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Healthcare / MedTech · Operations · Patient Experince

Care Coordination OKR Tracker Template

Track closed-loop referral completion, care-gap closure, and cross-setting hand-offs in one quarterly OKR tracker.

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app.profit.co / okr-tracker / care-coordination
profit.co›OKRs›Patient Experince
OKR Tracker

Care Coordination OKR Tracker

Operations · Patient Experince

0.47

Overall Score

O1

Close referral loops and improve hand-off reliability

58%
KR1.1On Track

Raise closed-loop referral completion from 52% to 82%

Owner

Care Coordination Director

Target

82% closed-loop referral completion

Progress

63%
KR1.2At Risk

Reduce median referral turnaround time from 9 to 3 days

Owner

Referral Management Lead

Target

3-day referral turnaround (↓ from 9)

Progress

44%
KR1.3On Track

Raise documented hand-off reliability across care settings from 40% to 100%

Owner

Care Management Supervisor

Target

100% documented hand-offs

Progress

66%
O2

Close care gaps for high-risk and chronic patients

42%
KR2.1At Risk

Raise care-gap closure for high-risk patients from 45% to 100%

Owner

Population Health Manager

Target

100% high-risk care-gap closure

Progress

45%
KR2.2Off Track

Raise share of high-risk patients with an assigned care manager from 30% to 100%

Owner

Care Management Supervisor

Target

100% high-risk care-manager assignment

Progress

22%
KR2.3On Track

Raise share of chronic patients with a shared care plan in place from 50% to 100%

Owner

Population Health Manager

Target

100% shared care plans

Progress

60%
O3

Strengthen cross-setting communication and continuity

42%
KR3.1On Track

Raise PCP notification within 24 hours of an ED visit from 55% to 100%

Owner

VP of Care Coordination

Target

100% 24-hour PCP notification

Progress

64%
KR3.2At Risk

Reduce duplicate orders across settings from 120 to 40 per 1,000 encounters

Owner

Clinical Informatics Lead

Target

40 duplicate orders / 1,000 encounters

Progress

42%
KR3.3Off Track

Raise inter-facility transfer-summary completion from 35% to 87%

Owner

Referral Management Lead

Target

87% transfer-summary completion

Progress

20%
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Execute your OKRs with profit.co

Six steps that turn your goals into scored, visible outcomes every quarter.

  1. Create your OKRs

    Set objectives and key results at corporate, department, team, and individual levels. Profit.co's AI Authoring drafts high-quality OKRs in seconds, ready for you to refine.

  2. Align goals across every team

    Cascade corporate OKRs down to departments, teams, and individuals. The alignment view shows every owner exactly how their key results contribute to the company's priorities.

  3. Assign owners and automate check-ins

    Give every key result an owner and a check-in frequency. Automated reminders prompt owners to update progress, status, and comments, so nothing slips between reviews.

  4. Track progress with live dashboards

    Heatmaps, confidence scores, and status charts show progress at a glance. Switch between eight OKR views, from Gantt to hierarchy, to suit every stakeholder's needs.

  5. Review and course-correct mid-quarter

    Confidence-based statuses flag at-risk key results automatically. AI Summaries turn check-ins into concise review notes, so you can decide what to accelerate, escalate, or rework.

  6. Reflect and reset

    Answer reflection questions at quarter-end to capture what worked well. Then reset each key result for next quarter: continue, modify, or complete and close it.

Who is this for

Health-system care-coordination, population-health, referral, care-management, and informatics leaders accountable for continuity.

  • VP of Care Coordination

    Owns the system-wide continuity agenda and reports referral closure, care-gap, and cross-setting outcomes to leadership.

  • Care Coordination Director

    Owns closed-loop referral completion and coordinates the hand-off reliability that keeps patients from falling through gaps.

  • Population Health Manager

    Owns care-gap closure and shared care plans for high-risk and chronic patients across the population.

  • Referral Management Lead

    Owns referral turnaround and inter-facility transfer summaries, closing the loop on every outbound referral.

  • Care Management Supervisor

    Owns care-manager assignment and documented hand-offs, ensuring every high-risk patient has an accountable owner.

  • Clinical Informatics Lead

    Owns duplicate-order reduction and the shared-record integration that makes cross-setting coordination possible.

Why teams use this template

Owned goals, measurable targets, and progress every stakeholder can see.

  • Close the referral loop, don't just send the referral.

    A referral sent is not a referral completed — the patient can vanish between the order and the visit. Tracking closed-loop referral completion as a KR makes confirmation the metric, not dispatch, so a referral becomes a documented outcome rather than a hopeful hand-off.

  • Give every high-risk patient an accountable owner.

    A high-risk patient without an assigned care manager is a care gap waiting to happen. Tracking care-manager assignment and care-gap closure as KRs ensures the sickest patients have someone explicitly responsible for their continuity — not just a name on a registry.

  • Make hand-offs documented, not assumed.

    Most coordination failures are hand-offs everyone assumed happened. Tracking documented hand-off reliability and 24-hour PCP notification as KRs turns an implicit assumption into a verified record, so the receiving team actually knows the patient is theirs.

  • Stop duplicated, uncoordinated care.

    When settings can't see each other's orders, patients get duplicate tests and conflicting plans. Tracking duplicate-order reduction as a KR with a Clinical Informatics Lead surfaces the coordination failures that waste money and erode the patient's trust in a connected system.

How to use this template

Three steps to go from download to a filled-in plan for your team.

  1. Review the filled example (Sheet 1)

    Walk through three pre-filled objectives and nine key results with realistic targets, owners, progress scores, and lifecycle statuses. Use it as a reference before entering your own data.

  2. Fill in the blank template (Sheet 2)

    Add your department and quarter. Write your three objectives and nine key results, giving every KR an owner, a baseline, and a target.

  3. Track progress in the Excel tracker

    Enter the latest value in the Actual column each week. Progress and Lifecycle Status calculate automatically, and the Overall OKR Score updates in real time.

Related templates

More OKR templates for Healthcare / MedTech  ·  Operations

Frequently asked questions

A care coordination OKR sets quarterly goals for keeping patients from falling through the gaps between care settings and teams. The Objective is a qualitative goal such as closing referral loops and improving hand-off reliability; the Key Results are measurable milestones like closed-loop referral completion, referral turnaround, care-gap closure for high-risk patients, care-manager assignment, PCP notification after an ED visit, and inter-facility transfer-summary completion. It turns continuity from an assumed process into an owned, tracked quarterly target.

Start tracking your Operations OKRs today

Join 1,500+ organizations using profit.co to close referral loops and care gaps so patients stop falling through the cracks between settings — every quarter.

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