Care coordination and implementation into practice

Operational considerations
Incorporating information from this toolkit into the primary care workflow

Clinical tools: Embed forms in EMR
Incorporate relevant forms into the EMR for streamlined workflow and efficient IBD assessment, diagnosis, referral, and management, including:
- IBD Characteristics Assessment Checklist (see supplementary figure 1)
- Referral Form (see supplementary figure 2)
- Crohn’s & Colitis Foundation Intake and Examination Form
- Crohn’s & Colitis Foundation Health Maintenance Checklist

Clinical tools: Screening and follow-up processes
- 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 - Formalize processes to ensure patients receive timely follow-up care with appropriate IBD specialists, such as those outlined in the IBD Care Referral Pathway

Clinical tools: Integrate education
- 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
- Incorporate checklists, forms, and education into their EMR via quick text or dot phrases or with use of EMR “Community libraries” and templates

Communicate with the informatics/technology team
- 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