Resource Library

This is your comprehensive page to help you access information on the STEPS Forward modules. Below, you can access documents, videos and webinars‑all at your fingertips.

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Use the checkboxes to select multiple resources to download. Due to size, videos and webinars cannot be downloaded.

ICD-10 implementation resources

All signs indicate that ICD-10 will be implemented on October 1. As you prepare to transition from ICD-9 in your practice, focusing on building the capacity to submit claims, as well as send and receive other administrative transactions, with ICD-10 codes will put you in the best position to prevent disruptions in claims processing, receipt of payments and care delivery. Go to module

Type
Size / Duration
 
Checklist (ZIP)
151 KB
Checklist (PDF)
30 KB
Toolkit (MS EXCEL)
72 KB
Reference (PDF)
62 KB
Reference (PDF)
2,867 KB

Synchronized prescription renewal

Save physician and staff time by renewing prescriptions until the next annual visit. Go to module

Type
Size / Duration
 
Module PDF (PDF)
585 KB
PowerPoint (PPT)
35 MB
Checklist (MS WORD)
50 KB
Metric (MS WORD)
95 KB
Case Study
Video
00:51
News Story (PDF)
141 KB

Expanded rooming and discharge protocols

Empower staff to make patient visits more meaningful and efficient. Go to module

Type
Size / Duration
 
Module PDF (PDF)
553 KB
PowerPoint (PPT)
62 MB
Checklist (MS WORD)
37 KB
Checklist (MS WORD)
34 KB
Checklist (MS WORD)
52 KB
Form/Questionnaire (MS WORD)
57 KB
Form/Questionnaire (MS WORD)
49 KB
Checklist (MS WORD)
37 KB
Metric (MS WORD)
98 KB
Case Study
Video
01:36

Pre-visit planning

Enhance the patient experience, increase patient engagement and improve practice efficiency. Go to module

Type
Size / Duration
 
Module PDF (PDF)
578 KB
PowerPoint (PPT)
64 MB
Checklist (MS WORD)
49 KB
Checklist (MS WORD)
52 KB
Form/Questionnaire (MS WORD)
57 KB
Checklist (MS WORD)
51 KB
Metric (MS WORD)
98 KB
Case Study
Video
01:36

Team documentation

Spend more time caring for patients by sharing responsibilities with staff. Go to module

Type
Size / Duration
 
Module PDF (PDF)
702 KB
PowerPoint (PPT)
85 MB
Checklist (MS WORD)
50 KB
Metric (MS WORD)
110 KB
User Guide (PDF)
53 KB
Case Study
Video
02:09

Electronic health record (EHR) implementation

Ease the transition from paper to electronic health records. Go to module

Type
Size / Duration
 
Module PDF (PDF)
415 KB
PowerPoint (PPT)
1,302 KB
Checklist (MS WORD)
36 KB
Checklist (MS WORD)
42 KB
User Guide (PDF)
53 KB

Electronic health record (EHR) software selection and purchase

Understand practice needs and evaluate readiness for selection and purchase. Go to module

Type
Size / Duration
 
Module PDF (PDF)
857 KB
PowerPoint (PPT)
1,289 KB
Form/Questionnaire (MS WORD)
51 KB
Form/Questionnaire (MS WORD)
55 KB
Checklist (MS WORD)
52 KB
Pros and Cons (MS WORD)
48 KB
Checklist (MS WORD)
42 KB
Reference (MS WORD)
28 KB
User Guide (PDF)
53 KB
News Story (PDF)
145 KB

Pre-visit laboratory testing

Improve patient care and enhance the patient experience without spending more time and money. Go to module

Type
Size / Duration
 
Module PDF (PDF)
549 KB
PowerPoint (PPT)
61 MB
Checklist (MS WORD)
49 KB
Checklist (MS WORD)
50 KB
Metric (MS WORD)
101 KB
Case Study
Video
01:36

Improving blood pressure control

Measure, Act and Partner (M.A.P.) to help patients control blood pressure and ultimately prevent heart disease. Go to module

