PCMH Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical PCMH Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any PCMH related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated PCMH specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the PCMH Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which PCMH improvements can be made.

Examples; 10 of the 993 standard requirements:


1. Do you certify that the PCMH provides enhanced access, electronic access, continuity of medical care, and works as a team to provide culturally and linguistically appropriate care?
   
   

2. Does your practice use an EHR or other health IT system to provide practice team members with clinical decision support based on evidence based clinical guidelines?
   
   

3. Do you feel that your patients are likely to use the emergency department for non emergency primary care treatable conditions, because your office is closed?
   
   

4. Does participating in PCMH help the hospital to be better positioned for population health management and more prepared to move towards a value based system?
   
   

5. How should resources be allocated to use people, technology and other resources to continuously integrate the latest evidence to deliver quality care?
   
   

6. Who could argue that your health care system should strive to deliver poor quality, uncoordinated care that ignores patients values and preferences?
   
   

7. When a new patient first engages with your practice, does your office provide instructions on the appropriate use of the emergency department?
   
   

8. How can peer support specialists be integrated into the care coordination teams as part of a PCMH model for purposes of valuebased payments?
   
   

9. Do you certify that your PCMH practice will collect and use appropriate demographic and clinical data to support effective care management?
   
   

10. Does your practice monitor patient group level health care quality performance after developing strategies to improve the quality of care?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the PCMH book in PDF containing 993 requirements, which criteria correspond to the criteria in...


Your PCMH self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the PCMH Self-Assessment and Scorecard you will develop a clear picture of which PCMH areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough PCMH Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage PCMH projects with the 62 implementation resources:


• 62 step-by-step PCMH Project Management Form Templates covering over 1500 PCMH project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Executing Process Group: Will additional funds be needed for hardware or software?
   
   

2. Scope Management Plan: Are meeting objectives identified for each meeting?
   
   

3. Source Selection Criteria: What aspects should the contracting officer brief the PCMH project on prior to evaluation of proposals?
   
   

4. Cost Management Plan: Are risk oriented checklists used during risk identification?
   
   

5. Activity Attributes: Were there other ways you could have organized the data to achieve similar results?
   
   

6. Scope Management Plan: What are the risks that could significantly affect the resources needed for the PCMH project?
   
   

7. Schedule Management Plan: Are trade-offs between accepting the risk and mitigating the risk identified?
   
   

8. Lessons Learned: What things surprised you on the PCMH project that were not in the plan?
   
   

9. Scope Management Plan: Are milestone deliverables effectively tracked and compared to PCMH project plan?
   
   

10. Issue Log: Persistence; will users learn a work around or will they be bothered every time?


 
Step-by-step and complete PCMH Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 PCMH project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 PCMH project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 PCMH project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 PCMH project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 PCMH project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 PCMH project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any PCMH project with this in-depth PCMH Toolkit.

In using the Toolkit you will be better able to:


• Diagnose PCMH projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in PCMH and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make PCMH investments work better.

This PCMH All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.