1. INSERT YOUR GROUP NAME HERE
Adult Immunizations Best Practices Collaborative
INSERT YOUR GROUP NAME HERE
INSERT YOUR PROJECT TITLE
Add your company logo here

2. Go to view/Master/Slide Master and Insert your company logo here
Medical Group Profile
Go to view/Master/Slide Master and Insert your company logo here
When was your group established
# of sites/clinics
# physicians, (FTEs)
# specialties
# patients (average # of annual outpatient visits)
Do you currently have an EHR, if so what are you using?
Other pertinent information you think would be helpful to the group to know

3. AI Team Composition
Name members of your team and roles

4. Measures Used
What national clinical standards, if any, did you use as your guideposts and why?
Describe data sources and data collection processes, measures, and results.
How are you using Optum One?

5. Adult Immunization Goals
What are your AI goal(s) and/or objective(s)
You should be able to articulate this in 2 minutes or less (consider an elevator conversation)
SMART goals = specific, measurable, achievable, realistic, and time-specific

6. Existing AI Interventions & Population
Describe target population(s).
Provide demographics on target population(s).
Have you set up an immunization registry to identify patients, collect additional data elements, etc.
Describe what went behind the scenes to implement this intervention.
What changes, if any, required in the workflow.
How was healthcare information technology used in this intervention.
Describe staff who were involved in this intervention.
What methods were used to change physician practices.

7. Improvement Interventions
Examples
Staff education
High risk patients
Provider Education
Patient Education
Guidelines
Workflow changes
Reports
(if available, please bring materials to share)

8. Communication Plan
How will you communicate your plan and engage physicians, staff, and patients?
How will you answer the following questions?
Where are we going?
How are we going to get there?
Why now?
What’s in it for me?

9. Challenges or Obstacles
What are your biggest challenges?
How will you address them?

10. Outcomes and Successes
What are the key elements that will contribute to the success of your initiative?

11. Future Steps
What are your next steps?
What do you hope to achieve?

12. Lessons Learned
Describe Lessons Learned so far

13. Questions
Do you have any questions you’d like to pose to the group?