I think we've solved for the better experience in the focus
39:09
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
two-way messaging because we've enhanced the notification strategy, you know, by just notifying
39:16
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
people that are, are following.
39:17
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like if you're following the patient, you get notified.
39:20
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Um, but also at the high level, the reason we are, we have two-way messaging is I need
39:27
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to send a message to a patient, right?
39:29
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I just care that they get the message.
39:31
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So why do we have two different workflows that are sending a message unless there's an absolute
39:38
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
need for it?
39:39
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So I don't, which I don't think there is that because in focus, we're doing just fine.
39:46
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like the client that's using it a lot, AmeriHealth, like everything's fine with just using the
39:51
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
folk patient focus activity log, our business process, you know, like there's no reason to
39:56
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
be using a second intervention classification workflow.
40:00
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, no need to work on it right now until I get full clarification of what's the purpose of it and need to be using that one too in focus because I think we can just stick with what we've got and it works just fine.
40:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, I will follow up after I talk with Christina about that overall, which hopefully I'll be able to do tomorrow.
40:31
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, we'll just keep the ticket as is, right?
40:35
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, just keep the ticket as is.
40:37
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, keep the ticket as is for now.
40:40
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Also, Parker, maybe these kinds of things like directly related to client would be better if it comes through you than like directly to me, I guess.
40:51
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Sorry, you kind of broke up directly from what?
40:56
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Some cards could like come through you than like directly getting assigned to me, you know?
41:01
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, the cards?
41:03
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, yeah.
41:04
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Because the deadline was for like four days, right?
41:07
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
They just put the strict deadline on it and we don't know if we need to work on it or?
41:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Oh, yeah.
41:12
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I mean, overall, it's I mean, I don't know why they put a target date on there without.
41:23
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
41:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
If there's ever questions with it, you can just, you know, ping me with it.
41:28
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I've tried to say like there's so many people working on, you know, things with different clients and they're like QA different things that I don't even know about.
41:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like, for instance, I had no idea that they're even, you know, building out this piece here.
41:45
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And so it's kind of hard to tell all these people to direct them to me if I don't even know what's going on.
41:52
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So if there is any question with it, you know, just shoot it over to me and I will I'll sort it out.
41:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But yeah, for because if it's an enhancement or like, you know, some dev work that's needed, it will come through me.
42:11
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But usually bugs.
42:13
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
It's like if QA or somebody is building something out and they're like testing something, they find a bug.
42:19
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
They'll just create it and assign it to people.
42:22
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I don't even know how it got assigned to you, sir.
42:24
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I don't know how they even know you.
42:26
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But but overall, yeah, if that happens in the future, just ping it to me and I'll I'll figure it out.
42:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, we can just leave this one steady for now.
42:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
All right.
42:40
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And I think the last query of the team was, Parker, like the tickets that you've been closing, are you testing them on the brochure environment by any chance?
42:53
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, from the boards, like from the backlog boards.
42:59
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
So, yeah, when I close them, which I know I'm behind on closing some of the tickets that are in a past state.
43:06
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But normally when I click into them and review them, yeah, I will have the brochure environment open as I'm like if I need to jump into anything to test it or to see it.
43:20
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I use brochure, yeah.
43:23
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think like you shouldn't be closing it after having tested on brochure environment.
43:30
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Is that right, team?
43:30
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Like the specific reason being, can you just elaborate on it, please?
43:34
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Asha?
43:38
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
You're on mute.
43:39
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
You're on mute.
43:42
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I think Nirpesh can say something about this one.
43:45
S… Speaker 5 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Okay.
43:47
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Nirpesh?
43:57
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
About the cards that were closed.
44:01
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Parker, you tested in brochure, right?
44:03
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah, so I mean, normally if it's in a past state, like if the card is in past, if I need to check it out after, yeah, I will be looking at it in brochure.
44:20
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I mean, if it isn't already deployed.
44:25
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But yeah, is there, should I not be looking at it in brochure or what's the problem with that?
44:32
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
But some cards were related to enrollment and that's not really in production, pushed to production and were closed.
44:40
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
And they were closed?
44:44
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Yeah.
44:46
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Which one?
44:47
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
I haven't closed tickets from the task management board for a while.
44:52
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
Which ones were closed in relation to enrollment?
45:00
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
do you have an example yeah like i'm only closing them if we've had like a sprint review on them
45:14
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and like um you know you guys have showed them to me too parker i think the point that team is
45:24
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
trying to make is that uh since like browser environment is like fairly unstable right so
45:30
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
i think the one one level of validation can be done on some other test environment just so that
45:35
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you know everything works i think uh before you uh scott used to do it on pb console i think
45:42
S… Speaker 3 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
he just used to validate there and you know just so that it's not like environment dependent
45:48
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
on both the environments as well yeah for sure i mean overall like um i'm just i'm curious which
45:59
S… Speaker 2 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
one like are there specific ones that you guys are questioning that have um um actually we want to
46:07
S… Speaker 8 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
uh say in general but uh because we just saw like the uh scenario nirpesh mentioned so we just saw
46:14
S… Speaker 8 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
a card something uh that was not in the that was not went out in production so that's why
46:21
S… Speaker 8 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
but uh we just wanted to mention this in general yeah yeah five nine one three eight nirpesh
46:26
S… Speaker 5 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
can you just check my slack message once uh i think it's a five five seven three zero okay
46:59
S… Speaker 5 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
and this is was about the pf log yeah enrollment i think that's i mean the main point was
47:41
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
to ensure that the test is being done on both the environments so it would be a better approach if
47:47
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
parker test is on the other environment and the brochure team is actually making sure that everything
47:52
S… Speaker 4 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
is running on the brochure environment so that's the whole point parker i think yeah
48:31
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
parker just drop off the call let's wait for a minute or two disconnect
48:35
S… Speaker 6 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
um
48:44
S… Speaker 7 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
oh
48:58
S… Speaker 1 (Client Portal Backlog Refinement with PO-20260402_104741-Meeting Recording)
you

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Oversigt
The transcript discusses the implementation of a new file for a testing project. Key points include updating the consent field in the UI to include a digital consent option, which is a checkbox with a dropdown of "no" or "yes," and ensuring that the consent date is passed to Health Cloud. The discussion also mentions the need for the consent to be either a checkbox or a dropdown, with the latter being required if the checkbox is not selected.
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