Empanelment Guide

About the Guide

This guide offers technical and relational guidance on how to implement empanelment, which involves assigning individual patients to individual primary care providers and care teams with sensitivity to patient and family preference. The guide addresses key considerations for empanelment, including change management, staffing, organizational policies and procedures, and health information technology requirements, as well as concrete steps for conducting initial patient assignment and ongoing population management using panel-level data.

Phmi Empanelment Exec Summary Cover

Suggested Citation and Acknowledgements

Recommended citation: Population Health Management Initiative. Greg Vachon, Deena Pourshaban, and Ariel Singer. Empanelment Implementation Guide. In: Coleman K and Singer A, editors. Building the Foundation Implementation Guide Series. 1st ed. Oakland, CA: Kaiser Permanente, Health Management Associates, and Pyramid Communications; 2023.

Acknowledgments: This document was created by the Population Health Management Initiative (PHMI), a California partnership of the Department of Health Care Services, Kaiser Permanente and Community Health Centers. We gratefully acknowledge the contributions of these partners and the Regional Associations of California along with the many other academic, health plan and consulting partners who shared their expertise and insights freely as we co-designed the initiative and created these guides.

Individual reviewers and content contributors to the first edition of the Building the Foundation Implementation Guide Series: Jennifer Sayles and Elise Pomerance (KP PHMI); Palav Barbaria, Yoshi Laing, David Tian, Jeff Norris and Karen Mark (DHCS); Allie Budenz and Cindy Keltner (CPCA); Jeanene Smith, Catherine Knox, Nancy Kamp, Ethan Norris, Leslie Brooks and MaryEllen Mathis (Health Management Associates); Anne Tillery, Sarah Starr, Karis Cady, Candace Jackson, Josh Daniel and Denise Rhiner (Pyramid Communications); and Veenu Aulakh

With additional contributions from: Pyramid Design Team and Kaiser Permanente PHMI team.