This editable template supports practices in completing the EPT Implement Pre-Visit Planning milestone. It guides teams through documenting how they prepare for upcoming visits, identify care gaps and patient needs, assign responsibilities across the care team, and communicate relevant information before the visit. Practices also use the template to describe data sources, planning tools, workflow timing, staff training, implementation activities, performance measures, and quantitative or qualitative results. Practices can enter responses directly into the Word document before submitting the completed deliverable through the designated EPT submission process.