Bring a clear starting point.
- The roles that will use and administer the product.
- The workflow you want to support.
- The systems and records already involved.
- Your setup, integration, migration and training questions.
Agree scope before delivery.
Define responsibilities, dependencies and acceptance checks. Product readiness, source data and system requirements affect what can be planned.
Keep sensitive records out of initial inquiries.
A high-level workflow description is enough to start. Do not attach health records or clinical responses to the website contact form.
All resources