Advanced primary care self-assessment graphic:

Taft-Hartley trustees must keep members and their families healthy while protecting the fund's long-term sustainability. When care is hard to access, chronic conditions go unmanaged, or spending becomes unpredictable, it may be time to reassess your model. This advanced primary care checklist helps you identify gaps and decide whether a stronger approach could improve your plan.

Woman with silver hair leads a meeting on an advanced primary care checklist for Taft-Hartley plans
FOUR AREAS TO ASSESS

Where is your plan falling short?

Trustees who use this checklist often find that a gap in one area compounds problems in others. A member who can't get a timely appointment may delay care, worsen a chronic condition, and generate a high-cost claim. The checklist covers four interconnected areas to show the full picture.
Care experience and member health

Can members, including shift workers and those in rural areas, access care quickly? Do they build ongoing relationships with a primary care provider? Access barriers lead members to skip care altogether. Without proactive outreach and prevention, chronic conditions worsen and health risks grow.

Fund performance and investment value

Are chronic conditions driving a disproportionate share of spending? Is it hard to measure the return on your current care investment? Trustees need data and accountability, not just activity, to make confident decisions.