AHEAD Wave 3 Recruitment

Enroll your practice today - Launching Fall 2026!

B. Access to High-Quality Coordinated Care

In this section, we focus on standardized office procedures related to timely follow-up, pre-visit planning, and outreach, which can strongly enhance high quality coordinated care leading to improved A1C.

 

B1: Timely Follow-Up

Dashboard Data Measure: % of people with diabetes and A1C ≥ 9% with a scheduled follow-up visit either in person or telehealth within 30 days.

Timely follow-up is important for patients with diabetes whose A1C is above goal. We promote at least monthly follow-up visits in any evidence-based approach (e.g., back with provider, clinical pharmacist, diabetes self-management education, nurse-led visits, and dietitians) either in person or using telehealth until the blood glucose is at goal. We base this approach on studies showing benefit in greater A1C improvements when patients have shorter intervals between visits13-15 as well as our prior regional and statewide efforts that used this as one aspect of a QI project to improve glycemic control.17 When establishing processes for timely follow-up in team-based care, it is important to pay attention to continuity of care with the key team members (i.e., not having a different clinical pharmacist or nurse or primary care provider at each visit). Continuity of care within teams and providers has been associated with improved patient experience and outcomes.18-20

Below are resources to assist primary care teams in implementing a process to ensure every patient receives an opportunity for timely follow-up.

B1.1: Example Process Map for Timely Follow-Up

B1.2: Prescribing Provider Visit Template

Example for individual visits with a prescribing provider.

B1.3: Nurse Visit Template

Example for individual nurse visits.

B1.4: AHRQ Strategy 6M: Group Visits

A group visit starter kit.

B1.5: VA Shared Medical Appointment Manual

A guide and resources for starting and sustaining successful shared medical appointments.

B1: High-Reliability Intervention Insights

Intervention: Standardize workflows to ensure follow-up appointments are scheduled before patients leave the practice, reducing missed opportunities and preventing patients from being lost to follow-up.

Practice Examples: Participating practices improved timely follow-up through several approaches:

Real-time scheduling before checkout: A participating practice implemented a standardized workflow in which registered nurses or medical assistants scheduled follow-up appointments before patients left the clinic. By coordinating scheduling in real time, the practice reduced reliance on individual memory, patient action, and inconsistent communication processes. Making follow-up scheduling the default improved the reliability of care and increased the likelihood that patients received timely follow-up.

Team-based referral workflows: Several participating practices used standardized referral pathways to schedule follow-up with the most appropriate team member based on patient needs, including clinical pharmacists, nurses, care managers, behavioral health specialists, diabetes educators, care coordinators, registered dietitians, and social workers. Telehealth visits were offered when appropriate to reduce transportation barriers and provide a convenient alternative to in-person care.

Reliability and Sustainability: This intervention strengthens reliability by:

  • Making follow-up scheduling the default before the patient leaves the practice.
  • Standardizing referral and scheduling workflows across the care team.
  • Reducing reliance on patient initiative and staff memory.
  • Minimizing missed opportunities for follow-up.
  • Supporting timely, coordinated, team-based care.

Embedding scheduling into the patient visit creates a sustainable process that reduces variation and helps ensure patients receive consistent follow-up.

B2: Pre-Visit Planning

Pre-visit planning includes scheduling individuals for follow-up at the end of their current visit, gathering information about the upcoming appointment (including individual concerns), obtaining labs prior to the visit, and spending a few minutes to huddle or hand off people with diabetes. A huddle of the health care team can be used at the start of the day, for instance, to identify individuals’ diabetes needs and to assign responsibility for task completion to individual team members. Beyond team huddles, practices can leverage EHR functionality, including pre-defined parameters that flag care gaps before the clinic day begins, enabling staff to proactively address patient needs during visits. Pre-visit planning fosters several activities known to improve A1C levels, including scheduling appointments to enhance timely follow-up for those with elevated blood glucose levels and action based on recent labs such as referral to diabetes self-management education and/or medication adjustments if the blood glucose level is elevated.

B2.1: Pre-Visit Planning: Save Time, Improve Care, and Strengthen Care Team Satisfaction

AMA STEPS Forward module includes 10 steps for implementing pre-visit planning at your clinic. It also includes a calculator to describe the cost and time savings by implementing these steps.

B3: Outreach

Example Data Measure (Not on Dashboard): % adults with diabetes with A1C ≥ 9% with outreach attempt.

Outreach through text messaging, a patient portal, phone calls, or letters is an effective method for encouraging patients with elevated A1C with no followup appointment to schedule a follow-up visit. Uptake on outreach varies, but ranges between 10%-28% in clinics serving populations with less resources.21-23 Often these outreach attempts are done two times a year using an electronic health record-based registry of patients with diabetes and elevated A1C with no scheduled follow-up within one month. However, outreach approaches have also been used in a more ongoing fashion by practices, such as weekly, using lists of patients seen the prior week with elevated A1C and no scheduled follow-up. Some practices have also used tailored outreach to engage specific subgroups to eliminate disparities, such as having a community health worker (CHW) call and engage patients in care. Following, we provide two high level process maps. The first process map shows a standard outreach approach that a clinic might use to re-engage patients in care. The second process map demonstrates a real-time outreach approach for patients who no show the day of their appointment. Outreach messaging you might use in your practice is also provided.

B3.1: Example High-Level Process Map for Outreach

B3.2: Outreach Messaging

B3: High-Reliability Intervention Insights

Intervention: Use a registry-based workflow to proactively identify and conduct outreach to patients with A1C ≥ 9%, overdue A1C testing, or unresolved diabetes care gaps.

Practice Examples: A participating practice implemented a registry-driven outreach workflow to identify patients with diabetes who had an A1C ≥ 9% or had not received an A1C test within the past year. The registry supported a standardized outreach process that included:

  • Automated bulk messages encouraging patients to schedule a follow-up appointment within one month
  • Team-based follow-up by a clinical pharmacist (other practices used diabetes educators, primary care providers, or nurses)
  • A predefined escalation process of up to two phone call attempts, followed by a mailed letter if patients could not be reached

Reliability and Sustainability: This intervention strengthens reliability by:

  • Standardizing patient identification through a diabetes registry.
  • Automating outreach to reduce reliance on individual memory.
  • Using a consistent escalation process for patients who do not respond.
  • Minimizing missed opportunities for follow-up.
  • Creating a sustainable, team-based approach to engaging patients with uncontrolled diabetes.

Embedding registry-based outreach into routine workflows helps practices consistently identify and reconnect patients who are overdue for care or need additional diabetes management support.