2020 Panel Management Toolkit & Resources

4/29/20: UWM Primary Care Panel Management Training Video

Training Resources

• Panel Management Training for Clinic Leadership and Panel Managers
• Panel Management Toolkit of Best Practice Strategies
• Team-Based Panel Management Roles & Responsibilities
• Best Practices for Effective Panel Management Meetings
• UW Medicine Empanelment and Panel Maintenance Toolkit & Workflows

Tracking Sheets

• Panel Management Meeting Tracking May – July 2020
• Panel Management Daily Time Spent Tracking Sheet
• Panel Management Metrics Tracking Sheet for Managers-Chiefs

Job Aides

• PCP Diabetes Panel Report_Job Aid
• Running Patients on -X- Provider’s Panel Report Job Aid
• Panel Management Meeting Workflow for Panel Managers
• Panel Management Meeting Quality Checklist
• HBI Tool – PCP Quality Metrics Job Aid

Related Information & Resources 

• Central & Local Teams Venn Diagram

Last updated: May 5, 2020