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Research ArticleOriginal ResearchA

Estimating a Reasonable Patient Panel Size for Primary Care Physicians With Team-Based Task Delegation

Justin Altschuler, David Margolius, Thomas Bodenheimer and Kevin Grumbach
The Annals of Family Medicine September 2012, 10 (5) 396-400; DOI: https://doi.org/10.1370/afm.1400
Justin Altschuler
Center for Excellence in Primary Care, Department of Family and Community Medicine, University of California, San Francisco, San Francisco, California
MD
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David Margolius
Center for Excellence in Primary Care, Department of Family and Community Medicine, University of California, San Francisco, San Francisco, California
MD
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Thomas Bodenheimer
Center for Excellence in Primary Care, Department of Family and Community Medicine, University of California, San Francisco, San Francisco, California
MD
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  • For correspondence: TBodenheimer@fcm.ucsf.edu
Kevin Grumbach
Center for Excellence in Primary Care, Department of Family and Community Medicine, University of California, San Francisco, San Francisco, California
MD
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  • Re:Re:The problem of self-referential models
    Richard D. Iliff
    Published on: 13 December 2012
  • Re:The problem of self-referential models
    Lisa J. Felsman
    Published on: 10 December 2012
  • Education for Team-Based Task Delegation
    Anthony A. Miller
    Published on: 20 November 2012
  • Great start to an important dialogue about capacity
    Bruce A. Bagley
    Published on: 11 October 2012
  • A good quantitative step
    Mark Unverzagt
    Published on: 26 September 2012
  • At last some science behind panel size
    Joseph E. Scherger
    Published on: 21 September 2012
  • task delegation
    Patricia E. Kelly, PA-C, Ed.D
    Published on: 18 September 2012
  • The problem of self-referential models
    Richard D. Iliff
    Published on: 12 September 2012
  • Published on: (13 December 2012)
    Page navigation anchor for Re:Re:The problem of self-referential models
    Re:Re:The problem of self-referential models
    • Richard D. Iliff, family physician

    Go to the search box for Family Practice Management on the AAFP website, plug in "Doug Iliff," and click on "Solo Practice," then one of the "Making It" links. Most of my "secrets" are hiding in plain sight somewhere in 18 months of blogging. After that, if you have questions, call me. All the numbers are at doctoriliff.com. Short answer: my long- time staff and I are a close-knit team with well-differentiated roles....

    Show More

    Go to the search box for Family Practice Management on the AAFP website, plug in "Doug Iliff," and click on "Solo Practice," then one of the "Making It" links. Most of my "secrets" are hiding in plain sight somewhere in 18 months of blogging. After that, if you have questions, call me. All the numbers are at doctoriliff.com. Short answer: my long- time staff and I are a close-knit team with well-differentiated roles. The problem with teams is in larger practices, where all the communication required is "sand in the gears" when it comes to efficiency.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (10 December 2012)
    Page navigation anchor for Re:The problem of self-referential models
    Re:The problem of self-referential models
    • Lisa J. Felsman, PGY3

    As a resident about to enter practice, I would definitely be interested in hearing more specifics about how you are able to achieve this kind of quality without subscribing to the team model.

    Competing interests:   None declared

    Competing Interests: None declared.
  • Published on: (20 November 2012)
    Page navigation anchor for Education for Team-Based Task Delegation
    Education for Team-Based Task Delegation
    • Anthony A. Miller, Senior Director, Education Policy & Strategy

    "Estimating a Reasonable Patient Panel Size for Primary Care Physicians With Team-Based Task Delegation" provides a path to solving in part the impending shortage of primary care providers. Although there has been progress in expansion of the primary care clinician workforce, it appears this will be insufficient in meeting future needs. Allowing members of the clinical team to work to the "top of their license" through...

    Show More

    "Estimating a Reasonable Patient Panel Size for Primary Care Physicians With Team-Based Task Delegation" provides a path to solving in part the impending shortage of primary care providers. Although there has been progress in expansion of the primary care clinician workforce, it appears this will be insufficient in meeting future needs. Allowing members of the clinical team to work to the "top of their license" through appropriate division of labor and delegation is a critical part of the solution package to meet the primary care needs of the nation. This includes includes physician assistants and nurse practitioners in the mix.

