Each clinic or physician will need to follow a number of steps to ensure that CII/CPAR implementation is successful. Some steps will only need to be done once and some will be ongoing processes to incorporate into your clinic’s workflows. Below are the tools and resources available to support you as you move through these CII/CPAR implementation steps. For an overview of the steps, please see the CII/CPAR Clinic Journey Checklist.

Table of Contents

Pre-Training

What are CII and CPAR?
  • What are CII and CPAR? - 3min video
  • eHealth in Alberta Simple View - 3.5 mins [Jan. 2021]
  • Participation Requirements - 5 mins [Jan. 2021]
  • Participation Options - 3 min video [Jan. 2021]
  • How CII and CPAR Work - 8 min video [Mar. 2022]
  • Information Sheet [Feb. 2020]
  • CII/CPAR FAQs - webpage
  • Roles and Responsibilities [May 2020]
  • The Community Encounter Digest (CED) Report - 6 min video [Jan. 2021]
  • eNotifications Information Sheet [Feb. 2022]
  • eNotifications - 3 min video [Jan. 2021]
  • Glossary and Abbreviations [Aug. 2019]
  • Alberta Netcare Learning Centre's CII Quick Reference Documents & CII FAQs
  • AHS Connect Care Resources for Community Providers

    • Value of CII and CPAR
  • Relational Continuity - 5.5 min video [Jan. 2021]
  • Physician Experiences - webpage
  • FAQs by Patients
  • HQCA Formative Evaluation Report [Apr. 2019]
  • Formative Evaluation Summary Reports: August 2019 & July 2020

    • Training

    Practice Facilitators
  • Videos on How to Use the "How CII/CPAR Works in Your EMR Presentations" to Engage Clinics [Jun. 2020]
  • Microquest Healthquest - 35 min video
  • QHR Accuro - 47 min video
  • TELUS Med Access - 60 min video
  • TELUS Wolf - 43 min video
  • TELUS PS Suite - 53 min video

    • Clinic Managers
  • Webinar for Primary Care, Pediatric, or Combination Clinics - 1hr 1min Video & PDF Slides [Mar. 2021]
  • Webinar: CII for Specialist Clinic Managers - 32 min video [August 2020] & PowerPoint Slides [Oct. 2020]

    • Training Sessions
  •   See upcoming training dates on our Events and Training page.


    • Step 1: Engagement & Interest

    Tools for Getting Started
  • Team Toolkit [May 2020]
  • Clinic Journey RACI - Excel [December 2020]
  • Process Map: Clinic Journey Overview [March 2020]
  • Roles and Responsibilities [May 2020]

    • EMR Quick Reference Mapping Guides
  • Microquest Healthquest:
    - Sample CED [January 2022]
    - EMR fields that map to the CED [Jan. 2022]
    - How EMR fields map to the CED [Apr. 2021]
    - Mapping Video (32 min) [Jul. 2020]

  • QHR Accuro:
    - Quick Reference Mapping Guide [Sep. 2022]
    - Sample CED [Sep. 2022]
    - How EMR fields map to the CED [Apr. 2021]
    - Mapping Video (25 min) [Jul. 2020]

  • TELUS Med Access:
    - Sample CED [Sep. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Sep. 2022]
    - How EMR fields Map to the CED [Sep. 2022]
    - Mapping Video (25 min) [Jul. 2020]

  • TELUS Wolf:
    - Sample CED [Sep. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Sep. 2022]
    - How EMR fields map to the CED [Sep. 2022]
    - Mapping Video (27 min) [Jul. 2020]

  • TELUS PS Suite:
    - Sample CED [Oct. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Oct. 2022]
    - How EMR fields map to the CED [Oct. 2022]
    - Mapping Video (34 min) [Sep. 2020]


    • Engagement Tools

    Privacy Tools and Information
  • CII/CPAR FAQ - webpage (see the "Confidentiality, Privacy, & Security" drop-down)
  • Keeping Information Confidential - 4 min video [Jan. 2021]
  • PIA (Privacy Impact Assessment) Summary & Expedited Instructions [Feb. 2020]
  • Endorsement Letter Template [Apr. 2021]
  • CII/CPAR & Netcare Health Collection Notice Posters: English; Punjabi; Arabic; Spanish
  • Patient Brochure
  • Custodian and Patient Scripts
  • FAQs by Patients
  • CII/CPAR Data and Governance [Jan. 2021] & HIDGC Overview Fact Sheet [Nov. 2020] 

