The Panel Processor is a portal-based application that allows participating organizations to upload and manage patient panels used to support population health activities and care coordination. These resources provide step-by-step guidance for preparing panel files, using the Panel Processor application, and resolving common upload issues.
Covered Topics:
- Patient panel file requirements and formatting
- Preparing files for upload
- Uploading patient panels through the Panel Processor
- Reviewing processing results and error messages
- Updating and replacing existing panels
- Using available templates and reference materials
Resource Formats:
| Tip Sheet (PDF) | Introduces the background and context of patient panels, FAQs, formatting requirements and tips to assist in preparing and formatting your patent panel prior to uploading. Intended as a quick reference guide. |
| Patient Panel Template – Clean Formatting | Provides a ready-to-use patient panel template with columns arranged and labeled exactly as required for submission, with instructional formatting removed to support successful uploads. |
| Patient Panel Template – Instructional Version | Provides a color-coded patient panel template with embedded instructions and examples to help users understand required fields and formatting. This version is intended as a reference only and should not be uploaded directly, as the added formatting and instructional content will cause upload errors. |
| How-To Guide (PDF) | Provides step-by-step instructions, screenshots, and detailed guidance for accessing the Panel Processor, preparing files, uploading panels, reviewing upload history, and resolving common validation issue (provided by our technology partner, CRISP). |
| Video | Provides a recorded 37-minute walkthrough, created by our technology vendor, CRISP Shared Services, demonstrating how to use the Panel Processor application within the HIE Portal. The video covers selecting a panel, uploading patient panel files, reviewing processing results, and navigating common steps involved in maintaining and updating patient panels. |
Video: