Optimizing Your Panel Size


Customized patient care starts with understanding your panel! Have you ever considered how your panel may impact the way you operate your practice? How often does your panel go elsewhere for care? How might their ‘health status’ be impacting demand for your services? Are you looking for ways to accept new patients? A panel is defined as the list of unique patients establishing a relationship with their provider (e.g. physician). As patient care becomes more customized, patients are demanding an equal say in their care. To help provide the best care, we work with providers to understand exactly how many patients you look after and how much time you have available to devote to care.

Understanding your panel size will assist your team to:

  • Know your workload (“demand”) and compare it to the provider’s available capacity to see and treat that workload
  • Promote continuity of care
  • Build relationships with patients and other providers in the care team
  • Consider equitable distribution of patients among providers
  • Improve efficiencies in care

This workshop will take you through a discussion of panel and allow time for you to practice using the AIM Online Measurement Tool (OMT) to enter and view your data.

At the end of this workshop, you will be able to:

  • Understand how panel identification and panel sizing are important to patient care and provider workload
  • Identify the high-level steps of panel identification
  • Create a shared understanding, as a team, of the processes and measures related to panel identification and panel sizing
  • Practice using the AIM OMT by entering data found in the Alberta Health or Health Quality Council Panel Report and EMR lists (if available)

Link to Patient’s Medical Home: Enhanced Access | Capacity for Improvement | Panel & Continuity

Category: Panel Sizing

Audience: Primary Care Clinic Improvement Teams

Delivery Options: Collaborative – Learning Session (LS 1)

Min: 4 people (1 team of 4 people)  | Max: 36 people ( 6 teams of 6 people)

Time: TBD

Learning Level: Basic

Learning Format: Question and answer sessions |  team and larger group discussion

CanMED-FM Roles: Collaborator, Manager, Health Advocate, Professional

CanMED-Roles: Collaborator, Manager, Health Advocate, Professional

Pass Criteria:  F2F – Full participation in learning activity

Accreditation: Please apply for Linking Learning to Practice credit or Personal Learning Projects MOC directly through College of Family Physicians of Canada (CFPC) or Royal College of Physicians and Surgeons of Canada (RCPSC).


To learn more about this learning activity please contact us by email!