| KM 06 | KM 06 is now titled Demographic Data Collection. |
| CC 13: External Electronic Exchange of Information | Added D. Clinical data exchange with payers (1 Credit). CC 13 is now worth up to 4 points. |
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| KM 06: Diversity | Added “Middle Eastern or North African” to the race/ethnicity combined category. Also, added this note, “The OMB updated the combined Race and Ethnicity categories in 2024 to include the Middle Eastern or North African population; this is reflected in the publications. If this option is not yet available, work with your vendor to ensure compliance with the OMB.” |
| AR-QI 1: Clinical Quality Measures and AR-QI 2: Resource Stewardship Measures | Added this note, “Practices should review measure data before submission, to ensure data are captured accurately and that numbers reflect practice performance and patient population.” |
| Appendix 4: MAC Policy | Changed contact email to rpsig@ncqa.org and removed the mailing address. |
| Topic | Update Highlights |
| Front Matter (Audit Section) | Evidence of implementation submitted for an audit, including reporting data, must be recent to the time of the audit. |
| Front Matter | Added a section addressing conflicts with regulatory requirements. This applies to all Recognition products. |
| CM 04 | Added: “The care plan needs to be written in a health literacy level accessible to the patient (not medical jargon or billing codes).”
Also added – “Note: After-visit summaries may only be used if it contains plain language and shows patient involvement in the creation of the plan.” |
| KM 06 | Removed “pronouns” and added “language” in the guidance section as examples that may not be submitted for “other aspects of health”. |
| KM 09 |
Added clarification on evidence: “Practices are to submit a report that is broken down by numerator/denominator and percentages for each category. For example, Black or African American = 400/1000 (40%); Asian = 300/1000 (30%), etc.” |
| PM 20 | New criterion – Person-Driven Outcomes Approach: Monitoring and Follow-Up |
| Topic | Update Highlights |
| Front Matter | Added definitions of “electronic health record (EHR)” and “certified electronic health record technology (CEHRT).” |
| TC 05 | Added a note that beginning in 2024, practices will be required to have an EHR. |
| KM 09 | Added a note that gender identify and sexual orientation requirements apply to all patients 18 years of age and older. |
| CM 10 | Replaced “person-driven outcomes approach” with “person-centered outcomes approach.” |
| Topic | Update Highlights |
| Policies and Procedures | Section restructured |
| Policies and Procedures | Addition of language regarding Corrective Action Plans |
| KM 06 | Addition of Sexual Orientation and Gender Identity as required topics of data collection. Added requirement that data be direct collection. |
| KM 06 | Added requirement that data be direct collection. |
| PM 19 | New elective criterion regarding person-driven outcomes. |
| Appendix 2 – Glossary | Added “Age as a Vulnerability” |
No. There is no percentage threshold for diagnostic test tracking measures. The expectation is that practices track all diagnostic tests routinely; if performance is lower than expected, the practice should enter the rationale for their low percentage in the Notes from the Organization section in QPASS.
For example, if data show a 30% return rate, that means 70% of the practice’s ordered tests never had a report returned to their PCP.
It depends. If the AR requirement aligns with a PCSP criteria that explicitly specifies a threshold, then that value would be the minimum threshold. However, if a threshold is not explicitly stated in the criteria, then 80% or more is expected to ensure consistent application of the process. Please note that there may be some cases where it’s acceptable for the rate to fall below 80%.
An explanation in the Note section of Q-PASS is required for practices that report a rate less than 80% for the following criteria: AR-AC 01 [Timely Clinical Advice by Telephone], AR-CC 04 [Tracking Lab Test Results], and AR-CC 05 [Tracking Imaging Test Results].
Practices should submit an explanation when their performance falls below 80% for the following AR criteria:
• AR-AC 1: Timely Clinical Advice by Telephone
• AR-CC 4 (Option): Diagnostic Test Tracking (2 rates)
Practices should submit an explanation when their performance falls below 30% for the following AR criteria:
• AR-CC 5: Secondary Referral Tracking
If the practice does not submit an explanation, NCQA will contact the practice and request context for their performance rates.
No. There is no minimum denominator requirement. A sample of 30 (or more, because this increases the reliability of the sample) is expected to ensure statistical soundness, but there may be cases where it may be appropriate for the denominator to be <30. NCQA requests practices enter an explanation in the Notes from the Organization section in QPASS in this case.
If a practice reports a denominator <30 without a note, the evaluator may contact the practice to confirm data accuracy and to understand the data. The evaluation will be returned to the practice so they can enter an explanation in the Notes from the Organization section for the cited criteria.
It is to ensure patient safety and routine implementation of medical home activities. Depending on the population served and/or the reporting period, a small denominator is unexpected and may indicate issues (e.g., with data, documentation, implementation). Providing additional information allows the practice to explain—beyond the numbers—when performance is outside the expected range.
| Topic | Update Highlights |
| Policies and Procedures | Added a section on Natural Disasters and Cybercrime. |
| Policies and Procedures | Updated policy on eligibility to clarify that organizations that operate entirely remotely are eligible. |
| KM 17 | Updated the list of CDS examples in the guidance language. |
| AC 02 | Added language to the guidance to clarify that patient inquiries regarding prescription refills or appointment requests are not considered clinical advice. |
| PM 11 | Updated guidance language to detail how Person-Driven Outcome goals can be used to meet the criteria. |
| QI 01 A, B and C | Measures data must be input from the new ‘Measures Reporting’ tile of the Organization Dashboard. |
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