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3.16.2026 Automated documentation of dates in PHM 5, Element D PHM 5, Element D states: “The automated case management system must document the dates associated with entries for factors 1–12.” Does NCQA score automated documentation of dates in PHM 5, Element D?

No. Automation is evaluated and scored in PHM 5, Element B, and is not scored in PHM 5, Element D. Dates and timeliness are evaluated and scored for each factor in PHM 5, Element D.  

For PHM 5, Element D: 

  • If all components are completed at one time, one date is sufficient. 

  • If the components are completed at different times, the system must automatically capture the date associated with each factor in Element D.   

Note:  A related question was posted on January 15, 2026: “Automated documentation of dates in PHM 5, Element D.” This FAQ replaces that post.  

Applicable standards: 

Health Plan Accreditation: PHM 5, Element D 

This applies to the following Programs and Years:
HP 2025, 2026