2014 - PCMH4B

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The care team and patient/family/caregiver collaborate (at relevant visits) to develop and update an individual care plan that includes the following features for at least 75 percent of the patients identified in Element A:

  • Incorporates patient preferences and functional/lifestyle goals
  • Identifies treatment goals
  • Assesses and addresses potential barriers to meeting goals
  • Includes a self-management plan
  • Is provided in writing to the patient/family/caregiver

According to NCQA, the care team and patient/family/caregiver collaborate on developing and updating an individualized care plan that addresses whole-person care. The care plan specifies the services offered by and responsibilities of the primary care practice and, if appropriate, integrates with a care plan created for the patient by a non-primary care specialty practice, to avoid potential overlap or gap in services and care.


4.B.1 Incorporates patient preferences and functional/lifestyle goals.

Description Example/Screenshot/Documentation Source Date Added

4.B.2 Identifies treatment goals.

Description Example/Screenshot/Documentation Source Date Added

4.B.3 Assesses and addresses potential barriers to meeting goals.

Description Example/Screenshot/Documentation Source Date Added

4.B.4 Includes a self-management plan.

Description Example/Screenshot/Documentation Source Date Added

4.B.5 Is provided in writing to the patient/family/caregiver.

Description Example/Screenshot/Documentation Source Date Added