Empanelment Resource 3:

Suggested Empanelment Trainings for Staff

©️ 2024 Kaiser Foundation Health Plan, Inc.

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.

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