Panel management is a proactive approach used by primary care teams to offer care to a defined panel of patients attached to a physician or nurse practitioner.

Panel Management extends far beyond episodic care and focuses on the broader needs of patients at and between care visits.

Panel management includes having clinic teams review the patient panel lists and reach out to offer care (virtually or in person). This is particularly of importance for at-risk, vulnerable and complex patients who may hesitate to, be unaware of, or be afraid to access needed care. Panel management is even more critical during COVID 19.

Panel management includes the practice  of looking at the patient status, conditions, risk factors, and care needs of patients in order to offer evidence based care to patients .

Panel management is like building a safety net for patients, who can be comforted knowing their care team is looking out for them – even when the patient is not in the clinic.

The Meeting Patients’ Needs: Algorithm for Today’s Primary and Specialty Care Teams is a stepwise approach to conducting patient care management considering the safety of patients, staff and physicians and expanded appointment modalities. The tools and toolkits associated with this algorithm will grow over time. Check back regularly.