1) Project Management Charges:
a. What do these charges include (please detail)?
Project Management time includes:
- the time involved to test each of your workflows (including all packets, logic, and output pages) in our testing & development environment
- replicating your existing functionality and implementing it around the changes in this version of PatientWorks
- installing and configuring the test server with the changes we have made
- duplicating that work on the production server when the time comes for go-live.
- organization and management of print logic
b. Is there a potential that not all 24 hours will be used?
No, a specific amount of time is allocated based on our past experience with other upgrades and similar workflows as your own. We have set this to a specific number of hours to reflect this, and as long as the scope does not change – we will allocate as many hours as necessary to get the job done, but you will not be billed for overage.
2) On-site training v/s Web
a. What major changes should we expect in the upgrade (with regards to the parts of the product that we currently use)?
Print Routing has been significantly changed to include printer groups and a more robust method of handling stock type configs. This will explicitly be necessary for the implementer to review and adjust your logic as necessary. Additional changes include a revamped Print Manager and several adjustments to GDI and PCL printer alignments in our Job Server; each form needs to be tested and adjusted as necessary.
b. Can these changes be instructed through the web, rather than on-site?
Yes, however it is highly recommended that training is offered on-site as the quality and depth of the training is much higher than that of a simple web training exercise. Web training is typically offered as a follow-up or a refresher after an on-site training trip.
c. If so, what are the recommended hours via the web?
If the decision were made to remove any on-site training, we would need to review your goals for training based on the web before assessing the amount of time necessary to meet those goals.

