Mill Brooks Pediatrics

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    Account Transition to Catherine closed
    Task: Accounting | 2017-12-29 | Belinda | #112803 |

    Please reach out to Tiffany regarding the website. We are not sure if she’s seen the developed site. Please reach out via cell, email and physical letter.

    Draft up letter and let Chandra know, she will mail out letter.


    2018-02-12 | catherine.c
    emailed. Spoke to Tiffany - Dr. had a death in family and didn't get a chance to go over site. She will contact doctor and hope to get back to us next week. Mentioned had photos and edits from doctor.

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    Follow Ups 
    Notes | 2017-11-14 | Jan S. | #104499 |

    All timestamps for follow-ups post ready.


    2017-12-21 | jan.s
    Called and LM. Followed up via email as well, currently waiting for a response.
    2017-12-11 | jan.s
    Called and LM. Followed up via email as well, currently waiting for a response.
    2017-11-14 | jan.s
    Followed up via email to confirm email, currently waiting for a response.
    2017-11-14 | jan.s
    Tiffany followed up via email and likes the website! Tiffany and the staff are currently working on revisions to send over some time this week.
    2017-11-14 | jan.s
    Website Ready email was sent on 11/03.

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    Email: Your Website is Ready 
    Custom Ready | 2017-11-03 | Jan S. | #101808 |

    Hello Tiffany,

    Your website is ready for your review and to further customize.

    This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have.

    Temporary URL: http://tiffanyblivess.360sites.net

    If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.

    Schedule a Call: https://calendly.com/optimized360/calls

    Thank you!

    Jan
    jan.s@optimized360.com


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    Development Revisions closed
    Task: Website | 2017-10-31 | Jan S. | #100532 |

    01.) The Mill Brooks Pediatric logo and the three featured services should have animation upon queue.
    – The Mill Brooks Pediatric logo moves from left to right.
    – The three featured services move from right to left in order upon
    02.) The “Welcome To Mill Brook Pediatrics” and Footer sections should have the parallax effect. Please refer to (http://melanie-f.com/en/).
    03.) Have the photo for the “Find Us On Facebook” section should have the parallax effect. Please refer to (http://melanie-f.com/en/).

    /* Feel free to ask questions if you have any. */


    2017-11-03 | jan.s
    Thank you, closing task.

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    Development Revisions closed
    Task: Website | 2017-10-26 | Jan S. | #99386 |

    Please fix the spacing between the title and description for the Featured Services section on the Home page. The title and description overlap at certain widths.


    2017-10-27 | jan.s
    Thank you, closing task.

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    PSD to WP: Tiffany Blivess closed
    Design Task: Development | 2017-10-18 | Jan S. | #96885 |

    URL: tiffanyblivess.360sites.net

    Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed.

    Include hover effects in appropriate areas and link all buttons/links to related pages.

    Below are specific instructions:

    – Make sure that the Hero Slider is implemented on the home page.
    – The size of the Header section AND inner slider should be 1/3 of the Hero Slider.
    – The “Welcome to Mill Brook Pediatrics” section will be the WP output.
    – The “Featured Services” section should have the “Demo – Square | Hover effect 4” effect. The title should ALREADY show but the description is revealed on hover. Please refer to the following link (http://gudh.github.io/ihover/dist/index.html).
    – The buttons should have the “Wayra” effect with inverse colors. Please refer to the following link (https://tympanus.net/Development/ButtonStylesInspiration/).
    – The “Find Us On Facebook” section should be a dynamic feed for all posts with the category “blog” so that it shows the latest posts.
    – The Social Media icons should have the “2D Transitions | Grow” effect. Please refer to the following link (http://ianlunn.github.io/Hover/).
    – Please incorporate the SEO title based on the following formula: [pageTitle] – [city]+[specialty] – [practiceName].
    – Do NOT add SEO title individually per page, use Site-Wide SEO on Customizer.
    – Please add proper spacing between the featured image and the content for all inner pages.

    Jan
    jan.s@optimized360.com


    2017-10-26 | jan.s
    Thank you, closing task.
    2017-10-25 | jan.s
    1 - The white bar is still present above the header section for Monitor view when you are logged in, please fix.
    2017-10-24 | jan.s
    01.) There is currently a white bar above the Header section, please fix. 02.) Please deactivate the hover effect for the Featured Services section on the Home page on Tablet AND Mobile view. 03.) Please add padding between the menu item and the underline styling for the hover effect on the primary menu, it is currently crossing the selected menu item on hover. 04.) The background strip for the Find Us On Facebook section is not full width, please fix.
    2017-10-20 | jan.s
    Reassigned to Rhythm.

