Preventive Care & Screening
Preventive Care & Screening
MANDATORY
5 criteria
| Standard 2.1 NON-NEGOTIABLE · Standard 2: Preventive Care & Screening Preventive Care Is Systematically Tracked, Not Relied on From Memory |
ASSESSMENT ASF-PHC-STD2-v3.0 |
| CR N/A | TR FULL | SM ADAPTED | ST FULL |
| 2.1 NON-NEGOTIABLE L1 |
THE STANDARD Preventive Care Is Systematically Tracked, Not Relied on From Memory The practice uses a systematic tracking process to identify which evidence-graded preventive services each patient is due for, based on age, sex, and risk factors — not relying on a clinician remembering to consider this during a visit already focused on the patient's presenting concern. |
| CLINIC SELF-ASSESSMENT Tick YES, PARTIAL, or NO for each question. |
| 1 | Does the practice use a systematic process to identify which preventive services each patient is due for? A real, structured tracking system, not reliance on the clinician remembering during a busy visit. Doc: Preventive care tracking system documentation |
YES | PARTIAL | NO |
| 2 | Does this tracking genuinely account for the patient's actual age, sex, and risk factors, not a generic checklist? Individualized, accurate tracking, not a one-size-fits-all list. Doc: N/A — tested directly |
YES | PARTIAL | NO |
| 3 | Is the tracking system actively used at or before each visit, not maintained separately from actual care? Genuine, integrated use, not a system that exists without informing real encounters. Doc: N/A — tested directly |
YES | PARTIAL | NO |
ALL YES Standard likely met. ANY PARTIAL Improvement plan required. ANY NO Blocks accreditation until resolved.
| WHAT THE ASSESSOR DOES ON SITE no surprises, no hidden checks |
| DOCUMENT Tracking system review |
Reviews the actual tracking system used to identify due preventive services. |
| DOCUMENT Individualization review |
Reviews whether tracking accurately reflects individual patient age, sex, and risk factors. |
| OBSERVE Visit integration observation |
Observes whether the tracking system is genuinely consulted at or before an actual visit. |
REFERENCES
- [6] Research estimates that delivering all recommended preventive services for a standard patient panel would require approximately 14.1 hours per day on top of acute and chronic disease care, with surveyed primary care providers reporting they prioritize only one to three preventive services per visit due to time constraints.
| Standard 2.1 · Standard 2: Preventive Care & Screening Guidance & Learning |
GUIDANCE ASF-PHC-STD2-v3.0 |
| WHY THIS STANDARD EXISTS |
Delivering every recommended preventive service to a full patient panel would take more hours in a day than exist, and research shows clinicians under real time pressure default to prioritizing only one to three preventive services per visit — a systematic tracking process is what prevents this real constraint from quietly becoming ad hoc, memory-dependent neglect of services a specific patient is actually due for.
| WHAT GOOD LOOKS LIKE ✓ A real, systematic tracking process identifies due preventive services for every patient. ✓ Tracking genuinely reflects individual age, sex, and risk factors. ✓ The system is actively consulted and used, not maintained separately from real care. |
WHAT FAILURE LOOKS LIKE ✗ Preventive care identification relies on clinician memory during busy visits. ✗ Tracking is generic, not reflecting the specific patient's actual risk profile. ✗ A tracking system exists but isn't genuinely consulted during real encounters. |
| MOST COMMON REASONS CLINICS SCORE PARTIAL |
1 Tracking exists for common services like blood pressure but not for less frequently considered ones like lung cancer screening.
Every genuinely indicated service deserves the same systematic tracking, not only the most familiar ones.
2 The system flags due services but doesn't account for a patient's specific risk factors beyond basic demographics.
Genuine individualization requires more than age and sex alone for many preventive services.
3 Tracking is reviewed for scheduled visits but not consulted during same-day or urgent encounters.
A preventive care opportunity during any visit type is a genuine opportunity worth capturing.
| HOW TO IMPLEMENT IF YOU ARE STARTING FROM ZERO |
Week 1 Review current preventive care identification practice for reliance on memory versus systematic tracking.
