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. Author manuscript; available in PMC: 2016 Mar 28.
Published in final edited form as: J Am Board Fam Med. 2016 Jan-Feb;29(1):90–101. doi: 10.3122/jabfm.2016.01.150175

Table 2.

Care Coordinators’ Job Functions and Activities

Job Functions Coordinator Activities
Identify patients in need of coordination
  • Review high-risk lists

  • Conduct chart reviews

  • Assess patients and determine coordination needs

Outreach to patients by telephone or mail
  • Track patients through transitions
    • Follow-up after hospital or ED discharge
    • Schedule appointments
    • Follow up after specialist visits
    • Reconcile medications
  • Contact patients who are overdue for preventive or disease-specific screenings

  • Facilitate self-care management
    • Assist with goal setting, disease monitoring, medication adherence
Conduct face-to-face patient encounters
  • Conduct one-on-one office visits
    • Provide patient education/motivational interviewing on chronic disease, weight management, smoking cessation
  • Accompany patients during physician visits
    • Serve as patient advocate and health literacy interpreter
    • Reinforce information and instructions
  • Visit patients in hospital
    • Introduce self to facilitate follow-up after discharge
  • Make home visits
    • Assess lifestyle, home environment, family composition, medication adherence
Provide social support for patients
  • Link patients/families with community resources
    • Research and network with private and public agencies
    • Help arrange housing, fuel, food, transportation, low-cost medications, dental care, crisis intervention
  • Provide emotional support
    • Serve as a “sounding board,” “listen and validate their experiences,” give praise and small rewards
Collect, manage, and exchange data
  • Conduct extensive chart reviews and update charts

  • Establish methods of communication between hospital/specialists and primary care practice

  • Manage preventive screening, chronic disease, high-risk patient registries, transition of care logs, and provider panels

  • Share outcomes data with practice members

  • Report data to funding agencies

Support physicians
  • Conduct previsit planning
    • Participate in huddles
    • Identify patients who are overdue for preventive screenings or disease-specific testing
    • Anticipate needs of office visit
      • Obtain records from hospital or specialists
      • Download results from glucometer
      • Give patients depression screening tools
      • Change length of appointments
  • Provide reminders to physicians on gaps in care

  • Develop and implement care plans

  • Complete advance directives

  • Develop agenda and case review sessions for faculty/staff meetings

Back up clinical and administrative staff
  • Perform nursing duties
    • Answer triage calls
    • Conduct wound care, blood pressure checks, obstetric intakes; give immunizations/intravenous fluids
  • Assist with insurance issues and authorizations

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