This document provides guidance on obtaining and completing online compliance management for NCQA Patient-Centered Medical Home recognition. It outlines the key steps including obtaining login credentials, purchasing required survey tools, completing application forms, adding clinician information, and ensuring all license numbers and documents match before submission. It recommends allowing at least two weeks to prepare required documents for upload and linking. The NCQA review process for multi-site applications takes 30 days and for site locations takes 60 days. Recognition is renewed every 3 years.

1. Candace J. Chitty
RN, MBA, CPHQ, PCMH-CCE

2. Your Key to
Online
Compliance
Management

3. Your Key to
Online
Compliance
Management
 Obtaining your User ID and Password
 Accessing the Online Application
 Agreements Required
 Resources Page – Guidelines, Tools,
Trainings and Materials
 Account and Practice Site Information
(Important for multi-site applications)

4. Your Key to
Online
Compliance
Management
 Nomenclature for Identifying Multi-
site Locations
 Purchase the ISS Survey Tool – License
# is on the first page of the Survey
Tool above the “I agree” statement.
 Adding Clinicians – Required
Information

5. Your Key to
Online
Compliance
Management
Six Requirements for NCQA to review
application information:
1. Signed Legal Documents
2. Purchased survey tools for each site
3. Completed application form
4. Completed clinician information
5. Matching License numbers in ISS and on
practice site applications
6. Fixed any error messages
Submission of Online Application Confirmation

6. Your Key to
Online
Compliance
Management
 Recommended you review NCQA’s ISS tutorial
http://www.youtube.com/watch?v=fOGeuqIl0mQ
 Plan for documents to be completed and
ready to prepare for upload and linking at
least two weeks prior to submission.
 Preparing Documents
 Quality check … quality check … quality
check your ISS before submitting.

7. Your Key to
Online
Compliance
Management
The NCQA Review Process Timeframe
 Multi-site Corporate Tool – 30 days
 Site Location Reviews – 60 days
Final Decision and Results
Recognition Renewal Cycle-every 3 years
Reconsiderations, Add-ons/Upgrades
Discretionary Surveys

8. Your Key to
Online
Compliance
Management
 PCMH-grip@ncqa.org
 PCMH-grip customer service number:
888-275-7585, M-F, 8:30 am - 5:00 pm ET.
 http://www.ncqa.org/Portals/0/Programs/Rec
ognition/Multi-
site_Process_Overview_for_the_web_5.21.1
2-1.pdf
 To get an Online Application account go to
http://www.ncqa.org/tabid/629/Default.aspx.

10. Your Key to
Online
Compliance
Management
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11. Your Key to
Online
Compliance
Management
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12. Your Key to
Online
Compliance
Management
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13. Your Key to
Online
Compliance
Management
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14. Questions & Answers
Thank you for participating in the PolicyPLUS
PCMH Webinar series. If you have any
comments or additional questions please
do not hesitate to contact us at:
CJChitty@Qfhc.com RChitty@Qfhc.com
www.Qfhc.com www.Qfms.org
This ends the
PCMH focused
Webinar Series
We will now return to
our general Health
Center webinars .
If you have a relevant
subject you’d like to
learn more about
please contact us.
Look for the details
and dates in your
email soon
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