FAQ Directory: Patient-Centered Medical Home (PCMH)

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7.02.2026 Multi-Site Sampling for Large Organizations (CM 04)

NCQA is introducing a new optional tier-based multi-site sampling approach for Person-Centered Care Plans to reduce Annual Reporting burden for larger organizations.

Organizations requesting multi-site sampling should submit requests through My.NCQA at least six months prior to the reporting date. For the initial rollout, NCQA will allow some flexibility and encourages organizations to submit requests as soon as possible prior to their reporting date. Beginning January 1, 2027, all requests should be submitted at least six months in advance of the reporting date. NCQA will review submitted requests and provide the sampled subset of sites back to the organization.

Organizations that would like to align the reporting dates of some, or all, of their sites should submit the request along with their multi-site sampling request, through My.NCQA. 

 Who is eligible:

  • Organizations with 9 or more sites.
  • Sites must share the same reporting date.

What this means:

  • Eligible organizations may submit care plans from a subset of sites selected by NCQA
  • Sampling is based on organization size.
  • Upload 3 de-identified care plans for managed care patients per sampled site.
  • Submitted care plans must represent 3 of the 5 care plan categories listed in CM 01: Identifying Patients for Care Management.

Note: This option applies to written care plans only. Practices must still report the number of patients who have a care plan per site.

If you are interested in using this option or would like to confirm eligibility, please contact your NCQA Representative via My.NCQA.
 

This applies to the following Programs and Years:
PCMH 2017