This document was created to provide easy access to tools and resources that clinic teams may need as they work on developing panel processes. It is aligned with, and can be accompanied by, the STEP Workbook and the STEP Checklist.

The toolkit specifically covers activities related to ‘panel identification’, and ‘panel management’ as it pertains to screening. Panel management related to disease management is a more advanced activity that teams can work on once they have established screening activities.

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