IBD Primary Care Toolkit

Care coordination and implementation into practice

Healthcare professional shaking hands with a patient

Operational considerations

Incorporating information from this toolkit into the primary care workflow

 Healthcare professional using a laptop

Clinical tools: Embed forms in EMR

Incorporate relevant forms into the EMR for streamlined workflow and efficient IBD assessment, diagnosis, referral, and management, including:

  1. IBD Characteristics Assessment Checklist (see supplementary figure 1)
  2. Referral Form (see supplementary figure 2)
  3. Crohn’s & Colitis Foundation Intake and Examination Form
  4. Crohn’s & Colitis Foundation Health Maintenance Checklist
Medical professionals collaborating in an office setting

Clinical tools: Screening and follow-up processes

  1. Optimize screening, diagnosis, treatment, and referral for daily operations
    • Screening form, such as the
    Intake and Examination Form from the Crohn’s & Colitis Foundation, can aid in efficiency
  2. Formalize processes to ensure patients receive timely follow-up care with appropriate IBD specialists, such as those outlined in the IBD Care Referral Pathway
Hands holding puzzle pieces ready to connect

Clinical tools: Integrate education

  1. Use the Crohn’s & Colitis Foundation Electronic Medical Record (EMR) IBD Education Tool to quickly integrate medication-specific education material in the patient’s medical chart
  2. Incorporate checklists, forms, and education into their EMR via quick text or dot phrases or with use of EMR “Community libraries” and templates
Two healthcare professionals reviewing a clipboard together

Communicate with the informatics/technology team

  1. Each health system, clinic, or institution should have standard processes to guide operational considerations that streamline patient care. Consider asking these teams for “how to” guides and other resources to aid in workflow implementation
IBD Primary Care Toolkit

Johnson & Johnson and its affiliates provided financial sponsorship for this toolkit. They were not members of the steering committee. The steering committee approved the suggested edits made by Johnson & Johnson and its affiliates to provide accuracy and balance.


The material in this toolkit is intended only as informational or as an educational aid and is not intended to replace clinical practice or be taken as medical advice. The ultimate responsibility for patient care resides with a healthcare professional.


By clicking on the links in the toolkit you will be taken to a third-party website where our Privacy Statement does not apply. You are solely responsible for your interactions with such websites.


We encourage you to read the Privacy Statement of every website you visit.