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Tools and Templates

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Below are tools used and described at our Collaborative Learning and Coach Development sessions, and others you should find helpful. Click on a tool to view, download, and print. (Tools are in alphabetical order by category) We've included Practice Examples created by collaborative teams and currently in use.

Tool                                         Updated           

Practice Improvement Tools

5 Whys Presentation

02/21/2013

Access and Efficiency Change Ideas - VHA Checklist

Access Glossary IHI

Action Plan Template

12/18/2012

Agenda Template

12/18/2012

At A Glance Guide to Constructive Feedback

Clinical Call Response Time Tracking Sheet

01/30/2013

Clinical Microsystems at A Glance

09/01/2009

Clinical Microsystems OP Primary Care Workbook 

02/01/2005

Communication Plan Worksheet

12/18/2012

Consensus Definition and Joint Principles

Core Process Assessment

02/05/2013

Cultural Reframing Exercise

Cycle Time Tally Sheet

12/18/2012

Cycle Time Tracker

12/18/2012

Cycle Time Tracker Example

12/18/2012

Daily Huddle worksheet

12/18/2012

Decision Making

12/18/2012

Fishbone Worksheet

12/18/2012

Global and Specific Aim Template

03/10/2013

How to Facilitate a Fishbone Session

1/09/2013

MaineHealth PCMH Consensus Definition and Joint Principles

02/01/2012

Meeting Role Cards

05/01/2012

Open Ended Questions

12/18/2012

Patient Experience Log

10/04/2013

PDSA Tracking Sheet

04/11/2013

PDSA Worksheet (Test of change)

Planning and Managing Care Worksheet - "Who does What?"

12/18/2012

Practice Team Profile (5P's)

11/27/2012

Process Mapping Tip Sheet

12/30/2010

Provider Role Activity Worksheet

06/19/2012

Quality Improvement Process Example

11/13/2012

Resource Article List

12/10/2012

Role Activity Analysis Worksheet

03/05/2013

Self-Care Plan

10/07/2013

Self-Management Principles and Tips

10/09/2013

Share The Care Handout

Specific Aim Samples

03/03/2013

Spread Checklist

07/02/2013
Successful Consensus - (tip sheet)
Team Satisfaction Discussion Worksheet 04/01/2013

Telephone Tracking Tool

12/18/2012

Theme, Global and Specific Aim Examples

   Aim Statement Example- Enhanced Access and Continuity 1

05/20/2010
   Aim Statement Example- Enhanced Access and Continuity 2 05/20/2010

   Aim Statement Example - Measure and Improve Efficiency 1

05/20/2010

   Aim Statement Example - Measure and Improve Efficiency 2

05/20/2010

   Enhance Access - Time to Third Description

12/18/2013
   Enhanced Access and Continuity 1 12/18/2013

   Enhanced Access and Continuity 2

12/18/2013

   Measure and Improve Efficiency Example

   Measure and Improve Efficiency 1

   Measure and Improve Efficiency 2

Time to Third Next Available -  (Blank sheet)

12/18/2012

Time to Third Next Available - (Example)

12/18/2012

Tips for Successful Consensus

Unplanned Activity Worksheet

05/23/2013

VHA Advanced Clinic Access guide



Coaching Tools

 

Art Of Coaching Session Tools - (collated)       

12/18/2012

Coach Role and Expectations - (within the MH/MMCPHO collaborative) 

12/12/2012

Coach Self Assessment

Coach Transition Plan 10/17/2012

Powerful Coaching Questions

12/18/2012

Resource Articles:

     Bodenheimer High Performing Clinic - nejm
     Bodenheimer Transforming Primary Care  ****Article is not free online*****
     Huddles Improve Efficiency -aafp
     Specialists/Subspecialists and the Patient Centered Medical Home- CHEST
     Implementing the Patient Centered Medical Home Model - SNMHI
     The Emerging Primary Care Workforce - Academic Medicine
     Elevating the Role of Medical Assistant - Saftey Net Medical Home Initiative
     Envisioning New Roles for Medical Assistants - Family Practice Management

Collaborative Practice Team Created Tools

(distributed with practice permission):

Huddle Sheet - Coastal Maine Internal Medicine
PCMH Informational Brochure- Western Maine Pediatrics
Visit Panner- MMP South Portland Pediatrics
Pre-Visit Form- Mid Coast Medical Group Topsham
Same-Day Appointment Policy - Pen Bay Family Medicine
Appointment Scheduling Guide - Pen Bay Family Medicine
Pre-Visit Reminder Letter - St. Mary's Medical Associates 

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