Milestones and Deliverables

Explore the Deliverables and Key Performance Indicators for the Equity and Practice Transformation (EPT) Payment Program

Deliverable Portal Login

Updates & Links
May 2025 Deliverables
Nov 2024 Deliverables

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.

Recent Updates

Here are the most recent updates:

Released templates for May 2025 KPI Reporting and Stratified HEDIS Reporting (2/13/25)
Re-organized webpage for improved navigation (2/13/25)
Published updated EPT Milestones Overview and Timeline pdf (2/13/25)

Helpful Links

Download the EPT Milestones Overview and Timeline
Download the EPT Practice Payments Spreadsheet
Explore our Deliverables FAQs (Coming soon!)
Login to the EPT Deliverable Portal

May 1, 2025 Deliverables

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 February 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.

Review the questions and instructions.

Beginning 2025, EPT practices will fill out the PhmCAT in the EPT Deliverable Portal. Please contact us if your staff members need access to the Deliverable Portal.

Stratified HEDIS®-like MeasuresLast Updated February 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.

EPT Stratified HEDIS^® Data Template

HEDIS^® is a registered trademark of the National Quality Assurance Committee (NCQA).

Key Performance Indicator (KPI) Assessment Last Updated February 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 KPI Submission Template

Data Implementation PlanComing Soon

Nov 1, 2024 Deliverables

Empanelment AssessmentLast Updated October 2024

Empanelment Policy and ProcedureLast Updated October 2024

Data Governance and HEDIS reportingLast 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.

Coming Soon

The Learning Center will release remaining deliverable templates in June 2025. We will notify practices and stakeholders of the release through our email and webinar communications. Please contact us if you have any questions.

HEDIS^® is a registered trademark of the National Committee for Quality Assurance (NCQA).