How to fill out Trello Cards

When the project moves to gathering requirements:

Copy the “Example” Trello card in the prospects section, exclude comments when copying
Assign yourself (and dev, if applicable) to the card
Assign the research or clinical label
In the description, indicate the program manager and/or CRCs name(s) and provide a 3-5 sentence description of the project that can be copy+pasted onto the website
Fill out the custom fields
- Start date = approximate launch date, update when the program actually goes live
- Billing status = indicate no fee if we’re doing it for free, otherwise leave this blank for now
- For device integration and EHR integration, for now we can only indicate one. If your project has more than one of these integrations, pick the one that is the most prominent and/or unique (this is subjective, sorry!)
Fill out the W2H features checklist
Set the implementation phase date to mark when you began working on the project

When the project moves to testing:

Switch the billing status custom field to be “ready to bill” and comment @vivianwilliams so that she knows it’s ready to bill
Update the start date custom field to the actual day the program will begin enrolling patients

Miscellaneous

Dreams to make Trello cards better

Make it possible to indicate more than one EHR integration or device integration
Delete ‘due date’ (what was the purpose of this?)
Delete AU number? what is this?
Can we update the intake documents to include the W2H publication language/information
Include budget point person aka ‘bill contact’ in the intake/quote conversation