Empanelment Guide

This sample panel manager job description can be used to develop a new panel manager role or to add panel management duties to an existing position.

This sample organizational chart offers a dotted line reporting model for an organizational panel manager, a role that requires a great deal of interdisciplinary collaboration and leadership.

This resource describes suggested empanelment trainings for a range of staff roles, as well as a list of existing online training resources on empanelment.

This set of sample empanelment policies and procedures addresses key operational issues relating to empanelment, including initial empanelment, changes to provider staffing, and scripts for care team members to reinforce and communicate established procedures.

This resource offers guidance on estimating attrition when determining panel size and fullness, if another weighting method is not being used.

This resource describes visit weights for conducting empanelment using a single-cut approach.

This sample PCP change form can be used as a template for practices to develop their own form for patient-initiated PCP changes.

This sample provider welcome letter to the patient can be used as a template for developing a form letter to send to newly empaneled patients.

This resource lists key reports for launching and maintaining empanelment.

These seven modules cover a range of empanelment fundamentals, including the benefits of investing in a well-functioning empanelment environment as well as role-specific skills and considerations for support staff, panel managers, PCPs and clinic leaders.

This webinar from PHMI explores how community health centers can right-size primary care panels, starting where they are today and how it could evolve for the future. Health center leaders, each at different stages of their empanelment journey, share insights about implementing an empanelment dashboard to optimize clinic operations.