WorkflowTemplates, flow sheets and mapping aids

• Workflow

  Workflow mapping

  Workflow mapping is a useful improvement activity to engage your team members in making processes more efficient in your practice. In this website from the UCSF Center for Excellence in Primary Care, you can download a guide to workflow mapping or watch a webinar to introduce you to the process.

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  Attribution: 

  UCSF Center for Excellence in Primary Care
• Workflow

  Lessons Learned about protocol

  Read about lessons learned in developing protocols for nurses, MAs, and pharmacists on the care team, described by Carolyn Shepherd, M.D., who is retired from her position as Executive Vice President of clinical services at Clinica Family Health Services in Colorado.

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  Attribution: 

  Carolyn Shepherd, M.D., Leibig and Shepherd consulting
• Workflow

  Anatomy of a Huddle

  Learn about one LEAP site's approach to huddles, by looking at their guidelines for running effective team huddles that involve identifying patients for specific services or follow-up and preparing for the day.

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  Attribution: 

  Westminster Medical Clinic
• Workflow

  Extended huddles for complex patients

  Learn how one LEAP site uses extended huddles to discuss complex patients. All care team members are present, from the MAs to front desk staff, to bring insight into new approaches to help patients with complex health issues who are not reaching clinical targets. These huddles are led by the Behavioral Health Consultant.

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  Attribution: 

  Cabin Creek Health System
• Workflow

  Contraception training for MAs and Nurses

  See an example of training materials from one LEAP site, Clinica Family Health Services. This presentation trained MAs and RNs about contraception protocols, workflows, and their respective roles in providing patients with family planning services.

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  Attribution: 

  Clinica Family Health Services