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Attachment and Panel Identification

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Attachment and Panel Identification

  • Primary Health Care and Chronic Disease Management 
    • Practice Support
      • Enhancing Access to Primary Health Care Services and Supports
        • Attachment and Panel Identification
        • Enhanced Access and Efficiency
        • Virtual Care Supports
      • Supporting Patients with Mild to Moderate Mental Health Concerns and Substance Use Disorder
      • Supporting Patients to Live Well and Manage Risk Factors
      • Supporting Patients to Manage Chronic Conditions
      • Supporting People by Integrating a Palliative Approach to Care
    • Primary Care Clinics/Request for Care
    • Family Physician Focused Supports
    • Digital Health / EMR
    • Care By Design

Objectives

Panel identification is a foundational element of high performing primary healthcare teams working in a health home model. It provides providers and teams the ability to:

  • Better understand their patient panel(s)
  • Proactively manage and support a defined population of patients
  • Provide more efficient care for patients
  • Improve provider satisfaction
  • Improve work-life balance

Our Attachment and Panel Identification Practice Supports were co-designed and tested with local nurse practitioners, to provide tools and resources to help identify, monitor and maintain patient panels.

Audience

“The initiative has helped me understand the demographic profile of my patient panel and the care needs of the more complex patients. This will ultimately help me support them and provide continuity of care through holistic care planning.” - Nova Scotia Nurse Practitioner 

“As I plan for my retirement, I view this as an excellent recruitment tool to tidy up my roster for the next provider who will take over my patients’ care needs.” – Nova Scotia Family Physician

Our approach is focused on Primary Health Care Nurse Practitioners who are the most responsible provider (MRP) for a defined panel of patients as a first step; however, any primary care provider who uses an EMR can benefit from the tools and resources. If your whole team is interested, including family physicians, we can support that too. This is a great opportunity for teams to undertake together as a quality improvement initiative.

The following resources are available to support you and your team:

Resources
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Attachment and Panel Identification Tools and Resources

Tags:
Primary Health Care
Last Updated:
June 16, 2025
5
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Med Access EMR Supports for Panel and Attachment

Last Updated:
June 16, 2025
3
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Accuro EMR Supports for Panel and Attachment

Last Updated:
June 16, 2025
3
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Implementing Panel Processes Change Package

Last Updated:
June 16, 2025
12
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Contact

If you have any questions or are looking for additional support to apply these strategies to your practice, please email carah.macisaac@nshealth.ca or PHCPracticeSupport@nshealth.ca.

Looking for practice supports and not sure what is available? Use this form to identify your needs, and a member of our Practice Support team will be in touch within 5 business days.

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