Week 2 Build or strengthen a systematic tracking process reflecting individual patient risk factors.
Week 3 Integrate tracking consultation into standard visit workflow, including same-day visits.
Ongoing Audit tracking accuracy and actual use across visit types.
| FOR SURVEYORS — WHAT IS NOT OBVIOUS |
Ask to see the actual tracking system for a specific patient and compare against their real risk profile.
A real, specific example reveals genuine individualization, not a generic checklist.
Ask a clinician how they identify due preventive services during a same-day, non-preventive visit.
This reveals whether tracking genuinely extends beyond scheduled preventive visits.
| E-LEARNING academy.gmj.ge/phc-std2-1-preventive-tracking — 30 min · complete before self-assessment |
| Standard 2.2 NON-NEGOTIABLE · Standard 2: Preventive Care & Screening Preventive Care Delivery Doesn't Depend on the Patient Remembering to Ask |
ASSESSMENT ASF-PHC-STD2-v3.0 |
| CR N/A | TR FULL | SM ADAPTED | ST FULL |
| 2.2 NON-NEGOTIABLE L1 |
THE STANDARD Preventive Care Delivery Doesn't Depend on the Patient Remembering to Ask The practice proactively offers grade A and B preventive services when a patient is due — flagged, discussed, and offered as a matter of standard practice — not delivered only when a patient happens to specifically ask about a particular screening or vaccination. |
| CLINIC SELF-ASSESSMENT Tick YES, PARTIAL, or NO for each question. |
| 1 | Are grade A and B preventive services proactively offered when a patient is due, not only when specifically requested? Genuine, proactive offering, not passive availability dependent on patient initiative. Doc: Proactive offering documentation |
YES | PARTIAL | NO |
| 2 | Does proactive offering happen consistently regardless of the patient's apparent health literacy or assertiveness? Equal, consistent proactive practice, not dependent on how informed or confident a specific patient seems. Doc: N/A — tested directly |
YES | PARTIAL | NO |
| 3 | Is there real evidence that proactive offering actually results in higher completion, not just occurs without measurable effect? Genuine, measurable impact, not an assumption that offering alone is sufficient. Doc: Completion rate evidence |
YES | PARTIAL | NO |
ALL YES Standard likely met. ANY PARTIAL Improvement plan required. ANY NO Blocks accreditation until resolved.
| WHAT THE ASSESSOR DOES ON SITE no surprises, no hidden checks |
| OBSERVE Proactive offering observation |
Observes actual visits for genuine proactive offering of due preventive services. |
| ASK Consistency interview |
Asks staff whether proactive offering happens consistently regardless of patient assertiveness. |
| DOCUMENT Completion evidence review |
Reviews whether proactive offering correlates with genuine completion rate improvement. |
REFERENCES
- [7] Established evidence-graded preventive service recommendation systems identify high-priority services as those with high or moderate net benefit for eligible patients, recognized in various forms across many countries' preventive care guidance.
| Standard 2.2 · Standard 2: Preventive Care & Screening Guidance & Learning |
GUIDANCE ASF-PHC-STD2-v3.0 |
| WHY THIS STANDARD EXISTS |
A patient who doesn't know a specific service exists, or doesn't think to ask, shouldn't be less likely to receive genuinely beneficial, evidence-graded preventive care than a patient who happens to be more informed or assertive — proactive offering is what makes preventive care actually equitable, not dependent on the patient's own health literacy or confidence to ask.
| WHAT GOOD LOOKS LIKE ✓ Grade A and B services are genuinely, proactively offered when due. ✓ Proactive offering happens consistently regardless of patient assertiveness or literacy. ✓ Real evidence shows proactive offering genuinely improves completion. |
WHAT FAILURE LOOKS LIKE ✗ Preventive services are delivered only when a patient specifically asks. ✗ Proactive offering varies based on how informed or assertive a specific patient seems. ✗ No evidence connects proactive offering to genuine completion improvement. |
| MOST COMMON REASONS CLINICS SCORE PARTIAL |
1 Offering happens for well-known services like vaccination but less consistently for less familiar screenings.
Every grade A or B service deserves the same proactive practice, not only the most commonly discussed ones.
