Accessing Data for QI

As adoption of EHRs has increased, so have the concerns about ability to access the data needed to drill down into quality improvement efforts or even reporting requirements. Depending on the type of system being used, data may be cloud based, on a remote server, or on a local server. Further, data may be accessible through preprogrammed, ad hoc, or custom reports, but there may be greater challenges to accessing raw data or data that can be analyzed for quality improvement purposes. Resources in this section address these challenges and provide actionable information for accessing the data needed.

Accessing your Data
PCMH Self-Assessment Tool (2017)

PCMH Self-Assessment Tool (2017)

NCQA's Patient Centered Medical Home 2017 Recognition

This 2017 Patient Centered Medical Home self-assessment is intended to help health centers gauge their readiness for meeting the NCQA 2017 PCMH Requirements. Of course, completing this does not guarantee passing PCMH recognition process, it is intended to help you assess and plan!

Download the Self Assessment in the Documents to Download section below. Instructions for use are at the top of the second tab.

Health centers should reference requirements from NCQA to ensure a complete understanding of the requirements prior to completing this self-assessment. Some helpful links are included below:

Review process: The review is now an interactive, multi-meeting process rather than a single submission. It is now comprised of three virtual reviews over 12 months. Generally, the first virtual meeting is to plan out the process together, the second meeting to start to review and validate and provide feedback, and third to continue to review and validate and discuss alternatives to those that could not be validated.

Changes: Under 2017 standards there is only one level of recognition, compared to three levels previously. New reporting platform called Q-Pass, and if a practice is working with a Certified Content Expert (CCE) then the CCE can access the system on behalf of the practice. Learn about accessing Q-Pass here.

Timeframe: Plan for 3 to 12 months to implement transformation processes. Most policies and procedures must be in place for 3 months in order to be meet the requirements, needs to be completed in 12 months. Must be reviewed annually as opposed to three-year recognition cycle. 


HITEQ AirTable interactive PCMH Support Tool - Updated with July 2019 Changes from NCQA!

HITEQ has also created an interactive AirTable PCMH Support tool, which can be accessed for free here. To use this tool for yourself, make a copy of the Master PCMH Support tool, and save to your own free AirTable account (click here to set one up and check out this video for an overview). More information on duplicating the AirTable to save for yourself can be found here.


Intended AudienceHealth Center Leadership, Care teams, Quality Improvement Staff

Documents to download

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This resource collection was compiled by the HITEQ Center staff with guidance from HITEQ Advisory Committee members and collaborators of the HITEQ Center.

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The Quadruple Aim
Quadruple Aim

A Conceptual Framework

Improving the U.S. health care system requires four aims: improving the experience of care, improving the health of populations, reducing per capita costs and improving care team well-being. HITEQ Center resources seek to provide content and direction aligned with the goals of the Quadruple Aim

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