NU432 Unit 9 panel management report example

Reviewed by Elspeth Marlowe, MSN, RN Primary Care in the Ambulatory Setting Purdue University Global Free custom sample in 24 to 48h

This page holds a complete NU432 Unit 9 panel management report example in true form. One composite clinician's panel of 2,140 patients holds 186 adults with diabetes, and a registry query found 17 unseen for eighteen months; before anyone phones them, the report defines its denominator, ranks care gaps by clinical weight, scrubs the list, and scripts outreach for the seven truly missing. Most sections set this unit as a panel management report.

What this page holds

A registry query, a scrubbed list and a three-attempt outreach script turn 186 adults with diabetes into a worklist in the NU432 Unit 9 panel management report example. Searches like "nu 432 unit 9 assignment example", "nu432 unit 9 sample" and "nu432 unit 9 example" land here.

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Seventeen Unseen, Seven Truly Missing: A Diabetes Panel Management Report That Cleans the List Before Calling

[Student Name]

Purdue University Global

NU432: Primary Care in the Ambulatory Setting

Unit 9 Assignment

[Instructor Name]

[Date]

Composite panel and practice written as a model document. Figures are illustrative.

What this part is doingThe title contrasts the raw count with the cleaned one. A reader knows from it that the list is examined before it is used.
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Table 1: The Query

Age 18 to 75; diabetes on the problem list or on two visit codes in two years; attributed to Dr. [name]; run [date]. Result: 186 adults.

Table 2: Care Gaps

No A1c in 12 months: 41.

No urine albumin test in 12 months: 52.

No eye exam on file in 12 months: 63.

Two or more gaps: 38.

The 41 overdue A1c tests come ahead of the larger eye exam count, because the last known A1c exceeded 9 percent in 11 of them. Gaps are ranked by clinical weight, not by size.

Table 3: The Seventeen Unseen

Chart scrub before any call:

Moved out of the area: 5.

Deceased: 2.

Established with another practice: 3.

Still lost: 7.

Calling a deceased patient's family from a stale list is a harm, not a clerical slip, which is why the scrub comes before outreach.

What this part is doingThe report defines its query first and cleans the list before acting. Every later number depends on the denominator.
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Why the Eye Exam Count Is Probably Too High

Many of the 63 patients without an eye exam on file may have had one at an outside optometrist whose report never reached the chart. Before counting them as gaps, the medical assistant will ask each patient at their next contact where they last had their eyes checked and request the report. The true gap is likely smaller than the registry shows, and chasing reports is faster than scheduling new exams.

Roles Under Standing Orders

Medical assistants make scripted calls to the 7 lost patients and queue protocol labs for patients with gaps. The RN calls patients whose last A1c exceeded 9 percent. The clinician reviews anyone lost for two years. Proactive outreach by a team working to the top of their training is one of the building blocks of high-performing primary care (Bodenheimer et al., 2014).

Outreach Script (Appendix Summary)

First call: "Hello, this is [name] from [practice]. Dr. [name] asked us to check in because it has been a while since your last diabetes visit. Can we find a time that works for you?" Voicemail: name, practice, callback number, no health details. After three attempts: a letter with the practice number and evening hours.

Recheck

The same query is run again in 90 days, and the gap counts are compared with this baseline. A registry that is queried, cleaned and acted on repeatedly is one of the clinical information system elements of the chronic care model (Coleman et al., 2009).

What this part is doingThe report closes with a dated recheck of the same query. Using the same definition makes the comparison fair.
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References

Bodenheimer, T., Ghorob, A., Willard-Grace, R., & Grumbach, K. (2014). The 10 building blocks of high-performing primary care. Annals of Family Medicine, 12(2), 166-171. https://doi.org/10.1370/afm.1616

Coleman, K., Austin, B. T., Brach, C., & Wagner, E. H. (2009). Evidence on the chronic care model in the new millennium. Health Affairs, 28(1), 75-85. https://doi.org/10.1377/hlthaff.28.1.75

How this NU432 Unit 9 example is structured

Denominator first, since every later number depends on it. The report defines the query before presenting any result, so a reader can tell whether a gap is real or an artifact of how the list was built. Gaps are then ranked by clinical weight rather than size: the 41 overdue A1c tests come ahead of the larger eye exam count, because the last known A1c exceeded 9 percent in 11 of them. The chart scrub is shown as its own step, with the argument that calling a deceased patient's family from a stale list is a harm, not a clerical slip. Roles follow the practice's standing orders: medical assistants make scripted calls and queue protocol labs, the RN takes the patients above 9 percent, and the clinician reviews anyone lost for two years. A ninety-day recheck of the same query closes the report.

Get an NU432 Unit 9 example written to your instructions

Attach any registry extract your instructor supplied, plus the rubric for Unit 9, and say whether the panel concerns diabetes, hypertension or overdue screening. The model report defines its query, ranks gaps by risk and scripts outreach for whoever is missing. It comes back in 24-48h, and the first is free. The paper above is an original model document written by our desk, not a submitted student paper and not an official Purdue University Global document.

NU432 Unit 9 questions, answered

What is the difference between panel management and population health?

Scale and ownership, mostly. Panel management works one clinician's or one team's attributed patients, person by person, closing gaps through outreach and standing orders. Population health usually describes the broader system that sets measures and pays for results. A Unit 9 report sits at the panel level, so the sample names the clinician's list and the staff who work it.

How many outreach attempts are enough before a patient is marked unreachable?

Practices set their own rule, and the report should state it. Three attempts on different days and times, followed by a letter or portal message, is a common standard and the one the sample uses. Documenting each attempt matters because the patient stays on the clinician's panel, and a later adverse event will lead someone to ask what outreach happened.

Should the report address equity?

Increasingly, yes. Stratifying the gap list by language, age, insurance or neighborhood often shows that the missing patients are not a random slice. In the sample, Spanish-preferring patients are overrepresented among the 7 lost, so the outreach script is translated and a bilingual staff member makes those calls. Your rubric may name equity explicitly; if so, give it its own section.