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Panel Management Phases Process Templates

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Panel Management Phases Process Templates
by Shenise Power - Friday, 27 July 2018, 1:52 PM

Good afternoon,

Please find the Panel Management phases process documents through the navigation path below that were discussed in the previous Panel Management overview webinar.

RST Tools & Resources -- In-practice supports --  Phases of Panel Management -- Operations -- Phase 1 Process Template/ Phase 2+3 Process Template

These documents were designed for practice teams to use in-practice to document their respective clinic workflow processes for the purposes of standardization and sustainability. Of course physicians are welcome to create their own documents, but these are the processes outlined in the checklist that practice teams are expected to complete. There is a more comprehensive workbook/manual coming that will incorporate these, but we wanted to provide you with some tools in the meantime.

Thank you, if you have any questions please contact Delrae Fawcett ( or Shenise Power (