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Research ArticleSpecial Report

Enhancing the Primary Care Team to Provide Redesigned Care: The Roles of Practice Facilitators and Care Managers

Erin Fries Taylor, Rachel M. Machta, David S. Meyers, Janice Genevro and Deborah N. Peikes
The Annals of Family Medicine January 2013, 11 (1) 80-83; DOI: https://doi.org/10.1370/afm.1462
Erin Fries Taylor
1Mathematica Policy Research, Princeton, Washington, DC
PhD
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  • For correspondence: etaylor@mathematica-mpr.com
Rachel M. Machta
2Center for Primary Care, Prevention, and Clinical Partnerships, Agency for Healthcare Research and Quality, US Department of Health and Human Services, Rockville, Maryland
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David S. Meyers
2Center for Primary Care, Prevention, and Clinical Partnerships, Agency for Healthcare Research and Quality, US Department of Health and Human Services, Rockville, Maryland
MD
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Janice Genevro
2Center for Primary Care, Prevention, and Clinical Partnerships, Agency for Healthcare Research and Quality, US Department of Health and Human Services, Rockville, Maryland
PhDMSW
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Deborah N. Peikes
1Mathematica Policy Research, Princeton, Washington, DC
PhD
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    Table 1

    Characteristics of Practice Facilitators and Care Managers

    RoleCore FunctionsConnection to Practices and PatientsEducational Background
    Practice facilitatorHelp the practice organize, prioritize, and sequence QI activities
    Train practice staff to understand and use data to drive QI
    Increase practice capacity for QI activities
    Help build a team orientation among practice staff and a practice culture receptive to change
    Share best practices and lessons across practices
    Facilitator is typically employed by an external organization (not the practice)
    Facilitator works with practice staff (not patients)
    Facilitator typically works mostly on site at the practice with some interactions by phone, e-mail, or video conference; some facilitators work entirely virtually
    Social work, nursing, counseling, health management, business, and other areas
    Care managerAssess the patient’s care needs
    Develop, reinforce, and monitor individualized care plan
    Provide patient education and training in self-management skills
    Coordinate patient’s care with other providers and settings, and communicate needed information
    Connect patient to community resources and social services
    Participate in practice QI activities
    Care manager may be employed by the practice itself, a payer, or state. They are closely integrated into the practice team
    Care manager provides services to patients and families
    Care manager (as we define) works at the practice, and may also interact with patients by telephone, e-mail, in the patient’s home, or in other providers’ offices
    Nursing, social work, counseling, and other areas
    • QI = quality improvement.

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  • The Article in Brief

    Enhancing the Primary Care Team to Provide Redesigned Care: The Roles of Practice Facilitators and Care Managers

    Erin Fries Taylor , and colleagues

    Background Policy makers are focusing on redesigning primary care in the United States to achieve better patient experience, improved health, and reduced costs. This report examines the distinct and complementary roles of 2 potential members of the primary care team in redesign and practice improvement processes: practice facilitators, also known as practice coaches or quality improvement coaches, and care managers.

    What This Study Found Practice facilitators play a vital systems-level role in coordinating practice quality improvement and redesign efforts, helping build capacity for activities that improve quality and safety and the implementation of evidence-based practices. Care managers, on the other hand, do the critical work of coordinating patient care and helping patients navigate the system, improving access and communicating across the care team.

    Implications

    • These 2 members of the primary care team work in a complementary fashion to help primary care practices deliver coordinated, accessible, comprehensive, and patient-centered care.
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The Annals of Family Medicine: 11 (1)
The Annals of Family Medicine: 11 (1)
Vol. 11, Issue 1
January/February 2013
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Enhancing the Primary Care Team to Provide Redesigned Care: The Roles of Practice Facilitators and Care Managers
Erin Fries Taylor, Rachel M. Machta, David S. Meyers, Janice Genevro, Deborah N. Peikes
The Annals of Family Medicine Jan 2013, 11 (1) 80-83; DOI: 10.1370/afm.1462

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Enhancing the Primary Care Team to Provide Redesigned Care: The Roles of Practice Facilitators and Care Managers
Erin Fries Taylor, Rachel M. Machta, David S. Meyers, Janice Genevro, Deborah N. Peikes
The Annals of Family Medicine Jan 2013, 11 (1) 80-83; DOI: 10.1370/afm.1462
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