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cdsic.ahrq.gov/sites/default/files/2025-06/TPC%20Topic%20Highlight%20Patient%20Preferences.pdf
January 01, 2025 - The steps are shown across three timepoints–
before, during, and after a healthcare visit. … The patient schedules a new patient visit using their portal or calling the doctor’s office. … Then they
receive a text message with a link to a short form to fill out before the visit. … A
patient with AFib schedules a visit with their doctor. … Before the visit, the patient
reads informational materials about blood thinner options.
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cdsic.ahrq.gov/sites/default/files/2024-08/TPC%20Patient%20Preferences%20Workflow%20Lifeflow_8.15.2.pdf
January 01, 2024 - weeks or months after the clinical
visit and often at home). … ), during a clinical visit (i.e., during a
healthcare encounter), and after a clinical visit (i.e., … The activities in
each lane are aligned to three major timepoints: pre-visit, during visit, and post-visit … the patient to provide some
preference information before the clinical visit. … Clinical Scenario 1: Collecting Administrative Preferences Before a Clinical Visit
4.2.
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cdsic.ahrq.gov/sites/default/files/2025-07/CDSiC%20Topic%20Highlight_PC%20CDS%20and%20SDM_508_0.pdf
January 01, 2025 - By providing pre-visit educational materials, MyPain gives patients the
information they will need to … reach a decision during their clinical visit. … PainManager delivers
reminders to clinicians during a visit to review the MyPain data to help with shared
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cdsic.ahrq.gov/sites/default/files/2023-10/CDSiC%20Innovation%20Core-PRO%20Dashboards%20Overview%20Revised_Small_1.pdf
January 01, 2023 - Several days prior to an
appointment, ACME patients
receive an email asking them
to complete pre-visit … patients, the number
completed via Patient Portal
before the appointment, via
tablet during an office visit … patients, the number
completed via Patient Portal
before the appointment, via
tablet during an office visit … dashboard includes a graph
displaying the average SIBDQ
score over time relative to a
patient’s first visit … way that encourages organizations to take meaningful action.
31
For more information, please visit
-
cdsic.ahrq.gov/
September 10, 2025 - Learn More
Visit Innovation Center
Stakeholder Community & Outreach … Learn More
Visit Stakeholder Center
ENGAGE WITH
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cdsic.ahrq.gov/cdsic/patient-preferences-topic-highlight
June 25, 2025 - PC CDS tools can help collect patient preference data before, during, or after a clinical visit and apply
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cdsic.ahrq.gov/sites/default/files/2025-06/SRF%20Topic%20Highlight%20Patient%20App%20Interoperability.pdf
January 01, 2025 - Patients complete a pre-visit questionnaire and
are invited to review the multimedia educational resources … When the patient
schedules a primary care visit, they complete a pre-visit
questionnaire through the
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cdsic.ahrq.gov/sites/default/files/2025-09/Quartz%20Assessment%20Report_To%20DTP_09.05.25.pdf
January 01, 2025 - well as through targeted phone outreach
for patients who had a high BP reading at their last clinic visit … Steps 1-4 occur during the patient-clinician encounter during an in-office visit or by phone
outreach … recommends assessing at-home BP in the morning and evening
for three to seven days before an office visit … phone: Clinicians recruited and enrolled patients into the pilot
either during an in-person office visit … Otherwise, call your clinician’s office immediately (not the
Baystate Portal) to schedule an urgent visit
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cdsic.ahrq.gov/cdsic/patient-preferences-workflow-lifeflow
August 01, 2024 - focus on four distinct clinical scenarios: Collecting administrative preferences before a clinical visit
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cdsic.ahrq.gov/sites/default/files/2025-06/IAS%20Topic%20Highlight%20AI%20and%20PC%20CDS_508%20Compliant.pdf
January 01, 2025 - AI tool
converts a recorded transcript of a conversation between a patient and a clinician into a visit
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cdsic.ahrq.gov/sites/default/files/2023-10/Final%20OO%20Patient%20Outcomes%20of%20PC%20CDS%20to%20AHRQ%2010.6.23.pdf
January 01, 2023 - Questionnaire Need method of implementation to
assure capture of data in proximity
to a scheduled visit … Issues
A 4-item scale focused on patient satisfaction
with personal issues during an outpatient visit … Provider
A 10-item scale focused on patient satisfaction
with care provider during an outpatient visit … validated)
Press Ganey®
Outpatient Medical
Practice Survey -
Satisfaction with
Moving Through
Visit … A 2-item scale focused on patient satisfaction
with their experience moving through an
outpatient visit
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cdsic.ahrq.gov/sites/default/files/2024-07/Final%20IAS_AI%20Landscape%20Assessment%206.24.24%20(003).pdf
January 01, 2024 - use of several
LLMs to identify references to social
determinants of health (SDOH)
information in visit … informant suggested that patients
should have the opportunity to review AI-generated summaries about their visit
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cdsic.ahrq.gov/sites/default/files/2024-09/Quartz%20Assessment%20Report_Public%20Version_0.pdf
January 01, 2024 - Steps 1-4 occur during the patient-clinician encounter, which could be at an in-office visit or
on a … workflow diagram, patient log report, and clinician dashboard].
