2021 CRX Verification Roadmap

Team mission

Continue to expand & enhance resources available in the CRX database to:

Ensure data accuracy & timely updates
Improve verification workflows
Add new resources based on community feedback and partnership building
Advice on lessons learned through data gathering, standardization & validation to inform product design and maturity
Explore scale-up plan for verification when expanding to other markets

Work Group Role & Responsibility

@Tara Pitts - Resource Verification Lead
@Mengjia Zhou - Resource Data Manager
@Jacky Chan - Resource Data & Workflow Developer
@Li (Betty) Gai - CRX PM

Detailed quarterly roadmap

Q1https://pcic.atlassian.net/browse/CRX-134

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes
First iteration of agency prioritization when queueing	https://pcic.atlassian.net/browse/CRX-152	Nov 9, 2020 - Nov 20, 2020	status:High	status:Medium	status:Done
Re-verify 2500 agencies already in CRX		Dec 1, 2020 - Mar 31, 2021	status:High	status:High	status:In progress
Add new agencies into CRX	Feedback from CCC users Resources identified when comparing with a list given (preferred partner, monthly audit report, etc.) Resources list picked up by PCIC team ad-holy via conversation with partners Resources tracked in “coordinated resources” Resources list from other directory or hubs (e.g. BlueBook, direct employment pathway project, other 3rd party directory)	Dec 1, 2020 - Mar 31, 2021	status:Medium	status:Medium	status:Done
Remove duplicates in CRX	Identify potential duplicates in CRX and remove as a batch from the back-end in the database	Apr 1, 2021 - Apr 9, 2021	status:High	status:Low	status:In progress	Verification team identified 14 duplicates after the verification process was complete. Any e-referral that was sent out prior to this deletion will be transferred to the new agency ID. Agency ID’s that will be deleted before Q2: 10002973 10001142 10000373 10002687 10000575 10001204 10001283 10001393 10001384 10000709 10001583 10001596 10001600 10002978

Q2https://pcic.atlassian.net/browse/CRX-201

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes

Key Deliverables

Use Cases

Dates

Priority

Effort

Status

Notes

Re-verify prioritized resources already on CRX - 500 out of 2700

Verification team will re-verify 1,487 agencies.

Close out resources that could not be verified
Re-verfiy agencies that fits selected criteria?https://pcic.atlassian.net/browse/CRX-152
Tara provided the list of 1,500 agency priority list

Apr 5, 2021 - Jun 15, 2021

status:Medium

status:In progress

Verification team will utilize Q2 to assist with the rebuild of COVID with updating necessary resources. Our focus will be food assistance, utility assistance, financial assistance, COVID emergency relief, and mental health and counseling services.

Add 2000 new agencies into CRX

Align with existing & upcoming projects:
- Legacy, HFB, Healthy Start, BOL, UMC - on-going
- LSJA
- Humana ECOM - May 2021
- MOM - July 2021
- Hope Heaven - July 2021
Identify new cities to focus
Align with community trend & broad environmental impacts (COVID relief, freeze recovery, immigration, etc.)
Specialty area to focus on:
- project focus -
  - Substance Use
  - Behavioral Health
  - Financial Strain
  - Food Insecurity
  - Transportation Medical << assuming this means transportation to/from medical appointments, pharmacy, etc.
  - Transportation Non-Medical << assuming this means transportation to/from non-medical locations (e.g. grocery, church)
  - Social Support
    - Loneliness
    - Social isolation
  - Housing
    - Housing Insecurity
    - Housing Quality
- currently a gap in CRX - TBD
- Informative & seasonal resources - TBD
Focused geo-location (short-listed county, city, zip code etc.) (see table below) SQL script
- Based on where current patients on CCC are located
- Based on incoming CCC patients (e.g. Humana members)
Resources identified when comparing with a list given (preferred partner, monthly audit report, etc.)
Resources list picked up by PCIC team via ad-hoc conversation with partners
Resources tracked in “coordinated resources”
Resources list from other directory or hubs (e.g. BlueBook, direct employment pathway project, other 3rd party directory, web crawling, Google Place API, etc.)

