Overview
This practical guide provides a comprehensive roadmap for primary and ambulatory care organizations implementing or improving programs to screen patients for non-medical needs and connect them with community resources. It is designed for clinic teams that want detailed, actionable guidance rather than a high-level overview.
What the Resource Covers
The guide uses a five-step implementation roadmap and provides tools and materials to support each stage. It addresses how clinics can plan screening activities, set clinical goals for using screening data, develop a plan, and orient clinic staff to the new screening workflow and the PDSA cycle for process improvement, along with resources to support implementation.
Key Takeaways for Implementation
Successful screening and referral programs require decisions about more than which questions to ask. Clinics also need to define workflows, staff responsibilities, referral processes, and how screening information will be used after a need is identified. The guide’s step-by-step structure and supporting tools make it particularly useful for organizations moving from planning to implementation.
Who May Find This Resource Useful
This resource may be especially useful for primary care and ambulatory care teams seeking a comprehensive, detailed guide for designing, implementing, or strengthening a non-medical needs screening and referral program.
Resource Type: Tools & Toolkits.
Topic Areas: Screening, referrals, workflow design, community resources, program implementation.
Population or Setting: Primary and ambulatory care settings.
Publication Date: 2021.
Source: Kaiser Permanente Center for Health Research and OCHIN, Inc..
