Using the Practice Plan Tool

This learning module is intended for NNE-PTN Practice Facilitators and Quality Improvement Coaches from partner organizations. It provides an overview of the newly developed Practice Plan Tool.


The Practice Plan Tool is designed to assist Practice Facilitators and QI Coaches with facilitating the transformation process. The Practice Plan Tool collects all essential information in one location and can be used to document transformation activities and meeting notes. It also produces a customizable summary document that can be shared with practices. The summary document lists milestones by phase and score and provides current score descriptions, associated TCPi drivers, and the specific actions required to improve the scores from 0 to 1, 1 to 2, and 2 to 3. The goal of this learning module is to provide Practice Facilitators and QI Coaches with the knowledge and skills needed to effectively use this tool with their practices.

Learning Objectives:

At the conclusion of this module, participants will gain proficiency and understanding in how to:

  • Use the Practice Plan Tool.
  • Properly import PAT data into the Practice Plan Tool.
  • Create vision statements aligned with the 7 Overarching TCPI Project Aims, following the steps involved in using the Practice Plan Tool.
  • Use the Practice Plan Tool to set aims and measures.
  • Set target completion dates and notes.
  • Use the Practice Plan Tool and Summary to plan systematic and continuous transformation activities.
  • Understand how to properly format the Practice Plan Summary for printing and saving as a PDF.
  • Access and utilize the additional resources located on the supplemental tabs in the Practice Plan Tool.

Intended Audience:

This learning module is intended for NNE-PTN Practice Facilitators and Quality Improvement Coaches from partner organizations.

Module Structure:

This learning module is self-paced and participants can work through the materials at their own pace.

Duration & Fee:

  • Estimated Time to Complete: 1 hour

(note: the module is divided into short digestible units [5-15 mins] which can be completed in small increments)

  • Registration Fee: FREE for NNE-PTN members
  • CME Credits Offered: 1.0

Hardware/Software Requirements: 

  • Computer with Internet connection
  • Current version of Chrome, Firefox or Safari browser. You must have javascript enabled.
  • The quiz tool within the online modules are not fully compatible with smartphones or tablets. In order to avoid issues, such as answers not being recorded, we recommend using a computer to complete the pre- and post-tests.

Assessment and Grading:

This learning module begins with a Pre-Test that will test your knowledge and allow you to gauge your baseline understanding of the topics to be covered. Your pre-test score will not count toward your overall grade. At the end of the module, there is a Post-Test that will determine your final grade. A comparison of your Pre-Test score and Post-Test score will help to assess how much knowledge you’ve gained. You will have two attempts to complete the Post-Test. Your score must be 75% or better in order to receive a certificate for CME credit.

Please complete the evaluation survey at the conclusion of the learning module.

To Obtain CME Credits:

  • Complete the entire learning module.
  • Complete the Pre-Test, Post Test, and Evaluation Survey at the end of the module.
  • You must earn a score of 75% or higher on the Post-Test in order to qualify for CME credits. You will have three attempts to complete the Post-Test.
  • After confirming that the entire learning module is complete and you have received a score of 75% or higher on the Post-Test, your certificate of completion will be generated and available for you for download.
  • A CME Documentation Form will be emailed.

Table of Contents:

  • Getting Started
  • Test Your Knowledge (Pre-Test)
  • Unit 1: Introduction to the Practice Plan Tool
  • Unit 2: Importing Scores
  • Unit 3: Creating the Vision Statement
  • Unit 4: Setting Aims and Measures
  • Unit 5: Setting Target Completion Dates
  • Unit 6: Using the Practice Plan Summary
  • Unit 7: The Supplemental Tabs
  • Course Wrap Up (Post-test and Evaluation Survey)

This activity has been planned and implemented in accordance with the Essentials and Standards of the Maine Medical Association Committee on Continuing Medical Education and Accreditation through the partnership of Maine Medical Education Trust and Qualidigm.  The Maine Medical Education Trust is accredited by the Maine Medical Association to provide CME activities for physicians.


The following planners, speakers and authors have indicated that they have no relationships with industry to disclose relative to the content of this activity:

Joan Orr, MCHES, MBA
Program Director

Morgan McGlasson (Presenter)
Research Associate
Institute for Health Policy and Practice

Contact Information:

If you are having technical problems (video freezes or is unplayable, can’t print your certificate of completion, etc.) you can submit a Help Request ( to the Learning Lab Team. If you have questions related to CME credit and requirements (Pre and Post-test) or course content, please email

  • FREE
  • Course Certificate
 Copyright 2019