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These steps resulted in a successful implementation.

Figure 1

Discussing validation processes with the client provided Why is it important to use best practice?
insight into resources and related tasks, and this helped
us identify basic validation steps. Clients following the approach outlined in Figure 1
will avoid mistakes that result in …
Performing and documenting a validation approach to
software functions, processes, security, data entry, data ... attempting to recreate their old system and processes.
... utilizing the system in an inefficient or improper manner.
boundaries, and data transmission were key objectives. ... delays or indecisions surrounding all options available.
The best practice approach defines the setup, settings, Over the years as we’ve worked with many clients through
and workflows that lead to the most efficient way to use implementations, we’ve discovered that with upfront preparation,
the software. Using the BEST PRACTICE methodology, these common findings can be avoided:
the client was guaranteed the optimum configuration and
use for maximum efficiency, the highest throughput, and • Incomplete file build
accurate output. • Not enough validation performed
• Clinical/billing workflows not fully vetted
• Change in staffing leading to lack of user readiness
IT’S NOT ABOUT CHANCE.
It’s about understanding the client’s current workflow and billing challenges and then applying the
best practice approach.

The project manager is crucial to the success of the project, as he or she coordinates the interactions between the client,
implementer, and operational/IT team members. This leader tracks all aspects of the implementation with a clear understanding of
task assignments, resource availability, project documentation, and oversight of timelines. The project manager coordinates
activities with third-party vendors, system engineering, and interfacing to foreign systems—and most importantly, opens lines of
communication among all team members to ensure that every step of the process has been executed.
A lack of careful planning on the front end can result in a slowdown in the billing process, which can lead to a delay in your
outreach business. Whether you’re implementing a small or large laboratory outreach, a commercial lab, or a stand-alone
AR system, achieving success begins with a well-planned and well-executed implementation.