The practice identifies patient needs at the individual and population levels to effectively plan, manage and coordinate patient care in partnership with patients/families/caregivers. Emphasis is placed on supporting patients at highest risk.

Competency A: The practice systematically identifies patients who may benefit from care management.

Competency B: For patients identified for care management, the practice consistently uses patient information and collaborates with patients/families/ caregivers to develop a care plan that addresses barriers and incorporates patient preferences and lifestyle goals documented in the patient’s chart.

Considers specified criteria when establishing a systematic process and criteria for identifying patients who may benefit from care management

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Monitors the percentage of the total patient population identified through its process and criteria.

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Applies a comprehensive risk- stratification process for the entire patient panel in order to identify and direct resources appropriately.

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Establishes a person-centered care plan for patients identified for care management.

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Provides a written care plan to the patient/family/caregiver for patients identified for care management.

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Documents patient preference and functional/lifestyle goals in individual care plans.

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Identifies and discusses potential barriers to meeting goals in individual care plans.

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Includes a self-management plan in individual care plans.

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Care plan is integrated and accessible across settings of care.

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