Integrating Primary Care Practices and Community-based Resources to Manage Obesity

Tool 6. Worksheet: Establishing Protocols for BMI Screening


Who: Project Team (to plan); Clinic-wide (to implement and refine)

What: Standardize protocol for obtaining BMI at each patient visit

When: TBD


  • BMI chart(s)
  • Clinic chart audit data
  • Clinic observation notes
  • Resource: Mapping Clinic Flow Template
  • Resource: BMI Screening Protocol Template

Project Team Meeting Agenda (Part 1)

  • Review data from chart audit and observation notes.
  • Outline current BMI screening process.
  • Identify challenges to obtaining BMI at each visit.
    1. Height not obtained?
    2. BMI not calculated?
    3. Scale in "wrong location?"
  • Draft BMI screening protocols.
  • Develop and Implement Plan-Do-Study-Act (PDSA) cycle to test.

Project Team Meeting Agenda (Part 2)

  • Review PDSA cycle and refine BMI screening protocols as needed.
  • Conduct additional PDSA cycles as needed and refine protocol.
  • Develop plan to spread protocol across practice.

Project Team Meeting Agenda (Part 3)

  • Review protocol spread—Where is it working really well? When is it not working?
  • Refine protocol.
  • Develop follow-up Plan-Do-Study-Act (PDSA) interventions as needed.

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Page last reviewed May 2014
Page originally created May 2014
Internet Citation: Tool 6. Worksheet: Establishing Protocols for BMI Screening. Content last reviewed May 2014. Agency for Healthcare Research and Quality, Rockville, MD.