2 Proactive offering happens during dedicated preventive visits but not during other visit types.
Any visit is a genuine opportunity to proactively offer a due service.
3 Offering is generally consistent but staff report being less thorough during high-volume periods.
Genuine equity in preventive care delivery shouldn't depend on how busy the practice happens to be.
| HOW TO IMPLEMENT IF YOU ARE STARTING FROM ZERO |
Week 1 Review current preventive care delivery for reliance on patient-initiated requests.
Week 2 Establish a standard proactive offering practice across all visit types.
Week 3 Train staff on consistent offering regardless of patient assertiveness or literacy.
Ongoing Track completion rates to confirm proactive offering is genuinely improving uptake.
| FOR SURVEYORS — WHAT IS NOT OBVIOUS |
Observe an actual visit where a patient doesn't raise preventive care themselves.
This tests whether proactive offering genuinely happens, not just when the patient prompts it.
Ask about offering practice specifically during a high-volume period.
This is where proactive practice is most likely to lapse under real pressure.
| E-LEARNING academy.gmj.ge/phc-std2-2-proactive-offering — 30 min · complete before self-assessment |
| Standard 2.3 CORE · Standard 2: Preventive Care & Screening Screening Completion Rates Are Actively Measured and Acted On |
ASSESSMENT ASF-PHC-STD2-v3.0 |
| CR N/A | TR FULL | SM ADAPTED | ST FULL |
| 2.3 CORE L1 |
THE STANDARD Screening Completion Rates Are Actively Measured and Acted On The practice actively measures its own completion rates for key preventive screenings across its patient panel, with a genuine response when rates fall short — not a general sense that screening happens without ever actually checking the real numbers. |
| CLINIC SELF-ASSESSMENT Tick YES, PARTIAL, or NO for each question. |
| 1 | Does the practice actively measure its own completion rates for key preventive screenings across its panel? Real, calculated completion data, not a general assumption of adequacy. Doc: Screening completion rate documentation |
YES | PARTIAL | NO |
| 2 | Is there a genuine response when completion rates for a specific screening fall short? Real, active improvement effort, not a rate tracked without consequence. Doc: Completion rate response record |
YES | PARTIAL | NO |
| 3 | Is completion measured for the full eligible panel, not just patients who happen to attend preventive-focused visits? Genuine, full-panel measurement, not a skewed sample of already-engaged patients. Doc: N/A — tested directly |
YES | PARTIAL | NO |
ALL YES Standard likely met. ANY PARTIAL Improvement plan required. ANY NO Requires improvement plan.
| WHAT THE ASSESSOR DOES ON SITE no surprises, no hidden checks |
| DOCUMENT Completion rate measurement review |
Reviews whether the practice genuinely calculates real completion rates for key screenings. |
| DOCUMENT Response to shortfall review |
Reviews evidence of genuine action when completion rates are found to fall short. |
| DOCUMENT Panel coverage review |
Reviews whether measurement covers the full eligible panel, not only actively engaged patients. |
REFERENCES
- [8] National data from multiple countries document a persistent gap between long-established, high-priority screening recommendations and actual completion rates, demonstrating that completion rates require active measurement rather than assumed adequacy.
| Standard 2.3 · Standard 2: Preventive Care & Screening Guidance & Learning |
GUIDANCE ASF-PHC-STD2-v3.0 |
| WHY THIS STANDARD EXISTS |
Real-world completion rates for even well-established, widely recommended screenings can be genuinely lower than assumed, and a practice that doesn't measure its own actual performance has no way of knowing whether real gaps exist in its population, or of directing genuine improvement effort where it's actually needed.
