Engagement Meeting

The Engagement Meeting is a meeting designed to introduce you to the team responsible for your migration to the Cegedim Primary Care Hosted Solution and to ensure you understand the migration process. The session sets expectations, defines roles/responsibilities and offers migration advice.

It is important that the meeting is attended by:

  • Practice Managers,

  • Information Technology (IT) staff,

  • Clinicians and

  • Super Users.

The Engagement Meeting agenda includes:

Subject Content Staff to Attend
Introductions

 

  • Cegedim introductions

  • What do we need to know about you?

  • Practice Manager

  • IT leads

  • Clinical leads

Welcome to your Migration

 

  • A walk through of the Migration Process and setting expectations

  • The Migration Timeline

  • Viewing the Migration Help Centre

  • An overview of the Primary Care Solution

  • Practice Manager

  • IT leads

  • Clinical leads

Data Validation

 

  • The Data Validation process

  • Data Validation Training Day details

  • Your Trial Environment

  • Practice Manager

  • IT leads

  • Clinical leads

Your Training Journey

 

  • Introducing:

    • Digital Learning Resources available

    • Knowledge Base

    • Learning Zone

  • Planning for Staff training

  • Setting expectations for:

    • Your Appointment Setup and Day-to-Day Usage (Trainer on site)

    • Your two pre-live Training Days (delivered via Teams)

  • Practice Manager

  • IT leads

  • Clinical leads

Cegedim Primary Care Hosted Solution Overview
  • An overview of our products

  • A Vision 3 Demonstration

  • All available staff

Go Live and Beyond
  • An overview of your Implementation and Go Live Day (Trainer on site)

  • Two follow-up training days (Remote or on site)

  • Practice Manager

  • IT leads

  • Clinical leads

Preparing for your Migration
  • Gathering information for your implementation

  • Patient awareness and preparation

  • Go Live preparation and planning

  • Practice Manager

  • IT leads

  • Clinical leads

Signposting and summary
  • Knowledge Base

  • Learning Zone

  • Migration Help Centre

  • Key Contacts

  • Practice Manager

  • IT leads

  • Clinical leads

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.