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Summit Regional

Homegrown referral platform

Summit Regional — Homegrown referral platform

Client KeyEX-client-summit
Plan IDONB-2026-00004
Source System Keysrc-summit-homegrown-referral
Last UpdatedJun 19, 2026, 02:25 PM UTC
Gap Review Needed
Direct Database / Warehouse Export
Flat File / SFTP
Provider / Health System
Risk: High
Workflow owner: Chris Patel (pending)Test patient: unknown
Workflow Completion
65%
Implementation Readiness60
60
Discovery In Progress
Complexity82 · Very High

16+ weeks

Guided Setup · Step 8 of 8
Unknowns are expected. Save and close anytime.

Launch / UAT Closeout

Track whether the plan is ready for implementation closeout and UAT.

Launch readiness depends on resolved ownership, required data, source capability evidence, security review, and UAT validation.

Launch Readiness
Decision
Blocked
Launch blocked by critical issues
Readiness Score
60%
Minimum Launch Threshold
90%
Complexity
Very High
Required Artifacts
0/3 ready (0%)
Open Conditions
2 (2 critical/high)

Why this decision?

  • 2 critical/high blockers open
  • 3 required launch artifacts not ready
  • Readiness score 60 is below the minimum launch threshold of 90% for Very High complexity

Next actions

  • Resolve blocker: No production PHI routing path defined (owner: Summit IT)
  • Resolve blocker: Security constraints unresolved (owner: Summit Compliance)
  • Complete artifact: Go-live cutover runbook (owner: WellBeam Implementation)
  • Complete artifact: Security review sign-off (owner: Summit Compliance)
  • Complete artifact: Custom API test plan (owner: Summit IT)
  • Raise readiness score from 60% to at least 90%
Launch Blockers
Issues gating go-live. Critical/High blockers force a Blocked decision until mitigated, accepted, or resolved.
Critical
No production PHI routing path defined· Summit IT

Homegrown source lacks a confirmed production data path; cannot route live PHI.

High
Security constraints unresolved· Summit Compliance

Outstanding security constraints require review before any launch.

Launch Artifact Checklist
Required artifacts must be Ready/Approved (or N/A) before go-live.
Go-live cutover runbook
Runbook
Required
· WellBeam Implementation
Security review sign-off
SecuritySignoff
Required
· Summit Compliance
Custom API test plan
TestPlan
Required
· Summit IT
Owner Matrix
Accountability across launch artifacts and blockers.
OwnerArtifactsBlockers
Summit Compliance11
Summit IT11
WellBeam Implementation10