    In order to achieve the goal of effective team-based task delegation, we must begin to train our future providers in primary care teams. Recently the Society of Teachers of Family Medicine (STFM) and the Physician Assistant Education Association released a joint statement on educating primary care teams for the future. The Statement also clearly articulates the mechanisms by which PAEA and STFM will collaborate to develop innovative models of inter professional health care education (see Brenneman & Kruse, The Journal of Physician Assistant Education Vol 23(3) 2012).

    Finally, we all must recognize that no matter which models prove to be the most efficient and effective from a workforce perspective, we need to continue to focus on patient outcomes to determine which models best improve the health and welfare of our patients.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (11 October 2012)
    Page navigation anchor for Great start to an important dialogue about capacity
    Great start to an important dialogue about capacity
    • Bruce A. Bagley, Medical Director for Quality Improvement
    This article does a nice job of beginning to quantify the benefits of delegation. Although the theoretical approach seems sound there are a few signs from the current reality that will need some more investigation. The most critical problem with this research is that it is firmly grounded in the current fee-for-service, visit based model. All work seems to be office based, face-to-face and visit related. Current data shows that...
    Show More
    This article does a nice job of beginning to quantify the benefits of delegation. Although the theoretical approach seems sound there are a few signs from the current reality that will need some more investigation. The most critical problem with this research is that it is firmly grounded in the current fee-for-service, visit based model. All work seems to be office based, face-to-face and visit related. Current data shows that in the population, aged 18 to 65; there are just under four visits per year, down slightly from previous measurements. In fully capitated systems, that number can be expected to be more like 2.2 to 2.5 visits per year. In a recent statement by a medical leader from Kaiser, 47% of the "patient access" is not related to a face-to-face visit allowing the organization to take on more covered lives without a similar percentage increase in staff. I agree with other comments that the grouping of all clinicians as the same discounts delegation of clinical responsibilities within the clinician mix related to diagnostic or decision making complexity. All team members bring a variety of knowledge, skills and experience that are not easily measured by the plaques on the wall or the letters after the name. High functioning teams maximize the contribution of each team member based on ability and known performance. We now need estimates of this Nation's primary care capacity based on a new model that is not anchored in the visit as the central commodity of care.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (26 September 2012)
    Page navigation anchor for A good quantitative step
    A good quantitative step
    • Mark Unverzagt, Physician

    I have disagreed with some of the claims of the Bodenheimer, et al. articles in the past regarding the panacea of team-based primary care. However, this one, assuming that the models that form the basis of this study are a reasonable facsimile to reality, struck me as both reasonable and thoughtful. Clearly, we must evaluate innovative models for the delivery of primary when faced with the conundrum of high demand and...

    Show More

    I have disagreed with some of the claims of the Bodenheimer, et al. articles in the past regarding the panacea of team-based primary care. However, this one, assuming that the models that form the basis of this study are a reasonable facsimile to reality, struck me as both reasonable and thoughtful. Clearly, we must evaluate innovative models for the delivery of primary when faced with the conundrum of high demand and scarce resources. And this article does a very good job at assessing the quantitative aspects of the delivery of care. What is ultimately most important, however, is the quality of care delivered. What happens when parcels of care--preventative, chronic or acute--are parceled out among different team members? Who is responsible for integration? Will everything then become template based? And who takes responsibility for toggling between the various domains of care to highlight the important interrelationships between health, disease and acute, chronic and preventative episodes of care? And how will providers, relegated to meeting out specific tasks day after day, feel about their jobs? How will that affect retention and burn out rates? These are the tougher, more important questions that need answering. Otherwise, we risk presiding over a profession that slips ever more dangerously toward a corporate model of efficiency and outcome.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (21 September 2012)
    Page navigation anchor for At last some science behind panel size
    At last some science behind panel size
    • Joseph E. Scherger, Vice President, Primary Care

    I frequently comment in presentations that there is no science behind primary care panel size. The historic 2000-2500 patients comes from a time in general practice when most patient care was common acute problems. Since then, comprehensive prevention and the management of chronic illness has come to dominate our work. We seek to practice the biopsychosocial model. Therapists with active panel sizes of 20-30 patients wond...

    Show More

    I frequently comment in presentations that there is no science behind primary care panel size. The historic 2000-2500 patients comes from a time in general practice when most patient care was common acute problems. Since then, comprehensive prevention and the management of chronic illness has come to dominate our work. We seek to practice the biopsychosocial model. Therapists with active panel sizes of 20-30 patients wonder how we take care of over 1000.

