
Delivery System Design:
Assign Roles, Duties, and Tasks for Planned Visits to a Multidisciplinary Care Team
- Determine who has responsibility for each step of the planned visit and follow-up.
- Obtain senior leader support for training staff in new roles and tasks.
- Identify who will do the training.
- Identify resources, training material, and tools.
- The staff member being cross-trained should shadow or observe the staff member doing the procedure (e.g., inhaler instruction).
- Train providers, medical assistants, and nurses in tasks such as peak flow testing, self-management goal setting and follow-up, and periodically check staff competency with all tasks.
- Use standing orders for medication refills and immunizations.
- Test planned visits using other staff (e.g., nursing staff).
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