Free Panel Management Training – Open to all interested CAPH members
Hosted by the California Health Care Safety Net Institute, Sponsored by the California
Diabetes Program, and led by the UCSF Center for Excellence in Primary Care
Wednesday, April 13 - Northern California sites (location TBD)
Tuesday, April 26 - Southern California sites (location TBD)
Application for Participation
Purpose and Overview of Training:
Panel management is a series of processes with the goal of improving the chronic and preventive
care for a primary care clinic's entire panel of patients. Panel management is a powerful tool with
the capability of greatly improving chronic and preventive care processes and outcomes.
Panel management is both a paradigm shift and a practical set of skills. The paradigm shift is a
concern with all the patients coming to a clinic rather than only those patients who happen to
have an appointment today. The practical set of skills involves using a chronic disease/preventive
care registry to close patients' care gaps. Care gaps are of two types: 1) patients overdue for
evidence-based tests (e.g. mammograms, FOBT, A1c or LDL lab work) or 2) patients with
poorly controlled chronic disease (e.g. A1c greater than 9, LDL greater than 160).
The panel management training offered by the UCSF Center for Excellence in Primary Care is a
highly interactive process in which participants use a sample registry to identify care gaps and
role play how to contact patients to close those care gaps. Participants in the training also learn
how to interact with patients in a collaborative manner, utilizing health coaching techniques. By
the end of the training, participants should be able to start doing panel management in their
primary care clinics.
The UCSF Center for Excellence in Primary Care has conducted panel management trainings for
hundreds of people in different health care systems, chiefly in safety net primary care clinics.
Who should attend the training: The training is useful to primary care clinic leaders, who are
the people who would place an organizational priority on panel management and on those clinic
staff people (whether RNs, medical assistants, or others) who would be the panel managers.
Additionally, it may be necessary to send a staff member with IT expertise who has the ability to
provide the panel manager with support using the clinic registry.
How to Apply:
The application deadline is March 25, 2011. Completed applications can be submitted via email
to Sasha Morduchowicz at sasham@caph.org or faxed to 510-874-7111. Depending on the
number of applications we receive, we may not be able to accept all members. We will notify
you of our decision by March 31, 2011.
PLEASE NOTE: This application should be completed on behalf of the clinic by the clinic
manager, nursing supervisor, or medical director. We will accept only one application per clinic.
1. CAPH Member Hospital System:
2. Clinic Name:
Address:
Phone:
3. Contact completing this application (Should be clinic manager, nursing supervisor, or
medical director).
Name:
Title:
Address:
Office Phone:
Email:
4. The following clinic staff will attend the training:
Participant(s) to be trained as Panel Manager:
Name:
Title:
Email:
Name:
Title:
Email:
Name:
Title:
Email:
Nursing Supervisor/Clinic Manager (May be same as person filling out this
application):
Name:
Title:
Email:
IT Support Staff:
Name:
Title:
Email:
Readiness Assessment
1. Why do you want to implement panel management in your clinic?
2. What specific panel management activities are you interested in doing?
3. Does your clinic currently use a diabetes registry? If so, which registry system do you use (i2i
tracks, CDEMS, PECs) and how do you use your registry? What automated data feeds are live
(lab, visit hx, pharmacy, etc.)? Which diseases are tracked, and how many patients are in the
registry?
4. Are you currently doing any panel management? If so, please describe what you are doing and
indicate why you want further training.
5. Does the clinic have high turnover of professionals or staff?
6. Does the clinic have stable leadership or is turnover of leadership anticipated?
7. Does the clinic face significant staff shortages, staff absenteeism, and/or budget cuts in the
near future?
8. Do clinic providers and staff feel positive about previous improvement work that the clinic has
accomplished or do providers and staff feel “change fatigue?”
9. Do you plan to adopt an EHR in the near future? If so, when will such adoption take place? Do
you think you can work on EHR adoption and implement panel management at the same time?
Attestation: I, the Medical Director or person responsible for setting clinic priorities, and I, the
Nursing Supervisor/Clinic Manager, understand the importance of implementing populationbased care in our clinic, which is operationalized through panel management. We view this as a
clinic priority. We will ensure that clinic personnel who are trained for panel management work
are given sufficient time (a minimum of 8 hours per week) to perform this work.
By participating in this Panel Management Training, our clinic agrees to assist SNI in evaluating
the impact that the training has at our clinic through verbal feedback or a written survey, as
requested. We understand that SNI staff may conduct a site visit at my clinic 4-6 weeks after the
training to provide technical support and assess implementation of panel management at my
clinic.
Medical Director:
Name
Signature
Date
Nursing Supervisor/Clinic Manager:
Name
Signature
Date