Use the Registry to Proactively Review Care and Plan Visits

A physician’s office can create an environment that promotes efforts to improve screening rates and outcomes. By encouraging planned or prescheduled office visits, the number of urgent visits and phone calls can be reduced. A CRC screening registry is helpful for this effort.

  • To institute proactive care, review the registry to identify population-based needs (e.g., assessments, follow-up) and plan visits to meet those needs
  • Use planned visits
    • Office practice team identifies patients who are eligible for CRC screening coming in for an appointment
    • Office practice team looks at registry data and identifies needs on flow sheet or visit note
    • Office practice team plans visit, including who will perform assessments, make referrals, and help patient generate self-management goals
  • Use screening flow sheets or similar tools to guide care and follow-up

Key Points for Using the Registry for Proactive Care Planning

  • Schedule regular staff time for CRC screening and other screening population review. Look for areas for improvement, e.g., information regarding screening results received and documented
  • Train staff members in scheduling planned/follow-up visits
  • It is highly recommended that the physician and office staff meet briefly (also known as a huddle) for perhaps 15 minutes daily to discuss patient needs. You will find this huddle is extremely useful for improving the efficacy of scheduled visits and ensuring all patient needs are addressed. This daily briefing may also decrease the time needed for patient visits.
  • Have a system for initiating a CRC Screening Action Plan if one is missing, or updating it if necessary