Skip to main content
. Author manuscript; available in PMC: 2024 May 10.
Published in final edited form as: Qual Manag Health Care. 2017 Jan-Mar;26(1):7–14. doi: 10.1097/QMH.0000000000000118

Table 4.

Phases of Practice Transformation

Pattern of Changes Implemented in Practice Transformation
Phase 1: Creating PCMH foundation
 Added care coordination staff (clinical care coordinator, referral coordinator, health educator)
 Created a PCMH team
 Added interdisciplinary team
 Added regular meetings with the PCMH team and with interdisciplinary team
 Increased use of patient experience data and QI process
 Added doctors (eg, family practice/internal medicine)a
 Added OB-GYN specialistsa
 Added a pharmacista
  Added a clinical pharmacist (including telepharmacist)
 Reconfigured spacea
Phase 2: Realigning to support continuity of care
 Assigned medical assistants to a doctor
 Empanelment
 Explicitly created a PCMH culturea
Phase 3: Increasing access to care by adding urgent care and/or extending hours
 Added urgent care
 Added extended hours
 Changes to EMR-–added patient portal
Phase 4: Planning and managing the patient visit
 Added daily huddle
 Implemented training called AIDETa
Optional phase: Focusing on scheduling, access, and communication of test results
 Added same day slots/walk-ins
 Changed practice’s process of communication of test results/laboratory results
 Changes to EMR—added reporting of laboratory/radiology results
 Changes to EMR—added automated appointment reminders
 Changes to EMR—added e-prescribing
 Changes to EMR—added referral functionality

Abbreviations: EMR, electronic medical record; PCMH, patient-centered medical home.

a

AIDET (acknowledge, introduce, duration, explain, thank you).