Empanelment Resource 6:

Single-Cut Initial Empanelment Methodology

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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.

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In this method each visit in the prior two years is weighted and the patient is empaneled to the provider with the highest sum of the weighted visits. Certain types of visits, such as urgent care visits, can be excluded if doing so improves the accuracy of the result. Visits with providers who are not primary care providers are excluded.

An example would be: Provider A has seen Patient X 15 days ago, (score 1.0) and Provider B has seen Patient X 4.5 months ago and 11.5 months ago (total score = 0.66 + 0.39 = 1.05). The score is higher with Provider B and Patient X should be empaneled to Provider B.

The following weights are suggested for each visit:


Months
Days
Score

<1
30
1.00

<2
61
0.88

<3
91
0.79

<4
122
0.72

<5
152
0.66

<6
183
0.61

<7
213
0.56

<8
243
0.52

<9
274
0.48

<10
304
0.45

<11
335
0.42

<12
365
0.39

<13
395
0.37

<14
426
0.35

<15
456
0.33

<16
487
0.34

<17
517
0.31

<18
548
0.30

<19
578
0.38

<20
608
0.26

<21
639
0.23

<22
669
0.19

<23
700
0.14

<24
730
0.08

<25
760
0.00