Managed Healthcare Resources Tools & Templates
Across Standards
MHR’s tools and templates support healthcare organizations in attaining and sustaining NCQA accreditation. The resources below cross multiple standards and most are free to clients, such as a template for committee meeting agendas and tools to track meeting attendance or the health plan’s documentation. Use these tools to maintain alignment with NCQA standards and streamline the NCQA accreditation processes.
Data Methodology and Collection Guide Bundle
Set of Data Methodology & Collection Guides for Standards ME, PHM, NET, UM that can be purchased together at a discount.
Health Plan Analysis Requirements
List of 2025 NCQA requirements for data collection, analysis and identification of opportunities and actions.
Complaints & Appeals Requirements Guide
Provides the details for addressing complaints and appeals as per all applicable standards.
HP Accreditation Publishing-Mailing-Case Example Requirements
Provides the standards/elements/factors that require the plan to publish and mail information.
Quality Committee Meeting Minutes Template
Sample format for meeting minutes with details that are helpful for demonstrating compliance with NCQA standards.
Quality Committee Meeting Agenda Template w Follow-up Actions
Sample format for committee meeting agendas with details that are helpful for demonstrating compliance with NCQA standards.
NCQA HP Standards MHR Tracking Grid
A tool to track documentation and action plans for each element.
NCQA HE & HE+ Standards MHR Tracking Grid
A tool to track documentation and action plans for each element for HE and HE Plus.
NCQA UM CR Standards MHR Tracking Grid
A tool to track documentation and action plans for each element.
Quantitative & Qualitative Handout from Client Webinar
Applicable to QI, NET, and ME standards requiring measurement of effectiveness and three analysis cycles.
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Select the desired scope area(s) below to see all Tools and Templates available.
- Across Standards
- Credentialing & Recredentialing (CR/RR)
- Delegation
- File Review Tools & Guides
- Gap Assessments (Included with MHR Consulting)
- Health Equity (HE)
- Long-term Services and Supports (LTSS)
- Member Experience (ME)
- Model of Care (MOC)
- Network Management (NET)
- Population Health Management (PHM)/Population Health Program (PHP)
- Quality Improvement (QI)
- Successful Survey
- Utilization Management (UM)
