Empanelment Fundamentals

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.

Each module has been designed for specific target audiences. The modules can be taken individually as stand-alone learning opportunities, or together for more comprehensive learning of key empanelment concepts and skills.

Module 1. What is Empanelment?

This introductory module defines empanelment and describes its benefits, goals and key concepts.

 

Audience: All staff
Time to complete: 10 minutes
View from below of doctors

Module 2. The Value of Empanelment

This module describes the value of empanelment and explains how to calculate the return on investment of a well-functioning empanelment environment.

 

Audience: Executives/clinic leadership
Time to complete: 15 minutes
The Value Of Empanelment

Module 3. The Benefits of Empanelment for Providers and Patients

This module includes video clips of providers talking about how empanelment impacts them and their patients and provides responses to common provider concerns about empanelment.

 

Audience: Primary care providers
Time to complete: 20 minutes
The Benefits Of Empanelment For Providers And Patients

Module 4. The Role of a Panel Manager

This module explains why a panel manager is critical to empanelment success, describes the responsibilities of this role, and defines steps that help ensure a panel manager’s effectiveness.

 

Audience: Executives/clinic leadership and panel managers
Time to complete: 20 minutes
The Role Of A Panel Manager

Module 5. Empanelment Policies and Procedures

This module identifies the core components of empanelment policies and explains the importance of having policies and procedures in place. It also provides a sample policy template.

 

Audience: Executives/clinic leadership and panel managers
Time to complete: 15 minutes
Empanelment Policies And Procedures

Module 6. Talking with Patients About the Importance of Continuity

This module uses interactive scenarios to demonstrate how to talk with patients about the benefits of continuity during scheduling calls, and provides a downloadable file of scripts that can be used for training.

 

Audience: Frontline staff (clinicians), clinic managers, call center supervisors, lead medical assistants
Time to complete: 20 minutes
Talking With Patients About The Importance Of Continuity

Module 7. Skills Lab: Calculating Provider and Patient Perspective Continuity

This module explains how to manually calculate continuity from the patient perspective and the provider perspective.

 

Audience: Panel managers
Time to complete: 30 minutes
Skills Lab Calculating Provider And Patient Perspective Continuity