STEP Workbook

The Patient’s Medical Home (PMH) is the vision for the future of primary health care in Alberta. To become medical homes, clinics must work on implementing several elements.

‘Panel Identification’, or clearly defining the list of patients whose care a physician or nurse practitioner (NP) is responsible for, is the starting point. Once a clinic team accurately identifies the patients whose care they are responsible for, they can ‘manage’ the panel by using the EMR and clinic team to provide proactive care for patients

Each activity in this workbook builds on the previous and, in general, moves from basic to more advanced work.

To support the workbook, there is an accompanying STEP Checklist – a document that will help teams work through the panel activities and track progress. The STEP Toolkit is another supporting document that provides options for helpful tools related to the activities outlined in this workbook.

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