Panel Management

Panel Management

Cost: Open only to Doctors of BC sponsored students

Doctors of BC has partnered with the University of the Fraser Valley to provide practical, skills-based training for medical office assistants and clinic staff who support family practice teams. This program is designed to meet the competencies of a panel manager, including the basics of the patient medical home and primary care network, empanelment, registry-based care, and proactive and preventative care.

Course Dates: 

• Fall Cohort: September 16 - December 9, 2026 | Wednesdays 6:30 PM - 8:30 PM 
• Winter Cohort: January 21 - April 8, 2027 | Thursdays 6:30 PM - 8:30 PM 

What you will learn in this course:

• The role of panel management in family practice and primary care
• Patient Medical Home (PMH) and Primary Care Network (PCN) concepts 
• Empanelment and panel maintenance processes
• Registry-based care and disease registries 
• EMR reporting and query-building fundamentals 
• Data quality, coding standards, and data consistency 
• Proactive and preventative care strategies 
• Quality improvement principles and workflow optimization 
• Practical skills for supporting clinic teams through panel management initiatives 
• Development and implementation of capstone quality improvement project 

How does this course help you and your clinic? 

This program provides practical tools and processes that can be applied immediately within a family practice setting. Participants learn how to use clinic data more effectively to support preventative care, identify care gaps, improve patient outreach, and strengthen clinic workflows. By developing panel management skills, clinics can improve patient care, enhance team collaboration, support quality improvement initiatives, and create more efficient and sustainable practice operations.

What will I receive upon completion? 

A digital credential will be issued to participants who successfully complete all course requirements: a UFV Digital Badge in Panel Management for Family Practice, in partnership with FPSC

How to get started: 

Please fill out this application form. Only those who are accepted into the course will receive an email from Doctors of BC. 

For more information, contact DTOinfo@doctorsofbc.ca