Step-by-Step Implementation Process
Step 1
Identify the key contact staff from your practice that will:
- Implement the intervention and be the key contact for the TN Heart Health Network Practice Facilitator
- Implement the CPT billing codes for selected Health Coaching services
- Supervise the Health Coaching staff from your practice
Step 2
Meet with your TN Heart Health Network Practice Facilitator to fill out the Function & Form Matrix and the Memo of Agreement (MoA). These documents will walk you through the selection of options that will tailor the intervention to your needs and interests.
Step 3
Identify your Health Coaching staff and formalize their role in your practice
- If existing staff, modify their existing role and designate Health Coaching hours
- If new staff, post your job description, hire, and provide clinic orientation
Step 4
Register your Health Coaching staff for Health Coach Training:
- Sign up for the Motivational Interviewing Certification Program here (please fill out a form for each participant)
Step 5
Meet with TN Heart Health Network Evaluation Team and key practice providers to:
- Discuss and develop plan for Collection of Metrics
- Discuss and develop plan to identify at-risk patients that would benefit from Health Coaching
Step 6
Train Health Coaching and office staff to:
- Use new CPT billing codes for selected Health Coaching services
Step 7
Create process (policies and procedures) to identify at-risk patients for telephone outreach for
- Provider referrals/warm hand-offs
- Documentation Plan
Step 8
Introduce Health Coaching intervention and staff to providers:
- You have access to Powerpoint Presentation for Overview of Health Coaching Intervention
- Have them introduce themselves during staff meeting
Step 9
Begin the intervention:
- Telephonic outreach
- Scheduling
- Health Coaching
- Documentation and collection of metrics
Step 10
Provide ongoing support for Health Coaching staff:
- Supervisor for Health Coach meets with Health Coach on regular basis to check on processes and procedures
- Health Coaching Lead on Network Team mentors Health Coaching staff on both one-on-one and group conference calls
Download this PDF document for a quick checklist of the step-by-step process