| WHAT GOOD LOOKS LIKE ✓ Real completion rates are actively measured for key screenings. ✓ A genuine response follows when rates are found to fall short. ✓ Measurement covers the full eligible panel, not only engaged patients. |
WHAT FAILURE LOOKS LIKE ✗ Screening adequacy is assumed without genuine measurement. ✗ Low completion rates, if identified, produce no real response. ✗ Measurement only captures patients who already attend regularly, missing disengaged patients. |
| MOST COMMON REASONS CLINICS SCORE PARTIAL |
1 Completion is measured for one or two screenings but not systematically across all key services.
Every key preventive screening benefits from the same genuine measurement discipline.
2 A shortfall is identified but the response addresses only the immediate finding, not the underlying reason for the gap.
Genuine improvement requires understanding why a gap exists, not just noting that it does.
3 Measurement happens but doesn't specifically account for patients who haven't visited the practice recently.
Disengaged patients are often exactly where the real screening gaps exist.
| HOW TO IMPLEMENT IF YOU ARE STARTING FROM ZERO |
Week 1 Review current screening completion measurement for real, panel-wide coverage.
Week 2 Establish systematic completion rate calculation for key preventive screenings.
Week 3 Build a genuine response process for identified shortfalls, addressing underlying causes.
Ongoing Review completion rates regularly and track improvement over time.
| FOR SURVEYORS — WHAT IS NOT OBVIOUS |
Ask for the practice's actual, current completion rate for a specific screening, not a general impression.
A specific, real number reveals genuine measurement, not an assumption.
Ask what the practice did the last time a completion rate was found to be genuinely low.
A real example reveals whether measurement leads to real action.
| E-LEARNING academy.gmj.ge/phc-std2-3-completion-measurement — 30 min · complete before self-assessment |
| Standard 2.4 NON-NEGOTIABLE · Standard 2: Preventive Care & Screening Shared Decision-Making Happens for Screening With Genuine Tradeoffs |
ASSESSMENT ASF-PHC-STD2-v3.0 |
| CR N/A | TR FULL | SM ADAPTED | ST FULL |
| 2.4 NON-NEGOTIABLE L1 |
THE STANDARD Shared Decision-Making Happens for Screening With Genuine Tradeoffs For preventive services carrying genuine, documented tradeoffs between benefit and harm — such as lung cancer screening — the practice conducts real shared decision-making with the patient, not presenting the service as an automatic, default recommendation identical to lower-tradeoff screenings. |
| CLINIC SELF-ASSESSMENT Tick YES, PARTIAL, or NO for each question. |
| 1 | Does the practice conduct genuine shared decision-making for screenings with real, documented tradeoffs? A real, substantive conversation, not the service presented as an automatic default. Doc: Shared decision-making documentation |
YES | PARTIAL | NO |
| 2 | Does this conversation genuinely convey both potential benefits and potential harms, not benefits alone? Balanced, honest information, not a one-sided presentation favoring screening. Doc: N/A — tested directly |
YES | PARTIAL | NO |
| 3 | Can a patient who underwent such screening explain back the genuine tradeoffs they were told about? Tests genuine understanding, not just that a conversation technically occurred. Doc: N/A — tested directly |
YES | PARTIAL | NO |
ALL YES Standard likely met. ANY PARTIAL Improvement plan required. ANY NO Blocks accreditation until resolved.
| WHAT THE ASSESSOR DOES ON SITE no surprises, no hidden checks |
| DOCUMENT Shared decision-making documentation review |
Reviews records for genuine shared decision-making conversations for high-tradeoff screenings. |
| OBSERVE Balanced information observation |
Observes whether the conversation genuinely conveys both benefits and harms. |
| ASK Patient understanding check |
Asks a patient who underwent such screening to explain back the tradeoffs they were told about. |
REFERENCES
- [9] Established evidence-graded preventive service guidance recommends annual lung cancer screening for eligible patients based on sufficient evidence of net benefit, while specifically requiring a thorough process of informed and shared decision-making prior to screening given the genuine tradeoffs between benefits and harms involved.
