Organize clinical practice around three management functions that will drive performance, quality, and business success.

1. Person and Family Centered Care Design
2. Continuous, Data-Driven Quality Improvement
3. Sustainable Business Operations

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The purpose of the Transforming Clinical Practice Initiative (TCPI) Practice Assessment Tool 2.0 (PAT 2.0) is to determine the Transformation Phase in which practices are functioning at baseline and follow-up intervals over the life of the initiative. This determination is based on the extent to which practice exhibits attributes defined by a series of milestones aligned with the TCPI Change Package.

Each milestone is scored on degree of implementation based on interviews with practice staff, review of applicable documents and reports and direct observation of practice activity as well as professional judgement. Practices participating in TCPI are expected to progress through five distinct Transformation Phases. These phases capture the progress that the practice as a whole is making towards being prepared to thrive as a business in a value-based payment environment. The phases of transformation for the operations of a practice are defined as follows:

Phase 1 – Practice leadership sets aims and develops a plan and capabilities for starting the
transformation journey.
Phase 2 – The practice develops and initiates operational data and begins to use data.
Phase 3 – The practice further develops the infrastructure and begins to operationalize changes
needed to drive results.
Phase 4 – The practice ensures full and consistent operation of systems and processes at a level
of performance needed to achieve aims.
Phase 5 – The practice has sustainable operations built into budgets and financial plans.

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The purpose of the Transforming Clinical Practice Initiative (TCPI) Practice Assessment Tool 2.0 (PAT 2.0) is to determine the Transformation Phase in which practices are functioning at baseline and follow-up intervals over the life of the initiative. This determination is based on the extent to which a practice exhibits attributes defined by a series of milestones aligned with the TCPI Change Package.

Each milestone is scored on degree of implementation based on interviews with practice staff, review of
applicable documents and reports and direct observation of practice activity as well as professional
judgement. Practices participating in TCPI are expected to progress through five distinct Transformation Phases. These phases capture the progress that the practice as a whole is making towards being prepared to thrive as a business in a value-based payment environment. The phases of transformation
for the operations of a practice are defined as follows:

Phase 1 – Practice leadership sets aims and develops a plan and capabilities for starting the
transformation journey.
Phase 2 – The practice develops and initiates operational data and begins to use data.
Phase 3 – The practice further develops the infrastructure and begins to operationalize changes
needed to drive results.
Phase 4 – The practice ensures full and consistent operation of systems and processes at a level
of performance needed to achieve aims.
Phase 5 – The practice has sustainable operations built into budgets and financial plans.

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View Excel Spreadsheet

The CO PTN hosted a Cost and Utilization Training in the Winter of 2018. Please see the webpage below to view materials provided before and during the training.

All practices can benefit from the dialogue created to help them understand how the systems and processes they have put in place can bring value to payers, ACO’s, narrow networks, referral networks, and of course, patients and families. Please see the webpage below to view more details on how to develop a story for your practice.

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Primary Care Checklist for Referral Process Assessment

Specialty Care Checklist for Referral Process Assessment

Sample Referral Policies for Primary and Specialty Care

Medical Neighborhood Patient Survey

Outpatient Referral Response Checklist

Recommendations for a Patient-Centered Referral

Referral and Response Audit Sample 1

Referral Response Audit Sample 2

Sample Referral and Processing and Tracking Sheet

Colorado Springs Primary Care Specialty Care Compact Collaborative Agreement

Mesa County Physicians IPA Care Coordination Agreement Referral Form