EPT Milestones & Deliverables
Program Overview
The Equity and Practice Transformation (EPT) Directed Payment Program is organized around 25 population health management milestones, each one developed in partnership with the California Department of Health Care Services (DHCS). EPT practices are eligible to receive payment(s) for meeting one or more of the 25 EPT Milestones. Evidence of milestone completion is in the form of deliverables accepted by the Learning Center during the May 1 and November 1 submission cycles each program year.
Below you can find templates, rubrics, and other resources to help you prepare to submit EPT Milestones and Deliverables. Please submit all deliverables through the EPT Deliverable Portal.
Unless stated otherwise, the dates below represent the first opportunity for EPT Practice to submit a given deliverable. Please send any EPT program related questions through our contact form. Our team is happy to assist you.
Resources & Links
EPT Milestone Information
- (Updated April 2026) EPT Milestones Overview and Timeline(opens in new tab)
- EPT May Deliverables HEDIS Measure Specifications
- Access and Empanelment KPI Measure Specifications
Helpful Links
- Log into PopHealth+ for more resources and modules
- Login to the EPT Deliverable Portal
- Review your organizations attendance through the EPT TA Attendence_August 2025
Frequently Asked Questions
- Questions about payment? May 2025 EPT Payment Update FAQ
- Explore our May Deliverables FAQs
Additional Resources
- Review your organizations EPT ID number
- Download the EPT Managed Care Plan Engagement Support for Practices Survey Responses
- Case Study: Capitol Family- Empanelment in a Small Independent Practice
- Help improve how your practice identifies and closes care gaps with the Care Gap Guide
- Creating a Family Plan: A Workbook for Immigrant Families [English, Spanish]
May 2026 Deliverables
EPT Practices can submit both Nov 2025 and May 2026 deliverables during the May 2026 submission cycle. The numbers next to the title of the template indicate the associated milestone number.
What is required to submit in May 2026:
- 2026 PhmCAT,
- Data Policy & Procedure,
- Empanelment Policy & Procedure,
- Data Implementation Plan,
- Disparity Reduction Plan, and
- At least one Model of Care deliverable (e.g. pre-visit planning, outreach and engagement, care team assessment, or adoption of clinical guidelines)
To meet this milestone, practices must have at least three staff members complete the PhmCAT survey online. When possible, please have the same staff members fill out this year’s PhmCAT as did last year’s PhmCAT, since the results will be trended.
Beginning 2025, EPT practices will fill out the PhmCAT in the EPT Deliverable Portal. Please contact us(opens in new tab) if your staff members need access to the Deliverable Portal.
Updated May 2026
To meet this milestone, practices must have at least three staff members complete the PhmCAT survey online. When possible, please have the same staff members fill out this year’s PhmCAT as did last year’s PhmCAT, since the results will be trended.
To meet this milestone, practices will implement behavioral health screening and linkage and implement health-related social needs (HRSN) screening and linkage.
- (15) Implement behavioral health screening & linkage [pdf, word doc] (Updated April 2026)
- (16) Health-related social needs (HRSN) screening & linkage [pdf, word doc] (Updated March 2026)
Screening template and resource examples
- Health Leads Screening Toolkit
- Health Leads We Care Screening Survey
- WellRX Questionnaire
- Example – Eastern Plumas Health Care Social Determinants of Health Survey
Health Begins Health Related Social Needs Skill Building Workshop Series
- Session 1 – [slides, recording]
- Session 2 – [slides, recording]
- Session 3 – [slides, recording]
- Session 4 – [slides, recording]
- Session 5 – [slides, recording]
- Session 6 – [slides, recording]
Note: EPT practices can submit this deliverable in either the May 2026 or November 2026 deliverable cycle
Updated December 2025
Every submission cycle starting Nov 2024, EPT Practices submit KPI reporting for the Empanelment, Continuity, and Third Next Available Appointment administrative measures as part of Milestones 18, 19, and 20. Please note that milestone completion through either achievement or improvement benchmarks must be sustained over two consecutive submissions or met in the final submission for payment eligibility.
The following reporting template helps EPT Practices prepare to provide the KPI reporting in the Deliverable Portal as part of the bi-annual submission process. In addition to the Empanelment, Continuity, and Third Next Available Appointment administrative measures, the KPI Assessment also asks practices to provide their current Medi-Cal Assigned Lives as well as performance on quality of care metrics specific to their Population of Focus (PoF).
November 2025 Deliverables
EPT Practices can submit both Nov 2025 and May 2025 deliverables during the Nov 2025 submission cycle. The numbers next to the title of the template indicate the associated milestone number.
What was required to submit in November 2025:
- 2025 PhmCAT
- At least one 2024 deliverable that has not been submitted or accepted (e.g., empanelment assessment, empanelment policy and procedure, data assessment and policy and procedure)
What is required to submit in May 2026:
- 2026 PhmCAT,
- Data Policy & Procedure,
- Empanelment Policy & Procedure,
- Data Implementation Plan,
- Disparity Reduction Plan, and
- At least one Model of Care deliverable (e.g. pre-visit planning, outreach and engagement, care team assessment, or adoption of clinical guidelines)
Last Updated October 2025
To meet this milestone, practices will adopt clinical guidelines, implement enhanced outreach and engagement, and implement pre-visit planning.
