*Registration for the January 2026 cohort is now open*
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.
- Thursday, January 29, 2026, to Thursday, April 16, 2026 (6:30 –8:30 p.m.)
- September 2026 cohort TBC
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
Complete the Panel Management Course with the University of the Fraser Valley Registration Form here. Deadline to apply for the January 2026 cohort is December 12, 2025.
- 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