Course cost: Free. The costs of this course are covered by the FPSC.
Course overview and benefits:
During this 12-week course, medical office staff will learn panel management skills that will enhance their clinic’s panel management process and workflows. Participants will learn:
- The basic abilities of a panel manager
- The basics of the patient medical home and primary care networks
- How to assign patients to a specific primary care provider
- The principles of registry-based care
- Proactive and preventative care through quality improvement
The course includes a capstone AIM statement, which is supported by an FPSC Practice Improvement Coach and a Panel Management Coach.
Course dates:
The course runs two virtual cohorts per year.
- Wednesday, September 16, 2026, to Wednesday, December 9, 2026 (6:30 –8:30 p.m.)
- January 2027 cohort TBA
Course eligibility:
- You are a medical office assistant or office manager
- You currently work in a clinic
- Your clinic provides longitudinal care to patients
- The clinic you work at must be on an EMR
- You have a clinic physician’s approval to participate
How to register
Registration for the September 2026 cohort will open soon.
- Course outline
-
Week 1: Module 1- Orientation
Week 2: Module 2 - PCN/PMH/Intro to panel & empanelment, Module 1 Assignment Due
Week 3: EMR Session
Week 4: Module 2 Assignment Due
Week 5: Module 3 – Disease Registries
Week 6: EMR Session
Week 7: Module 3 Assignment Due
Week 8: Module 4 -Proactive Care
Week 9: EMR Session
Week 10: Optional Office Hours
Week 11: Module 4 Assignment Due
Week 12: Capstone AIM Statement
Week 13: Capstone Presentation