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AMA STEPS Forward

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AMA STEPS Forward ® presents actionable, practical toolkits and customizable resources that you can use to successfully implement meaningful and transformative change in your practice or organization. See How it Works

  • Practice Innovation Topics
  • Time-Saving Strategies
  • Physician Burnout
  • Future of Health
  • Behavioral Health Integration
  • EHR Improvements
  • Patient-Centered Care
  • Leadership and Culture
  • Private Practice
  • explore all topics

PDSA Case Report: University Physicians Group

  • Core Workflow Toolkits
  • Annual Prescription Renewal
  • Daily Huddles
  • Team Meetings
  • Team Documentation
  • A Systematic Approach to Reduce Inbox Burden
  • Pre-Visit Lab Testing
  • Pre-Visit Planning
  • Expanded Rooming and Discharge Protocols

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Disclaimer: AMA STEPS Forward® content is provided for informational purposes only, is believed to be current and accurate at the time of posting, and is not intended as, and should not be construed to be, legal, financial, medical, or consulting advice. Physicians and other users should seek competent legal, financial, medical, and consulting advice. AMA STEPS Forward® content provides information on commercial products, processes, and services for informational purposes only. The AMA does not endorse or recommend any commercial products, processes, or services and mention of the same in AMA STEPS Forward® content is not an endorsement or recommendation. The AMA hereby disclaims all express and implied warranties of any kind related to any third-party content or offering. The AMA expressly disclaims all liability for damages of any kind arising out of use, reference to, or reliance on AMA STEPS Forward® content.

About the AMA Professional Satisfaction and Practice Sustainability Group

The AMA Professional Satisfaction and Practice Sustainability group is committed to making the patient–physician relationship more valued than paperwork, technology an asset and not a burden, and physician burnout a thing of the past. We are focused on improving—and setting a positive future path for—the operational, financial, and technological aspects of a physician's practice. To learn more, visit https://www.ama-assn.org/practice-management/ama-steps-forward .

Disclaimer: AMA STEPS Forward ® content is provided for informational purposes only, is believed to be current and accurate at the time of posting, and is not intended as, and should not be construed to be, legal, financial, medical, or consulting advice. Physicians and other users should seek competent legal, financial, medical, and consulting advice. AMA STEPS Forward ® content provides information on commercial products, processes, and services for informational purposes only. The AMA does not endorse or recommend any commercial products, processes, or services and mention of the same in AMA STEPS Forward ® content is not an endorsement or recommendation. The AMA hereby disclaims all express and implied warranties of any kind related to any third-party content or offering. The AMA expressly disclaims all liability for damages of any kind arising out of use, reference to, or reliance on AMA STEPS Forward ® content.

Participation Statement:  Upon completion of this activity, learners will receive a Participation Certificate.

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Plan-Do-Study-Act (PDSA) Worksheet

The Plan-Do-Study-Act (PDSA) Worksheet is a useful quality improvement tool for documenting a test of change.

  • PDSA Worksheet instructions, example, and template

Note: Spanish and Portuguese translations of this tool also available for download.

The Plan-Do-Study-Act (PDSA) Worksheet is a useful quality improvement tool for documenting a test of change. The PDSA cycle, an essential component of the Model for Improvement , is shorthand for testing a change by developing a plan to test the change (Plan), carrying out the test (Do), observing and learning from the consequences (Study), and determining what modifications should be made to the test (Act).

Use the Plan-Do-Study-Act (PDSA) Worksheet to help your team document a test of change. Fill out one PDSA Worksheet for each test you conduct. Your team will test several different changes, and each change will go through several PDSA cycles. Keep a file (either electronic or hard copy) of all PDSA Worksheets for all changes your team tests.

*NOTE: Before filling out the template, first save the PDF file to your computer. Then open and use that version of the tool. Otherwise, your changes will not be saved.

PDSA Cycles, Parts 1 and 2

Model for Improvement, Parts 1 and 2

Related Content

  • Quality Improvement Essentials Toolkit  

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  4. Plan Do Study Act 2 Worksheet Download Scientific Diagram

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  6. 6 Plan Do Check Act Worksheet / worksheeto.com

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  1. Plan-Do-Study-Act (PDSA) Toolkit - Vermont Agency of Education

    What is Plan-Do-Study-Act (PDSA)? Phase 2 of the Vermont model for continuous improvement involves planning and testing the agreed upon changes for improvement that were developed in Phase 1, Assess Needs and Innovate.

  2. Plan-Do-Study-Act (PDSA): A Step-by-Step Approach to Improve ...

    This toolkit is a primer on Plan–DoStudyAct, an iterative quality improvement method that can be applied to projects of varied scope and scale. It is relevant to practices, health systems, or individual teams looking to save time, improve culture, and deliver exceptional value-based care.

  3. Fillable Plan Do Study Act (PDSA) Tool for Health Care ...

    Practices can use this fillable Plan Do Study Act (PDSA) tool to design and test changes to improve health care quality. Using this form can be helpful to primary care practices following the Model for Improvement quality improvement approach.

  4. PDSA Cycle - The W. Edwards Deming Institute

    The PDSA Cycle (Plan-Do-Study-Act) is a systematic process for gaining valuable learning and knowledge for the continual improvement of a product, process, or service.

  5. A Primer for Contiuous Improvement in Schools and Districts

    The Plan-Do-Study-Act Cycle Groups commonly use the Plan-Do-Study-Act (PDSA) cycle in continuous improvement processes to formalize an investigation of the model for improvement—the three questions listed above.

  6. Continuous Improvement in Education: A Toolkit for Schools ...

    Study-Act cycle. It includes tools and resources that praciioners can use to implement a coninuous improvement efort in their own schools, districts, or agencies.

  7. Plan-Do-Study-Act (PDSA) Worksheet | Institute for Healthcare ...

    The Plan-Do-Study-Act (PDSA) Worksheet is a useful quality improvement tool for documenting a test of change. The PDSA cycle, an essential component of the Model for Improvement, is shorthand for testing a change by developing a plan to test the change (Plan), carrying out the test (Do), observing and learning from the consequences (Study), and ...

  8. Using the Plan-Do-Study-Act (PDSA) Model

    PDSA, or Plan-Do-Study-Act, is an iterative, four-stage problem-solving model used for improving a process or carrying out a change. In applying PDSA, ask yourself three questions: 1. GOAL: What are we trying to accomplish? 2. What change(s) can we make that will result in improvements? 3. How will we know the change is an improvement?

  9. PDSA Cycles Introduction to Plan, Do, Study, Act Cycles

    PLAN When starting a PDSA cycle, the first step is to plan the cycle’ s details. The details should include what will be changed or tested, who should be involved, where information will be collected, and what data are needed to determine whether goals are met. To ensure diverse perspectives, your team should ask:

  10. i-THRIVE Toolkit: Plan-Do-Study-Act Template

    i-THRIVE Toolkit: Plan-Do-Study-Act Template Overall aim Aim for this PDSA cycle Preparation needed: Test of change Who is responsible? When? Where? No. Name of Task Name of person responsible When will this be completed (DD/MM/YYYY)