Empanelment Resource 3:

Suggested Empanelment Trainings for Staff

©️ 2024 Kaiser Foundation Health Plan, Inc.

Back to resources

This resource is part of the Empanelment Implementation Guide, offering steps and activities to help your practice select and implement a methodology to create patient panels and develop continuity reports. It is the second in the “Building the Foundation” series of implementation guides.

View full guide

The Panel Manager is responsible for implementation and maintenance of empanelment. They will need to develop staff education and training for clinicians, care teams, and front desk and call center staff. We recommend the following trainings for staff at your organization.

FIGURE 3.1: SUGGESTED TYPES OF EMPANELMENT STAFF TRAININGS


Training Title
Training Overview 
Attendees
Trainer 

Empanelment 101
Overview value and rationale of empanelment. Empanelment policy, workflows, reports, and goals.
All Staff
Panel Manager and COO

Scheduling Patient with Assigned PCP
Review workflow for scheduling patients with assigned PCP, initial PCP assignment, provider capacity reports.
Front Desk and Call Center Staff
Panel Manager

PCP Change Process
Review PCP Change workflow.
Front Desk and Call Center Staff
Panel Manager

Provider Panels
An overview of provider panel reports, value of empanelment and alignment, patient-centered primary care.
PCPs
Panel Manager and COO

All trainings should be conducted at onboarding and at least once a year or as needed. If the Panel Manager identifies inconsistencies in adhering to workflows or target goals are not being met, ad hoc trainings should be provided to staff. For example, if continuity goals are not being met, an in-service training on scheduling patients with assigned primary care provider (PCP) should be provided to front desk and call center staff to remind them of approved workflows.

FIGURE 3.2: EXISTING EMPANELMENT TRAININGS


Organization
Training Name
Link to Training 

Center for Care Innovations
"The Four Cut Empanelment Method"


California Primary Care Association
“PCHH Empanelment Population Management”


Community Clinic Association of Los Angeles County
Various trainings available