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Panel Management in the Age of Value-Based Care
Health Center Case Studies Developed with Chiron Strategy Group, June 2019

Resource Topic: Health Information Technology (HIT)/Data, Quality Improvement, Social Determinants of Health (SDOH), Value-Based Health Care Transformation

Resource Subtopic: Value-Based Payment, Population Health.

Keywords: Case Studies, Data Collection, Management, and Analytics.

Year Developed: 2019

Resource Type: Publication.

Primary Audience: PCAs
Secondary Audience: Administrative Staff

Language(s): English

Developed by: HITEQ (See other resources developed by this organization).

Resource Summary: This downloadable HITEQ resource offers guidance on improving panel management activities, including real-life examples from two health centers of the challenges and successes in managing panels.

Resource Details: Each health center has a system where patients are assigned to specific providers. The group of patients assigned to a provider becomes their panel; the various activities performed to maintain accurate panels and determine how often patients see their provider or care team are encompassed within the term “panel management”. Panel management is an essential function of a health center. When done well, it smooths the scheduling and operations of the health center; when done poorly it creates challenges with productivity, patient continuity, Quality Improvement reporting, and more. Some health centers do not clearly define who is involved, what processes are in place, and what tools and technology are used - all of which create challenges for panel management. Beyond the importance of panel management in internal operations, it is also important to external stakeholders such as NCQA, which includes panel management as a core criteria necessary to be recognized as a Patient-Centered Medical Home. This downloadable resource offers guidance on improving panel management activities, including real-life examples from two health centers of the challenges and successes in managing panels.

This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) as part of an award totaling $6,625,000 with 0 percentage financed with non-governmental sources. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit HRSA.gov.