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Planning and Reporting Tool
Measurement and Outcomes Workgroup: Patient-Centered Clinical Decision Support Planning and Reporting Tool 

This tool supports research teams and others in describing how they addressed four key patient-centered clinical decision support lifecycle phases and associated patient-centered factors when implementing a patient-centered clinical decision support tool.

Developed by the AHRQ Clinical Decision Support Innovation Collaborative’s Measurement and Outcomes Workgroup, this fillable tool allows users to document the “why, what, and how” details for their patient-centered clinical decision support (PC CDS) implementation, ensures the key dimensions that drive PC CDS success are described in a complete and consistent way, and promotes patient-centeredness throughout the lifecycle of CDS. 

To be used in conjunction with the Measurement and Outcomes Workgroup: Patient-Centered Clinical Decision Support Planning and Reporting Tool User Guide, this tool has four separate sections—1) planning and needs assessment, 2) design and development, 3) implementation and adoption, and 4) evaluation, maintenance, and sustainability— that are further organized by areas and tasks. The tool provides a brief description of what task and patient-centered factors to consider for each area, as well as fillable sections (e.g., how did you address the task, how did you address the patient-centered factors, what performance metrics were considered) for users to describe their approach for completing the task.  

How To Use This Tool 
Research teams can use this planning and reporting tool before, during, and after PC CDS implementation to document the information needed to produce a comprehensive report that fosters best practice syntheses across efforts and facilitates replication of implementation successes by others. Under each task, teams can use the checkbox to indicate whether the task was addressed. 

Suggested Citation: Kukhareva P, Kurtzman RT, Nwefo R, Jiménez F, Ozkaynak M, Desai PJ, Dullabh PM, and the CDSiC Measurement and Outcomes Workgroup. Patient-Centered Clinical Decision Support Planning and Reporting Tool. Prepared under Contract No. 75Q80120D00018. AHRQ Publication No. 24-0069-9-EF. Rockville, MD: Agency for Healthcare Research and Quality; September 2024.