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Implementation Tools

All tools/resources embedded in the below workbook are also available as separate documents for quick access. 

Advanced Access and Efficiency Workbook

A comprehensive guide for interested providers / teams identifying the seven steps to Advanced Access and efficiency, including measurement tools and resources.

September 5, 2023
.PDF

Advanced Access and Efficiency Checklist

August 16, 2022
.PDF

Summary of Advanced Access and Efficiency Measures

August 16, 2022
.PDF

Supply Tracker A

August 16, 2022
.PDF

Supply Tracker B

August 16, 2022
.PDF

Comparing Annual Supply to Annual Demand

August 16, 2022
.PDF

Demand Tracker A

August 16, 2022
.PDF

Demand Tracker B

August 16, 2022
.PDF

No Shows Tracker

August 16, 2022
.PDF

Third Next Available Measurement Guide

August 16, 2022
.PDF

Third Next Available Appointment Tracker A

August 16, 2022
.PDF

Third Next Available Appointment Tracker B

August 16, 2022
.PDF

Third Next Available Appointment Run Chart

August 16, 2022
.PDF

Provider and Staff Experience Survey Tool

August 16, 2022
.PDF

Provider and Staff Experience Tracker

August 16, 2022
.PDF

Backlog Formula

August 16, 2022
.PDF

Backlog Reduction Strategies

August 16, 2022
.PDF

Front Desk Strategies

August 16, 2022
.PDF

Huddle Tip Sheet

August 16, 2022
.PDF

Patient Cycle Time Worksheet

August 16, 2022
.PDF

Patient Cycle Time Worksheet Instructions

August 16, 2022
.PDF

Cycle Time Excel Workbook

August 16, 2022
.XLSX

Patient Experience Survey Tool (No Graphics)

August 16, 2022
.PDF

Patient Experience Survey Tool (With Graphics)

August 16, 2022
.PDF

Patient Experience Survey Tracker

August 16, 2022
.PDF

Reason for Patient Visit

August 16, 2022
.PDF

Clinic Waste Inefficiencies Questionnaire

August 16, 2022
.PDF

Interruptions Log

August 16, 2022
.PDF

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