Table 2 Key workflow activities and processes by primary care practice

Visit-based workflow

Identifying patients due for CRC screening

 Protocol in place for reviewing charts before schedule clinic visits

X

X

X

X

X

X

X

X

X

 Meticulous review of charts before scheduled clinic visits

X

X

X

X

X

X

 Medical assistants have ability to order FIT/FOBT

X

X

X

X

X

Distributing FIT/FOBT

 Medical assistants discuss FIT/FOBT screening with patients

X

X

X

X

 Medical assistants provide short tutorial and/or pre-label FIT/FOBT kits

X

X

X

X

 Medical assistants review FIT/FOBT instructions with patients

X

X

X

X

X

Reminders

 Standard, consistent reminders (letters and/or phone calls)

X

X

X

X

X

X

X

Documenting results and conducting follow-up

 Results from FIT/FOBT electronically uploaded into patient chart

X

X

X

X

X

X

 Medical assistants communicate normal results to patients

X

X

X

X

X

X

X

X

X

 Medical assistants communicate abnormal results to patients

X

X

X

X

 Nurses communicate abnormal results to patients

X

X

X

X

X

X

X

Population outreach workflow

Identifying patients due for CRC screening

 Staff generate lists of patients due for screening

X

X

X

X

X

X

Distributing FIT/FOBT

 Support staff prepare and mail FIT/FOBT kits regularly

X

X

X

X

X

X

Reminders

 Standard, consistent reminders (letters and/or phone calls)

X

X

X

X

X

Documenting results and conducting follow-up

 External labs process FIT/FOBT kits and import results into patient charts

X

X

X

X

 Medical assistants communicate normal results to patients

X

X

X

 Medical assistants communicate abnormal results to patients

X

X

X

 Nurses communicate abnormal results to patients

X

X

X