Type
Size / Duration
 
Module PDF (PDF)
675 KB
PowerPoint (PPT)
21 MB
Checklist (PDF)
62 KB
Checklist (PDF)
553 KB
Poster/Brochure (PDF)
817 KB
Website
 
User Guide (PDF)
269 KB
Reference (PDF)
234 KB
User Guide (PDF)
550 KB
User Guide (PDF)
649 KB
Case Study
Video
01:47
Case Study 2
Video
02:10
Case Study 3
Video
01:31

Conducting effective team meetings

Develop strategies and tactics for effective team meetings that strengthen working relationships and improve practice efficiency. Go to module

Type
Size / Duration
 
Module PDF (PDF)
536 KB
PowerPoint (PPT)
93 MB
Worksheet (MS WORD)
32 KB
Worksheet (MS WORD)
40 KB
Worksheet (MS WORD)
44 KB
Survey/Quiz (MS WORD)
42 KB
Case Study
Video
01:25
Reference (PDF)
132 KB

Preventing type 2 diabetes in at-risk patients

Help your patients find ways to prevent type 2 diabetes through education, screening and local referral programs. Go to module

Type
Size / Duration
 
Module PDF (PDF)
683 KB
PowerPoint (PPT)
39 MB
Reference (PDF)
527 KB
Reference (PDF)
92 KB
Reference (PDF)
2,856 KB
Reference (PDF)
67 KB
Reference (PDF)
88 KB
Reference (PDF)
100 KB
Case Study
Video
01:14
Case Study 2
Video
01:52
Introduction to Prediabetes
Webinar
46:08
Case Study 3
Video
02:01

Starting Lean health care

Eliminate waste in the workday and equip the team to spend more time on patient care. Go to module

Type
Size / Duration
 
Module PDF (PDF)
502 KB
PowerPoint (PPT)
23 MB
Worksheet (MS WORD)
40 KB
Template (PPT)
100 KB
Chart/Diagram (PPT)
98 KB
Worksheet (MS WORD)
35 KB
Toolkit (PPT)
2,134 KB
Case Study
Video
01:31
Using Lean to Transform Healthcare
Webinar
41:47
Starting Lean Health Care
Webinar
46:15
News Story (PDF)
149 KB

Improving physician resiliency

Foster stress hardiness and protect against physician burnout. Go to module

Type
Size / Duration
 
Module PDF (PDF)
523 KB
PowerPoint (PPT)
1,080 KB
News Story (PDF)
140 KB

Panel management

Focus on providing proactive, preventive care to improve the health of your patients. Go to module

Type
Size / Duration
 
Module PDF (PDF)
471 KB
PowerPoint (PPT)
68 MB
Checklist (MS WORD)
52 KB
Tactic (MS WORD)
58 KB
Tactic (MS WORD)
52 KB
Worksheet (MS WORD)
38 KB
Tactic (MS WORD)
39 KB
Tactic (MS WORD)
38 KB
Survey/Quiz (MS WORD)
93 KB
Case Study
Video
01:47
News Story (PDF)
140 KB

Medication adherence

Improve the health of your patients and reduce overall health care costs. Go to module

Type
Size / Duration
 
Module PDF (PDF)
467 KB
PowerPoint (PPT)
1,149 KB

Preventing physician burnout

Improve patient satisfaction, quality outcomes and provider recruitment and retention. Go to module

Type
Size / Duration
 
Module PDF (PDF)
724 KB
PowerPoint (PPT)
1,356 KB
Survey/Quiz (MS WORD)
37 KB
Tactic (MS WORD)
38 KB
Tactic (MS WORD)
39 KB
Survey/Quiz (PDF)
353 KB
News Story (PDF)
141 KB

Creating strong team culture

Evaluate and improve team culture in your practice. Go to module

Type
Size / Duration
 
Module PDF (PDF)
520 KB
PowerPoint (PPT)
76 MB
Chart/Diagram (PPT)
80 KB
Checklist (MS WORD)
40 KB
Case Study
Video
01:10
News Story (PDF)
144 KB