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    Email: Design Approval 
    Design | 2017-10-18 | Jan S. | #96884 |

    Hello Tiffany,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/10/blivess-tiffany-3.jpg

    If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you’d like to mention onto the site. You’ll get more opportunities to review the site and make additional changes as well.


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    Copy Content closed
    Task: Website | 2017-10-18 | Jan S. | #96877 |

    Please manually copy content from their current website millbrookpediatrics.com to tiffanyblivess.360sites.net.

    – If the page / post already exists, simply update that page.
    – If the page / post does not exist, simply create a page / post for it.
    – Make sure to NOT copy code over when copying / pasting, only the content.
    – If there are existing images or forms, please download them onto the tempsite and link them accordingly.


    2017-10-19 | jan.s
    Thank you, closing task.

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    Design Draft #3 Follow Ups 
    Design | 2017-10-09 | Jan S. | #94215 |

    All time stamps for follow ups for Design Draft #3.


    2017-10-17 | jan.s
    Tiffany followed up via email regarding forms. Followed up via email to reconvene regarding the design draft, currently waiting for a response.
    2017-10-12 | belinda.t
    Tiffany's Response: Hello Belinda- Thank you for following up. Jan has certainly been very accommodating during this project. Unfortunately, it is myself and two doctors that are looking at the website design and it is quite difficult to get us all together at the same time to get feedback. The doctors have been forwarded the drafts that have been sent to me by Jan and we are looking to meet next week to discuss them. Thank you Tiffany
    2017-10-12 | belinda.t
    Email Follow Up: Hello Tiffany, I wanted to follow up on the website project you have been working on with Jan. I noticed that we have not received a response from you as of late. Please let me know if there's anything I can do to help facilitate this process.
    2017-10-11 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-10-11 | jan.s
    Called and left a message on 10/09. Followed up via email as well, currently waiting for a response.
    2017-10-09 | jan.s
    Design Draft #3 was submitted on 10/04.

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    Draft Submitted 
    Concepts | 2017-10-04 | Jan S. | #93386 |

    Hello Tiffany,
    Based off of our last discussion, I have compiled a new design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.


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    Design Draft #2 Follow Ups 
    Design | 2017-09-20 | Jan S. | #89127 |

    All time stamps for follow ups for Design Draft #2.


    2017-10-04 | jan.s
    Design Draft #3 was submitted.
    2017-09-26 | jan.s
    Called and spoke with Tiffany to clarify revisions. Please continue. Quoted 1 - 3 business days for a new design draft.
    2017-09-20 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.

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    Design Draft #2 Feedback 
    Design | 2017-09-20 | Jan S. | #88975 |

    Tiffany followed up via email and had a few revisions.

    01.) Make the logo for Mill Brooks Pediatrics larger.
    02.) Remove the Schedule an Appointment button.
    03.) Remove the icons from the address and the phone number.
    04.) Combine the Promotion and Latest News sections. This section will now be dedicated to their our Facebook page for the offices latest news and announcements.


    2017-09-26 | jan.s
    In regards to the Facebook section, just have a section that emphasizes / promotes Facebook more with a CTA button to Facebook.

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    Design Draft #2 Follow Ups 
    Design | 2017-09-13 | Jan S. | #87136 |

    All time stamps for follow ups regarding Design Draft #2.


    2017-09-20 | jan.s
    Tiffany followed up via email and had a few revisions. Feedback was recorded on CP.
    2017-09-14 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-13 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-13 | jan.s
    Design Draft #2 was submitted on 09/11.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-09-11 | Jan S. | #86566 |

    Hello Tiffany,
    Based off of our discussion, I have compiled a new design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.


    Leave a Comment:




    Officite is Switching Domain Registrars 
    Notes | 2017-08-31 | Jan S. | #83777 |

    “At this time, we are not able to unlock the domain and provide the authorization code at this time.

    Our office is switching registrars and it is causing a 60-day lock on the account, which is the protocol with any domain changing registrars.

    If you have any DNS changes though, we will be more than happy to update them on your behalf. Once the 60-day waiting period is over we will be able to unlock and provide the authorization code for the domain.

