EPT Materials & Resources
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. 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.
Please submit all deliverables through the EPT Deliverable Portal(opens in new tab).
Final Reporting Cycle (November 2026)
Complete your final EPT submissions by November 2, 2026
Use the checklist below to identify what your practice may still need to submit. Resources for each deliverable are organized by topic further down the page.
Required Final Reporting
Scroll below to the Resources section and access your materials in the “Performance Measurement & Reporting” tab.
- Operational KPIs (Milestones 18-20)
- Empanelment
- Continuity
- Third Next Available Appointment
- Disparity Reduction KPI (Milestone 21)
- Practice-Reported Population of Focus HEDIS-Like Measures (submitted through the KPI Assessment)
- Final PhmCAT Submission – required for program evaluation; no milestone payment
Submit if Not Previously Accepted
Scroll below to the Resources section and click the relevant topic tab.
- Behavioral Health Screening & Linkage (Milestone 15)
- Health-Related Social Needs (HRSN) Screening & Linkage (Milestone 16)
- Value Based Payment (Milestone 17)
- Data Implementation Progress Report (Milestone 13)
- Any remaining milestone deliverables
Resources by Topic
Can’t find what you’re looking for? Browse our full Resource Library to find all resources related to EPT.
Population Health Capabilities
Milestones 1, 5 & 14
Resources to help practices assess and track their population health management capabilities over time using the Population Health Management Capabilities Assessment Tool (PhmCAT).
Practices are required to complete a final PhmCAT submission as part of final EPT reporting to support program evaluation and assessment of change over time. The final PhmCAT does not carry an additional milestone payment.
Resources
Access & Empanelment
Milestones 2 & 3
Resources to help practices assess and strengthen empanelment processes and improve timely access to care, including tools, measure specifications, examples, and learning resources.
Resources
Data Infrastructure
Milestones 4, 6 & 13
Resources to help practices strengthen the data infrastructure needed for population health management, from assessing data and reporting capabilities to developing and implementing plans to address identified gaps.
Resources
- Data and HEDIS Reporting Assessment
- Data Governance: Policy and Procedure Template
- Data Governance: Policy and Procedure Rubric
- Understanding Data Governance Resource
- Data Governance Example: Pan and Hsu
- Data Governance Example: Herald Christian Health Center
- Data Implementation Plan Template
- Data Implementation Plan Rubric
- Data Implementation Plan FAQ
- Data Implementation Example: Opsam Health
- Data Implementation Example: Dr. Hamsa Ramkumar
- Data Implementation Progress Report Template
- Data Implementation Progress Report Rubric
- Data Implementation Progress Report Example: Stallant Health and Wellness
Equity & Disparity Reduction
Milestones 7 & 8
Resources to help practices use stratified data to identify disparities and develop a plan to reduce disparities within their selected Population of Focus.
Resources
Care Delivery
Milestones 9-12
Resources to help practices strengthen care delivery through care team optimization, adoption of clinical guidelines, enhanced outreach and engagement, and pre-visit planning.
Resources
- EPT Milestone Care Team Assessment and Implementation
- Care Team Assessment Rubric
- EPT Care Team Assessment Tip Sheet
- Care Team Assessment Example: Stallant Health and Wellness
- Care Team Assessment Office Hours Recording
- Adopting Clinical Guidelines Template
- Adopting Clinical Guidelines Rubric
- Adopting Clinical Guidelines Example: Modern Concepts
- Adopting Clinical Guidelines Office Hours Recording
- Implement Enhanced Outreach and Engagement Template
- Implement Outreach and Engagement Rubric
- Enhanced Outreach and Engagement Example: Prime Wellness Community Health Center
- Implement Pre-Visit Planning Template
- Implement Pre-Visit Planning Rubric
- Pre-Visit Planning Example: Capitol Family
Behavioral Health
Milestone 15
Resources to support implementation of behavioral health screening and linkage to appropriate services, including submission guidance, examples, and learning opportunities.
Resources
Health-Related Social Needs (HRSN)
Milestone 16
Resources to support implementation of HRSN screening and linkage to services, including submission guidance, screening and referral tools, examples, and learning opportunities.
Resources
- Health-Related Social Needs (HRSN) Screening & Linkage Template
- HRSN Screening & Linkage Rubric
- HRSN Example Submission
- Health Leads Screening Toolkit
- Health Leads We Care Screening Survey
- WellRX Questionnaire
- Screening Tool Overview(opens in new tab)
- Social Need Referral Implementation Guide(opens in new tab)
- Eastern Plumas Health Care Social Determinants of Health Survey
- HealthBegins Health Related Social Needs Skill Building Workshop Series:
Value Based Payment
Milestone 17
Resources to help practices assess their readiness for value-based payment and identify opportunities to strengthen the capabilities needed to participate in value-based payment arrangements.
Resources
Performance Measurement & Reporting
Resources to help your practice complete ongoing reporting and demonstrate progress.
Operational KPIs
Milestones 18-20
Resources to support reporting and improvement on EPT’s operational KPIs: Empanelment, Continuity, and Third Next Available Appointment.
Resources
- KPI Submission Template
- Access and Empanelment KPI Measure Specifications
- Population of Focus HEDIS-Like Measure Specifications
Operational KPI milestone completion (Milestones 18-20) may be based on achievement or improvement. Practices also submit practice-reported Population of Focus measures through the KPI Assessment; payment for Milestones 22-25 is based on performance reported by DHCS and Medi-Cal managed care plans.
