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Scaling, Measurement, and Dissemination of CDS Workgroup: PC CDS Planning, Implementation, and Reporting Checklist

This fillable checklist enables users to describe details of how each implementation domain was (or will be) addressed within their patient-centered clinical decision support (PC CDS) approach. 

Developed by the AHRQ CDSiC Scaling, Measurement, and Dissemination of CDS Workgroup, this checklist can be used by implementation teams with the accompanying resource, the Scaling, Measurement, and Dissemination of CDS Workgroup: PC CDS Planning, Implementation, and Reporting User Guide.

The PC CDS Planning, Implementation, and Reporting Checklist supports implementation teams and others in describing details of how they have addressed four key PC CDS implementation domains and associated patient-centered factors. The four domains include:

  • Planning and Needs Assessment
  • Design and Development
  • Implementation and Adoption, and
  • Evaluation and Impact

Implementation teams can use the Scaling, Measurement, and Dissemination of CDS Workgroup: PC CDS Planning, Implementation, and Reporting User Guide and this accompanying checklist before implementation begins for planning purposes, during implementation to ensure key steps are being addressed, and after implementation to produce a comprehensive report. 

What is in the Checklist?

There are separate sub-checklists for the four implementation domains, which are further organized by implementation subdomains and implementation tasks. The checklist provides a brief description of what implementation and patient-centered factors to consider for each task, as well as fillable sections for implementers to populate to describe their approach for completing the task.

How and When Should You Use the Checklist?

Implementation teams can use this checklist before PC CDS implementation begins for planning purposes, during implementation to ensure key steps are being addressed, and/or after implementation to produce a comprehensive report that fosters best practice syntheses across efforts and facilitates replication of implementation successes by others.