Understanding their patient panel can help doctors manage the chronic and preventative care needs of their patients. The concept is simple: better information about patients leads to better care for patients.

Panel management can help doctors:

  • Easily track billings.
  • Improve efficiency of practice workflows.
  • Identify and clarify roles and responsibilities of practice teams.
  • Maintain a better work-life balance.
  • Improve communications and relationships with patients.

Regional Support Teams can create and support manageable steps to help physicians optimize their EMR data as they work through the Phases of Panel Management and Panel Management Workbook.


The three-phase approach to using panel information can help doctors:

  • Improve practice workflow efficiencies.
  • Identify others who can help GPs care for their patients.
  • Inform and plan proactive care.

It is estimated that this panel management work may take up to 12 months with 25 hours of dedicated time. Time frames may vary depending on EMR, identified support needs of the clinic, or additional learning activities.


The Workbook is an online step-by-step guide that helps doctors and their practice teams complete the Phases of Panel Management and achieve the benefits of panel management listed above.

Family doctors can receive three MainPro+ credits per hour for up to 25 hours (maximum 75 MainPro+ credits) for completing the Panel Management Workbook, which is certified by the Canadian College of Family Physicians.

Once completed, the Workbook can serve as a clinic manual for current and future team members.

Doctors can also submit their completed online Workbook to receive the Panel Development Incentive

View sample questions and content from the online Workbook.

To access a unique URL to their online Workbook, doctors must complete payment claim form one of the Panel Development Incentive. 

To get started or to learn more, contact a PSP Regional Support Team: Fraser HealthInterior HealthNorthern HealthVancouver CoastalVancouver Island Health.