Site news

Panel Management Workbook - Example

Picture of Shenise Power
Panel Management Workbook - Example
by Shenise Power - Friday, 26 October 2018, 12:08 PM

Happy Friday,

We wanted to thank you all for your hard work supporting doctors through the workbook and navigating this new way of supporting Panel Management. In order to support you in understanding what an "ideal" workbook looks like, one of the physicians has agreed to share their completed workbook. The names and details in the workbook have been changed to ensure their anonymity. This is a very well documented workbook and I think it’s a great example of a clinic who really understood and bought into this process. Hopefully this example can be used as a barometer for what we want to strive for. We have also added the following language into the Panel Development Webpage, so this is how we are gauging completion and approval for payment:  

The Panel Management Manual and Workbook provides a step-by-step guide to the Phases of Panel Management and is intended to serve as a clinic manual for current and future team members outlining specific panel management processes that have been implemented in each practice. When completing the Manual and Workbook, please consider the following questions:

Would a new team member who does not know the context of your clinic be able to read the Manual and Workbook and understand how to implement and sustain panel management in your practice?

Has your practice team implemented the tools and processes described by you in the Manual and Workbook? The Manual and Workbook should only outline tools and processes already implemented.

Do your answers (or descriptions of processes) address the questions posed in the Manual and Workbook?

Workbooks that do not meet this criteria will be sent back to the physicians for revisions. In our response email we are encouraging them to reach out to their PSP coordinator/coach to get support.

Panel Management Workbook Example

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