Disparity Reduction KPI
Milestone 21
Resources to help practices report progress toward reducing an identified disparity within their selected Population of Focus.
Resources
- Disparity Reduction KPI Template
- Disparity Reduction KPI Example: Pan and Hsu
- Disparity Reduction KPI Office Hours Recording
Additional Resources
Visit our Resource Library to browse all resources related to EPT.
- EPT Milestones Overview & Timeline
- Population of Focus HEDIS-Like Measure Specifications
- Access and Empanelment KPI Measure Specifications
- EPT ID Number
- EPT Managed Care Plan Engagement Support for Practices Survey Responses
- Help improve how your practice identifies and closes care gaps with the Care Gap Guide
Learning & Support
Upcoming Events
Find and register for upcoming events and office hours by clicking the titles of the cards below. Visit our events calendar for a full listing of upcoming events.
Wednesday Sep. 23, 2026
12:00 pm – 1:00 pm
Join EPT peers and the PopHealth Learning Center team for Health Related Social Needs Office Hours. Bring your deliverable template, questions, or challenges and use this time to work through the deliverable together, connect with peers, and leave with practical guidance for your next steps.
Tuesday Sep. 29, 2026
3:00 pm – 5:00 pm
Join peers for the first Fall EPT Learning Community session as we celebrate three years of progress and learning. Hear cohort-wide results and practice stories, explore what changed and what made that change possible, and connect through small-group conversations. Leave with practical ideas, lessons, and inspiration to carry the work forward.
Thursday Oct. 1, 2026
11:00 am – 1:00 pm
Join peers for the first Fall EPT Learning Community session as we celebrate three years of progress and learning. Hear cohort-wide results and practice stories, explore what changed and what made that change possible, and connect through small-group conversations. Leave with practical ideas, lessons, and inspiration to carry the work forward.
Tuesday Oct. 6, 2026
3:00 pm – 5:00 pm
Join peers for the second Fall EPT Learning Community session as we look ahead to sustaining the progress you’ve made. Explore the MOCHA framework, reflect on what will help meaningful changes last, and work together to plan your next steps. Leave with practical tools, resources, and inspiration to carry the work forward.
Thursday Oct. 8, 2026
11:00 am – 1:00 pm
Join peers for the second Fall EPT Learning Community session as we look ahead to sustaining the progress you’ve made. Explore the MOCHA framework, reflect on what will help make meaningful change last, and work together to plan your next steps. Leave with practical tools, resources, and inspiration to carry the work forward.
Tuesday Oct. 13, 2026
12:00 pm – 1:00 pm
Join EPT peers and the PopHealth Learning Center team for a space to ask questions, work through challenges, and build on what you’re already doing. Bring questions about program milestones, data tracking, workflows, or recent webinars and leave with practical guidance, ideas, and next steps.
Webinar Recordings
Access recordings and slide materials from recent EPT learning sessions. These resources are provided to support continued learning, implementation, and follow-up after each session. Visit our webinar page to browse more recordings.
CalAIM Part 2B: Connecting Patients to Services Referral Pathways & Community Based Partnerships for SIPs
CalAIM Part 2A: Connecting Patients to Services Referral Pathways & Community Based Partnerships for FQHCs
CalAIM 101: A Foundational Overview, Part 1
June Learning Session, Part 1
Frequently Asked Questions
Click the titles of the cards below to access common questions for recent milestones and deliverables.
Review answers to common questions about the revised EPT payment methodology, practice payment calculations, appeals, payment timing, and program participation.
Review answers to common questions about EPT May deliverables, submission requirements, templates, reporting, and milestone completion.
This resource supports completion or refinement of deliverables related to the topic area.
Archived Resources
Previous Submission Cycles
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)
Population Health Management Tool (PhmCAT)
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.
Social Health and Behavioral Health
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)
- Rubric [pdf, word doc] (Updated April 2026)
- Example submission [pdf(opens in new tab)]
- (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
Value Based Payment
Updated March 2026
Value Based Payment Capacity Assessment [pdf]
(17) Value Based Payment Template [pdf, word doc]
- Rubric [pdf]
Note: EPT practices can submit this deliverable in either the May 2026 or November 2026 deliverable cycle.
Key Performance Indicator (KPI) Assessment
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).
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)
Care Delivery Model
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
Data to Enable Population Health Management
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
Key Performance Indicator (KPI) Assessment
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).
- (18,19,20) KPI Submission Template [pdf, word doc]
- (21) Disparity Reduction KPI Template [pdf, word doc] (Updated 11/6/2025)
- Example – EPT Disparity Reduction KPI Template_Pan and Hsu
- Did you miss the office hours? Watch the recording here.
EPT Practices can submit both May 2025 and Nov 2024 deliverables during the May 2025 submission cycle.
Population Health Management Capabilities Assessment Tool (PhmCAT)
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)(opens in new tab) if your staff members need access to the Deliverable Portal.
Stratified HEDIS®-like Measures
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).
Key Performance Indicator (KPI) Assessment
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).
Data Implementation Plan
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.
Empanelment Assessment
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.
- Assessment template(opens in new tab)(opens in new tab)
- Measure Specifications(opens in new tab)(opens in new tab)
- Nov 2024 KPI Template(opens in new tab)
Empanelment Policy and Procedure
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.
- Policy and Procedure Template(opens in new tab)(opens in new tab)
- Policy and Procedure Rubric(opens in new tab)(opens in new tab)
- Case study – Capitol Family Medical Associates
Data Governance and HEDIS reporting
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.