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What You Need to Know About ECHO

Project ECHO is a lifelong learning and guided practice model that revolutionizes medical education and exponentially increases workforce capacity to provide best-practice specialty care and reduce health disparities. The heart of the ECHO model™ is its hub-and-spoke knowledge-sharing networks, led by expert teams who use multi-point videoconferencing to conduct virtual clinics with community providers. In this way, primary care doctors, nurses, and other clinicians learn to provide excellent specialty care to patients in their own communities.

Below is a curated collection of materials you can use to expand your knowledge about Project ECHO and to prepare for the next step in becoming a Project ECHO hub or partner, which is to attend Immersion training. Familiarizing yourself with the contents of these documents will help you to decide if your organization is ready to launch an ECHO hub, and if so, to decide which members of your team you should send to Immersion training at the ECHO Institute. It will also help those of you who are planning to attend Immersion to arrive with pre-requisite knowledge that will allow you to get the most out of this intensive face-to-face training.

1. Overview & Introduction

ECHO Model Infographic and ECHO One Page Flyer

These flyers give a brief overview of the Project ECHO mission, model, and goals through text and images.

The ECHO Effect: One Billion Lives, One Billion Stories at

A collection of personal stories on the many ways in which Project ECHO is working to touch one billion lives.

Report on the ECHO Institute Survey of Launched Hubs 2017

Findings from a 2017 survey of active hubs conducted by ECHO Institute Research Scientist Jessica Jones, ABD.

2. Planning

Planning Worksheet

Roadmap Flyer

Use this worksheet as a planning guide to help you think about next steps, help identify possible challenges you will face, and help you focus on extracting relevant information from the different sessions you will attend during Immersion training. Sections covered on the worksheet include: Analysis and history; Hubs and spokes; Curriculum Design; Evaluation; Funding; and Next Steps.

3. Preparing teleECHO Sessions

The documents in this section are designed to help you build and run an ECHO hub. While they don’t cover all aspects of hub administration, they do provide a good sampling of the types of issues you will need to think about in preparing to assemble your team and program.

Staff Roles

Generic ECHO Job Descriptions

Curriculum Development and Case Presentation

Sample Curriculum: HIV TeleECHO Clinic

Sample Case Presentation Form: Antimicrobial Stewardship

Spoke Recruitment

Sample Participation Agreement for Spokes


Facilitator Guide

Anatomy of an ECHO

VTC Etiquette

ECHO Video Teleconferencing Etiquette

Equipment for teleECHO Sessions

Recommended TeleECHO IT Equipment List

4. Budgets and Funding

Financing Project ECHO: Options for State Medicaid Programs

This brief outlines an array of financing options, including approaches currently in use as well as new options, and highlights how four states--California, Colorado, New Mexico, and Oregon--leveraged Medicaid support for ECHO. It outlines design considerations for specific delivery system environments as well as broad considerations for long-term sustainability of Project ECHO approaches.

5. Advertising, Graphics, and Branding

Sample Program Brochures: Opioid Addiction Treatment and Nurse Practitioner/Certified Nurse, Midwife Primary Care

Program brochures are an effective way to communicate things like your teleECHO clinic schedule and curriculum, goals and objectives, contact information, and more. These two brochures provide specific examples of how you might draft your own brochure or flyer.

6. Evaluation

Project ECHO Evaluation 101

This document describes evaluation best practices with a focus on how they are relevant or can be tailored to the Project ECHO model. The guide aims to encourage ECHO programs to engage in evaluation efforts and build the evidence-base for their program and the ECHO model, with a focus on those groups with limited evaluation funding and/or expertise.

Interested in Learning About Next Steps?

If you would like to launch your own ECHO program, you will need to sign our partnership agreements and attend in person Immersion training. You can learn more about these and other next steps on our Start an ECHO page.

ECHO Institute is at the University of New Mexico's Health Science Center
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