• Tip 1: Identify bottlenecks and inefficiencies in your current workflow. Decide which aspects of your workflow need improvement and prioritize them. Then do the work in stages, creating wins along the way.
  • Tip 2: Experiment with a new workflow in small ways, or test different ways of doing a task to identify what works best in your practice. Try using the Plan-Do-Study-Act (PDSA) method.
  • Tip 3: Listen to staff. What sounds like resistance is often valuable information about a process issue.
  • Tip 4: Use standard workflow templates to get started and visualize how the work gets done. Then customize the templates to show the process works in your practice.