- (8) Disparity Reduction Plan [pdf, word doc]
- Disparity Reduction Plan Rubric (Updated 3/31/2026)
- Did you miss the office hours? Watch the recording here.
- Example – EPT Disparity Reduction Plan Template_Prime Wellness
- (9) EPT Milestone Care Team Assessment and Implementation [pdf, word doc] (Updated 10/21/2025)
- Care Team Assessment Rubric (Updated 10/21/2025)
- Need assistance with filling out the template? Review the EPT Care Team Assessment Tip Sheet (Added 10/21/2025)
- Example – EPT Care Team Assessment and Implementation Template_Stallant Health and Wellness
- Did you miss the office hours? Watch the recording here.
- (10) Adopting Clinical Guidelines Template [pdf, word doc]
- Adopting Clinical Guidelines Rubric
- Example – Adopt Clinical Guidelines Template Modern Concepts
- Did you miss the office hours? Watch the recording here.
- (11) Implement Enhanced Outreach and Engagement Template [pdf, word doc]
- Implement Outreach and Engagement Rubric
- Example- EPT Enhanced Outreach and Engagement Template_Prime Wellness Community Health Center
- (12) Implement Pre-Visit Planning Template [pdf, word doc]
- Implement Pre-Visit Planning Rubric (Updated 11/6/2025)
- Example – Implement Pre-Visit Planning_Capitol Family
Last Updated October 2025
- (13) Data Implementation Progress Report Template [pdf, word doc]
- Data Implementation Progress Report Rubric
- Example – EPT Data Implementation Progress Report_Stallant Health and Wellness
- Note: your organization will need to submit the Data Implementation Plan prior/in tandem to submitting the Progress Report
Last Updated September 2025
Every submission cycle starting Nov 2024, EPT Practices submit KPI reporting for the Empanelment, Continuity, and Third Next Available Appointment administrative measures as part of Milestones 18, 19, and 20. Please note that milestone completion through either achievement or improvement benchmarks must be sustained over two consecutive submissions or met in the final submission for payment eligibility.
The following reporting template helps EPT Practices prepare to provide the KPI reporting in the Deliverable Portal as part of the bi-annual submission process. In addition to the Empanelment, Continuity, and Third Next Available Appointment administrative measures, the KPI Assessment also asks practices to provide their current Medi-Cal Assigned Lives as well as performance on quality of care metrics specific to their Population of Focus (PoF).
May 2025 Deliverables
EPT Practices can submit both May 2025 and Nov 2024 deliverables during the May 2025 submission cycle.
Last Updated March 2025
To meet this milestone, practices must have at least three staff members complete the PhmCAT survey online. When possible, please have the same staff members fill out this year’s PhmCAT as did last year’s PhmCAT, since the results will be trended.
Beginning 2025, EPT practices will fill out the PhmCAT in the EPT Deliverable Portal. Please contact us(opens in new tab) if your staff members need access to the Deliverable Portal.
Last Updated April 2025
To meet this milestone, practices must submit a report on their performance across all the HEDIS®-like quality measures for their selected Population of Focus (PoF). The reporting will be stratified by race and ethnicity and at least one additional characteristic: primary spoken language, sexual orientation, gender identity, housing status, or disability status.
HEDIS® is a registered trademark of the National Quality Assurance Committee (NCQA).
Last Updated March 2025
Every submission cycle starting Nov 2024, EPT Practices submit KPI reporting for the Empanelment, Continuity, and Third Next Available Appointment administrative measures as part of Milestones 18, 19, and 20. Please note that milestone completion through either achievement or improvement benchmarks must be sustained over two consecutive submissions or met in the final submission for payment eligibility.
The following reporting template helps EPT Practices prepare to provide the KPI reporting in the Deliverable Portal as part of the bi-annual submission process. In addition to the Empanelment, Continuity, and Third Next Available Appointment administrative measures, the KPI Assessment also asks practices to provide their current Medi-Cal Assigned Lives as well as performance on quality of care metrics specific to their Population of Focus (PoF).
Last Updated April 2025
For this milestone, practices must develop an implementation plan to address data and technology gaps and transform practice operations to support development of KPIs.
- Data Implementation Plan Template [pdf, word doc]
- Data Implementation Plan Rubric
- Data Implementation Plan FAQ
- Data Implementation Examples
For more support on the Data Implementation Plan, please see our Data Implementation Office Hours on the Event Calendar.
November 2024 Deliverables
Last Updated October 2024
To meet this milestones, practices must assess their current empanelment environment including understanding of baseline data on percent of patients who are empaneled to a provider/care team, continuity based on current assignment, and third next available appointment.
Last Updated October 2024
To meet this milestone, practices must develop and implement a standard policy and procedure that addresses the method of assigning patients to care team panels, changing assignments, maintaining panel size and continuity, and monitoring empanelment effectiveness.
Last Updated October 2024
To meet this milestone, practices must develop a data governance policy and procedure and assess how the practice is accessing, using, managing, sharing, reporting, and integrating data from external sources that are required to produce KPIs for the selected population. Please note that this milestone requires the submission of two distinct deliverables, the reporting assessment and the data governance policy and procedure.