    This article provides an excellent framework for a modern primary care team, and suggests numbers that are very workable. Some PCPs claim they have 3000-5000 patients, but with patients coming in for primary care 2.5 times a year under age 65 and 5-6 times a year as seniors, the visit numbers do not add up to such a panel.

    My thanks to these authors for providing some science behind the primary care panel size.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (18 September 2012)
    Page navigation anchor for task delegation
    task delegation
    • Patricia E. Kelly, PA-C, Ed.D, Professor of Health Science

    I read through this article eagerly to see if it contained any models for the use of PAs or NPs. It seems as though they were considered as equivalent to physicians and no differences or allowances for collaboration, supervisory time or consultation were provided. I agree that these have not been well studied but would like to present another model.

    I agree that PAs/NPs with their own panels would assume s...

    Show More

    I read through this article eagerly to see if it contained any models for the use of PAs or NPs. It seems as though they were considered as equivalent to physicians and no differences or allowances for collaboration, supervisory time or consultation were provided. I agree that these have not been well studied but would like to present another model.

    I agree that PAs/NPs with their own panels would assume similar patterns of delegation. I do still feel that optimal utilization of the primary care workforce could over the long run actually lessen the number of required primary care physicians, increase the numbers and roles of PAs and NPs, and maintain or increase delegation to other health care workers as stated here.

    There are slightly under 100,000 active PAs in practice and slightly over 100,000 NPs. Very roughly half of these two cohorts combined are involved in primary care, so this is equivalent to 100,000 primary care clinicians. Studies find that PAs in primary care see close to the number of patients as seen by physicians, and NPs slightly less, probably due to training models and the cultures of the two professions. Collaborative teams involving one physician for every two or three PAs/NPs and adequate numbers of support staff have the potential to leverage patient care per physician to levels three or four times that currently experienced, and still maintain the ideal of a "physician led" team. Given the demands of the ACA, it is likely time to realize that the era of the "physician only" primary care practice is actually wasteful of scarce workforce and reimbursement resources and should be actively discouraged and certainly not incentivized. Physician primary care clinicians should be freed to spend all of their attention, time and energies on complicated and sicker patients with acute needs or complex chronic conditions. Administrative matters should be handled by administrators (not mentioned here). Routine acute care and almost all chronic and preventive care should be handled by PA/NP clinicians, supported by teams of allied health professionals.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (12 September 2012)
    Page navigation anchor for The problem of self-referential models
    The problem of self-referential models
    • Richard D. Iliff, Solo family physician

    I am a solo family physician in a mid-sized midwestern city. My patient panel size is somewhere between four and five thousand; in private practice it's hard to know for sure. They are free to roam, based on changes in occupation and insurance. I just finished the survey for the NCQA diabetes recognition program; my score was 90%, failing only the measure of documented dilated eye exams. Frankly, I don't push that har...

    Show More

    I am a solo family physician in a mid-sized midwestern city. My patient panel size is somewhere between four and five thousand; in private practice it's hard to know for sure. They are free to roam, based on changes in occupation and insurance. I just finished the survey for the NCQA diabetes recognition program; my score was 90%, failing only the measure of documented dilated eye exams. Frankly, I don't push that hard with most diabetics, because almost all of their HgA1c values are less than 7.5, and a majority less than 6.5, and besides-- that's the only factor I can't control within the walls of my office. I have speculated in my Family Practice Management blog and numerous articles about why I can care efficiently for so many more patients than the average (modern) family physician, while earning twice as much money. Oh, well. Something is wrong with the practices upon which the authors base their models. But no one is going to challenge the Received Wisdom of the AAFP's Transformation. Too bad.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
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The Annals of Family Medicine: 10 (5)
The Annals of Family Medicine: 10 (5)
Vol. 10, Issue 5
September/October 2012
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Estimating a Reasonable Patient Panel Size for Primary Care Physicians With Team-Based Task Delegation
Justin Altschuler, David Margolius, Thomas Bodenheimer, Kevin Grumbach
The Annals of Family Medicine Sep 2012, 10 (5) 396-400; DOI: 10.1370/afm.1400

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Estimating a Reasonable Patient Panel Size for Primary Care Physicians With Team-Based Task Delegation
Justin Altschuler, David Margolius, Thomas Bodenheimer, Kevin Grumbach
The Annals of Family Medicine Sep 2012, 10 (5) 396-400; DOI: 10.1370/afm.1400
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