Optimizing space in medical practices

Design for meaningful and efficient patient visits Go to module

Type
Size / Duration
 
Module PDF (PDF)
971 KB
PowerPoint (PPT)
116 MB
Reference (PDF)
2,946 KB
Case Study
Video
01:41
News Story (PDF)
153 KB

Adopting telemedicine in practice

Support patient and care-team coordination and communication through remote patient monitoring. Go to module

Type
Size / Duration
 
Module PDF (PDF)
451 KB
PowerPoint (PPT)
1,764 KB
Reference (MS WORD)
42 KB
Checklist (MS WORD)
46 KB
Checklist (MS WORD)
45 KB

Revenue cycle management in medical practice

Guidance on improving administrative burdens through automation and simplification Go to module

Type
Size / Duration
 
Module PDF (PDF)
385 KB
PowerPoint (PPT)
1,530 KB
Checklist (PDF)
118 KB
Template (MS WORD)
73 KB
Checklist (MS WORD)
38 KB
Reference (PDF)
89 KB
Reference (PDF)
74 KB
User Guide (PDF)
474 KB
Pros and Cons (PDF)
146 KB
Reference (PDF)
114 KB
Toolkit (PDF)
753 KB
Toolkit (PDF)
228 KB
Reference (PDF)
32 KB
Reference (PDF)
42 KB
User Guide (PDF)
53 KB
Reference (PDF)
49 KB
User Guide (PDF)
41 KB
Reference (PDF)
49 KB
Reference (PDF)
94 KB

Implementing a daily team huddle

Boost practice productivity and team morale by communicating in real time about the day's events Go to module

Type
Size / Duration
 
Module PDF (PDF)
496 KB
PowerPoint (PPT)
114 MB
Checklist (MS WORD)
37 KB
Form/Questionnaire (MS WORD)
44 KB
Checklist (MS WORD)
52 KB
Case Study
Video
01:44
Reference (PDF)
156 KB

Select sustainable change initiatives

Implement successful, sustainable practice change Go to module

Type
Size / Duration
 
Module PDF (PDF)
469 KB
PowerPoint (PPT)
49 MB
Worksheet (MS WORD)
41 KB
Chart/Diagram (MS EXCEL)
21 KB
Case Study
Video
01:14

Physician wellness: preventing resident and fellow burnout

Create a holistic, supportive culture of wellness Go to module

Type
Size / Duration
 
Module PDF (PDF)
508 KB
PowerPoint (PPT)
1,296 KB
Reference (PDF)
214 KB
Reference (MS WORD)
32 KB
News Story (PDF)
143 KB

Preparing your practice for change

Create the optimal practice environment Go to module

Type
Size / Duration
 
Module PDF (PDF)
409 KB
PowerPoint (PPT)
1,403 KB
Toolkit (MS WORD)
34 KB
User Guide (MS WORD)
34 KB
User Guide (MS WORD)
35 KB
Reference (MS WORD)
34 KB
User Guide (MS WORD)
41 KB
Toolkit (PPT)
2,186 KB
Preparing Your Practice for Value-Based Care
Webinar
53:49
News Story (PDF)
148 KB

Behavioral health integration into ambulatory practice

Expand patient care and improve practice efficiency Go to module

Type
Size / Duration
 
Module PDF (PDF)
426 KB
PowerPoint (PPT)
1,258 KB

Implementing team-based care

Engage the entire team in caring for patients Go to module

Type
Size / Duration
 
Module PDF (PDF)
1,078 KB
PowerPoint (PPT)
117 MB
Checklist (MS WORD)
52 KB
Checklist (MS WORD)
49 KB
Form/Questionnaire (MS WORD)
57 KB
Checklist (MS WORD)
37 KB
Checklist (MS WORD)
34 KB
Toolkit (PPT)
2,183 KB
Case Study
Video
01:45
Reference (PDF)
165 KB
Reference (PDF)
210 KB

Building an intensive primary care practice

Provide better care to the patients who need it most Go to module

Type
Size / Duration
 
Module PDF (PDF)
461 KB
PowerPoint (PPT)
1,126 KB

Implementing health coaching

Help patients take charge of their health, and foster healthier patients with better outcomes. Go to module

