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Engaging Patients

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The patient plays an important role in providing a safe, comfortable and efficient system of primary care.

We've compiled some resources and tools to help you involve your patients in the creation of a medical home. Many of these tools when combined with a process or documentation will fulfill NCQA requirements, including:

(2011 Standards)
Standard 1 Element E (Inform patients of medical home roles and obligations)
Standard 4 Element A (Support Self-Care Process)
Standard 6 Element C (Involving patients and families in quality improvement)

(2014 Standards)
Standard 2
Element A (Care Continuity: New patient orientation, transferring from pediatric  to adult practice, selecting a personal physician)
Element B (Medical Home Responsibilities: Coordinating care, providing access, available services, obtaining care)
Element C (Culturally and Linguistically Appropriate Services
Element D (The Practice Team: Optimizing the care team and functions, involving patients in quality improvement activities)

PCMH - Patient Education

Some of the important elements to include in your patient brochure include the names and roles of each care team member, how to contact the practice after (and during) hours, how to have common requests filled (medication refills and physical exam appointments), and how to obtain medical records.

1) Developing a Patient Guide for Your Primary Care Practice - Maine Quality Counts
2) Patient Guide to your practice - Template - Maine Quality Counts
3) PCMH Informational Brochure- Western Maine Pediatrics
4) PCMH Poster Template - Adapted from PenBay

Appointment Forms and Templates

Tools to distribute to your patients to help facilitate discussions and anticipate questions, creating a comfortable and more efficient visit. Please feel free to use these and add your own information.

1) Patient Pre-Visit Checklist- MaineHealth
2) Patient Checklist During Visit - MaineHealth
3) Pre-Visit Reminder Letter - St. Mary's Medical Associates (Example pt.)
4) Pre-Visit Questions- Mid Coast Medical Group Topsham
5) Visit Planner- MMP South Portland Pediatrics

Engaging Patients as Advisors and Leaders

Involving the patient in improvement work and care design is an important key to sustainable, appropriate, best-practice-based care redesign within the medical home.

1) From the Institute for Patient and Family-Centered Care (
- Creating Patient and Family Advisory Councils
- Tips for Recruiting Patients and Families to Serve in Advisory Roles
2) Self Care Pan - MaineHealth
3) Design Planning...Key Priorities - Institute for Patient and Family-Centered Care
4) Engaging Patients in Leadership of Patient Centered Medical Homes toolkit - Maine Quality Counts 


1) The MaineHealth Community Education Program has resources to help practices meet their patient engagement goals.
2) Resources for Patient and Family Engagement - CMS
3) Choosing Wisely - ABIM foundation Initiative aimed at helping to facilitate decision making conversations between patient and provider.


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