Practice Transformation Series: Identifying the optimal panel sizes for primary care physicians
Maintaining the relationships between patients and physicians is the foundation of primary care. The ability of a physician to build and sustain these relationships depends on the patient panel size. A patient panel is a group of patients assigned to one specific physician or clinical team. The Identifying Optimal Panel Size for Primary Care Physicians module is designed to provide step-by-step instructions on how to adjust panel size for patient and practice variables. Setting up appropriately sized panels prevents under-utilization of physician skill, avoids the stresses on physicians and their care teams, facilitates equitable compensation, and develops sustainable models of primary care. Should you have technical questions, please contact the AMA Unified Service Center at 800-621-8335. Should you have questions regarding the content, please contact the STEPS Forward team at
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Practice Transformation Series: Identifying the optimal panel sizes for primary care physicians
Release Date: August 30, 2018 
Expiration Date: August 31, 2021

Upon completion of this educational activity, you will be able to:
  1. Describe the benefits associated with appropriately sized panels
  2. Identify the metrics that define the optimal panel size for your practice 
  3. List the different methods available to determine optimal panel size 
  4. Discuss how to adjust, modify, and maintain the optimal panel size for your practice

Target Audiences
The educational activity is designed for all physicians, senior leadership executives (CEOs, COOs, CMOs, CWOs), health professionals, and health related office managers. 

Statement of Competency
This activity is designed to address the following ABMS/ACGME competencies; practice-based learning and improvement, professionalism, and systems-based practice.

Claiming Your CME Credit 
In order to claim AMA PRA Category 1 Credit™, 1) view the module content in its entirety, 2) answer 4 out of 5 questions correctly and 3) complete the evaluation.  

Accreditation Statement
The American Medical Association is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education credit for physicians.

Designation Statement

The American Medical Association designates this live activity for a maximum of .50 AMA PRA Category 1 Credit™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. 
Planning Committee
Janet Williams, MA, CME Program Committee Advisor, American Medical Association 
Christine A. Sinsky, MD, FACP, Vice President, Professional Satisfaction, American Medical Association 
Samantha Leicht, MBA, Program Administrator, American Medical Association 
Renee DuBois, MPH, CPHQ, Senior Practice Transformation Advisor, American Medical Association

Coleen Kivlahan, MD, MSPH, Executive Director Primary Care, Professor Family and Community Health, UCSF, Author 
Christine Sinsky, MD, FACP, Vice President, Professional Satisfaction, American Medical Association, Author 
Marie T. Brown, MD, FACP, Associate Professor, Rush University, Senior Advisor Professional Satisfaction and Practice Sustainability, American Medical Association, Reviewer
Narayana S. Murali, MD, FACP, Executive Director, Marshfield Clinic President/CEO, MCHS Hospitals Inc., EVP and Chief Clinical Strategy Officer, Marshfield Clinic Health System, Reviewer

Several modules have been developed from the generous grant funding of the federal Transforming Clinical Practices Initiative (TCPI), an effort designed to help clinicians achieve large-scale health transformation through TCPI's Practice Transformation Networks. The AMA, in collaboration with TCPI, is providing technical assistance and peer-level support to enrolled practices by way of STEPS Forward resources. The AMA is also engaging the national physician community in health care transformation through network projects, change packages, success stories and training modules.

The project described was supported by Funding Opportunity Number CMS-1L1-15-002 from the U.S. Department of Health & Human Services, Centers for Medicare & Medicaid Services. The contents provided are solely the responsibility of the authors and do not necessarily represent the official views of HHS or any of its agencies.

Disclosure Statement
The content of this activity does not relate to any product of a commercial interest as defined by the ACCME; therefore, there are no relevant financial relationships to disclose for the planners or faculty.  

Hardware/software Requirements

Screen resolution of 800X600 or higher. 
Web Browser: MS Internet Explorer 8.0 or higher, Firefox, Chrome, Opera, and Safari
Browser Plug-in: Adobe Flash Player
PDF Adobe Reader 5.0 or higher. 
Audio speakers or headphones

Should you have any questions regarding the content of the activity, please contact STEPS Forward team at 

Should you have any technical questions, please contact the AMA Unified Service Center at 800-621-8335.

Type:  Internet Activity (Enduring Material)
Activity Price
3 Registered Users
0.5 Credits> AMA> AMA PRA Category 1 Credit

0 Credits> AMA> Certificate of Participation for Non-Physicians