PCPCC's SAN Resource Library

The PCPCC Support & Alignment Network (SAN) supports practice transformation through fostering practice partnerships with patients, families, caregivers and community-based organizations. The PCPCC SAN library includes tools and resources for integrating patient partners into clinical transformation and quality improvement efforts. We start with materials from our SAN Partner organizations, then include links to other high value resources. The PCPCC SAN Resource Library will continue to grow as new tools and information are developed to promote patient and family partnerships engagement as a critical element of practice transformation.

Latest Toolkits

Patient Advisor Toolkit 1: Orientation for Patient Advisory Committees (PAT-1)

This toolkit helps prepare patient advisors to provide useful advice and work effectively with research teams. It contains a comprehensive set of modifiable resources that provide step-by-step guidance on conducting orientations with patient advisors.

How To Be An Effective Patient & Family Advisor

This guide will help you decide if you want to partner with your health care team as an advisor to improve care at your clinic. It also answers questions about the role of patient and family advisors and helps prepare you to participate effectively.

6 Steps Toolkit6 Steps to Creating a Culture of Person and Family Engagement in Health Care

This toolkit is designed for health care practices participating in the Transforming Clinical Practice Initiative, but will be of value to any practice seeking strategies to improve person and family engagement.


The Institute for Patient and Family-Centered Care

       A Comprehensive Guide to Getting Started

       Tools For Practices

       Tools for Patients and Families

American Academy of Pediatrics



Recommended Guides, Tools and Resource Centers

The tools and resources here were shared in PCPCC SAN webinars or are recommended as best practice information.

A Roadmap for Patient and Family Engagement in Healthcare (2014) AIR and Gordon and Betty Moore Foundation. This website includes a downloadable “roadmap” publication that includes tactics and practice strategies to help clinicians advance patient and family engagement in healthcare.

Patient & Family Leadership Resource Compendium for Health Care (2015) National Academy of Medicine. Includes examples of PFE results

Person and Family Centered Care Resource Center Institute for Healthcare Improvement. The IHI is a nationally recognized quality improvement organization offering in person and remote education, dedicated to collaborative, team based improvements in health care.

A Leadership Resource for Patient and Family Engagement Strategies (2013) Health Research and Educational Trust. This guide provides strategies for leaders to promote culture changes in patient and family engagement.  While hospital focused, it is applicable to ambulatory practice.

Steps Forward Program. Forming a Patient And Family Advisory Council. An online CME course developed by the American Medical Association Support and Alignment Network. 

Supporting people to manage their health: an introduction to patient activation (2014). A comprehensive look at the evidence and strategies for using patient activation to improve health outcomes and patient experience. 

Peer and Community Support


Pediatric Asthma Person and Family Engagement (PPFE) Learning Network: Examined how to use person and family engagement strategies to improve pediatric asthma care and reduce emergency visits for asthma.

Peers for Progress: Peers for Progress hosts a learning community to promote peer support as a strategy for patient and family engagement that improves patient outcomes.  The site includes training, tools, and information for primary care practices.

YMCA Community Integrated Health: The Y is partnering with clinicians at the local level to offer diabetes prevention services and other preventive services to improve health, improve outcomes, and reduce costs. 

