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2024-1-24 - CRX Monthly Meeting Notes

2024-1-24 - CRX Monthly Meeting Notes

Date

Jan 24, 2024


Participants

  • @Li (Betty) Gai

  • @Tara Pitts

  • @Mengjia Zhou

  • @Nikhil Balasubramanyam (Deactivated)

  • @Jacky Chan

  • @Viraj Pawa (Deactivated)

  • @Kallol Mahata

  • @Harshit Dave


Agenda


Discussion topics

Team

Item

Notes

Team

Item

Notes

Community Outreach Team

  • Achievements in 2023

    • attendance at community events (Inform TX, TP events)

      • # events?

      • Success & Challenges?

    • Trainings

  • Target for 2024

    • Community Outreach Plans & Work

    • Standardized CRX welcome email

      • establish “welcome flow”

 

 

 

Resource Verification Team

  • Achievements in 2023

  • Target for 2024

  •  

Resource Data Management Team

  • Achievements in 2023 - 5 main workstreams

  1. Verification support

    1. Complete CRX verification and merge procedures migration using the new DB structure, and downstream data cleaning.

    2. CRX Verification dashboard

    3. Keywords logic enhancement

  2. DB development

    1. data analysis to drive DB design (e.g. language, required document)

    2. document required, service hour, eligibility column added

  3. Expanding Resource Directory

    1. Refernet data initialization and data integration into CRX

    2. Integrate new and feedbacks on resources from stakeholders (Legacy, HFB) adding SOP and ongoing support for new resources adding/updating

  4. CCC support

    1. Referral dashboard logic update to adapt to new DB structure

    2. HFB Cap service to location linkage

    3. Legacy preferred resource added

    4. CCC referral reports migration & new development

  5. SOP development

    1. duplicate and inactive agency updating SOP

    2. new resource absorbing SOP

  • Target for 2024

  1.  

  • 2023 Q3-Q4 verification cycle finished ~1350, pending ~900 agency

  • Modify verification queen process logic -for agency location has app_internal_id will automatic assign to Tara

  • CCC_lch update preferred and bookmarked agency location information from verification cycle

  • design the potential duplicate agency location work flow, ~300 duplicate agency locations.

  • Update agency with no active location to be inactive.

  • Current active agency 3916, active agency location 6967 after cleaning.

  • Features nice to have in next cycle:

    • queue agency from UI

    • Merge agency from UI

    • Check if potential duplicate exists by location name and address

    • city name spelling check

    • Check special character in zipcode e.g. ?

Software Development Team

  • Achievements in 2023

    •  

  • Target for 2024

  • External Resources (CCC)

  • External Resources (CRX)

  • Upcoming

General

  • COT & Dev provide 2023 updates during next CRX meeting

  • CRX goal for 2024 by Feb 7, 2024 KM cover at team leads meeting

  • Expectation of updates expected for CRX check-in meetings

  • Looking to have COT lead the CRX check-in meetings?

  •  

 

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