    • Privacy Impact Assessment (PIA) Update Tools
  • EMR PIA Information for Clinics [Apr. 2020]
  • PIA Update Self-Assessment [Jan. 2019]
  • PIA Update Seminar
  • PIA Annotated Template [Sep. 2019]
  • PIA Consultants List
  • AMA's PIA Tools and Resources - webpage
  • Alberta Netcare Learning Centre's Privacy & Security Resources - webpage


    • Step 2: Registration & Participation

    Confirmation of Participation (CoP) Forms
  • How to Complete the CoP for Primary Care, Pediatricians and Mixed Primary Care and Specialty Clinics [Jan. 2021]
  • Tips for Completing PDF Forms [Jan. 2021]
  • Completing the CoP Form: Primary Care, Pediatric and Mixed PC/Spec Clinics - 12.5 min video [Jan. 2021]
  • Forms Checklist [Nov. 2019]
  • Panel Request eForm Instructions [Nov. 2019]
  • CPAR Access Administrator eForm Instructions [Nov. 2019]
  • Confirmation of Participation (CoP) Forms:
  • Confirmation of Participation Form (up to 10 participants) [Nov. 2020]
  • Confirmation of Participation Form (up to 25 participants) [Nov. 2020]

    • EMR CII/CPAR User Guides
  • Microquest Healthquest [Mar. 2022]
  • QHR Accuro [Sep. 2022]
  • TELUS Med Access [Link to TELUS Med Access online guide]
  • TELUS Wolf [Link to TELUS Wolf online guide]
  • TELUS PS Suite [Link to PS Suite online guide]


    • Step 3: Onboarding

    This step is completed by the Site Liaison who sets up a Go-Live date with eHealth Support Services.


    Step 4: Go-Live

    EMR Quick Reference Mapping Guides
  • Microquest Healthquest:
    - Sample CED [Jan. 2022]
    - EMR fields that map to the CED [Jan. 2022]
    - How EMR fields map to the CED [Apr. 2021]
    - Mapping Video (32 min) [Jul. 2020]

  • QHR Accuro:
    - Quick Reference Mapping Guide [Sep. 2022]
    - Sample CED [Sep. 2022]
    - How EMR fields map to the CED [Apr. 2021]
    - Mapping Video (25 min) [New Jul. 2020]

  • TELUS Med Access:
    - Sample CED [Sep. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Sep. 2022]
    - How EMR fields Map to the CED [Sep. 2022]
    - Mapping Video (25 min) [Jul. 2020]

  • TELUS Wolf:
    - Sample CED [Sep. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Sep. 2022]
    - How EMR fields map to the CED [Sep. 2022]
    - Mapping Video (27 min) [Jul. 2020]

  • TELUS PS Suite:
    - Sample CED [Oct. 2022]
    - EMR fields that map to the CED: 1-page poster or 2-page poster [Oct. 2022]
    - How EMR fields map to the CED [Oct. 2022]
    - Mapping Video (34 min) [Sep. 2020]

    • EMR CII/CPAR User Guides
  • Microquest Healthquest [Mar. 2022]
  • QHR Accuro [Sep. 2022]
  • TELUS Med Access [Link to TELUS Med Access online guide]
  • TELUS Wolf [Link to TELUS Wolf online guide]
  • TELUS PS Suite [Link to TELUS PS Suite online guide]

    • Privacy Tools and Information
  • CII/CPAR FAQ - webpage (see the "Confidentiality, Privacy, & Security" drop-down)
  • Keeping Information Confidential - 4 min video [Jan. 2021]
  • CII/CPAR & Netcare Health Collection Notice Posters: English; Punjabi; Arabic; Spanish
  • Patient Brochure
  • Custodian and Patient Scripts
  • FAQs by Patients
  • CII/CPAR Data and Governance [Jan. 2021] & HIDGC Overview Fact Sheet [Nov. 2020] 


    • Step 5: Panel Management & Process Improvement


    Step 6: Post-Implementation Evaluation

    Site Liaison, CPAR Access Administrator(s), Panel Access Administrator(s), and/or others are contacted to provide feedback on the implementation. This will be done via an online survey, sent directly to site contacts to complete.

    Advanced Tools and Information
  • HQCA Formative Evaluation Report [Apr. 2019]
  • Formative Evaluation Summary Reports: August 2019 & July 2020
  • Alberta Patients First Survey 2017 about access to personal health information with 93% of respondents in support of the CII project


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