Written by: Center for Care Innovations

Learn best practices to drive pre-visit planning activities that close gaps in care and ensure patients get what they need.

Dr. Carolyn Shepherd formerly from Clinica Family Health Service provides an overview of what pre-visit planning entails and why it matters. Tierney Giannotti and Mary Blankson from Community Health Center, Inc. and Kameela Clark from CCI Health and Wellness Services give examples of how pre-visit planning works at their organizations.

Who Should Watch This Webinar?

Staff working on the front lines of pre-visit planning, like front desk staff, MAs, providers and more, would benefit from watching this webinar.

Our Big Takeaways

  1. Planned care is organized patient-focused care that is based on scientific evidence, planned in advance of the visit, and delivered so that the team optimizes the health of every person on their panel.
  2. There are six steps to providing planned care that involve assigning key services to specific staff, using protocols and standing orders, and huddling with the core practice team.
  3. Helpful tools for improving planned care include: driver diagrams, planned care dashboards, workflow maps, and PDSA tracking sheets.

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