Note:  The 2008 UM Certification Standards and Guidelines and Survey Tools are effective July 1, 2008. 

The 2008 CR Standards and Guidelines and Survey Tools are effective July 1, 2008.

Policy updates, changes and clarifications are available.      

Standards and Guidelines for Utilization Management (UM) Certification
If you are preparing for an NCQA Organization Certification survey in Utilization Management (UM) or Credentialing (CR), the Standards and Guidelines is an essential resource. This publication outlines standards and features explanations and examples of how to meet the standards, certification scoring guidelines, points and certification outcomes. Eligibility requirements, application information and policies and procedures are also included.

Note: Purchase of the Standards and Guidelines is not necessary if purchasing the Survey Tool.

2008 UM Certification Standards and Guidelines
Item #10326-100-08
Price: $180

2008 UM Certification Standards and Guidelines e-pub

2008 UM/CR Certification Standards and Guidelines Web-based

2007 UM Certification Standards and Guidelines
Item # 10326-100-07
Price: $180

2007 UM Certification Standards and Guidelines e-pub

2007 UM/CR Certification Standards and Guidelines Web-based 

Standards and Guidelines for Credentialing (CR) Certification
This publication contains the standards, intent statements, scoring guidelines and policies and procedures related to this program. The Standards and Guidelines also list all the documents that will be reviewed during a survey, making this a critical resource for any organization preparing for or contemplating a certification survey.  Purchase of the Standards and Guidelines is not necessary if purchasing the Survey Tool.

2008 CR Certification Standards and Guidelines
Item #10325-100-08
Price: $180

2008 CR Certification Standards and Guidelines e-pub

2008 UM/CR Certification Standards and Guidelines Web-based

2007 CR Certification Standards and Guidelines
Item # 10325-100-07
Price: $180

2007 CR Certification Standards and Guidelines e-pub

2007 UM/CR Certification Standards and Guidelines Web-based 

Survey Tool for Certification in Utilization Management/Credentialing
The Survey Tool includes all information needed to prepare and submit materials for an NCQA survey. Organizations applying for accreditation/certification must complete the Survey Tool and submit to NCQA to begin the survey process.  

Note: Use of the Survey Tool is required for organizations preparing for an accreditation survey.

For web-based products, NCQA does not make any commitments with respect to the use or performance of the Software and Services with browsers other than Netscape 6.0 or higher, or MS Internet Explorer 5.5 or higher. Please review the license agreement for web-based tools prior to purchase.

2008 UM/CR Survey Tool (Effective 7/1/08)

2007 UM/CR Survey Tool (Effective 7/1/07 - 6/30/08)

Application for Certification in UM/CR
This application provides all materials required to apply for an NCQA UM/CR Certification survey and includes pricing information, policies and procedures and the survey agreement.

UM/CR Application
Item # 10310-151-01
Price: Free