Practical tools
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 on the AMA STEPS Forward® website include these and additional resources. Click on the following links for immediate access to the listed resources.
- De-Implementation Checklist (PDF)
- Stop This, Start That Checklist (PDF)
- Pre-Appointment Questionnaire (DOCX)
- Visit Planner Checklist (DOCX)
- Rooming Checklist (DOCX)
- Discharge Checklist (DOCX)
- Annual Prescription Renewal Implementation Checklist (DOCX)
Related content
Want more? Find more strategies and tactics to help you save time and improve efficiency in variety of formats in the curated list below. To see all the content AMA STEPS Forward® has to offer, go to stepsforward.org.
Playbooks
Learn ways to maximize the benefits and minimize the burdens of the EHR in this companion piece, Taming the Electronic Health Record Playbook.
- Taming the Electronic Health Record Playbook: Overview
- Taming the Electronic Health Record Playbook (PDF)
Toolkits
Explore more on the tactics highlighted in this Playbook with these 9 AMA STEPS Forward toolkits. To see all the toolkits AMA STEPS Forward has to offer, go to stepsforward.org.
- Getting Rid of Stupid Stuff
- Pre-Visit Planning
- Pre-Visit Laboratory Testing
- Advanced Rooming and Discharge
- Team Documentation
- Annual Prescription Renewals
- Medication Management
- EHR Inbox Management
- Patient Portal Optimization
Webinars and videos
Dig deeper on the subjects covered in this Playbook with these webinars and videos:
- Saving Time: Improving Team Engagement (3:11)
- Advanced Team-Based Care (35:16)
- Medical Assistants: Recruitment and Retention (59:54)
- Taming the Electronic Health Record (58:57)
- Adopting OpenNotes (57:20)
Podcasts
Hear physicians and other health care professionals share their time-saving tips, successes, and learning experiences in their own words:
- Reduce Pajama Time and Work Outside of Work (WOW)Listen on Spotify | Listen on Apple Podcasts
- Small Interventions MatterListen on Spotify | Listen on Apple Podcasts
- Electronic Health Record OptimizationListen on Spotify | Listen on Apple Podcasts
- Improve Patient Care with Collaborative Care Team ModelsListen on Spotify | Listen on Apple Podcasts
- Team-Based Care ModelListen on Spotify | Listen on Apple Podcasts
- Training Medical Assistants as “Encounter Specialists”Listen on Spotify | Listen on Apple Podcasts
- Improve Practice Efficiency with EHR “Quick Wins”Listen on Spotify | Listen on Apple Podcasts
- Taming the EHRListen on Spotify | Listen on Apple Podcasts
- Sharing Clinical Notes With PatientsListen on Spotify | Listen on Apple Podcasts
Success Stories
Read how other physicians and health care professionals are successfully saving time—and how you can apply the lessons they learned to your own practice—in these short but sweet Success Stories:
- Getting Rid of Stupid Stuff Success Story: The Cleveland Clinic
- Pre-Visit Planning Success Story: Decrease Patients With Poorly Controlled Diabetes By One-Third
- Team Documentation Success Story: Working Smarter in Primary Care Means Transitioning to In-Room Physician Support
- Annual Prescription Renewals Success Story: Four Interventions Stemmed the Tide of Refill Requests
- Medication Management Success Story: Annual Prescription Renewals Could Save Hundreds of Hours Each Year for Your Organization
- EHR Inbox Management Success Story: The Inboxologist
