Practice Organization

Organizing Your Practice

Two fundamentals for a patient-centered medical home: an engaged and productive staff and an organized and disciplined approach to finances.

Practice Organization Tools


One way for the members of your care team to communicate effectively, support each other, and be prepared to provide excellent patient care is to have huddles on a regular basis. Huddles should be brief— no more than 15 minutes— and focused. For example, your team can use a huddle to discuss process improvements, staff recognition, schedule changes, team member responsibilities, or patient outcomes. The Sample Huddle Agendas(1 page PDF) provide suggestions to get you started.

When planning for a huddle, consider:

  • The focus of the huddle
  • Who should attend
  • Who will lead
  • When you will meet
  • Where you will meet

Supported by an educational grant to the American Academy of Family Physicians from GlaxoSmithKline.

Build a Productive & Supportive Environment

Job descriptions and a policy for organizational structure: if you don't already have them, you'll need them.

Develop Job Descriptions
A useful job description summarizes the job's duties and responsibilities and lists the knowledge, skills and abilities needed to perform the job satisfactorily.

Create & Refine a Policy for Organizational Structure
A structured, well-defined work environment in which roles and goals are clearly understood gets everyone in your practice on the same page– and keeps them there.

Disciplined Financial Management Approach

Before doing anything else, you must ensure your finances are in order.

Budget & Forecast for the Future
Plan your fiscal year with a well-managed budget and monitor progress to ensure you stay on track.

Join a free collaborative online network committed to practice transformation. Learn more about Delta-Exchange.

This Patient-Centered Medical Home section of the AAFP web site was supported in part by a grant from Merck & Co.

PCMH Planner

Access step-by-step practice organization tools and resources in the PCMH Planner, an online resource from the AAFP.

Learn More »