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«PANELS AND PANEL EQUITY Our patients are very clear about what they want: • the opportunity to choose a primary care provider • access to that ...»

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• A script for patients of the over- full provider who see a new under- filled provider in the practice. This would occur when the over- full provider is gone. This script might softly encourage those patients to switch PCP’s and can be used at the time the appointment is booked and when the patient comes in for their appointment.

• A letter to patients of the over- full provider informing them of new providers in the practice.

This letter simply announces the new PCP. Some patients will opt to be re-assigned for a variety of reasons.

Hard Strategies:

• Formulation of a plan to move patients from the over full panel to others in the practice.A direct conversation with patients of the over-full provider during the transition to ease the switch.

• A letter from the over-full provider to her patients stating that “I have taken on new responsibilities and have made the difficult choice to reduce my practice”. Giving patients some choice about who they might empanel with or advising them of a colleague in the practice you have chosen, can be accomplished in this letter. Keep in mind that PCP’s and their patients have a very tough time with this option. It should be used as the last option if the preceding strategies have not been sufficient.

© Tantau & Associates 5 Advanced Access Information Series Tantau & Associates ctantau@gv.net SUMMARY Understanding and analyzing individual panels is a critical issue. Right sizing panels is often necessary when balancing the workload for a busy practice and to ensure we are able to meet our commitments to patients for access, quality care and a satisfying healthcare experience. Below is a simple Age and Gender Panel Adjustment methodology referred to in this paper.

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