Program Planning Hub

I. BUILDING A PROGRAM

Looking for resources for recruiting detailers?

Explore this section for adaptable detailer job descriptions, reference guides, and webinars.

II. GAINING ACCESS

Having difficulty getting the first visit?

Explore this section for sample letters, fax templates, and flyers from detailing programs.

III. DETAILING MATERIALS

Looking for materials to share with clinicians/patients?

Explore this section for provider and patient-facing resources as well as sample detailing aids.

IV. TRACKING & EVALUATION

Wondering how to get started with evaluating your program?

Explore this section for adaptable resources on tracking data and visits.

I. BUILDING A PROGRAM: RECRUITING DETAILERS

Guide: Recruitment Quick-Reference Guide | NaRCAD
Guide: Building the Team You Want: How to Attract the Detailers You Need on Your Team | NaRCAD
Adaptable Resource: Job Description to Hire an Academic Detailer | adapted by NaRCAD with permission from Alosa Health
Adaptable Resource: Public Health Detailer Job Description | adapted by NaRCAD with permission from the Colorado Department of Public Health & Environment and the Michigan Public Health Institute
Video (1 hour): Best Practices in Detailer Recruitment | NaRCAD Webinar

Detailer Recruitment Reference Guide
NaRCAD

II. GAINING ACCESS: RESOURCES FOR GETTING IN THE DOOR

Gaining Access Overview:

Article: AD-vice: Getting the 1:1 Visit | NaRCAD DETAILS Blog
Video (17 minutes): The First Step: Getting Your Foot in the Door | NaRCAD Presentation

Introducing Your Program:

Adaptable Resource: Introducing Your Campaign: Adaptable Community Letter | NaRCAD
Letter: Detailing Intro Letter Example | Oregon AIDS Education and Training Center
Flyer: Opioid Academic Detailing Flyer Example | Mountain Area Health Education Center

Scheduling:

Adaptable Resource: Calling Script: Scheduling Detailing Visits | Colorado Department of Public Health & Environment
Fax: Scheduling a Visit: Fax Template | RxFiles Academic Detailing
Scheduling Resource: Schedule Your Check-In Example | Oregon AIDS Education and Training Center

Additional Visibility:

Video (2 minutes): Academic Detailing Commercial | Center for Health Innovation

Schedule Your Check-In
Oregon AIDS Education
and Training Center

Academic Detailing Flyer
Mountain Area Health Education Center

Academic Detailing Commercial
UPDATE New Mexico

III. DETAILING MATERIALS: EXAMPLES OF DETAILING AIDS, KEY MESSAGES, & POCKET CARDS

NaRCAD Guides & Training Detailing Aids:

Guide: How-to Guide: Field Testing Key Messages | NaRCAD
Guide: Building an Impactful Detailing Aid: NaRCAD's How-to Guide | NaRCAD
Guide: Making Compelling Visuals: Engaging Clinicians with More Than Words | NaRCAD
Guide: Applying Motivational Interviewing Techniques for AD Visits | NaRCAD
Scripting Tool: Key Phrases: Wording for Detailers to Use in 1:1 Visits with Clinicians | NaRCAD
Training Detailing Aid: Reducing Stigma, Saving Lives: How Clinicians Can Help Patients Who Use Substances | NaRCAD
Training Detailing Aid: Older Adult Falls Prevention and Management | NaRCAD
Training Detailing Aid: Improving Patient Safety and Reducing Opioid Overdoses | NaRCAD
Sample Detailing Aid: Preventing HIV by Prescribing PrEP | NaRCAD

Sample Detailing Aids:

Detailing Aid: Prescribing Naloxone to Patients Who Use Opioids | San Francisco Department of Public Health
Detailing Aid: PrEP Detailing Aid | San Francisco Department of Public Health
Detailing Aid: Rapid ART Detailing Aid | San Francisco Department of Public Health
Detailing Aid: Building Resilience After Adverse Childhood Experiences: A Guide for Adult Primary Care Clinicians | Alosa Health & NaRCAD
Detailing Aid: Shift the Lens: Integrating Positive and Adverse Childhood Experiences into Pediatric Care | Alosa Health & NaRCAD
Detailing Aid: Tobacco Treatment for People with Serious Mental Illness | NaRCAD & Massachusetts Mental Health Center, Mass. Department of Mental Health
Detailing Aid: Prescribing Preventative Therapy for TB Contacts (English) | NaRCAD
Detailing Aid: Prescribing Preventative Therapy for TB Contacts (Spanish) | NaRCAD

Brochures, 1-Pagers, & Pocket Cards:

Pocket Card: Oral PrEP Pocket Card | San Francisco Department of Public Health
Pocket Card: Injectable PrEP Pocket Card | San Francisco Department of Public Health
1-Pager: PrEP Basics | San Francisco Department of Public Health
Resource: Your Health Matters: How Criminal Justice Involvement May Affect Your Health | New York City Department of Health and Mental Hygiene
Resource: HIV Testing Palm Card | New York City Department of Health and Mental Hygiene
Resource: PrEP: Provider FAQ Sheet | AccessMatters
Resource: PrEP Pre-prescription Triage Sheet | AccessMatters
Pocket Card: Taking a Comprehensive Sexual Health History: The 5 P's Pocket Card | AccessMatters

Clinical Modules and Detailing Toolkits Examples:

Modules: Clinical Modules & Corresponding Detail Aids | Alosa Health
Action Kits: Public Health Detailing Action Kits | New York City Department of Health and Mental Hygiene

Watch a model detailing session using key messages for medications for opioid use disorder by NaRCAD.

IV. TRACKING & EVALUATION: MATERIALS & EXAMPLES

Check out our Evaluation Toolkit for additional resources.

Guides:

Guide: Overdose Prevention Evaluation Profile for Academic Detailing | Centers for Disease Control and Prevention
Guide: Evaluating Your AD Program Reference Guide | NaRCAD

Tracking Forms:

Pre- and Post-Visit Tracking Sheet: AD Tracking Form | NaRCAD
Form: Overall Tracking List Sheet & Detailing Visit Targets | NaRCAD
Survey: Post-Detailing Session Evaluation Form | NaRCAD
Survey: Virtual Pre-Visit Google Form Survey | Mountain Area Health Education Center
Survey: Provider HIV Prevention Pre-Survey & Post-Survey | Colorado Department of Public Health & Environment

Evaluation Reports:

AD Outreach Summary: Evaluation Summary Report | Idaho Department of Health and Welfare'
Snapshots: New Hampshire Public Health Network Snapshots | Harm Reduction Technical Assistance Project

Presentations & DETAILS Blogs: