Pilot Implementation Checklist

Preparation Phase

• Develop timeline
• Develop system design document
• Develop personas and use cases
  • Resource Example Use Cases for this pilot
• Develop initial testing profiles
• Develop Implementation Guide (IG)
  • Resource Simplifier.net
• Conduct security and risk assessment
• Conduct data element mapping to align source data representations with what's expected in applications or by downstream recipients
  • Resource Example Data Elements mapping for this pilot
• Develop synthetic data sets for testing
  • Resource Synthea open-source synthetic patient generator
• Complete build for integration
• Complete "hello world" setup
• Develop implementation strategy matrix
  • Resource PMID: 25889199 (especially Table 3) for key ideas in developing a multifaceted implementation approach

Pilot Phase

• Develop basic outlines
• Develop data collection plans
• Develop tip sheet templates
• Develop training materials examples
• Develop tracking matrix for monitoring progress
• Develop testing timeline
• Develop test plan
• Develop test process
• Conduct testing
• Incremenetally update IG as needed

Evaluation Phase

• Develop and conduct surveys
• Conduct interviews
• Review data collected from pilot
• Complete evaluation of data elements
• Summary and form recommendations
• Incrementally update IG as needed