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 Introduction to EQR Protocols
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Introduction to EQR Protocols

CMS is required to develop EQR protocols to guide and support the annual EQR process. CMS If you recall the history of EQR from Lesson 1, the first set of protocols were developed in 2003, revised in 2016, and again in 2018. The revised protocols were released in 2023, and currently in use.

πŸ“– What are EQR Protocols?
Introduction to EQR Protocols

What are EQR Protocols?

  • Data sources and data collection activities to promote data accuracy, validity, and reliability
  • Proposed methods for analyzing and interpreting data, and
  • Instructions, guidelines, worksheets, and/or tools that may be used in implementing the protocol

How to conduct each activity within the protocol including:

Purpose of the EQR-related activity

Each protocol describes:

πŸ“– What are EQR Protocols?
Introduction to EQR Protocols

What are EQR Protocols?

Protocols 1, 2, 3, 4, 5, and 7 require each state to assess their MCPs' information system (IS) capabilities. ISCAs help ensure that each Managed Care Organization (MCO) maintains a health information system that can accurately and completely collect, analyze, integrate, and report data on member and provider characteristics, and on services furnished to members. You will learn more about ISCAs and how the ISCA Tool (ISCAT) is used for each protocol in future lessons.

πŸ“– Information Systems Capability Assessment (ISCA)
Introduction to EQR Protocols

Information Systems Capability Assessment (ISCA)

  • Over the next few slides we will identify the EQR protocols linked to each of the mandatory and optional EQR-related activities, as well as the regulations that guide the protocols. As you review the protocols, click on the blue pointer icon for each protocol to learn more.
Mandatory and Optional EQR Protocols
Introduction to EQR Protocols

Mandatory and Optional EQR Protocols

Information Systems (IS)

Mandatory EQR-Related Activities

Area of Review

Protocol 4:Validation of Network Adequacy

Protocol 3:Review of Compliance

Protocol 2:Validation of Performance Measures

Protocol 1:Validation of PIPs

IS Capabilities Assessment (ISCA) Mandatory in Protocols 1, 2, 3, 4 Applicable to Protocols 5,7

MCP Compliance
Performance Measurement
Performance Improvement
πŸ“– Mandatory EQR Protocols
Introduction to EQR Protocols

Protocol 7: Calculation of Additional Performance Measures

Protocol 6: Administration or Validation of Quality Care Surveys

Protocol 5: Validation of Encounter Data (EDV)

Performance Measurement

Optional EQR-Related Activities

πŸ“– Optional EQR Protocols
Introduction to EQR Protocols

Protocol 10: Assist with Quality Rating of Medicaid and CHIP MCOs, PIHPs, and PAHPs

Protocol 9: Conducting Focus Studies of Health Care Quality

Protocol 8: Implementation of Additional PIPs

Performance Improvement

Optional EQR-Related Activities

πŸ“– Optional EQR Protocols
Introduction to EQR Protocols

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Preparing to conduct EQR-related activities involves several steps. EQR-related activities may be performed by the state, an agent of the state that is not an MCP, or by an EQRO. Regardless of which entity performs EQR-related activities, the data from all activities must be independently reviewed and evaluated by the EQRO as part of the annual EQR and EQR technical report.

πŸ“– Preparing for EQR-Related Activities
Introduction to EQR Protocols

Preparing for EQR-Related Activities

Nonduplication is intended to reduce the administrative burden on MCPs and states while ensuring relevant information is available to EQROs for the annual EQR.

πŸ“– Nonduplication for EQR Activities
Introduction to EQR Protocols

Nonduplication for EQR-Activities

Nonduplication allows a state to use information from a Medicare or private accreditation review of an MCP in place of generating that information through one or more of three mandatory EQR related activities (Protocols 1–3). To do so, the following conditions must be met:

πŸ“– Nonduplication for EQR Activities
Introduction to EQR Protocols

Nonduplication for EQR-Activities

πŸ“– Knowledge Check
Introduction to EQR Protocols
Knowledge Check
Introduction to EQR Protocols
Introduction to EQR Protocols

Tennessee

Indiana

Florida

Arkansas

Protocol 4: Validation of Network Adequacy

Protocol 3: Review of Compliance

Protocol 2: Validation of Performance Measures

Protocol 1: Performance Improvement Projects

EQR Activities

Qsource's EQR Activities by State: Mandatory Protocols

πŸ“– Qsource's EQR Activities by State: Mandatory Protocols

Protocol 9 : Conducting Focus Studies of Health Care Quality

Introduction to EQR Protocols

Tennessee

Indiana

Florida

Arkansas

Protocol 8 : Implementation of Additional PIPs

Protocol 7: Calculation of Additional Performance Measures

Protocol 6: Administer or Validate Consumer or Provider Surveys

Protocol 5: Encounter Data Validation (EDV)

EQR Activities

Qsource's EQR Activities by State: Optional Protocols

πŸ“– Qsource's EQR Activities by State: Mandatory Protocols

The EQR Protocol Guide is the dictionary of all things related to EQR Protocols, and provides you with the information and tools needed to perform EQR-related activities. Click on the pointer button here to learn more about navigating the EQR Protocol Guide.

πŸ“‹ How to use the EQR Protocol Guide
Introduction to EQR Protocols

How to use the EQR Protocol Guide

πŸ“– Knowledge Check
Introduction to EQR Protocols

Congratulations! You have completed Introduction to EQR Protcols

Introduction to EQR Protocols

If you have any questions about this lesson, please contact your Program Manager, or your course instructor. You may also leave a message in the chat boards. You are now ready to move onto the next lesson, Drafting EQR Technical Reports

πŸ“© mhoover@qsource.org πŸ—“ Michelle Hoover 🌍 Team Trainer EQRO Division

Congratulations!