Care Teams and Workforce Guide Resource 6:

Workflow Examples

©️ 2024 Kaiser Foundation Health Plan, Inc.

This resource is part of the Care Teams and Workforce Guide, which offers a practical, tested approach to building and supporting team-based care, starting with the intentional identification of a core team of people who together can provide care for most patient needs on their panel. It is the third in the “Building the Foundation” series of implementation guides.

This resource provides common workflows for pre-visit planning, proactive outreach and engagement, among other activities to jumpstart your thinking.

FIGURE 6.1: PRE-VISIT PLANNING

Figure 6.1 Pre Visit Planning

FIGURE 6.2: POINT OF CARE

Figure 6.2 Point Of Care

FIGURE 6.3: SCHEDULED VISIT PREVENTIVE CARE VISIT WORKFLOW

Figure 6.3 Scheduled Visit Preventive Care Visit Workflow

FIGURE 6.4: SCHEDULED OFFICE VISIT WORKFLOW

Figure 6.4 Scheduled Office Visit Workflow

FIGURE 6.5: POST-VISIT FOLLOW UP

Figure 6.5 Post Visit Follow Up

FIGURE 6.6: PROACTIVE OUTREACH & ENGAGEMENT EXAMPLE

Figure 6.6 Proactive Outreach & Engagement Example