What is a Patient Portal?
April 2018
6 Steps to Creating a Culture of Person and Family Engagement in Health Care
April 2017
This toolkit outlines six steps for creating a practice culture that emphasizes and incorporates the patient and family perspective in every aspect of care, and a 30-day kick-start plan maps out concrete actions that can be taken within the next month. 
SF Health Network Patient Advisory Council Collaborative Resources
June 2016
San Francisco Department of Public Health
Below are resources from seminars and trainings, for PAC staff, leaders, and patient advisors at San Francisco Health Network Primary Care. Find more additional information here! 
Patient Engagement Toolkit
August 2016
Health Innovation Program, University of Wisconsin
This tool is intended to help healthcare organizations improve patient engagement in care redesign. It contains customizable tools and templates for teams and patients working together on quality improvement initiatives. Free registration is required to use the toolkits provided on HIPxChange.
Tools To Help Start A Patient & Family Engagement Council
May 2016
Bon Secours Virginia Health System
Turn-key implementation guide and presentation slides to start a patient and family advisory council. 
Best Practices for Developing Effective Pediatric/Parent Partnerships
May 2016
Family Voices, American Academy of Pediatrics New Jersey Chapter
This article includes lessons learned, best practices and suggested ways pediatricians can foster these partnerships to enhance outcomes for the children they care for and their families. 
Transforming Clinical Practice Initiative
March 2016
This change packet was originally created as a guide for practices participating in the Transforming Clinical Practies Initiative. It outlines tangible steps to meet TCPI goals, which align with Quality Payment Program standards. 
Choosing Wisely BreakThrough Series Information Webinar Slides
May 2018
Choosing Wisely is a leading effort to encourage conversations aimed at reducing unnecessary tests and treatments in health care.
Using Patient & Family Engagement Metrics to Achieve TCPI Aims
April 2018
Northern New England Practice Transformation Network
This document outlines how patient and family engagement activities can improve health outcomes and achieve TCPI program-specific metrics, which align with quality payment program standards. Links to additional resources for a deeper dive are also provided. 
Choosing Wisely Crosswalk to Achieve the Six PFE Metrics
April 2018
Rural Care Coordination Toolkit
April 2018
Rural Health Information Hub
The toolkit is designed to help rural communities identify and implement a care coordination program. It also provides links to resources and best practices.
Patient and Family Engagement in Primary Care
April 2018
Research shows that when patients are engaged in their health care, it can lead to measurable improvements in safety and quality. To promote stronger engagement, the Agency for Healthcare Research and Quality (AHRQ) is developing a guide to help patients, families, and health professionals in primary care settings work together as partners to promote improvements in care. The Guide to Improving Patient Safety in Primary Care Settings by Engaging Patients and Families is a compilation of evidence-based best practices for improving patient safety through patient, family, and caregiver engagement. This comprehensive guide provides primary care practices with four strategies that they can adopt to improve patient safety. The strategies have pair-tools for clinicians, practice staff, and patients and their families. A practice may choose to adopt one or all of the strategies.
Shared Decision Making: Engaging Patients to Improve Health Care
March 2018
Patient Decision Aid
Fundamentally, shared decision making is about giving patients the opportunity to be active participants in their health care. When well-informed patients and caregivers team up with health professionals who are trained in effective communication, patients are more likely to receive care that meets their needs and see improved health outcomes. Advocates have an important role to play in ensuring that shared decision-making programs are consumer-friendly.
Mayo Clinic: Shared Decision Making National Resource Center
March 2018
Mayo Clinic
The Mayo Clinic Shared Decision Making National Resource Center provides decision aids and decision-making techniques. Tools are available for specific conditions and in English and Spanish. 
Shared Decision Making-Geriatrics and Extended Care
March 2018
Shared Decision Making Worksheet
Shared Decision Making (SDM) is a collaborative, patient-directed decision making process that helps Veterans, together with their family caregivers and health care team, set goals and priorities, and make choices that meet patient needs while honoring patient values and preferences. Shared Decision Making is an effective approach for making difficult decisions such as planning for long term care.
5 Essential Steps of Shared-Decision Making: The SHARE Approach
March 2018
AHRQ’s SHARE Approach is a five-step process for shared decision-making. Fact sheets, learning modules, videos, success stories, webinars and marketing materials are available. 
Informed Medical Decisions Foundation
March 2018
Healthwise Website
Uncover the Voice of Patients With Shared Decision Making
Shared Decision Making: A Standard of Care for All Patients
March 2018
Shared Decision Making Fact Sheet
The National Quality Forum is issuing a call to action for all individuals and organizations that provide, receive, pay for, and make policies for healthcare to embreace and integrate shared decision making into clinical practice as a standard of person-centered care. 
How To Be An Effective Patient & Family Advisor: Guide to Partnering with Your Clinic
June 2017
About this Guide: When patients and families build partnerships with their health care team – such as doctors, nurse practitioners, nurses and clinic staff - to improve health care, everyone benefits! This guide will help you decide if you want to partner with your health care team as an advisor to improve care at your clinic. It also answers questions about the role of patient and family advisors and helps prepare you to participate effectively. The topics covered in the guide will help you: Learn more about the patient and family advisory role Decide if this is something you want to do Understand how to have a successful experience as a patient or family advisor Find other resources if you want to learn more! Note: This guide may be reproduced by health care providers and clinics using your own logo and contact information. Simply download the editable powerpoint and attach it to the PDF guide without a cover (that is also attached).   Mary Minniti discusses how clinicians can use the Patient Advisor Guide!
Related Webinar

