FAQ Directory: Health Plan Accreditation

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1.15.2026 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?

Yes. The statement in Element D clarifies that the system must document the date when the case manager completes each component of the initial assessment.   

  • If all components are completed at one time, one date is sufficient.
  • If components are completed at different times, the system must automatically capture the date associated with each factor in Element D. In this scenario, the organization will be scored down for any factor that does not have an automated date.

Applicable standards:

  • Health Plan Accreditation: PHM 5, Element D

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