Stage 1: Planning Workbook Steps
BACKGROUND (pages 4-10)
Overview of IBH-PC Concepts and Goals
Begin Planning Group preparation
Reach out to potential patient partners and plan how to include them
STAGE 1 PLANNING, STEP 1 (pages 11-16)
Develop Your Vision of IBH-PC
Create an Affinity Diagram of an ideal patient experience when receiving integrated behavioral health and primary care
Create a Vision Statement using the Affinity Diagram and share with your practice
STAGE 1 PLANNING, STEP 2 (pages 17-22)
Assess Baseline
Analyze current practice methods on managing change and integrating care
Include other data measures based on practice priorities
STAGE 1 PLANNING, STEP 3 (pages 23-36):
Select Strategies
Identify providers and patients to be involved in IBH-PC
Describe the behavioral health services offered and any changes needed to the physical space, infrastructure, and electronic health record system
Match education modules with providers and staff
STAGE 1 PLANNING, STEP 4 (pages 37-43):
Identify Design Team
Prepare for Stage 2 with a purpose statement and team member roster
Update your Communications Plan