    Also, it sounds like you will be cancelling services with Officite. We will need to send you the correct form and once we receive the cancellation form back, we will be able to make the DNS changes.”

    – Officite


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    Design Draft #1 Feedback 
    Design | 2017-08-31 | Jan S. | #83734 |

    Tiffany followed up via email. They like the design draft but had a few revisions they would like to see.

    Revisions

    01.) Make the logo large and place to the left.
    02.) “We would also like to see how it would look if we took the tabs at the top off and instead just had those three boxes that when you click on there could be a drop down menu.”
    – New Patient (Forms / Office Policies)
    – Established Patient (Forms)
    – About the Office (Office Info / Office Policies / Meet the Staff)
    03.) Add a section that they can edit themselves for office notifications.


    2017-09-05 | jan.s
    Called and spoke with Tiffany. Updated Revisions: 01.) Move logo to the Hero Slider and remove "Put Your Sleep Struggles To Rest!" 02.) Rename Upcoming Events to Latest News. 03.) Connect the menu and reduce the height of the header section.
    2017-08-31 | jan.s
    Called and left a message, followed up via email as well, currently waiting for a response.

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    Calendly – 8/10 at 10am PST- Disc Secured Emails 
    Notes | 2017-08-09 | Danny | #81357 |

    Hello Danny-
    If you have an opportunity to give me a call today before 1pm EST or tomorrow between 10am-1pm EST. I just wanted to talk to you about Optimized360 Hosting a secure email and if forms can be completed online and emailed to us.
    Thank you
    Tiffany

    Tiffany Blivess
    Office Manager
    Mill Brook Peditarics
    490 Boston Post Road
    Sudbury, MA 01776
    p-978-443-0707
    f-798-440-9389


    2017-08-16 | danny.n
    spoke to her that day (forgot to log note). Client knows we don't support HIPAA emails if she's looking for a "portal type", there are companies who specializes in that. Explained to her that emails are stored securedly but once sent out to patients, it is no longer security. For forms, we can put forms to view/print/download. If submittable, she will need SSL, understands this. Told her to check with her practice software if they have this capability which will accommodate the fillable form submission securely along with other features throught the patient portal. She said they are planning on switch software so this is good to know when she's shopping around.

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    Draft Submitted 
    Concepts | 2017-08-01 | Jan S. | #80814 |

    Hello Tiffany,
    Based off of our discussion, I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.


    Leave a Comment:




    Questions about Email & Forms 
    Leads | 2017-08-01 | Danny | #80802 |

    “Hello Danny-
    We had a great conversation with Jan regarding the new website design last week.
    I just had an additional question I was hoping you could help me with. During one of our conversations we discussed that our office does not have a secure email if we choose to have messaging though our website. You mentioned that Optimized360 could host a secure email (that it was about $500 year) At least this is what I think I had in my notes from our conversation. Do you have any other information on this.
    I was also wondering if there is a way that we have our registration forms on the website if potential patients can complete these right on line and they can be sent to a secure email.
    Lastly is there a way we can have patients pay a bill online from the website?

    Tiffany Blivess
    Mill Brook Pediatrics”


    2017-08-01 | danny.n
    waiting on tiffany to let me know when she wants to schedule a call to reconnect on this to go over the diff options and how it works.

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    New Design closed
    Task: Other | 2017-07-25 | Jan S. | #80294 |

    IMPORTANT

    – Use Beaver Brook Pediatrics as a starting point but wants a simpler/cleaner version.
    – Make the logo more prominent
    – Have a section/banner for upcoming events/promotions
    – They want a balance between a mature and a youthful overall feel.
    – Emphasize PHOTOS over drawings/art/animation.
    – DO NOT make the website long.

    Website For Reference

    http://www.beaverbrookpediatrics.com/

    Overall Feel

    – Modern
    – Visual (Minimum Text)
    – SIMPLE & CLEAN
    – Playful (NOT CARTOONISH)
    – NOT TOO LONG (Minimize Scrolling)

    Color

    – Blue
    – Orange
    – Green
    – Bright
    – Pastel / Soft
    – Light Background (Dark Text)

    Layout

    – Featured Services
    – Office Summary
    – Promotions
    – Banner (Upcoming Events/Promotions)
    – Social Media Links


    2017-07-31 | jan.s
    Thank you, closing task.

