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Primary care unit reports Lean rollout tied to EPIC, sets 7-day follow-up target
Summary
Primary Care presented its Lean/Daily Management System tied to EPIC implementation, aiming for 70% of clinics to perform seven-day post-hospitalization follow-ups; Tenderloin clinic reported a 68.2% rate and cohorts 3 and 4 are scheduled to begin later in the rollout.
A representative from the Primary Care unit reported on a three-year Lean engagement that developed a Daily Management System (DMS) to improve clinic operations and staff engagement. The unit said the DMS is tied to EPIC implementation and aims for 70% of San Francisco clinics to complete a seven-day post-hospitalization follow-up.
Presenters said one Tenderloin clinic, Tom W. Odell Urban Health Center, recorded a 68.2 percent follow-up rate, close to the 70 percent goal. The rollout uses cohorts: Cohorts 1 and 2 have participated in full DMS training, Cohort 3 begins in August and Cohort 4 begins in February with completion in early 2019, and monthly senior-manager meetings allow clinics to share tools and apply lessons even before full cohort training.
Commissioners asked whether clinics using Lean could be compared to those not using Lean; presenters clarified that all primary care clinics use the same 'True North' metrics, but depth and timing of DMS training differ. Alice Chen and the presenters said staffing, leadership, and clinic-specific conditions drove cohort selection.
Ending: The department said it will provide regular updates as the Lean rollout continues and will align reporting across units.
