FPM Toolbox
Care Management
Download tools to help you manage patient care tasks, from agenda-setting to controlled substance refills.
A Deprescribing Algorithm |
| A set of steps to follow in deprescribing medications |
| Download Format: PDF |
| Source Article |
A Sample Diabetes Prep Sheet |
| A checklist to help medical assistants and other staff identify the tasks that need to be completed to prepare for diabetes visits |
| Download Format: PDF |
| Source Article |
ACP/HCA Documentation Workflow |
| A visual depiction of the advance care planning/health care agent selection process, involving patients, staff, and clinicians |
| Tool as published |
| Source Article |
Agenda-Setting Algorithm |
| An algorithm that details the steps involved in setting a visit agenda with the patient |
| Download Format: PDF |
| Source Article |
Ambulatory Patient Checklist for MAs |
| A checklist designed to help medical assistants and other midlevel providers remember key steps in a patient's visit |
| Download Format: PDF |
| Source Article |
Ask-Tell-Ask Framework for Flu Vaccination |
| A three-step process, with examples, for how physicians can discover, understand, and resolve patients' concerns about getting a flu shot |
| Download Format: PDF |
| Source Article |
Checklist for Clinic Readiness to Implement SDOH Screening |
| A checklist to help practices get started with social determinants of health screening |
| Download Format: PDF |
| Source Article |
Chronic Care Management Patient Agreement Form |
| A form that facilitates billing Medicare for chronic care management services |
| Download Format: PDF |
| Source Article |
Chronic Care Management Patient Letter |
| A letter that explains chronic care management services to patients |
| Download Format: PDF |
| Source Article |
Chronic Care Management Services Log |
| A spreadsheet that facilitates tracking the time and activities associated with chronic care management services for Medicare billing purposes |
| Download Format: Excel |
| Source Article |
Community-Based Organization Referral Form |
| A template for providing the essential information needed when referring patients to community-based organizations |
| Download Format: PDF |
| Source Article |
Controlled Substance Refill Program: Patient Agreement Form |
| An agreement patients sign indicating they understand and will comply with the practice's rules for opioid use |
| Download Format: PDF |
| Source Article |
Controlled Substance Refill Program: Patient Enrollment Form |
| A form used to enroll patients in a practice's program for managing controlled substance refills |
| Download Format: PDF |
| Source Article |
Dementia Care Plan Checklist |
| A tool for developing a care plan for patients with dementia |
| Download Format: PDF |
| Source Article |
DME Documentation Templates |
| Templates for documenting medical necessity of certain types of durable medical equipment |
| Download Format: PDF |
| Source Article |
DME Ordering Templates |
| Templates for ordering certain types of durable medical equipment |
| Download Format: PDF |
| Source Article |
Emergency Supplies Checklist for Family Medicine Offices |
| A list of medical equipment, medications, and other supplies that may be needed during an office emergency |
| Download Format: PDF |
| Source Article |
Exercise Diary |
| A diary to help patients track their daily exercise |
| Download Format: PDF |
| Source Article |
Food Diary |
| A diary to help patients track what they've eaten to aid in weight loss or other health matters |
| Download Format: PDF |
| Source Article |
General Symptom Diary |
| A diary to help patients track general symptoms to aid in diagnosis |
| Download Format: PDF |
| Source Article |
Headache Diary |
| A diary to help patients track their headache symptoms |
| Download Format: PDF |
| Source Article |
Health Confidence Measure |
| A tool for assessing patients' confidence in their ability to control and manage their health problems |
| Download Format: PDF |
| Source Article |
Immunization Reminder Letter |
| A letter to remind parents/guardians that a child is due for immunizations |
| Download Format: PDF |
| Source Article |
Initial Transitional Care Contact Form |
| A form for documenting the initial contact a practice has with a patient receiving transitional care services |
| Download Format: PDF |
| Source Article |
Mock Emergency Evaluation Form |
| A form for evaluating your practice's response to a mock emergency situation |
| Download Format: PDF |
| Source Article |
Opioid-Associated Emergency for Health Care Workers Algorithm |
| An algorithm from the American Heart Association for managing opioid emergencies in the clinic |
| Tool as published |
| Source Article |
Patient-Centered Care Plan |
| A form designed for use when providing chronic care management services to Medicare patients |
| Download Format: PDF |
| Source Article |
Pocket Guide to Patient Communication |
| A table of the tips and key phrases physicians can use with patients to improve communication during visits |
| Tool as published |
| Source Article |
Preventive Visit Algorithm: Patients Ages 18-64 |
| A summary of preventive services suggested for patients ages 18 to 64 years |
| Download Format: PDF |
| Source Article |
Previsit Planning Checklist |
| A checklist used by the medical assistant to identify potential care gaps and otherwise better prepare for an upcoming patient appointment. |
| Download Format: PDF |
| Source Article |
Quality Measures for Primary Care |
| This compilation of common quality measures can serve as a checklist for primary care physicians |
| Download Format: PDF |
| Source Article |
Refugee Health Checklist |
| A checklist summarizing the components practices should have in place when caring for refugees. |
| Download Format: PDF |
| Source Article |
Risk-Stratification Algorithm |
| A two-step algorithm to determine a patient's risk level |
| Download Format: PDF |
| Source Article |
Sleep Diary |
| A diary to help patients track their sleep patterns |
| Download Format: PDF |
| Source Article |
Standing order for medication refills |
| A standing order including the rules for non-physicians to refill patient medication, as an example of standing orders in general. |
| Download Format: PDF |
| Source Article |
The "FAVER" Approach: Responding to Inappropriate Patient Requests |
| A five-step framework for responding to inappropriate requests from patients |
| Download Format: PDF |
| Source Article |
The modern day "black bag" for home visits |
| A list of the supplies and other items needed for house calls |
| Tool as published |
| Source Article |
Tracking Book for Unresolved Issues |
| An example of a tracking book that can be used as a reminder for following up on patients' test results or other unresolved issues |
| Download Format: PDF |
| Source Article |
Upper Respiratory Tract Infection Telephone Triage Form |
| A nurse triage form to prepare for the annual flu season |
| Download Format: PDF |
| Source Article |
Voiding Diary |
| A diary to help patients track their voiding patterns |
| Download Format: PDF |
| Source Article |
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