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Implementation Toolkit

What it looks like and developing your clinic’s workflow

Developing your clinic’s workflow

PPC Workflow

While each setting and practice will implement PPC in the way that works best for them, this slide outlines the core components to be addressed in workflow.

Transmitting priorities in the EMR and to other specialties

EHR Smart Phrases

Suggested phrases that can be used by clinicians to document PPC discussions with a patient in the EHR.

Health Priorities Note Template

This template documents the patient’s identified health priorities and The One Thing. It is meant to be embedded in the EHR and can be transmitted in other methods.

Self-Directed Summary

This summary is created at the end of the self-directed process on It is intended for use by the patient to share with healthcare team members.

How to Measure PPC

Measuring the Impact of PPC (Measures/outcome guidance)

A compilation of patient reported measures and measures based on healthcare utilization.

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