status:high

status:In progress

Remove duplicates in CRX

Identify potential duplicates in CRX and remove as a batch from the back-end in the CRX database

	County	City	Current CCC Patient Count	Projected Incoming Patient Count

	County	City	Current CCC Patient Count	Projected Incoming Patient Count
1	Harris	Houston	22315	65246
2	Harris	Spring	328	9237
3	Harris	Katy	356	7562
4	Montgomery	Conroe	88	5811
5	Fort Bend	Sugar Land	74	5022
6	Fort Bend	Richmond	152	4752
7	NULL	Not Provided	8950	NULL
8	Harris	Cypress	122	4011
9	Fort Bend	Missouri City	175	3859
10	Harris	Humble	432	3620
11	Montgomery	Montgomery	NULL	3184
12	Harris	Pasadena	365	2809
13	Harris	Tomball	67	2670
14	Harris	Baytown	216	2628
15	Montgomery	Magnolia	41	2454
16	Preston	Kingwood	29	2237
17	Montgomery	The Woodlands	NULL	2132
18	Fort Bend	Rosenberg	29	1806
19	Montgomery	Willis	NULL	1565
20	Liberty	Cleveland	225	1333
21	Liberty	Dayton	75	1146
22	Montgomery	Porter	77	1083
23	Harris	Deer Park	25	1077
24	Harris	Crosby	63	1029
25	Harris	La Porte	36	1011
26	Montgomery	New Caney	70	807
27	Liberty	Liberty	27	766
28	Fort Bend	Stafford	93	704
29	Harris	Seabrook	NULL	691
30	Fort Bend	Fulshear	NULL	634
31	Waller	Hempstead	NULL	622
32	Harris	Bellaire	NULL	580
33	Harris	Channelview	197	533
34	Fort Bend	Fresno	86	511
35	Galveston	Friendswood	NULL	510
36	Waller	Waller	28	508
37	Fort Bend	Needville	NULL	500
38	Harris	Hockley	21	497
39	Harris	Webster	48	497
40	Harris	Huffman	NULL	438
41	Montgomery	Splendora	20	429
42	Harris	Highlands	NULL	391
43	Harris	Jersey Village	NULL	323
44	Waller	Brookshire	NULL	322
45	Harris	South Houston	54	239
46	Fort Bend	Meadows Place	NULL	235
47	Montgomery	Pinehurst	NULL	220
48	Montgomery	Shenandoah	NULL	181
49	Brazoria	Pearland	131	160
50	Harris	Galena Park	76	155
51	Harris	El Lago	NULL	118
52	Liberty	Hardin	NULL	118
53	Liberty	Hull	NULL	114
54	Waller	Pattison	NULL	106
55	Galveston	Texas City	56	NULL
56	Brazoria	Rosharon	47	NULL
57	Walker	Huntsville	47	NULL
58	Galveston	Galveston	47	NULL
59	Galveston	Bacliff	45	NULL
60	Fort Bend	Sugarland	30	NULL
61	Brazoria	Alvin	29	NULL
62	Galveston	League City	28	NULL
63	Brazoria	Manvel	27	NULL
64	Galveston	Dickinson	24	NULL
65	Galveston	San Leon	22	NULL
66	Jefferson	Beaumont	21	NULL

Q3 https://pcic.atlassian.net/browse/CRX-257

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes
Re-verify prioritized resources already on CRX - X out of 2700	Identify essential resources for surrounding counties Verification team focus point will be housing and utility assistance - since the eviction moratorium has been extended through June. Informative & seasonal resources	July 1, 2021 - September 30, 2021	status:Medium
Add 2500 new agencies into CRX	Continue to utilize upcoming projects to introduce new agencies Google Place API pulled list Align with community trend & broad environmental impacts (COVID relief, freeze recovery, immigration, etc.) currently a gap in CRX - TBD Informative & seasonal resources - TBD		status:High

Q4 https://pcic.atlassian.net/browse/CRX-307

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes

Key Deliverables	Use Cases	Dates	Priority	Effort	Status	Notes
Re-verify prioritized resources already on CRX - X out of N
Add 2000 new agencies into CRX

CRX Product Documentation