Type
Size / Duration
 
Module PDF (PDF)
462 KB
PowerPoint (PPT)
1,290 KB
Template (MS WORD)
51 KB
User Guide (MS WORD)
44 KB
User Guide (MS WORD)
48 KB
Checklist (MS WORD)
39 KB
Toolkit (PPT)
1,265 KB
Chart/Diagram (MS EXCEL)
18 KB

Planning for end-of-life decisions with your patients

Empower patients to communicate their end-of-life decisions. Go to module

Type
Size / Duration
 
Module PDF (PDF)
484 KB
PowerPoint (PPT)
1,368 KB
Template (MS WORD)
45 KB
User Guide (MS WORD)
56 KB
Reference (MS WORD)
30 KB

Medical assistant professional development

Enhance the roles of front-line staff, and improve your practice culture, workflow and team dynamics. Go to module

Type
Size / Duration
 
Module PDF (PDF)
461 KB
PowerPoint (PPT)
1,026 KB
User Guide (MS WORD)
68 KB
User Guide (MS WORD)
77 KB
User Guide (MS WORD)
70 KB
User Guide (MS WORD)
78 KB
User Guide (MS WORD)
65 KB
User Guide (MS WORD)
56 KB
Worksheet (MS WORD)
59 KB
Survey/Quiz (MS WORD)
16 KB

Quality improvement using Plan-Do-Study-Act

Strategies for local quality improvement. Go to module

Type
Size / Duration
 
Module PDF (PDF)
609 KB
PowerPoint (PPT)
799 KB
Worksheet (PDF)
267 KB
Worksheet (PDF)
271 KB
Worksheet (MS WORD)
49 KB
Worksheet (MS WORD)
51 KB
Worksheet (MS WORD)
42 KB
Checklist (MS WORD)
34 KB
Chart/Diagram (MS EXCEL)
21 KB
Tactic (PPT)
2,130 KB
Template (PPT)
92 KB
Chart/Diagram (MS WORD)
34 KB

Implementing a point-of-care registry

Help your practice to proactively manage patients with chronic conditions. Go to module

Type
Size / Duration
 
Module PDF (PDF)
1,047 KB
PowerPoint (PPT)
1,039 KB
Worksheet (MS EXCEL)
11 KB
Worksheet (MS WORD)
58 KB
Worksheet (MS WORD)
52 KB
User Guide (MS WORD)
54 KB

Adopting a patient pre-registration process

Learn how a streamlined pre-registration process can save time for your patients and your practice. Go to module

Type
Size / Duration
 
Module PDF (PDF)
417 KB
PowerPoint (PPT)
920 KB
Worksheet (MS WORD)
49 KB
Worksheet (MS WORD)
38 KB
Tactic (PPT)
1,356 KB
Form/Questionnaire (MS WORD)
35 KB
Chart/Diagram (MS EXCEL)
18 KB

Using the SafeMed model to improve transitions of care

Increasing engagement and adherence for complex patients. Go to module

Type
Size / Duration
 
Module PDF (PDF)
559 KB
PowerPoint (PPT)
817 KB
User Guide (MS WORD)
1,894 KB
Form/Questionnaire (PDF)
169 KB
Poster/Brochure (PDF)
544 KB
Form/Questionnaire (MS WORD)
465 KB
Form/Questionnaire (MS WORD)
445 KB
Template (MS WORD)
437 KB
Form/Questionnaire (MS WORD)
1,360 KB
Checklist (MS WORD)
426 KB
Checklist (MS WORD)
508 KB
Checklist (MS WORD)
431 KB
Form/Questionnaire (MS WORD)
419 KB
Form/Questionnaire (PDF)
881 KB
Template (MS WORD)
434 KB
Template (MS WORD)
437 KB
Template (MS WORD)
436 KB
Template (MS WORD)
435 KB
The SafeMed Care Transitions Model
Webinar
33:06
Template (MS WORD)
438 KB

Preparing your practice for value-based care

Make the shift to value-based care and benefit both your practice and your patients. Go to module

