Workstream,Checklist Item,Current Owner,Future Owner,Evidence or System of Record,Due Date,Acceptance Test,Status,Escalation Owner,Notes
Access,Inventory EHR and practice-management user roles,Practice-defined,Practice-defined,Approved access register,,Every required role is approved and tested,Not started,,Do not place credentials in this file
EDI and clearinghouse,Verify enrollment trading-partner authorization and test transactions,Practice-defined,Practice-defined,Approved enrollment record,,Accepted test response is retained,Not started,,Use current payer and MAC instructions
ERA and EFT,Confirm remittance routing deposit ownership and reconciliation,Practice-defined,Practice-defined,Approved banking and remittance records,,Remittance and deposit reconcile,Not started,,Do not store bank details in this file
Open work,Assign rejections denials appeals and aged A/R at cutover,Practice-defined,Practice-defined,Approved work queues,,Every open item has one owner and next action,Not started,,Avoid duplicate follow-up
Data and exit,Confirm export format retention access termination and return obligations,Practice-defined,Practice-defined,Approved contract and export test,,Usable export is verified and access changes are documented,Not started,,Qualified review may be required