+++++++
Workflow diagram:
• During a visit … could use the roster view asynchronously to check in on your patients versus
waiting until the next visit … what part of your workflow do you envision using the information (e.g., with the patient
during a visit
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cdsic.ahrq.gov/sites/default/files/2024-09/PAIGE%20Assessment%20Report_Public%20Version.pdf
January 01, 2024 - Please call my office so my staff
can help you schedule a visit to discuss this further.” … Patient-initiated e-mails to providers: associations with out-of-
pocket visit costs, and impact on care-seeking
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cdsic.ahrq.gov/sites/default/files/2023-08/SMD%20Workflow%20Measurement%20Approaches%20Report_to%20AHRQ%208.9.23_508.pdf
January 01, 2023 - The clinician-facing tools used between healthcare encounters support the care team’s pre-visit
activities … and post-visit follow-up. … care teams in establishing encounter goals, reviewing existing data, gathering new data during the
visit … CDS, the tool will again use patient data
(collected either outside of, between, and/or during the visit … uptake, use, or subjective value
• Addresses PC CDS workflow archetypes,
including but not limited to visit
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cdsic.ahrq.gov/sites/default/files/2025-09/For%20508%20Approval_MO%20Level%203%20Respondent%20Burden%20Report%208.21.25.pdf
January 01, 2025 - mobile applications,
portals, kiosks, or personal health devices before, during, or after a clinical visit … Make
sure that it is addressed,
acknowledged, [Say] thank you for
providing this. …. in the visit
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cdsic.ahrq.gov/sites/default/files/2025-09/Final%20508_Measuring%20Patient%20Experience%20of%20PC%20CDS_0.pdf
January 01, 2025 - explained things to the patient’s satisfaction.29,30 For example,
the CAHPS Clinician & Group Adult Visit … clinicians’ websites (i.e., patient portals) in providing patients
with access to test results and visit … For
example, PC CDS can share patient preference information or after-visit summaries and test results … patient experiences with culturally appropriate
care at an OB/GYN clinic
8 Express Care Online Post-Visit
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cdsic.ahrq.gov/sites/default/files/2023-09/SMD%20PC%20CDS%20Performance%20Measurement%20Inventory_FINAL_9.19.23.xlsx
January 01, 2023 - Clinician workflow integration Efficiency Efficiency of visits for patients, measured via length of time of visit … , patient waiting time, total patient-facing time, distance traveled to visit, and cost of visit All … guideline-based CPOEs for chemotherapy orders Process Both Care Team Quantitative Observation of clinical visit … login session time of “n” minutes, months/years during which a user account remained active, time from visit … Use Adoption Care team tool use during visit Proportion of visits in which the application was opened
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cdsic.ahrq.gov/sites/default/files/2023-08/Exec%20Sum_SMD%20Workflow%20Measurement%20Approaches%20Report%20to%20AHRQ%208.9.23_508.pdf
January 01, 2023 - Clinician-facing CDS can support the care team’s pre-visit activities and post-visit follow-
up by allowing
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cdsic.ahrq.gov/sites/default/files/2024-07/OY1_FINAL%20TPC%20Patient%20Perspectives%20Generative%20AI.pdf
January 01, 2024 - that they had explored publicly available generative AI tools (e.g., ChatGPT) to summarize
healthcare visit … communication and help the patient provide key information on their condition outside of an office visit … ,
allowing patients to maximize time during appointments or avoid a visit altogether.