Improving Your Office Testing Process

A Toolkit for Rapid-Cycle Patient Safety and Quality Improvement

This toolkit provides information and resources to help physicians' offices, clinics, and other ambulatory care facilities assess and improve the testing process in their offices.

Select to access a webcast presentation by Dr. Milton "Mickey" Eder.


User Guide
Using the Toolkit
Starting the Improvement Process in Your Office
Assessing Office Readiness
  Office Readiness Survey
  Office Readiness Survey Scoring Sheet
Planning for Improvements
  Planning for Improvements Tool
Assessing Your Testing Process
  Assessing Your Testing Process Survey
  Assessing Your Testing Process Survey Scoring Sheet
Patient Engagement
  Patient Engagement Survey
  Encuesta sobre participación de pacientes (Spanish version)
Using the Patient Handout
  Patient Handout
  Formulario para el Paciente (Spanish version)
Chart Audits
  Chart Audit Tool
Electronic Health Record Evaluation
  Electronic Health Record Evaluation Tool

Project Team

Milton “Mickey” Eder, PhD, Principal Investigator
Director of Research & Evaluation
Access Community Health Network
Chicago, IL

Sandy G. Smith, PhD
University of Chicago
Access Community Health Network

James Cappleman, MSW

John Hickner, MD, MSc
Chairman, Department of Family Medicine
Cleveland Clinic

Nancy Elder, MD
Associate Professor, Department of Family Medicine
University of Cincinnati

Gurdev Singh, MScEng, PhD
Director, University of Buffalo Patient Safety Research Center
SUNY University at Buffalo


Bruce Bagley, MD
American Academy of Family Physicians

Terry McGeeney, MD

James Meisel, MD, FACP
Boston University

John Orzano, MD, MPH
Concord Hospital

Eric Poon, MD, MPH
Brigham and Women’s Hospital
Harvard Medical School

Glen Seils, BE
GSeils Consulting

Leif Solberg, MD
HealthPartners Research Foundation

This publication is in the public domain and may be used and reprinted without permission.

These materials were developed with grant support from the Agency for Healthcare Research and Quality (AHRQ grant HS17911). The opinions presented in this toolkit are those of the authors, who are responsible for its content, and do not necessarily reflect the position of the U.S. Department of Health and Human Services or the Agency for Healthcare Research and Quality.

Page last reviewed August 2013
Page originally created August 2013
Internet Citation: Improving Your Office Testing Process. Content last reviewed August 2013. Agency for Healthcare Research and Quality, Rockville, MD.