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Planning:

Who: Project Team (to plan); Clinic-wide (to implement and refine) What: Standardize protocol for obtaining BMI at each patient visit When: TBD
Materials:

• BMI chart(s)
• Clinic chart audit data
• Clinic observation notes
• Resource: Mapping Clinic Flow Template
• Resource: BMI Screening Protocol Template

Project Team Meeting Agenda (Part 1)

• Review data from chart audit and observation notes.
• Outline current BMI screening process.
• Identify challenges to obtaining BMI at each visit.
  1. Height not obtained?
  2. BMI not calculated?
  3. Scale in "wrong location?"
• Draft BMI screening protocols.
• Develop and Implement Plan-Do-Study-Act (PDSA) cycle to test.

Project Team Meeting Agenda (Part 2)

• Review PDSA cycle and refine BMI screening protocols as needed.
• Conduct additional PDSA cycles as needed and refine protocol.
• Develop plan to spread protocol across practice.

Project Team Meeting Agenda (Part 3)

• Review protocol spread—Where is it working really well? When is it not working?
• Refine protocol.
• Develop follow-up Plan-Do-Study-Act (PDSA) interventions as needed.

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