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Delivery System Design:
Use Planned Visits in Individual and Group Settings
  1. Obtain senior leadership’s support for planned visits, especially to resolve potential reimbursement issues relating to group settings.
  2. Block time for providers in advance.
  3. Use the registry to identify patients in need of visits.
  4. Have community health workers, volunteers, or appointing staff call and schedule patients for visits.
  5. 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.
  6. Assemble a patient visit team, including a provider, nurse, nursing assistant, intake worker, and person in charge of immunization and referrals.
  7. Use group visits to deliver care. A group visit brings together eight 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 health center’s stated philosophy of care.
  • Make group visits multidisciplinary, including pharmacy, nursing, and respiratory therapy.
  • Try holding visits at homeless shelters, public housing, or churches or other faith-based organizations.
  • Use a “hall monitor” during group visits to take up gaps between services (monitor can talk with patients about goal setting, educational needs, etc.) and to direct providers and patients to appropriate rooms/areas.