Tool 3.1a: Goals Worksheet

Step 1. Review goals

Review what goals can be achieved with e prescribing. Here are some examples:

  1. Reduce medication errors.
  2. Reduce the time spent on phone calls, faxing, and call-backs to pharmacies.
  3. Automate prescription renewal requests and authorization processes.
  4. Increase patient convenience.
  5. Increase the use of more-affordable medication options.
  6. Reduce prescription drug misuse and abuse.
  7. Attain greater prescriber mobility.
  8. Qualify for incentive payments.

Step 2. Pick the most relevant to your practice

Step 3. Choose priorities with stakeholders

Meet with stakeholders to frame the three highest-priority goals. Rewrite them in language that resonates with them. Write them here:

Step 4. Plan

Determine an explicit target for each goal, plan to measure how well you achieve each target, and rate the feasibility of measuring each (1 = not feasible, 3 = very feasible).

Goal Target Measurement Plan Measurement Responsibility Measurement Feasibility (1, 2, 3)
Goal 1        
Goal 2        
Goal 3        

Step 5. Create and print the goal poster

  1. Copy and paste the measurable goals into the PowerPoint poster file.
  2. Add a start date for each measurement activity.
  3. Print the poster at a copy center on 11x17 paper or have it enlarged to a bigger size.
  4. Put up the poster in a place or two where staff members will see it and be reminded of what they're aiming to achieve through their efforts to adopt e-prescribing.