Palm Learning Community

Welcome to the information page for our February 2025 Learning Session! Learning Sessions are 4-hour virtual events that happen three times a year. This information page is specific to the Palm Learning Community.

The Learning Session on February 13th offers two tracks: Data and Access. To maximize the benefits for your practice, we suggest that at least two members of your EPT team join the same track. If your practice wants to focus on both Access and Data simultaneously, the Learning Center recommends that at least two team members attend each track. For practices with one or two attendees, please choose either the Data track or the Access track to attend. We will record the sessions and make the materials available for both tracks, so if you’re unable to attend one, you can still access the content later.

Please register by Friday, January 24.  Please see our FAQs at the bottom of this page if you have questions about the Learning Session.

Access Track

Led by Coleman Associates, participants will dive into advanced schedule management strategies to enhance capacity utilization and access to care. This interactive session equips learners with the tools to critically evaluate their current scheduling practices and identify the most effective tactics tailored to their unique site demands and service lines.

Through practical exercises and collaborative discussions, this session provides a clear pathway for learners to create actionable changes that improve access to care while maintaining operational efficiency.

By joining this session, practices will:

1. Understand which schedule management tactics work best to improve capacity utilization and access to care.
2. Be able to evaluate and determine which strategies are most applicable to their site and service lines based on demand & supply to increase capacity utilization.
3. Be able to design and trial a new schedule template to improve patient access and maintain goal continuity to care.
4. Develop communication tactics to engage colleagues in schedule template changes to ensure adoption.

The Access track is approved for 3.75 CME, CNE, CPE, ADA or ACE credits or 0.4 CEUs. Download the continuing education information.

Register for the Access Track

Data Track

Led by the Learning Center, UCSF Center for Excellence in Primary Care (CEPC), and Blue Path Health, this interactive session will explore data management and equity-focused care to support practices in meeting the May 2025 deliverables, including:

• What’s needed to meet key upcoming EPT milestones, including the data implementation plan and how to stratify and calculate HEDIS-like measures.
• How to stratify data to identify disparities.
• Best practices for collecting accurate data on Race, Ethnicity, Language (REAL), and Sexual Orientation and Gender Identity (SOGI).
• How to leverage internal and external data sources to improve measure performance.
• How data management can be improved through the California Data Exchange Framework (DxF).
• Basics of Data Sharing Agreements and what they involve.
• How to identify potential partners for data sharing, including the state’s Qualified Health Information Organizations (QHIOs).

CEUs can be provided for nursing staff and behavioral health staff – we will provide additional information on the number of contact hours closer to the session. The Learning Center and our partners are exploring how to provide CE for MDs at future learning communities.

Register for the Data Track

 

FREQUENTLY ASKED QUESTIONS 

Event Information

Can my team split up and attend different tracks?
We encourage practices to have multiple members of their EPT team join the same learning session track. If your practice would like to work on Access and Data at the same time, the Learning Center recommends that multiple team members (2 or more) attend each track at the Learning Session.

Can I attend part of one track and part of the other track?
No. The sessions have been carefully designed to layer content pieces. It will be confusing to join mid-way through.

Are continuing education credits available for Learning Sessions?
Currently, the Access track is approved for 3.75 CME, CNE, CPE, ADA or ACE credits or 0.4 CEUs. For the Data Track, CEUs can be provided for nursing staff and behavioral health staff. We will provide additional information on the number of contact hours closer to the Learning Community. We are exploring how to provide CE for MDs at future learning communities.

I’m staff at one of the Managed Care Plan (MCP) sponsors. How many attendees from my MCP can attend?
Three staff from each MCP may attend either track at their preferred Learning Session. We recommend that MCPs attend the session that all or most of their sponsored practices are attending.

How do I know which Learning Community my practice is in?
To find out which Learning Community a practice is assigned to, visit PopHealth+ and open “Groups” on the left-side menu or download our EPT Practice Assignments spreadsheet.

Technical Questions

Will sessions be recorded so that we can listen to them asynchronously (e.g., not live)?

Yes, sessions will be recorded. All materials will be made available after.

When will I get a calendar invite and/or webinar connection information? Clicking on one of the registration links above will redirect you to the Zoom Meeting Registration for that track. Please fill out the registration form and Zoom will send you a confirmation email. You can download the calendar invite from the Zoom confirmation email.

EPT Focus Areas & Technical Assistance

How will the Learning Session prepare my practice for the deliverables submission?

Practices will receive information and materials needed to complete the deliverables prior to the Learning Session. Learning Sessions will reinforce this content, provide an opportunity to learn live with experts, teach advanced concepts, and answer your questions.

Participation

Our team already knows these content areas, or we have a conflict with the time. Do we still need to attend the Learning Session?

Yes! The Learning Center developed participation guidelines based on three considerations: (1) engagement in the training is beneficial for success; (2) creating a culture of “all share all learn” benefits the entire EPT community; and (3) even practices with prior knowledge may still benefit from guidance on how to adjust their current capabilities to effectively meet the milestones and deliverables for EPT. If you have a conflict with your Learning Session, you may attend one of the other two Learning Sessions or access the materials when they are posted online.

What are the EPT participation requirements?

The Learning Center recommends that practices have representation at 80% of EPT events—Learning Sessions and Practice Tracks—from at least two people. Small practices with 1-3 FTEs may have one attendee. Practices must submit deliverables related to milestones released in year 1 (2024) by the end of year 2 (2025).