    Leave a Comment:




    Design Interview: Notes 
    Design | 2017-07-25 | Jan S. | #80289 |

    IMPORTANT

    – Emphasize photos over drawings/art/animation
    – Make the logo more prominent
    – Have a section/banner for upcoming events/promotions
    – DO NOT make the website long

    Website They Referenced

    http://www.beaverbrookpediatrics.com/ – REALLY LIKE
    http://www.westonpediatrics.org/ – KINDA LIKE

    Overall Feel

    – Modern
    – Visual (Minimum Text)
    – SIMPLE & CLEAN
    – Playful (NOT CARTOONISH)
    – NOT TOO LONG (Minimize Scrolling)

    Color

    – Blue
    – Orange
    – Green
    – Bright
    – Pastel / Soft
    – Light Background (Dark Text)

    Websites Examples

    – http://smilingkidsindy.com/ – Likes
    – http://ivyfamilymedicine.com/ – Neutral
    – http://ockidsdental.com/contact-us/ – Dislikes

    Layout

    – Featured Services
    – Office Summary
    – Promotions
    – Banner (Upcoming Events/Promotions that THEY can access)
    – Social Media Links

    Additional Notes

    – Likes Beaver Brook Pediatrics the most but would like a simpler/cleaner version.
    – They want a balance between a mature and a youthful overall feel.
    – They will be taking professional photos of their office and staff soon and provide them later.


    2017-08-01 | jan.s
    Design Draft #1 was submitted.

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    301s 
    Notes | 2017-07-19 | Jan S. | #79913 |

    http://www.millbrookpediatrics.com/
    http://www.millbrookpediatrics.com/about-us.html
    http://www.millbrookpediatrics.com/staff.html
    http://www.millbrookpediatrics.com/patients.html
    http://www.millbrookpediatrics.com/forms.html
    http://www.millbrookpediatrics.com/office-policies.html
    http://www.millbrookpediatrics.com/faq.html
    http://www.millbrookpediatrics.com/immunizations.html
    http://www.millbrookpediatrics.com/aap-library.html
    http://www.millbrookpediatrics.com/disclaimer.html
    http://www.millbrookpediatrics.com/privacy.html
    http://www.millbrookpediatrics.com/sitemap.html
    http://www.millbrookpediatrics.com/mill-brook-pediatrics.html
    http://www.millbrookpediatrics.com/docs/all-patient-forms.pdf
    http://www.millbrookpediatrics.com/docs/Vanderbilt%20Accessment%20Scale-Teacher.pdf
    http://www.millbrookpediatrics.com/docs/Vanderbilt%20Accessment%20Scale-Parent.pdf
    http://www.millbrookpediatrics.com/docs/Credit%20Card%20on%20File.pdf
    http://www.millbrookpediatrics.com/docs/Screening%20Questionaire%20Intranasal%20Influenza%20Vaccine.pdf
    http://www.millbrookpediatrics.com/docs/Screening%20Questionaire%20Injectable%20Influenza%20Vaccine.pdf
    http://www.millbrookpediatrics.com/docs/Flu-Screening-Questionaire-2015.pdf
    http://www.millbrookpediatrics.com/docs/PatientRegistrationForm.pdf
    http://www.millbrookpediatrics.com/docs/%232%20Family%20History%20Registration%20Form.pdf
    http://www.millbrookpediatrics.com/docs/%233%20HIPAA%20Form-Signature%20Patient%20Registration.pdf
    http://www.millbrookpediatrics.com/docs/%234%20Financial%20Policy-Signature%20Registration%20Form.pdf
    http://www.millbrookpediatrics.com/docs/%235%20Co%20Pay%20Document%20for%20WCC%20Co%20Pay%20%20%20and%20Decductible%20Policy%20Signature%20Registration%20Form.pdf
    http://www.millbrookpediatrics.com/docs/Vaccine%20Policy-Signature%20(1).pdf
    http://www.millbrookpediatrics.com/docs/Medication%20Administration%20Form.pdf
    http://www.millbrookpediatrics.com/docs/Patient%20Record%20Release%20Form.pdf
    http://www.millbrookpediatrics.com/docs/Referra-request-form-for-website-fax-or-email.pdf
    http://www.millbrookpediatrics.com/docs/Credit%20Card%20on%20File%20UPDATED.pdf
    http://www.millbrookpediatrics.com/docs/Financial%20Policy.pdf
    http://www.millbrookpediatrics.com/docs/Well%20Child%20Visit%20Co%20Pay%20and%20Deductible%20UPDATED.pdf
    http://www.millbrookpediatrics.com/docs/Vaccine%20Policy%20UPDATED.pdf
    http://www.millbrookpediatrics.com/docs/HIPAA-Policy-6-2013.pdf
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=ADHD
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=adolescents
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=autism_spectrum_disorder
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=behavioral_and_psychosocial_issues
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=chronic_health_needs
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=common_illnesses_and_conditions
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=growth_and_development
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=immunizations
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=infectious_diseases
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=newborns_infants_and_toddlers
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=nutrition_and_healthy_living
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=pediatric_care
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=safety_and_prevention
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=school-aged_children
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=sexual_health_and_sexuality
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=sports_and_fitness
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=substance_abuse
    http://www.millbrookpediatrics.com/aap-library.html?aapcat=well-child_visits
    http://www.millbrookpediatrics.com/new-patient-forms.html
    http://www.millbrookpediatrics.com/newsletter.html
    http://www.millbrookpediatrics.com/resources.html
    http://www.millbrookpediatrics.com/education.html
    http://www.millbrookpediatrics.com/blog/post/welcome-blog.html
    http://www.millbrookpediatrics.com/library/6725/ChildHealthTopics.html
    http://www.millbrookpediatrics.com/library/6730/CenterforDiseaseControlandPrevention.html
    http://www.millbrookpediatrics.com/library/6736/BreastFeeding.html
    http://www.millbrookpediatrics.com/library/6737/Immunizations.html
    http://www.millbrookpediatrics.com/library/6740/CarSeatRecommendations.html
    http://www.millbrookpediatrics.com/library/6743/ProductRecalls.html
    http://www.millbrookpediatrics.com/library/6750/TravelingwithChildren.html


