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Projects holds your agency’s project portfolio with meetings, requirements, and stakeholder contacts. Use it for work that is not day-to-day care delivery: opening a new location, adding a service line, implementing a system, or preparing a major initiative.

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Who can use it

Organization Admins, Location Admins, Clinical Managers, and Client Coordinators.

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Tabs

Project portfolio with status, priority, access controls, timelines, and completion percentages.Columns: Name · Status · Priority · Owner · Access · Start · End · % DoneOpening a project also exposes its description, team, and a Contains PHI marker.
Meeting records with type classification and scheduling details.Columns: Name · Type · Start
Project requirements with type, priority, and implementation status.Columns: Name · Type · Priority · Status
Project stakeholder links to the Contacts collection — members, physicians, and staff — with roles.Columns: Name · Contact · Role · Phone · Email

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Access and PHI on projects

Projects carry two controls that most modules do not:
  • Access limits who can open the project, separately from the module-level role gate.
  • Contains PHI marks a project whose materials include protected health information.
Set Contains PHI whenever a project’s documents or notes reference identifiable member information. Marking it correctly is what keeps a project out of the wrong hands — the field is not decorative.

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Running a project

1

Create the project

Set a name, owner, priority, and start and end dates. Mark Contains PHI if it applies.
2

Capture requirements

Break the work into requirements on the Requirements tab, each with a type and priority.
3

Add stakeholders

Link people on the Contacts tab with their role on the project.
4

Record meetings

Log meetings as they happen so the decision trail stays with the project.
5

Track completion

Keep % Done current. It is what the portfolio view reports against.
Contacts on a project link to existing records rather than creating new ones. Add the physician or staff member to the underlying directory first, then link them here.

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Troubleshooting

Task Manager

Recurring tasks and weekly completion rollups.

CRM

Contacts, calls, encounters, and tickets.