The selected practical tools listed here are to get you started on several of the new or adapted processes outlined in this playbook (PDF). The individual toolkits offered by AMA STEPS Forward® include these and additional resources.

Strategy 1: Stop the unnecessary work

• Deimplementation Checklist (PDF)
• Pocket Card: Benefits of Shared Clinical Notes (PDF)
• Using Choosing Wisely® Tools to Empower Patients (PDF)

Strategy 2: Share the necessary work

• Team Pool Inbox Assignment Worksheet (DOCX)
• Sample Shortcuts for Telephone and Refill Encounters (DOCX)
• Annual Prescription Renewal: Implementation Checklist (DOCX)
• Questions to Help Uncover Medication Nonadherence (DOCX)
• Patient Pre-Visit Questionnaire (DOCX)
• Visit Planner Checklist (DOCX)

Strategy 3: Optimize personal proficiency with EHR technology

• Eight Efficiency Boosting Tips for EPIC Users (PDF) 
• Eight Efficiency Boosting Tips for Cerner Users (PDF)

Eliminate unnecessary burdens and improve workflows in the EHR at the organizational level with this checklist (PDF).

This playbook contains highlights from 11 AMA STEPS Forward® toolkits. See all the toolkits AMA STEPS Forward® has to offer.

• Getting Rid of Stupid Stuff (GROSS)
• Sharing Clinical Notes With Patients
• Choosing Wisely®
• EHR Inbox Management
• Patient Portal Optimization
• Annual Prescription Renewal
• Medication Management
• Pre-Visit Planning
• Pre-Visit Laboratory Testing
• Team Documentation
• EHR Optimization

Dig deeper on the subjects covered in this playbook with these webinars:

• Adopting OpenNotes webinar
• Taming the EHR webinar

Hear physicians and other health care professionals tell the stories of their EHR interventions in their own words:

• Sharing Clinical Notes With Patients podcast
• EHR Quick Wins podcast
• Taming the EHR podcast

Read how other physicians and health care professionals are successfully taming the EHR—and how you can apply the lessons they learned to your own practice—in these short but sweet Success Stories:

• EHR Inbox Management Success Story: The Inboxologist
• EHR Inbox Management Success Story: Leverage Standing Orders and Protocols to Ease In-Basket Burdens
• EHR Inbox Management Success Story: Teamwork Tames the Inbox
• Medication Management Success Story: Annual Prescription Renewals Could Save Hundreds of Hours Each Year for Your Organization
• Medication Management Success Story: Four Interventions Stemmed the Tide of Refill Requests
• Pre-Visit Planning Success Story: Decrease Patients With Poorly Controlled Diabetes By One-Third
• Pre-Visit Labs Success Story: Pre-Visit Laboratory Testing Can Improve Communication With Patients About Test Results
• EHR Optimization Success Story: Make the Electronic Health Record Work Easier and Cut Down on Daily Clicks