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    Create Temp Site closed
    Task: Social | 2017-07-19 | Jan S. | #79909 |

    Please create temporary site and include client original content (if any).


    2017-07-19 | jan.s
    The custom rogue tempsite for Mill Brooks Pediatrics was created, Jetpack and SiteStats were activated, Jotforms were added, imported default Pediatrician content via ContentCopier, and recorded FTP credentials from Pagely support to CP, closing task.

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    Email: Design Introduction 
    Design | 2017-07-19 | Jan S. | #79908 |

    Hello Tiffany,

    Welcome to Optimized360!

    My name is Jan and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. to discuss your account and review the notes you initially had.

    After we gain a better sense of what you are looking for, I can start the design process. I have also received confirmation and marked my calendar for next Tuesday, 07/25 at 10:15 AM PST (1:15 PM EST). If anything comes up, feel free to let me know.

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


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    360 Custom DQ 
    Design | 2017-07-19 | Jan S. | #79905 |

    Your Name: Tiffany Blivess
    Desired Domain(s): millbrookpediatrics.com
    Do you have an existing Site? Yes
    IF yes, please provide login credentials:
    – production@officeite.com
    – secure.officite.com
    – tblivess@millbrookpediatrics.com
    – Austin3537!
    Practice Name: Mill Brook Pediatrics

    Practice Address

    Street Address: 490 Boston Post Road
    City: Sudbury
    State / Province: MA
    Postal / Zip Code: 01776
    Country: United States
    Practice Telephone: (978) 443-0707
    Will you be the decision maker during this process? No, there will be others involved.

    Sections

    – Social Media Links
    – Promotions
    – Office Summary
    – Banner (Upcoming Events/Promotions that THEY want to access to edit)

    Overall Feel

    – Simple & Clean
    – Playful

    Please Give us Examples of Websites You Like

    – Beaver Park Pediatrics (tonybosselait.wixsite.com)
    – westonpediatrics.org

    Light or Dark

    – Dark Background (light text)

    Select Colors

    – Blue
    – Orange
    – Green
    – Bright

    Image Types

    – Your Images (Upload or Email)
    – Specialty (Medical, Dental…)

    Specialty: Pediatrics


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    Design Interview Sched – Tues, July 25 @ 10:15 am PST closed
    Task: Other | 2017-07-19 | Danny | #79904 |

    Jan, they originally scheduled for Tues 7/25 at 12:30 pm EST but realized it was PST.

    I tentatively scheduled her for 10:15 am PST. She will confirm with me via email or by phone.

    She will fill out the questionnaire by then.