| Standard 2.4 · Standard 2: Preventive Care & Screening Guidance & Learning |
GUIDANCE ASF-PHC-STD2-v3.0 |
| WHY THIS STANDARD EXISTS |
Not every recommended preventive service carries the same balance of benefit and harm, and treating a service with genuine tradeoffs as an automatic default — rather than a decision the patient makes with real understanding of both sides — risks patients undergoing screening without accurately understanding what they're actually agreeing to.
| WHAT GOOD LOOKS LIKE ✓ Genuine shared decision-making occurs for screenings with real, documented tradeoffs. ✓ The conversation honestly conveys both benefits and harms, not benefits alone. ✓ Patients can explain back the genuine tradeoffs in their own words. |
WHAT FAILURE LOOKS LIKE ✗ High-tradeoff screenings are presented as automatic defaults, without genuine discussion. ✗ Conversations emphasize benefits without honestly conveying potential harms. ✗ Patients cannot describe any tradeoffs, suggesting the conversation didn't genuinely happen. |
| MOST COMMON REASONS CLINICS SCORE PARTIAL |
1 Shared decision-making happens for the most well-known high-tradeoff screening but not consistently for others carrying similar genuine tradeoffs.
Every screening with genuine tradeoffs deserves the same substantive conversation, not only the most familiar example.
2 The conversation covers benefits thoroughly but harms are mentioned only briefly.
Genuine shared decision-making requires honest, balanced weight given to both sides.
3 Documentation shows the conversation occurred but doesn't capture what the patient actually understood.
Documentation of occurrence isn't the same as evidence of genuine understanding.
| HOW TO IMPLEMENT IF YOU ARE STARTING FROM ZERO |
Week 1 Review current practice for genuine shared decision-making versus automatic default screening.
Week 2 Build a structured shared decision-making conversation covering honest benefit and harm information.
Week 3 Establish documentation capturing genuine patient understanding, not just conversation occurrence.
Ongoing Spot-check patient understanding after shared decision-making conversations.
| FOR SURVEYORS — WHAT IS NOT OBVIOUS |
Ask a patient who underwent a high-tradeoff screening what they remember being told about potential harms.
This tests genuine understanding, not just that a conversation occurred.
Compare how thoroughly harms are discussed relative to benefits in actual documentation.
This reveals whether the conversation is genuinely balanced or benefit-weighted.
| E-LEARNING academy.gmj.ge/phc-std2-4-shared-decision-making — 30 min · complete before self-assessment |
| Standard 2.5 NON-NEGOTIABLE · Standard 2: Preventive Care & Screening Immunization Status Is Actively Tracked and Gaps Are Closed |
ASSESSMENT ASF-PHC-STD2-v3.0 |
| CR FULL | TR FULL | SM FULL | ST FULL |
| 2.5 NON-NEGOTIABLE L1 |
THE STANDARD Immunization Status Is Actively Tracked and Gaps Are Closed Every patient's immunization status is actively tracked against the current recommended schedule, with any identified gap actively addressed — not assumed current because no concern was raised, or left to the patient to remember and request. |
| CLINIC SELF-ASSESSMENT Tick YES, PARTIAL, or NO for each question. |
| 1 | Is immunization status actively tracked against the current recommended schedule for every patient? Real, active tracking, not an assumption of currency without verification. Doc: Immunization tracking record |
YES | PARTIAL | NO |
| 2 | Is an identified gap actively addressed, not just noted and left for the patient to raise? Genuine, active follow-through, not passive documentation of a known gap. Doc: Gap closure record |
YES | PARTIAL | NO |
| 3 | Is tracking checked at any visit, not only during a visit specifically scheduled for immunization? An active check at any opportunity, not limited to a narrow visit type. Doc: N/A — tested directly |
YES | PARTIAL | NO |
ALL YES Standard likely met. ANY PARTIAL Improvement plan required. ANY NO Blocks accreditation until resolved.
