Documents & Guides
Group Starter Pack
Reference documents include material lists, time specific checklists for administrators and facilitators, as well as examples for intake and check in forms, confidentiality agreements, consent forms, and a welcome letter to participants. These documents are provided as a reference in preparation for your own group visit program.
Billing Resources
The billing information below is based on our practice in Massachusetts.
Please consult with your billing department as state rules and regulations may vary.
Group Guides
Strategy 6M: Group Visits
Agency for Healthcare Research and Quality
Personalized Health Planning in a Shared Medical Appointment
Duke Center for Research on Personalized Health Care
https://dukepersonalizedhealth.org/wp-content/uploads/2017/05/PHP-SMA-Manual-66-interactive1.pdf
Putting Group Visits into Practice
Stephanie Eisenstat MD, Karen Carlson MD and Kathleen Ulman PhD
Medical Group Visits Implementation Guide
Greater Flint Health Coalition
http://gfhc.org/wp-content/uploads/2015/07/GR-8D21W1-ImplementationGuide.FINAL_.pdf
Pediatric Group Visit Empowerment Model Manual
Greater Lawrence Family Health Center
https://im4us.org/resources/Toolkit_IM4US/POEM-childrens-group-medical-visit-manual-05032018.pdf
Group Visits for Chronic Illness Care: Models, Benefits and Challenges
Raja Jaber, MD, Amy Braksmajer, MPH, and Jeffrey Trilling, MD
https://www.aafp.org/dam/brand/aafp/pubs/fpm/issues/2006/0100/p37.pdf
The Group Visit Solution: Creating a Health+Care Experience
Lifestyle Matrix Resource Center
https://www.lifestylematrix.com/assets/1/7/gvtwhitepaper.pdf
Medical Group Visit Starter Kit Improving Chronic Illness Care
Marshall University School of Medicine
http://diabetesnpo.im.wustl.edu/resources/tools/documents/22-WVMedicalGroupVisitStarterKit_web.pdf
A Step-by-step Guide to Shared Medical Appointments
Pinnacle Health Care Home
https://sma.healthcarehome.org.nz/
Administration/ Implementation Manual
Self-Management Resource Center
https://selfmanagementresource.com/wp-content/uploads/SMRC_Administrator_Manual.pdf
A Guide to Group Visits for Chronic Conditions Affected by Overweight and Obesity
Mary Theobald, MBA and Steven Masley, MD, FAAFP, CNS
https://www.aafp.org/dam/AAFP/documents/patient_care/fitness/GroupVisitAIM.pdf