    2017-07-19 | jan.s
    This was recorded on Google Calendar, closing task.
    2017-07-19 | danny.n
    Jan, just spoke to Tiffany. It is confirmed! please call her cell that day 508-789-7633

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2017-07-19 | Danny | #79903 |

    – Tiffany (Manager)
    – Web Makeover – had issue with Officite due to limitation on the template. Simple changes such as linking to their associations (being charged). Basically nickel/dime all type of changes.

    – will have professional photos taken soon and wants to use as part of the design or personalize the site more. She will go over with you the details of this.
    – has good reviews which they want to highlight.
    – Patient Library: currently it is linked to the Association’s library, need to have pages setup for pediatric (we provide)

    – design interview scheduled for next Tuesday at 10:15am PST. She had scheduled for 12:30am EST but realized it was PST.


    2017-11-03 | jan.s
    The custom rogue tempsite for Mill Brooks Pediatrics passed review. Website Ready email was sent.
    2017-10-26 | jan.s
    The custom rogue tempsite for Mill Brooks Pediatrics was submitted for review, currently waiting for results.
    2017-09-11 | jan.s
    Design Draft #2 was submitted.
    2017-08-31 | jan.s
    Tiffany forwarded an email from Officite and they are currently UNABLE to transfer their domain because of a 60-day lock since they are switching registrar. Recorded email on CP as a new note.
    2017-08-29 | jan.s
    Tiffany followed up via email and they are still reviewing the design draft. They also inquired about other information. Followed up via email and CC'd Danny as well, currently waiting for a response.
    2017-08-25 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-08-21 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-08-15 | jan.s
    Tiffany followed up via email and the doctors are currently on vacation. They will follow up next week regarding the design draft.
    2017-08-14 | jan.s
    Followed up via email, currently waiting for a response.
    2017-08-04 | jan.s
    Informed by staff member that Tiffany shall return to the office on Tuesday, 08/08.
    2017-08-04 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-08-03 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-08-01 | jan.s
    Design Draft #1 was submitted.
    2017-07-25 | jan.s
    Submitted task for Sachit, currently waiting for results.
    2017-07-25 | jan.s
    Completed interview with Tiffany and recorded notes on CP, closing task.
    2017-07-19 | jan.s
    Design Intro email was sent.
    2017-07-19 | jan.s
    Received confirmation for next Tuesday, 07/25 at 10:15 AM PST (1:15 AM EST). Recorded request on Google Calendar.
    2017-07-19 | jan.s
    Received and recorded 360 Design DQ on CP.
    2017-07-19 | danny.n
    Jan, i spoke to her about the photographer. They will have it done next week. She and I will decide after the photos are taken to either use office photo or team photo as part of the main header. Just have a main header ready as a placeholder. LMK if you have any questions.
    2017-07-19 | danny.n
    just fyi... "Hello Danny- I just submitted the signed proposal. I do have a few questions for you before we have our interview with the web designer so I can complete the preliminary questionnaire. -We are planning to have a professional photographer come to our office to take photos. Could you or the web designer suggest to us what type of photos we should have taken that will appeal to our targeted audience? -We were also hoping to have a banner on our home page that we could possibly easily update ourselves for office announcements such as we are closed due to the weather or flu vaccine season etc. Thank you for your help. I look forward to speaking with you today to schedule our interview. If possible I would like to be able to schedule it for next Tuesday 7/25 between 12:30-1:30pm ES I will be in the office today until about 1:30pm EST, if you would like to give me a call (978-443-0707)to schedule the interview and I will complete the questionnaire. Tiffany"

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-07-19 | Danny | #79902 |

    Website: $4,000 + $79/m

    electronically signed


    2017-07-26 | chandra.t
    Charged processed, closing ticket.
    2017-07-26 | alec.j
    Chandra, did the charge get through?
    2017-07-19 | chandra.t
    Set to charge 7/26/17.
    2017-07-19 | danny.n
    chan, set the charge for 7/26 (day after interview).

    Leave a Comment:




    Web design interview closed
    Ticket: Sales | 2017-07-19 | tblivess@emersonhosp.org | #79899 |

    Hello- I scheduled my web design interview for Tuesday 7/25 at 12:45pm, not realizing that the time slots are PST until after I scheduled. I need to schedule for EST. Thank you.
    Tiffany


    2017-07-19 | danny.n
    Ticket has been completed. Closing ticket.
    2017-07-19 | danny.n
    Please ignore this ticket submitted by Tiffany. I've rescheduled her design interview for next Tues at 10:15 am EST. Closing task.