| WHAT THE ASSESSOR DOES ON SITE no surprises, no hidden checks |
| DOCUMENT Tracking system review |
Reviews the immunization tracking system for genuine, active currency checking. |
| DOCUMENT Gap closure review |
Reviews evidence that identified gaps are actively addressed, not just documented. |
| OBSERVE Visit-type coverage observation |
Observes whether immunization status is checked across different visit types, not only dedicated immunization visits. |
REFERENCES
- [10] Systematic immunization tracking against current recommended schedules, with active identification and closure of gaps, is established practice in primary care preventive medicine, distinct from reliance on unprompted patient request or assumed currency.
| Standard 2.5 · Standard 2: Preventive Care & Screening Guidance & Learning |
GUIDANCE ASF-PHC-STD2-v3.0 |
| WHY THIS STANDARD EXISTS |
An immunization gap that goes unnoticed provides no protection at all, and unlike many preventive services, immunization gaps compound risk not just for the individual patient but for the wider community — active tracking and closure is what actually catches a gap in time to matter.
| WHAT GOOD LOOKS LIKE ✓ Immunization status is actively, genuinely tracked for every patient. ✓ Identified gaps are actively addressed, not just documented. ✓ Status is checked across any visit type, not only dedicated immunization visits. |
WHAT FAILURE LOOKS LIKE ✗ Immunization currency is assumed without active verification. ✗ Gaps are noted but not actively followed through to closure. ✗ Status is checked only during specifically scheduled immunization visits. |
| MOST COMMON REASONS CLINICS SCORE PARTIAL |
1 Tracking happens reliably for childhood immunizations but less consistently for adult boosters and updates.
Adult immunization schedules carry genuine, real importance too, not only childhood series.
2 Gaps are identified but follow-through to actually close them isn't consistently tracked to completion.
An identified gap that isn't closed provides no more protection than one never noticed.
3 Status is checked during well-visits but not during acute or urgent encounters.
Any visit is a genuine opportunity to catch and address an overdue gap.
| HOW TO IMPLEMENT IF YOU ARE STARTING FROM ZERO |
Week 1 Review current immunization tracking practice across all age groups and visit types.
Week 2 Establish active tracking extending to adult immunizations, not only childhood series.
Week 3 Build a gap closure process tracked through to actual completion.
Ongoing Audit gap identification and closure rates periodically.
| FOR SURVEYORS — WHAT IS NOT OBVIOUS |
Ask whether immunization status is checked during an acute or urgent visit specifically.
This is where verification most commonly lapses relative to dedicated well-visits.
Ask for a real example of an identified gap and how it was actually closed.
A real example reveals whether gap closure is genuine practice, not just identification.
| E-LEARNING academy.gmj.ge/phc-std2-5-immunization-tracking — 30 min · complete before self-assessment |

Primary Health Clinic Standards — overviewFacility Classification — Which Type of Facility Are You?Standard 1 — Patient Registration & Continuity of CareStandard 2 — Preventive Care & ScreeningStandard 3 — Chronic Disease ManagementStandard 4 — Acute & Same-Day CareStandard 5 — Referral & Care CoordinationStandard 6 — Clinical Environment & SafetyStandard 7 — Governance & StaffingStandard 8 — Health & MigrationReferences & Index
STANDARD 2Preventive Care & Screening2.1 Preventive Care Is Systematically Tracked, Not Relied on From Memory2.2 Preventive Care Delivery Doesn't Depend on the Patient Remembering to Ask2.3 Screening Completion Rates Are Actively Measured and Acted On2.4 Shared Decision-Making Happens for Screening With Genuine Tradeoffs2.5 Immunization Status Is Actively Tracked and Gaps Are Closed
Test your facility against this standard
Open self-assessment — no login, no fee.