Milestones and Deliverables
Explore the Deliverables and Key Performance Indicators for the Equity and Practice Transformation (EPT) Payment Program
Introduction
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.
Program Resources
- EPT Milestone Information
- (Updated August 2025) EPT Milestones Overview and Timeline
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- 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]
November 3, 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 is 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)
May 1, 2025 Deliverables
EPT Practices can submit both May 2025 and Nov 2024 deliverables during the May 2025 submission cycle.