    Leave a Comment:




    Contract – Finalizing 
    Leads | 2017-07-18 | Danny | #79773 |

    “Hello Danny-
    Sorry, yes I just got your reply, I left the office at 2 on Thursday and just missed it, and just back in the office today.
    I hope to send the contract over today, just waiting on approval from the doctors. Thank you, I will be in touch!
    Tiffany”


    Leave a Comment:




    Q&A 
    Leads | 2017-06-28 | Danny | #78569 |

    “Tiffany,
    Here are the answers to your questions:

    Appointment alerts work via text or email?
    When a form is filled out on your site and submitted, the information is captured and is sent to any of the following options: text, email, fax, or all 3.

    Educational Library?
    All the services & procedural pages will be provided for your practice’s specialty. At the time of the interview, one of the many questions are what services you provide and this is how we know to organize and setup individual pages for your services. Currently, your procedures are linked to the association’s library of education. You have the option to continue using that or we can have it provided for you which is included by default 🙂

    On-Site SEO?
    When we develop the site, all the coding and pages will be optimized for that specific keyword to get you good ranking on Google. For example, if you have a page about ADHD, that page will be coded and content is written to optimize that search term on the front in and back end. If someone Googles let say ADHD treatment in your area, this page will have the highest chance of showing up vs your home page so when the click on it, it goes directly to that page within your site.

    Email forwarding?
    If we are managing your email, we can set it up so it can forward to any other emails. For example, if someone emails you to tblivess@emersonhosp.org , it can forward to your personal gmail account to access.
    Please let me know if all this clarifies your question and/or if you have anymore. Thanks!”


    2017-07-13 | danny.n
    called.. lm on office after pushing option 2. sent her a f/u to see if she got email.
    2017-07-13 | danny.n
    logged in to CP to review contract
    2017-07-13 | danny.n
    sk: 8:20am
    2017-07-12 | danny.n
    sent her proposal to fax or sign. Advise that photos can be implemented anytime in the future after or during development.
    2017-07-12 | danny.n
    "Hello- Thank you for your patience. The doctors have returned from vacation and today I had the opportunity to discuss the Gold package website we spoke about and you emailed me the proposal for. We would like to proceed with your services, I just have a couple of questions before we schedule to meet with the web designer. We have a new Logo, however we have not had the photos taken yet. Would it be more productive in our interview with the designer if we had the photos we wanted to use already or to have the interview to get some suggestions on what we should have photos of? Thank you, I would appreciate your input. Tiffany "
    2017-07-10 | danny.n
    sk: 1:50pm
    2017-06-29 | danny.n
    showed her an example of a client of ours with the actual contact/appt form. For emails, told her she will need to have a company who specializes in emails for hipaa-compliant ones.
    2017-06-29 | danny.n
    "Hello Danny- Sorry, still not understanding about the appointment alerts and the email forwarding: Appointment alerts-would this only be if they were able to schedule an appointment through the website? Email forwarding- would this HIPAA compliant as our millbrook email is not a secure encrypted address? Thanks again for your help. Tiffany"
    2017-06-29 | danny.n
    sk: 8:40am

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-06-28 | Danny | #78532 |

    Called, was transferred to Tiffany per our scheduled call. Super nice. With officite right now, not happy with them cause there are a lot of limitations which they charge extra each time. Simple things like linking an association. Knows its a template and been shopping around. Looking for a company that can give them more customization. Already has a new logo and social.

    Asked about current forms if we can fix the font size on all of them. Told her we can which we will copy the pdf and on to word and adjust the font sizes then back to PDF. Asked about fillable form submission. Told her it is $500/year but told her to ask her software which she said they don’t but they are switching soon but will ask if they have that support if they do, it will take care of the portal. She understands.

    Went over the design process which she likes cause she needs help with creativity and input which I assured her.

    VERY HOT lead. Will talk to dr after they are back from their vacation in 2 weeks to present. SEnt her everything again so she can review and will ask me more questions in the meantime if she does have any. She wants me to touch base with her in 2 weeks. VERY NICE and HOT>


    Leave a Comment:




    Calendly – Wed 6/28 at 8:15 am PST 
    Leads | 2017-06-21 | Danny | #78036 |

    “Of course, no problem. Talk to you Wednesday!
    Tiffany”


    Leave a Comment:




    Initial Contact 
    Leads | 2017-06-14 | Danny | #77590 |

    called. front transferred to her line which went to her personal vm box. LM. sent her an email.


