Enhancing Patient Access in Primary Care Education: UCSF Double Helix Curriculum

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Explore strategies to improve patient access to their medical home through the UCSF Double Helix Curriculum. Topics include supply and demand basics, panel management, and tips for keeping panels clean and accurate. Presented by Dr. Soraya Azari from UCSF General Internal Medicine.


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  1. Facilitator Guide Transformation of High-Performing Primary Care in Education ACCESS The UCSF Double Helix Curriculum: Time: 15 minutes Audience: 1st 3rd year residents Objective(s): Discuss and/or demonstrate (depending on capacity of training site) strategies to enhance patient access to their medical home for care Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  2. Transformation of High-Performing Primary Care in Education ACCESS The UCSF Double Helix Curriculum: How to Improve Access? Adapted from the Center for Excellence in Primary Care Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  3. Transformation of High-Performing Primary Care in Education Improving Access ACCESS The UCSF Double Helix Curriculum: Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  4. Transformation of High-Performing Primary Care in Education Supply and Demand Basics ACCESS The UCSF Double Helix Curriculum: Supply: Common changes Provider FTE # days open Types/length of appts Other services (i.e. Behavioral Health, RN Visits) What else? Demand: Common Measures Panel size cap Standard Return Intervals Appt Wait Time Lab Result Availability What else? Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  5. Supply and Demand Management Transformation of High-Performing Primary Care in Education ACCESS The UCSF Double Helix Curriculum: 1. Keeping panels clean/accurate 2. Reducing appointment types 3. Standard templates 4. Managing capacity Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  6. Keeping Panels Clean and Accurate Transformation of High-Performing Primary Care in Education ACCESS The UCSF Double Helix Curriculum: Tips and Tricks: For providers who work at multiple sites, run separate panel sizes for each site This includes outreach sites too! Develop a policy for how to take patients off of a panel including efforts to contact Run updated panel sizes monthly so you know how much they change Run reports based on empanelment status and visit in the last X months Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  7. Transformation of High-Performing Primary Care in Education Reducing Appointment Types ACCESS The UCSF Double Helix Curriculum: Grocery Store Bank Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  8. Transformation of High-Performing Primary Care in Education Reducing Appointment Types ACCESS The UCSF Double Helix Curriculum: Slots you might still need: New patient insured and uninsured Same day Future Special Cases New providers Prenatal Suboxone or anything that only certain providers can do Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  9. Transformation of High-Performing Primary Care in Education Standard Templates ACCESS The UCSF Double Helix Curriculum: Make sure there is enough room on the schedule for huddle, chart review, required breaks, and lunch Enough appointments to meet productivity goals (include adjustment for no-show rate!) Easy for schedulers to know where to put patients Standard appointment times Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  10. Transformation of High-Performing Primary Care in Education Managing Capacity ACCESS The UCSF Double Helix Curriculum: Understand the patient volume patterns over the days of the week by provider, team, and for the clinic as a whole Map that against current provider FTE/staffing Smooth out schedule and days off to meet predicted demand Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

  11. Transformation of High-Performing Primary Care in Education ACCESS The UCSF Double Helix Curriculum: Evaluation Soraya Azari, MD Education Team UCSF Division of General Internal Medicine at Zuckerberg San Francisco General Hospital

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