CCPM’s centralized Pre-Visit Planning Medical Assistants (MAs) are dedicated to identifying, organizing, and summarizing clinical data to produce comprehensive pre-visit plans for upcoming patient visits. The goals of our Pre-Visit Planning Service are intentionally aligned with the Institute for Healthcare Improvement’s Quadruple Aim framework.

Goals of the Service

Enhance Provider & Care Team Satisfaction

• CCPM’s Pre-Visit Planning Service alleviates administrative burden on healthcare providers and care teams by centralizing and organizing clinical data during the pre-visit planning phase.
• Our work improves workflow efficiency, allowing more time for meaningful patient interactions (by both the MA and provider) and reducing stress associated with last-minute preparations.

Enhance Patient Experience

• Streamlined pre-visit plans to ensure that patients receive personalized, timely and efficient care during their appointments.
• Reduced administrative burden enables more time for communication and relationship building between providers and patients.

Improve Healthcare Quality & Population Health

• CCPM’s MAs identify and outline gaps in care during the pre-visit planning process, ensuring that preventive screenings, immunizations, and other essential services are addressed at the time of the visit.
• CCPM’s MAs recommend screening and referrals as indicated (e.g., for social determinants of health and care management), promoting early intervention and referrals to enhance care continuity and support overall population health.

Reduce Healthcare Costs

• CCPM MAs play an important role in minimizing unnecessary healthcare expenditures by identifying and addressing overdue care, preventive services, and screenings before they escalate into more expensive healthcare interventions.
• CCPM MAs help optimize resource utilization by ensuring that each patient visit is well-planned and focused on delivering high-quality, cost-effective care