EasyPI: Colorectal Cancer Screening
Introduction to EasyPI: CRC
- Improve patient outcomes and help meet quality metrics
- Achieve team-based practice change
- Make your practice more efficient
- Boost team morale
- Improve revenue.
This online toolkit will provide you with guidance and resources on how to plan and implement a PI project focused on colorectal cancer (CRC) screening practices within your clinic. Once completed, this toolkit provides information and instructions on how to submit your project to the American Board of Family Medicine (ABFM), where you can earn certification points toward your ABFM Family Medicine Certification, and continuing medical education credits (CME) through the American Academy of Family Physicians (AAFP).
Think of this toolkit as a menu, not a checklist. You can move around, skip steps, and use only the pieces that support your current goals. There’s no need to read every article or click every link to make this toolkit work for you.
Resources with
indicate there may be additional CME credit available. Resources with
indicate materials that include tools, education, support, etc. on health equity topics to consider.
Focus Area 1: Review Background & Screening Guidelines
Start your process by building a shared understanding of CRC screening recommendations, evidence-based guidelines, and why screening is a critical preventive service in primary care.
Background Information
Utilize all or some of these resources to get you ready for your project.
- Colorectal Cancer: Screening and Diagnosis (American Family Physician)

- Cancer Screening in Older Adults (American Family Physician)

Screening Guidelines and Techniques
Utilize all or some of these resources to get you ready for your project.
- Recommendation: Colorectal Cancer: Screening (United States Preventive Services Taskforce)
- Colorectal Cancer Screening and Prevention (AAFP)

- Fecal Immunochemical Testing (FIT) to Screen for Colorectal Neoplasia (American Gastroenterological Association)
- Maximizing the Benefits of Noninvasive Colorectal Cancer Screening Tests in Primary Care (American Family Physician)

Surveillance Guidelines
- Follow-Up after Colonoscopy and Polypectomy (American Gastroenterological Association)
Focus Area 2: Assess Your Current Screening Rates
Examine your clinic’s current CRC screening data to understand baseline performance and identify trends across patient populations.
PI Resources
Choose the tools to help you and your team have a successful PI project.
- Quality Improvement Essentials Toolkit (Institute for Healthcare Improvement)
- Quality and Safety Topic Collection (Family Practice Management)
- Quality Measures (AAFP)
Data Collection
Focus Area 3: Identify Gaps & Set Improvement Goals
Review workflows, processes, and patient population needs to pinpoint opportunities for improvement and establish clear, measurable goals.
Quality Measures and Sample Interventions
Utilize the materials below to start brainstorming a process in your clinic you want to change.
Process Mapping
Workflow & process mapping creates a visual map of the steps currently happening in your clinic around a specific patient care metric or administrative task. A process map allows the entire team to visualize and appreciate what role/contribution they and their colleagues play in the care of patients. It also gives an overview of the current processes that allow the team to plan for change by identifying unintended variations in care or inefficient procedures. It can be used to highlight opportunities to involve other team members in care, improve communication between team members, and ways to give team members increased ownership in patient care, and therefore increase employee job satisfaction.
View an outline of the mapping process and the following instructional video on the process:
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Focus Area 4: Plan Your Intervention Strategy
Choose evidence-based interventions that align with your clinic’s capacity, such as reminders, standing orders, outreach workflows, or electronic health record optimization.
Intervention Selection
Once the process map is complete and you have identified an area in your current process that you want to change, start brainstorming your intervention plan. Review the clinic and patient resources below for more ideas on intervention selection. Once you have decided on an intervention, use the worksheet below to finalize your intervention plan.
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Focus Area 5: Implement Changes
Put your plan into action, test and refine workflows, engage your care team, and track progress toward your screening goals. Incorporate physician tools and patient-facing materials to support shared decision-making, address barriers, and improve screening completion rates.
Implementation
It’s time to implement your intervention and start your first PDSA cycle. Don’t forget to utilize your completed PDSA cycle worksheet for guidance. After the allotted time you’ve chosen for your project, you will again collect data to assess if your implementation was successful. From here, you can decide to make changes to the project or make plans for sustainability.
Clinic Resources
- Steps for Increasing Colorectal Cancer Screening Rates: A Manual for Primary Care Practices (ACS National Colorectal Cancer Roundtable)
- Breaking Barriers: Effective Approaches for Boosting Colorectal Cancer Screening Rates (Colon Cancer Foundation)
- Interventions to Increase Colorectal Cancer Screening Uptake in Rural Settings: A Scoping Review (CDC)
- Breaking Down Barriers, Increasing Access (Colorectal Cancer Alliance)

- The EveryONE Project Toolkit (AAFP)

- Sponsor Highlight: Assistance with Quality Improvement from Exact Sciences
Patient Resources
Utilize these resources as necessary to support patients in the process.
- Screening for Colorectal Cancer (CDC)
- Clinician’s Reference Brief: Stool-Based Tests for Colorectal Cancer Screening (ACS)
- Colorectal Cancer Community Education Toolkit (American College of Gastroenterology)
- Colorectal Cancer Communication Resources (CDC)
- Colorectal Cancer Toolkit (American Gastroenterological Association)
- Colorectal Resources for Patients and Clinicians (ACS)
- Insurance Coverage for Colorectal Cancer Screening (Español) (ACS)
- Colorectal Cancer Screening- What to Expect when Paying (American Gastroenterological Association)
- What is Colorectal Cancer? (Colorectal Cancer Alliance)
- Signs & Symptoms (Fight Colorectal Cancer)
Focus Area 6: Collect Post-Intervention Data
After implementing your CRC screening interventions, gather post-intervention data using the same measures and data sources identified at baseline.
Data Collection
This data collection process allows your team to assess changes in screening rates, compare outcomes over time, and understand the impact of your efforts. Ensure data collection is consistent and timely so results can inform evaluation, reporting, and next steps in your PI cycle.
Focus Area 7: Submit Your Project for Certification Credit
Follow step-by-step guidance to document your work and submit your completed project to the ABFM for certification points and claim CME credit through the AAFP.
ABFM PI Activity Submission
Now that you’ve created a PI project and collected data, it’s time to submit your project for credit! The ABFM’s Self-Directed Clinical PI Project pathway is a simple process and should only take about 20 minutes to complete.
- You may report a project conducted alone or within a single practice group, an ACO, or other larger group practice
- You can use this pathway whether you see patients in a continuity setting or if you are providing non-continuity episodic care (e.g., hospitalist, telemedicine, locums, urgent care, emergency department, etc.).
Log into your MyABFM Portfolio to access this PI activity. To help you through the process of applying for credit, here is a blank sample application to review to make sure you have all of the information you will need; a completed sample application for a “Percentage of patients age 45-75 with appropriate colon cancer screening” project with helpful notes; and a video guide that walks you through each step.
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| Once you’ve submitted your application and it has been approved (may take up to 10 days for approval), you will fulfill an ABFM certification requirement and you will have earned 20 ABFM points and 20 American Academy of Family Physicians Prescribed CME credits. fake text for space fake text for space fake text for space
We’d love to hear how this process was for you and what impact you had on patient care by completing your PI activity. Let us know in a post-survey. If you have any questions regarding your PI activity requirement for the ABFM or if you have any issues with your application, please contact Ann Williamson at the ABFM. You can also visit the OAFP’s ABFM Certification webpage for more information on all things ABFM! |
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Questions
If you have any questions regarding materials on this page or the PI process in general, please contact Deputy Executive Vice President Kaitlin McGuffie or call 800.742.7327.
Sponsor
This Easy PI track is sponsored by Exact Sciences.



