Webinar and power point presentations

  • Webinar and power point presentations

    Webinar: Paul Burgess webcast "Third Space Health Care"

    Dr. Paul Burgess presents initial findings from his Harkness Fellowship project "Third Space Health Care: how innovations pioneered for vulnerable populations are shaping the future of primary care in the United States." He describes efforts in Alaska, Oregon, North Carolina, and Vermont.

  • Webinar and power point presentations

    Webinar: Building Your Primary Care Team to Transform Your Practice

    Learn about building your primary care team in this webinar featuring LEAP sites. This is part of a great series of webinars on Advancing Team-based Care organized by Community Health Center, Inc. Slides are also available at

  • Webinar and power point presentations

    Introducing the Primary Care Team Guide, December 9, 2014


  • Video

    Making the Case for Team-Based Care: Lessons from Vibrant Health

    In this video, learn from one LEAP site about their transition to team-based care. Team members at Vibrant Health Family Clinics in Ellsworth, Wisconsin, explain why they went to a team-based model and how they paid for it as a traditional fee-for-service practice.

  • Video

    The Practice Team Video

    Get started understanding why building an integrated practice team is important.

  • Video

    Engaging patients in improving care

    Learn how to engage patients in QI in this video from the UCSF Center for Excellence in Primary Care

ToolkitsImplementation guides and other documents with extensive resources included

  • Toolkits

    Team-Based Care Toolkit

    Learn from one LEAP site about building your care team, in this comprehensive toolkit. (This tool is currently being updated by the LEAP site. The updated tool will be made available as soon as possible.)

  • Toolkits

    Care Team Starter Pack

    Learn from one LEAP site about building your care team by redesigning care team roles, in this "CareTeam starter pack." At West County Health Centers, Inc., the care team includes the medical provider, MA, Nurse Care Manager, Care Team Representative, and Patient Navigator. Read more about these roles and how they interact to provide high quality care for patients.

  • Toolkits

    Practice Improvement Team Toolkit

    At LEAP site Cambridge Health Alliance, each clinic has a practice improvement team, which includes patients. See this toolkit for guidance on how to recruit patients and engage all team members meaningfully in practice improvements.

Role featuresJob descriptions, career ladders and other HR materials

  • Role features

    Old Town Clinic Primary Care Team Structure

    Learn how one LEAP site has configured its care team structure. This document describes the core and extended team member roles at Old Town Clinic. Each of the 4 teams has a name and identify that reflects features of the local environment in Portland, Oregon, such as the "Burnside Bridges."

  • Role features

    Clinica Care Team Pod Structure

    Learn how one LEAP site developed its care team structure, in "pods." This document describes the team member roles in each pod and ways that this structure is supported. Each pod is identified by a color. Pod members are co-located in the same space. (Note: The document summarizes a 2011 site visit by Tom Bodenheimer, for the California HealthCare Foundation's Building Blocks project)

  • Role features

    "Share the Care" Assessment of Team Roles and Tasks

    This is an example of a planning tool, to assess who is currently doing what tasks in your practice and then who should be doing each task, based on how we learned that LEAP sites define clear roles and responsibilities. Task distribution will vary from practice to practice, but the tool is in the discussion about roles that this worksheet can stimulate. Your practice may be able to redestribute tasks in a way that better fits your workforce and patient needs.

  • Role features

    Team Effectiveness Tool

    A helpful way to gain insight about improvements to teamwork as a result of clarifying and enhancing roles is to measure it. Your practice can develop your own tool to measure team functioning; here is one example, from the Saskatchewan Ministry of Health.

  • Role features

    Roles and Responsibilities Diagram

    See how one LEAP site has developed the core primary care team roles of Patient Advocate, MA, and RN. This diagram reflects the responsibilities of each team member in a way that the practice felt best utilized each team member's skill and training.

Case summariesVignettes, profiles and testimonial videos

  • Case summaries

    Primary Care Team Conceptual Diagram

    Based on the LEAP site visits, we developed a conceptual diagram to help practices think about how to organize a care team around the patient. The core team is collectively responsible for a defined patient panel. The next layer of extended team members are centralized resources available to all teams. An additional outer layer includes affiliated staff who are not employed by the practice but are part of the care team through formal links with outside organizations.

LEAP Learning ModuleOther helpful topics included in this website

Clinical protocolStanding orders, risk stratification forms and hospital transition protocols

  • Clinical protocol

    MA and Nurse level visits

    This algorithm was developed by LEAP site Clinica Family Health Services to decide whether a patient visit is an MA-level or RN-level visit. RN-level visits can be billed 99211, so this tool is helpful for clarifying roles as well as reimbursement for nursing services.

  • Clinical protocol

    MA and Nursing standing orders

    See several examples of standing orders for MAs and nurses, including reading PPD results, administering asthma medications, ordering labs, and more.

  • Clinical protocol

    Lab Cheat Sheets

    See how one LEAP site, Clinica Family Health Services, helps nurses and MAs with lab protocols using visual guidelines for reference in the lab setting. There are 1 page "cheat sheets" for several tests and procedures, to help nursing staff perform a variety of tasks from urine pregnancy tests to ultrasounds.

Staff trainingTutorials, training manuals, etc.

  • Staff training

    Care Team "dance" and roles

    LEAP site West County Health Centers creates time and space for care team members to learn how to work together as a team. West County developed training materials around the concept of the "team dance" to describe how they artfully interact together to provide great care to patients. Materials include a description of each care team role: MA, front office, and RN.

  • Staff training

    Care Team Training

    See the team training used by LEAP site Cambridge Health Alliance–Union Square Family Medicine to orient all members to the team culture and facilitate working relationships.

  • Staff training

    Team Development for Clinicians and MAs

    See the curriculum developed by one LEAP site to develop the critical relationship between provider and MA. Learning how to work together as a team is a skill that benefits from training and support, just like clinical skills. This training helped improve the partnership between providers and MAs through developing an aligned "purpose statement," communicating effectively, giving and receiving feedback, and identifying a decision-making style.

WorkflowTemplates, flow sheets and mapping aids

  • 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.

  • 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.

  • 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.

  • 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.

Patient materialsAction plans, brochures, team cards, welcome letters

  • Patient materials

    Patient Partner Packet

    Learn how one LEAP site uses a team member called the "Patient Partner" to orient new patients to the practice. The Patient Partner gives each new patient this booklet along with an introduction to the PCMH concept, who is on the care team, and what those team members can help the patient with.

  • Patient materials

    Patient Welcome Packet

    See patient materials used by one LEAP site to introduce patients to their care team and engage patients in this model of care.