Panel Management Processes: Tracking Patients with Complex Needs

Webinar Date: 
Tuesday, March 15, 2016 - 9:30am to 11:00am
Panel management is necessary to track and care for patients with complex care and support needs. Often, it is the cornerstone to better planned visits and ensures accountability in chronic disease management and improved care. This webinar will highlight traditional and non-traditional models. Participants will hear from a variety of presenters including those from the lens of a health plan, a practice manager, clinical staff, and a panel coordinator. They will share their lessons learned regarding what is needed to successfully manage a panel of patients, ideal staffing models, processes, and tips for sustainability. 
Participants will be able to:
  • Define the difference between traditional and non-traditional panel management;
  • List at least 3 areas of readiness to implement a successful panel management process;
  • Clearly articulate the process for developing a sustainable panel management model locally;
  • Define outreach versus in-reach; and
  • List at least 2 key elements for sustainability.

Presented By:

Marcelle Thurston, MS, RD, CDE 
Primary Care Innovation Specialist

Marcelle Thurston was originally trained as a Registered Dietitian and a Certified Diabetes Educator starting her career in trauma centers on the East coast and working in outpatient centers. After almost a decade in direct patient care, Marcelle spent over six years in public health serving at the state level in Washington and Colorado. Her involvement in public health focused on nutrition related policy initiatives as the coordinator of the Obesity Prevention Program and quality improvement and practice transformation as manager of the Diabetes Prevention Program. Additionally, Marcelle most recently worked with Kaiser Permanente Colorado, serving as the Consulting Project Manager for Clinical Integration.

Scott Zahlmann
Population Health Supervisor
Scott Zahlmann is the Population Health Supervisor at CareOregon, and has been at CareOregon for 1 year. With CareOregon, Scott has been charged with creating and sustaining a Panel Coordinator program. Prior to CareOregon he spent 5 years as a Paramedic, 7 years at a Community Health Center as a Medical Assistant, Lead Medical Assistant, Medical Assistant Supervisor, and an OCHIN/EHR site specialist. In his career he has been part of large health systems, private practice, and FQHC’s in many different roles from support to management. 
Emma J. Abiles
Primary Care Innovation Specialist

Emma Abiles has a background in Psychology and started her healthcare journey as a Medication Aide for people with Alzheimer’s and Dementia.  She later worked as a staffing coordinator to ensure safe patient to medical staff ratios and as an ED to ED transfer coordinator organizing emergency admits from rural hospitals.  Most recently, Emma is coming from OHSU outpatient specialty services and the OHSU’s Family Medicine at Richmond, an FQHC servicing the uninsured/Medicaid/Medicare population.  Emma served as the Lead Panel Manager for over 4 years coordinating population health management, data driven quality improvement, team based care with emphasis on workflow development.  This depth of experience and knowledge is invaluable in her role as a Primary Care Innovation Specialist for Care Oregon. 

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