    2017-06-22 | danny.n
    sk: 8pm last night
    2017-06-21 | danny.n
    asked her if we can do 11:15am EST instead (8:15am pst)
    2017-06-21 | danny.n
    "Great thank you. Next week would be great, would Wednesday 6/28 at 11am EST work for you? If so I can be reached at 978-443-0707. Tiffany"
    2017-06-21 | danny.n
    waiting on her response. Gave her my schedule.
    2017-06-21 | danny.n
    "Hello Danny- Thank you for the information. Would it be possible to set up a call to discuss what we are looking for? Thank you Tiffany "
    2017-06-20 | danny.n
    sk: 7:30am
    2017-06-16 | danny.n
    called. lm on office vm. sent Tiffany another email letting her know i had called.
    2017-06-15 | danny.n
    sk: 1:09pm

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-07-19
    Questionnaire: 2017-07-19
    Site Download/Site Sucker: 2017-07-19
    Temporary Site: 2017-07-19
    Concept: 2017-10-04
    Approved: 2017-10-18
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-10-26
    Image Optim: 2017-10-26
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-10-26
    Analytics Report or Jetpack Setup: 2017-07-19
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved: 2017-10-18
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-07-19
    2017-07-26
    Mobile
    Fluid Responsive
    2017-07-19

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-08-01 | Danny | Questions about Email & Forms


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-01 | danny.n
    waiting on tiffany to let me know when she wants to schedule a call to reconnect on this to go over the diff options and how it works.
    Leads | 2017-07-18 | Danny | Contract – Finalizing


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-06-28 | Danny | Q&A


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-13 | danny.n
    called.. lm on office after pushing option 2. sent her a f/u to see if she got email.
    2017-07-13 | danny.n
    logged in to CP to review contract
    2017-07-13 | danny.n
    sk: 8:20am
    2017-07-12 | danny.n
    sent her proposal to fax or sign. Advise that photos can be implemented anytime in the future after or during development.
    2017-07-12 | danny.n
    "Hello- Thank you for your patience. The doctors have returned from vacation and today I had the opportunity to discuss the Gold package website we spoke about and you emailed me the proposal for. We would like to proceed with your services, I just have a couple of questions before we schedule to meet with the web designer. We have a new Logo, however we have not had the photos taken yet. Would it be more productive in our interview with the designer if we had the photos we wanted to use already or to have the interview to get some suggestions on what we should have photos of? Thank you, I would appreciate your input. Tiffany "
    2017-07-10 | danny.n
    sk: 1:50pm
    2017-06-29 | danny.n
    showed her an example of a client of ours with the actual contact/appt form. For emails, told her she will need to have a company who specializes in emails for hipaa-compliant ones.
    2017-06-29 | danny.n
    "Hello Danny- Sorry, still not understanding about the appointment alerts and the email forwarding: Appointment alerts-would this only be if they were able to schedule an appointment through the website? Email forwarding- would this HIPAA compliant as our millbrook email is not a secure encrypted address? Thanks again for your help. Tiffany"
    2017-06-29 | danny.n
    sk: 8:40am
    Estimates | 2017-06-28 | Danny | Phone Conference Ordered

    Gold


    Initial: 2 Payments of $1,999
    Monthly: $79


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones

    - includes all default features listed on left. Month to month contract. Guaranteed Competitive Rates

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-06-21 | Danny | Calendly – Wed 6/28 at 8:15 am PST


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-06-14 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-22 | danny.n
    sk: 8pm last night
    2017-06-21 | danny.n
    asked her if we can do 11:15am EST instead (8:15am pst)
    2017-06-21 | danny.n
    "Great thank you. Next week would be great, would Wednesday 6/28 at 11am EST work for you? If so I can be reached at 978-443-0707. Tiffany"
    2017-06-21 | danny.n
    waiting on her response. Gave her my schedule.
    2017-06-21 | danny.n
    "Hello Danny- Thank you for the information. Would it be possible to set up a call to discuss what we are looking for? Thank you Tiffany "
    2017-06-20 | danny.n
    sk: 7:30am
    2017-06-16 | danny.n
    called. lm on office vm. sent Tiffany another email letting her know i had called.
    2017-06-15 | danny.n
    sk: 1:09pm