Use this rubric to guide and document your practice’s enhanced outreach and engagement strategy for the selected population of focus. The rubric outlines what to include when describing how patients are identified for outreach, how outreach targets are set, who conducts outreach, how staff time is protected, what methods and messages are used, and how outreach is tracked and tailored to address equity and access barriers.
Practices should use this resource to assess current outreach workflows, clarify care team roles and training needs, and document implementation progress. It also supports practices in identifying measurable actions, tracking patients impacted, evaluating results, and strengthening outreach systems over time.