Partnering with Patients and Families: Getting Started

Patient, Family, and Clinician Partner Training
November 2016

The PCPCC’s Support and Alignment Network (SAN) assists practice improvement teams to foster partnerships with patients, family caregivers, community-based organizations and clinicians to achieve common goals of improved care, better health, and reduced costs.In November, 2016 the PCPCC SAN offered a special one-day training for patient advisors, family caregivers and their clinician partners. Contact the PCPCC SAN for information on a customized training for your PTN. The PCPCC training gave patients and providers the knowledge and tools needed to create and sustain meaningful partnerships in various health care settings. Participants:

  • Learned best practices for integrating patient- and family-centered care into practice quality improvement and care redesign efforts.
  • Discovered opportunities that support clinicians in improving patient-centered care in their practice.
  • Worked directly with expert faculty from the Institute of Patient- and Family- Centered Care (IPFCC), Planetree, and the YMCA of the USA to develop an action plan that includes strategies and ideas for strengthening patient and clinician partnerships.
  • Connected and shared information with other patient advisors and clinicians actively involved in this work.
  • Applied various training tools, including concepts from the Person and Family-Centered Care Design featured in the Transforming Clinical Practice Initiative (TCPI) Change Package, to guide future coordinated efforts with their care team
Patient and Family Advisor Confidentiality Contract
February 2016
Institute for Patient- and Family-Centered Care

This is a template that your practice, clinic, or hospital can use to engage patient and family advisors. 

Patient and Family Partners Roles
February 2016
Institute for Patient- and Family-Centered Care

We believe that working with you to improve care at our practice will make the changes made better meet the needs of all our patients and their families. We invite you to consider becoming a Patient or Family Improvement Partner. Sharing your ideas, experience, and opinions helps us think about ways to improve the care experience. There are many different ways or “jobs” that benefit by the insights of people like you. All of them provide you with a chance to work with us to improve care for everyone. 

Advancing the practice of patient- and family-centered care in primary care and other ambulatory settings
February 2016
Institute for Patient- and Family-Centered Care

What is patient- and family-centered care? Why does it matter? How does it fit with our primary care or ambulatory practice’s overall mission? And finally, what can our clinic do to advance the practice of patient- and family-centered care? Where do we start? Today, leaders, clinicians, staff, patients, and families nationwide are asking these questions. The purpose of this document is to provide some answers.

Related Webinar

Practice Assessment in Partnership with Patients/Families

Partnering with patients and families in primary care improvement and redesign: a worksheet to support progress
March 2016
Institute for Patient- and Family-Centered Care
How to conduct a walk-about for self-management support in ambulatory settings from the patient and family perspective
March 2016
Institute for Patient- and Family-Centered Care

One way to begin working with patients and families in planning for improving self- management support is to explore the ambulatory care experience through the eyes of individuals with chronic conditions and their families.

Partnering with Patients and Families: An Ambulatory Practice Self-Assessment
March 2016
Institute for Patient- and Family-Centered Care

This assessment can be completed by the clinic transformation team or other group which includes administrative and clinical leaders, managers, frontline staff, and patient and family advisors. The group can then discuss responses and develop an action plan.

How to conduct a "walk-about" in primary care from the patient and family perspective
March 2016
Institute for Patient- and Family-Centered Care

One way to begin working with patients and families in planning for improvement is to explore your primary care setting through the eyes of patients and their families. A “walk-about” is an activity that can be used to obtain patient and family perspectives.

Related Webinar

Role of Leadership in Patient Centered Care

The Role of Leadership in Creating a Culture of Patient-and Family-Centered Care
June 2016
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