No. Organizations should not provide any documentation for HE 6, Element B, factor 3. The entire factor 3 requirement is NA for all surveys through June 30, 2026
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Yes. When an organization conducts its UM Information Integrity audit, the audit universe includes data from the most recent 12 months from the timing of the audit. So, although the audit occurs within the look-back period, data reviewed may include decision notification files from outside the formal look-back window, depending on timing.
Unless a regular operational employee of the organization, a consultant is not to assume responsibility for generating or demonstrating the evidence for Recognition. While external consultants are welcome to be part of the virtual reviews or audit, these calls are led by the appropriate practice team members. NCQA reserves the right to obtain contact information of consultants working with the practice as well as verify the identity of individuals present during the virtual review or audit.
Every qualifying clinician at a practice site is required to be listed in Q-PASS. Clinicians who meet the following three criteria must be listed for each Recognized PCMH site they practice at:
Yes. Applicable clinical staff must be licensed and verified in all states where they provide care to members.
A licensure compact arrangement between states is acceptable if the clinician’s licensure was primary source verified in the clinician’s home state. NCQA reviews the compact agreement for evidence that the state (or states) accepts the home state’s license in lieu of state licensure.
It is up to the organization to ensure that multiple mammograph episodes are the same event if they occur on the same date of service. HEDIS measure certification assumes events on the same day are different mammograms. If evidence shows the mammography episodes are the same, count only one. Organizations should develop their own methods and apply them consistently when reporting.
Yes. One follow-up event may meet criteria for multiple BIRADS assessments. Each BIRADS assessment counts as separate denominator events, and requires the appropriate follow-up to count toward the numerator. However, one breast biopsy may meet criteria for multiple high-risk BIRADS assessments, and one mammogram or ultrasound may meet criteria for multiple inconclusive BIRADS assessments.
No. Each mammogram requires a unique BIRADS assessment (e.g., two mammograms need two separate BIRADS to meet numerator criteria). A single documented BIRADS assessment dated on or within 14 days (15 days total) of multiple mammography episodes does not meet criteria for multiple denominator events.
DBM-E sample and test decks have been updated and re-posted. If you already received a status of “pass” for a DBM-E test deck, the status has been re-set and you must run the updated deck to certify. The deadline to certify the measure will be extended to July 31 so organizations can accommodate this update.
Cadence Thresholds Added:
Cadence thresholds are applied to 45 criteria to ensure continuous improvement and to avoid stagnation in workflows (i.e. “at least annually").
| Criteria Title |
| TC 06: Individual Patient Care Meetings/ Communication |
| TC 07: Staff Involvement in Quality Improvement |
| KM 02: Comprehensive Health Assessment |
| KM 03: Depression Screening |
| KM 04: Behavioral Health Screenings |
| KM 05: Oral Health Assessment |
| KM 06: Predominant Conditions |
| KM 07: Social Determinants of Health |
| KM 09: Diversity |
| KM 11: Population Needs B. Educates practice staff on health literacy and C. Educates practice staff in cultural competence. |
| KM 17: Medication Responses and Barriers |
| KM 21: Community Resource Needs |
| KM 23: Oral Health Education |
| KM 26: Community Resource List |
| KM 27: Community Resource Assessment |
| AC 01: Access Needs and Preferences |
| AC 09: Equity of Access |
| AC 11: Patient Visits with Clinician/Team |
| AC 13: Panel Size Review and Management |
| AC 14: External Panel Review and Reconciliation |
| CM 01: Identifying Patients for Care Management |
| CM 02: Monitoring Patients for Care Management |
| CM 03: Comprehensive Risk Stratification |
| CM 04: Person-Centered Care Plans |
| CM 05: Written Care Plans |
| CM 06: Patient Preferences and Goals |
| CM 07: Patient Barriers to Goals |
| CM 08: Self-Management Plan |
| CM 10: Person-Centered Outcomes Approach |
| CM 11: PCO: Monitoring and Follow-Up |
| CC 06: Commonly Used Specialists Identification |
| CC 07: Performance Information for Specialist Referrals |
| CC 14: Identifying Unplanned Hospital and ED Visits |
| QI 03: Appointment Availability Assessment |
| QI 04: Patient Experience Feedback |
| QI 05: Health Disparities Assessment |
| QI 07: Vulnerable Patient Feedback |
| QI 08: Goals and Actions to Improve Clinical Quality Measures |
| QI 09: Goals and Actions to Improve Resource Stewardship |
| QI 10: Goals and Actions to Improve Appointment Availability |
| QI 11: Goals and Actions to Improve Patient Experience |
| QI 13: Goals and Actions to Improve Disparities in Care/ Service |
| QI 15: Reporting Performance Within the Practice |
| QI 16: Reporting Performance Publicly or With Patients |
| QI 17: Patient/Family/ Caregiver Involvement in Quality Improvement |
Best Practices from NCQA’s Virtual Primary Care Program to PCMH:
The following elective criteria were written during the creation process of the new Virtual Care program, but found to be best practice for all primary care settings. For this reason, nine new elective criteria are added to the PCMH program.
| Criteria | Criteria Title | Brief Description |
| TC 10 | Patient Consent | The organization requests patient consent to treatment through virtual modalities. |
| KM 30 | Prescribing Patterns | The organization tracks medication prescribing practices and performs analysis on prescribing patterns. |
| KM 31 | Interpreter Services | The organization uses competent interpreter or bilingual services to communicate with individuals in a language other than English. |
| KM 32 | Virtual Care Training | The organization provides staff training on relevant clinical and nonclinical topics. |
| AC 15 | Appropriate Modality of Care | The organization has a process for determining that virtual care is appropriate for the patient. |
| AC16 | Information for Appeals | The organization provides clinical information in response to appeals of denials based on medical necessity or treatment guidelines. |
| AC 17 | Services Covered by Insurance | The organization has a process for informing patients which services are covered by insurance. |
| QI 20 | Assessment of Clinician and Care Team Experience | The organization assesses clinician and care team experience for delivering care. |
| QI 21 | Goals and Actions to Improve Clinician and Care Team Experiences | The organization identifies at least one opportunity to improve the clinician and care team’s experience, implements an intervention and measures the intervention’s effectiveness. |