Practice Facilitation Handbook

Module 15 Trainer’s Guide: Documenting Your Work With Practices

Table of Contents


  • Presession preparation for learners: 45 minutes
  • Session: 40 minutes

Materials Checklist

__  Computer, Internet access, and a projector or video display.

__  Practice record or your particular program’s method for documenting facilitation encounters and practice progress. See Appendix. Sample practice record also available at:

__  Copy of practice TheOnlyOneforMiles case study. See Module 6 Appendix B.


Learners will be able to:.

  • Be able to use the facilitator practice record to document a practice encounter.
  • Understand the importance of documentation for internal quality improvement and performance monitoring.

Exercises and Activities To Complete Before and During the Session

Presession Preparation 

Read (15 minutes)

  1. Module 15.

Act (30 minutes)

  1. Ask learners to use the sample facilitator practice record to enter data about a fictitious encounter with practice TheOnlyOneforMiles.

During the Session

Present (20 minutes)

  1. Module 15.

Discuss (20 minutes)

  1. What experience did you have using the practice record in preparation for this session?
  2. What experiences have you had in the past documenting improvement work with other organizations?
  3. How can you use a practice record to support and improve your work with a practice?
  4. How can you use a practice record to communicate with your supervisor and other facilitators within your facilitation program?
Page last reviewed May 2013
Page originally created May 2013
Internet Citation: Module 15 Trainer’s Guide: Documenting Your Work With Practices. Content last reviewed May 2013. Agency for Healthcare Research and Quality, Rockville, MD.
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