1. Panel With Purpose
Tammy MacDougall LPN Patient Panel Coordinator

2. Panel With Purpose PCN Evolution video Purpose
What is panel identification?
Remember when……
Progression of panel
How to get started
Goal
Resources
These are the topics we will touch on. By no means is this all you need for successful panelling. It will get you in the direction we are headed
Show PCN E video

3. What is the purpose of panel identification?
Panel identification is the first step in creating the medical health home
Eliminate unnecessary information by “thinning” the electronic chart
A well identified physician panel allows for progress into panel management
As mentioned in video panel id is the foundation of a medical home-a patient/gp relationship and improving care

4. Panel Identification
Creating a solid foundation for the patient medical home
What is panel identification?
There are 2 components to panel
identification:
Updated information within the patient record including the “most responsible physician”
The ability to generate a physician panel list
This process is not physician work it is teamwork!
As you saw in the video, the wave of primary care is the patient centred medical home(or health home)
An accurate panel is the 1st building block of this home
If a physician doesn’t know who they are responsible for it is harder to plan the clinic care needs

5. Patient panelling is not new to the physician clinic
Patient panelling is not new to the physician clinic. The onset of EMR (electronic medical records) has just changed the way this work must happen.
Imagine the doctor’s office in 1995……….
Coloured file folders may have been used to differentiate the primary physician
Tags on folders might indicate the year of last visit and a patient without a visit in 3 years was moved to a different shelf
Deceased patient files may have been moved to storage
Checklists on the inside cover could be used for screening
You knew the charts were up to date
The EMR is all these systems and more right at your desk!
Primary physician’s still need to be identified
Inactive patient, non-clinic, & deceased patient status needs updating
Lists and forms are built into the system
Search parameters combined with accurate demographics allow advance patient care planning
Remember when your front end staff created, labelled, managed and updated your paper files. You trusted everything was done and your primary role with the chart was to find information, input new information and store information. Other staff often were responsible for the “maintenance” of that info and did a great job. Are you utilizing their intellect to have them do the same jobs within the EMR.
Imagine if staff had never “cleaned up” your paper charts. What would that office look like? What about efficiency? The EMR is congested, messy and not as efficient with patient searches, screening and care if not maintained.

6. What is panel management?
Dr. Ifeelfine has been leading his clinic team to implementation of panel processes. The patient status was updated including deceased and non clinic patients. The demographics are being confirmed at least every 6 months and the roomers are ensuring patients identify a primary physician with most recent visits. He feels ready to take advantage of the success with panel management and screening! On the spot screening(during office visits or when booking) He has brushed up his EMR rules and ASaP(Alberta Screening and Prevention) knowledge. With upcoming appointments he will ensure patients receive requisitions for overdue labs and tests. He will have his MOA assist. Outreach Screening He is concerned about patients overdue for mammograms. His team lead generates a list of female patients born in June, with no mammogram results in the past 2 years. The list is used to create a letter and requisition to be mailed to the patients……18 month later the EMR makes the list!
If the panel is not up to date time will be wasted mailing letters to pts who are no longer his patient, moved out of the region or even deceased. Even more frustrating letters may be mailed our to patients who had a mammogram but it was labelled incorrectly in EMR not allowing proper search parameters. Rules and screening. Share story about CCP time wasters. The team can manage most of this work!!!

7. Sherwood Park PCN Panel Goal 2016
80% of physicians will be using panel identification &
management processes
This goal is derived from the PCN Evolution Panel goal for
The role of Patient Panel Coordinator was created to support our physicians in creating and implementing processes within their clinics
Overwhelmed by the idea of panel id yet?
That is why I am here
To assist the clinics in the process of change, the goal relates to physician using process. Not reporting numbers etc

8. Patient Panelling Resources and Clinic Supports
Your PCN panel coordinator
At or
TOP(Toward Optimized Practice Website)
Includes EMR tip sheets
ASaP supports
PCN Program Management Office
The College of Family Physicians of Canada
Once minute video about patient medical home