CCPP Module 9: Introduction to Workflow Design and Clinical Operations
CCPP Certification Program

Module 9: Workflow Design and Clinical Operations

From Clinical Expert to Practice Architect: Building the Systems for Sustainable Success.

Beyond Expertise: Engineering Your Clinical Practice

Throughout this program, you have amassed a tremendous amount of clinical knowledge and developed the interpersonal skills to integrate into a complex healthcare team. You understand the “what” of advanced pharmacotherapy and the “who” of interprofessional collaboration. This module marks a pivotal transition to the “how.” How do you take your expertise and build a functional, efficient, and scalable clinical practice around it?

In your community pharmacy, the workflow was largely pre-determined and product-based: a prescription arrived, and a series of linear steps resulted in a dispensed medication. In collaborative practice, you are no longer executing a pre-defined workflow; you are responsible for designing it. Your “product” is not a pill in a bottle, but your cognitive service, and delivering that service consistently requires a thoughtfully engineered operational system. Without this system, even the most brilliant clinician will drown in chaos, inefficiency, and burnout.

This module is your architectural blueprint. We will move from the abstract to the concrete, providing you with the tools to map your processes, manage your time, create robust standard operating procedures, measure your quality, and leverage your support staff. This is the science of practice management—the essential framework that will allow you to transform your clinical knowledge into a sustainable, impactful, and successful collaborative practice.

Your Roadmap to Building a Practice

This module will provide the operational toolkit to structure, manage, and scale your clinical services effectively.

Mapping the End-to-End Collaborative Workflow

A deep dive into creating a visual blueprint of your entire clinical process, from the moment a patient is referred to the completion of their long-term follow-up. This is the foundational map for your entire practice.

Scheduling, Visit Flow, and Time Management

The practical application of your workflow map. We will cover strategies for designing patient visit templates, managing your schedule, and mastering the art of the “chart review, interview, plan, document” cycle efficiently.

Standard Operating Procedures (SOP) Development

A masterclass in creating the official “playbook” for your practice. Learn to write clear, concise, and actionable SOPs that ensure every patient receives the same high standard of care, every time.

Quality Audits and Process Optimization

An introduction to the principles of continuous quality improvement (CQI). Learn how to define key performance indicators (KPIs) for your practice, audit your performance, and use that data to make your workflow smarter and more effective.

Leveraging Support Staff and Delegation

A guide to scaling your impact by “working at the top of your license.” We will explore how to train and empower pharmacy technicians or other support staff to manage the operational aspects of your practice, freeing you to focus on high-level clinical decision-making.