Use this rubric to guide and document your practice’s pre-visit planning process for the selected population of focus. The rubric outlines what to include when describing how pre-visit planning is conducted, which care team members are involved, what reports and data sources are used, how care gaps are identified, and what actions are taken before scheduled visits.
Practices should use this resource to clarify workflows, strengthen care team coordination, and document implementation progress. It also supports practices in tracking new actions, measuring patient impact, evaluating results, and improving systems that help patients receive evidence-based care.