IHI.org - A resource from the Institute for Healthcare Improvement
Header Image






Delivery System Design:
Use Planned Visits in Individual and Group Settings

Obtain senior leadership support for planned visits, expecially to resolve potential reimbursement issues relating to group settings.

    1. Block time for providers in advance.
    2. Use registry to identify patients in need of visits.
    3. Have promotoras, community health workers, volunteers, or appointment staff call and schedule patients for visits.
    4. Train staff in planned visit approach.  A planned visit should contain an assessment, review of therapy, review of medical care, self-management goals, problem solving, and follow-up plan.
    5. Assemble a patient visit team (provider, certified diabetic nursing assistant, promotoras, intake worker, lab, immunization, and referrals).
    6. Use group visits to deliver care.  A group visit brings together 8 to 20 patients to deliver medical care in a group setting; all patients are in the same room, and providers come to the group to take vital signs, discuss issues, and answer questions.

Tips
  • Have planned visits be part of the organization's stated philosophy of care.
  • Be cognizant of cultural diversity in your patients.
  • Make group visits multi-disciplinary, including dental, podiatry, and ophthalmology.
  • Try holding group visits at homeless shelters, housing or faith-based organizations.