Type
Size / Duration
 
Module PDF (PDF)
527 KB
PowerPoint (PPT)
1,359 KB
Metric (MS WORD)
42 KB

Preventing Physician Distress and Suicide

Recognize and respond to physician distress and suicidal behavior Go to module

Type
Size / Duration
 
Module PDF (PDF)
467 KB
PowerPoint (PPT)
1,601 KB
Reference (MS WORD)
933 KB
User Guide (MS WORD)
939 KB
Survey/Quiz (MS WORD)
56 KB
Reference (PDF)
99 KB

Forming a Patient and Family Advisory Council

Patient and family perspectives can help achieve higher quality care in your practice Go to module

Type
Size / Duration
 
Module PDF (PDF)
524 KB
PowerPoint (PPT)
1,117 KB
Template (MS WORD)
49 KB
Template (MS WORD)
45 KB
Template (MS WORD)
48 KB
Template (MS WORD)
45 KB
Template (MS WORD)
44 KB
Template (MS WORD)
44 KB
User Guide (PDF)
542 KB

Advancing Choosing Wisely®

Take action to reduce unnecessary care and avoid harm Go to module

Type
Size / Duration
 
Module PDF (PDF)
667 KB
PowerPoint (PPT)
2,507 KB
Toolkit (PDF)
608 KB
Toolkit (PDF)
845 KB
Toolkit (PDF)
830 KB
Toolkit (PDF)
1,542 KB
Toolkit (PDF)
943 KB
Toolkit (PDF)
6,837 KB

Adopting the ECHO model™ (Extension for Community Healthcare Outcomes)

Move knowledge rather than patients: build your primary care capacity through expert clinical specialty mentoring and education Go to module

Type
Size / Duration
 
Module PDF (PDF)
574 KB
PowerPoint (PPT)
3,125 KB
Template (MS EXCEL)
230 KB
Reference (MS WORD)
68 KB
Form/Questionnaire (PDF)
460 KB
Form/Questionnaire (PDF)
969 KB
Worksheet (PDF)
533 KB
Reference (MS WORD)
60 KB
Template (PDF)
420 KB
Chart/Diagram (PDF)
447 KB
Reference (PDF)
859 KB

Appreciative Inquiry: Fostering Positive Culture

Boost resilience and collaboration Go to module

Type
Size / Duration
 
Module PDF (PDF)
404 KB
PowerPoint (PPT)
1,130 KB
Template (MS WORD)
949 KB
Reference (MS WORD)
1,413 KB
Tactic (MS WORD)
930 KB

Listening with empathy

Save time, communicate more effectively and improve patient and provider satisfaction Go to module

Type
Size / Duration
 
Module PDF (PDF)
1,189 KB
PowerPoint (PPT)
1,077 KB
Reference (MS WORD)
49 KB
Reference (MS WORD)
521 KB
Reference (MS WORD)
55 KB
Worksheet (MS WORD)
48 KB

Clinical Decision Support and Diagnostic Imaging

Ensure appropriate imaging by leveraging point-of-care clinical decision support tools Go to module

Type
Size / Duration
 
Module PDF (PDF)
471 KB
PowerPoint (PPT)
1,072 KB
Chart/Diagram (MS WORD)
55 KB
Tactic (MS WORD)
1,062 KB
Reference (PPT)
2,356 KB

Quality Reporting and the importance of Qualified Clinical Data Registries (QCDRs) in maximizing your success

Accurate and successful reporting on quality metrics is an important determinant of Medicare payment under the new Quality Payment Program (QPP) in the Medicare Access and CHIP Reauthorization Act (MACRA). These resources are intended to provide a high level understanding of the quality programs and to show you how to maximize your quality reporting success. Go to module

Type
Size / Duration
 
Reference (PDF)
73 KB
Website
 
Reference (PDF)
191 KB
Website
 
Website
 

Additional Resources

Other helpful tools to assist your organization in practice transformation

Type
Size / Duration
 
Providing High-Value Care
Webinar
34:40
Partnering with QCDRs
Webinar
45:20
Introduction to QCDRs
Webinar
48:39
Qualified Clinical Data Registries Conference Recap
Webinar
1:02:34

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