Managed Healthcare Resources NCQA Tools & Templates – Delegation
Delegation standards outline how a healthcare organization can authorize another organization to perform specific functions—such as credentialing or utilization management—in alignment with NCQA standards. Use these helpful MHR tools and templates to confidently pursue NCQA accreditation.
HPA Delegation Suite
Includes a combination of key tools and templates for Delegation, at a discounted price.
CM Accreditation Delegation Oversight Review Tool
A delegation oversight audit tool used for Case Management.
UM Accreditation Delegation Oversight Review Tool
A delegation oversight audit tool used for Utilization Management.
CR Accreditation & Certification Delegation Oversight Review Tool
A delegation oversight audit tool used for Credentialing .
HP Delegation Suite Description
List, with descriptions, of the MHR delegation tools and templates available for health plans.
MHR Delegation Oversight Program Guide
A comprehensive guide to establishing an NCQA-compliant delegation oversight program based on 2024 Standards.
HP Delegation Oversight Audit Tool
A tool for plans to audit their delegates for all delegation standards with scoring.
Delegate Report Tracking Tool
A tool for clients to use to track Delegate Report submission.
Delegate Audit Request Letter Template
A template for health plan use to inform a delegate of an annual review and request delegate's documents.
Delegation Agreement Checklist
An audit tool listing requirements for Delegation Agreements with columns to track findings.
Print Mail Distribution Vendor Delegate Tracking
A tool to track entities responsible for distributing notifications to members & determine if they are considered a vendor or delegate.
Delegate Notification - Data for Clinical Performance and Member Experience Data
A tool to log applicable notifications sent to delegates who were in place prior to 1/1/19.
CR - Delegation Agreement Tables
Tool to list the delegate and health plan responsibilities for the delegation agreement for the CR standards.
ME - Delegation Agreement Table
Tool to list the delegate and health plan responsibilities for the delegation agreement for the ME standards.
NET - Delegation Agreement Tables
Tool to list the delegate and health plan responsibilities for the delegation agreement for the NET standards.
PHM - Delegation Agreement Tables
Tool to list the delegate and health plan responsibilities for the delegation agreement for the PHM standards.
QI - Delegation Agreement Tables
Tool to list the delegate and health plan responsibilities for the delegation agreement for the QI standards.
UM - Delegation Agreement Tables
Tool to list the delegate and health plan responsibilities for the delegation agreement for the UM standards.
Information Integrity CR Delegation Agreement Template
Template agreement for delegating credentialing information integrity.
Information Integrity UM Delegation Agreement Template
Template agreement for delegating utilization management information integrity.
UM Information Integrity Delegate Material Notice - 2025
Material notice of update to the delegation agreement relative to UM Information Integrity requirements.
CR 9C Delegate CR Information Integrity Oversight Summary Report
Template for use in annual oversight audits to document the delegates' performance related to CR Information Integrity Audits.
UM 13C Delegate UM Information Integrity Oversight Summary Report - 2025
Template for use in annual oversight audits to document the delegates' performance related to UM Denial Information Integrity Audits.
UM Mail Service Delegation
A compilation of references from 2023 of NCQA's FAQs and PCS inquiries related to delegating mail services.
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Delegation Training
Quick Links - MHR Tools and Templates
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)
