Editable go-live checklists, migration runbooks, and interface scope toolkits built inside live deployments. Multi-tab workbooks with working formulas, scored risk registers, and interview guides, not project-management filler.
| ID | Interface | Message type | Source → Target | Status | In vendor SOW? | Est. build hrs |
|---|---|---|---|---|---|---|
| INT-01 | Patient demographics | ADT A01/A08/A40 | Host EHR → ARIA | New Build | Yes | 60 |
| INT-02 | Scheduling feed | SIU S12/S14/S15 | Host EHR → ARIA | TBD | Unclear | 60 |
| INT-03 | Orders | ORM O01 | Host EHR → ARIA | New Build | Yes | 120 |
| INT-04 | Charges outbound | DFT P03 | ARIA → Billing | New Build | Yes | 120 |
| INT-05 | Documents to legal record | MDM T02 | ARIA → Host EHR | TBD | No | 60 |
| INT-07 | Lab results inbound | ORU R01 | LIS → ARIA | TBD | No | 60 |
An actual page from the Interface Scope Assessment Kit. The vendor SOW counted three interfaces. The clinic needed seven. Rows flagged in gold are the gap, and finding it before kickoff is what these playbooks are built to do.
The playbooks
Every playbook ships as working files: Excel workbooks with formulas, dropdowns, and color-coded status logic, plus Word guides with role-by-role instructions. Brand them, reuse them, no subscription.
1 × XLSX · 1 × DOCX
2 × XLSX · 1 × DOCX
1 × XLSX · 1 × DOCX
1 × XLSX (5 tabs) · 2 × DOCX
Done for you
Before your next OIS deployment or EHR migration kicks off, I inventory every interface the project actually needs, compare it against the vendor SOW, and hand your sponsor the gap, the hours, and the risks. A missed interface found mid-project is a five-figure change order. Found in week two, it is a line item.
Week 1 · Discovery
Documents, interviews, workflow tracesSOW and engine route-list review, interviews across clinical, technical, scheduling, and revenue roles, and an end-to-end trace of every clinical workflow.
Week 2 · Analysis
Inventory matrix, effort model, risk registerEvery interface classified as existing, modify, or new build, with hours, ownership, and SOW coverage. Every unresolved item gets a named owner and a date.
Day 10 · Readout
Executive presentation and full reportYour sponsor walks out knowing the real interface count, the contract gap in dollars, and the build sequence. Deliverables are yours to keep.
$8,500
fixed fee · remote · no PHI access required
Free sample
Get the HL7-DICOM Reference tab from the assessment kit free: ten message types, what each carries, and the exact stakeholder phrases that tell you an interface is missing.
Why these work
Every checklist item and risk entry traces to something that happened in a real MOSAIQ, ARIA, or Epic Beacon deployment. The failure points are in here because I watched them fail.
Formulas calculate, dropdowns validate, status colors update as you work. The interview guides tell you what to ask and what the answers mean.
Strip the branding, add your own, reuse on every project. One purchase, no subscription, free updates to the edition you bought.