Including Patient Priorities into QM with PDO

Cost: Included with the Medical Home Subscription Plan
Course Type: Self-paced
Recorded Date: January 25, 2022
Recording Duration: Approximately 1.25 hours
Course Expires: May 31, 2023

Including Patient Priorities into QM with PDO

In July 2021, NCQA added the person-driven approach to the guidance for PCMH criterion CM 06: Patient Preferences and Goals, as a structured approach to eliciting and documenting patient preferences. During the Certified Content Expert webinar on January 25, 2022, we reviewed the person-driven outcomes approach, including methods and insights to ensure practices collect and document an individual's prioritized goals accurately. The OnDemand will also discuss how to implement the person-driven outcomes approach in clinical care, as well as the benefits of the approach for individuals and their care team.

Target Audience

  • Consultants
  • Health Plans
  • Nurses
  • Physicians
  • Practice Managers
  • Primary Care Teams

Learning Objectives

  • Describe how outcomes identified by the individual (or caregiver) as important can be used for care planning and quality measurement.
  • Crosswalk the person-driven outcomes approach with existing PCMH criterion to elicit and document patient preferences.
  • Implement strategies to assist practices in using the person-driven outcomes approach, including tips to assess goal appropriateness and accurate documentation of a patient goal.
Course summary
Available credit: 
  • 1.25 AMA PRA Category 1 Credit™
  • 1.25 ANCC
  • 1.25 IPCE
  • 1.00 Participation
Course opens: 
Course expires: 

Caroline Blaum, MD, MS

Dr. Caroline S. Blaum joined NCQA from NYU Langone Health where she was the Diane and Arthur Belfer Professor of Geriatric Medicine and Director of the Division of Geriatrics and Palliative Care from 2012-2020. At NYU, Dr. Blaum maintained an active clinical practice and supervised clinical education for medical trainees in geriatrics and palliative care.  She led an extensive reach research program in translational research that was supported by the NIA, AHRQ, PCORI, and The John A Hartford Foundation concerning models of care for vulnerable populations, multiple chronic conditions, frailty, and diabetes in older adults. Prior to going to NYU, Dr. Blaum was Professor and Assistant Dean for Population Health at the University of Michigan Health System where she led UM’s experiences in Medicare managed care, ACO’s and PCMH. Dr. Blaum has been active in national policy work related to delivery system redesign and quality of care for older adults and people with multiple chronic conditions and has worked with the American Geriatrics Society, the AMA PCPI, and NQF.

Brianna Clifford, MPH, PCMH CCE

Bri Clifford is a Senior Policy Manager in NCQA’s Recognition Programs Policy and Resources Department. On this team she supports recognition programs through the creation of resources, maintenance of programs and education of both internal and external stakeholders.

Before joining NCQA, she worked with the United States Department of Health and Human Services Office of Emergency Management. There she helped create a GIS mapping tool used to track patient movement to HHS staffed medical facilities in response to natural disasters. She also spent three years managing the clinical side of specialty practices and volunteering as an EMT in her community.

Bri holds a BS in Biology from Virginia Tech and an MPH in Epidemiology from George Mason University.

Lee A. Jennings, MD, MSHS

Lee Jennings is the Chief and Associate Professor, Reynolds Section of Geriatric Medicine at the University of Oklahoma Health Sciences Center. She is a board-certified geriatrician and health services researcher whose work focuses on improving models of care delivery for dementia, aligning care received with patient health goals, and improving the competency of health professions students to provide high quality geriatric care. Ms. Jennings is the Principal Investigator for 3 statewide grants funded by HRSA, ACL, and the Reynolds Foundation focused on geriatric health care workforce development and community health education for older Oklahomans and their family caregivers. She is a co-investigator on research funded by PCORI, NIA, and the John A. Hartford Foundation and co-chairs the Women in Geriatrics Section for the American Geriatrics Society. Clinically, Ms. Jennings specializes in comprehensive geriatric assessment and cognitive evaluation and sees patients at the OU Physicians Senior Health Clinic and the Oklahoma City VA Health System.

Aanand D. Naik, MD

Aanand D. Naik, MD, is Professor and Nancy P. & Vincent F. Guinee, M.D., Distinguished Chair and Director of the University of Texas Health School of Public Health & Consortium on Aging in Houston, TX. Dr. Naik is also an investigator at the Houston Veterans Administration Center for Innovations in Quality, Effectiveness, and Safety (IQuESt) and co-director of the Southeast Texas Geriatrics Workforce Enhancement Program (SETx-GWEP).

Integrating these roles, his research program uses population health systems interventions to improve the healthcare decisions and outcomes of older adults with complex and multimorbid conditions. In particular, he is a co-leader of a national collaboration for Patient Priorities Care, an innovative model of multimorbid care: His research program includes randomized clinical trials, implementation science studies, and primary data collection with continuous research funding since 2006. These studies have produced >200 peer-reviewed manuscripts, commentaries, and book chapters.


In support of improving patient care, the National Committee for Quality Assurance is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), the American Nurses Credentialing Center (ANCC) to provide Interprofessional Continuing Education for the healthcare team. 

This activity was planned by and for the healthcare team, and learners will receive 1.25 Interprofessional Continuing Education (IPCE) credit for learning and change. 

This educational activity is approved for: 1.25 AMA PRA Category 1 CreditTM  and 1.25 nursing contact hours.*  

* Please note – You must attend the entire program to be eligible for total number of contact hours.

Disclosure of Relevant Financial Relationships

The National Committee for Quality Assurance (NCQA) endorses the Standards of the Accreditation Council for Continuing Medical Education which specify that sponsors of continuing medical education activities and presenters at and planners for these activities disclose any relevant financial relationships either party might have with commercial companies whose products or services are discussed in educational presentations.

For sponsors, relevant financial relationships include large research grants, institutional agreements for joint initiatives, substantial gifts, or other relationships that benefit the institution.  For presenters or planning committee members, relevant financial relationships include the receipt of research grants from a commercial company, consultancies, honoraria, travel, or other benefits, or having a self-managed equity interest in a company; or having an immediate family member or partner with such a relationship.

Disclosure of a relationship is not intended to suggest or condone bias in any presentation but is made to provide participants with information that might be of potential importance to their evaluation of a presentation.

Relevant financial relationships exist with the following companies/organizations:

Caroline Blaum: None
Brianna Clifford: None
Lee Jennings: None
Aanand Naik: None

Additional Planning Committee Members:
Daniella Lawton: None
Tracelyn Thigpen: None
Ashley Turner: None

This program was developed in part by NCQA staff.

This program received no commercial support.

Available Credit

  • 1.25 AMA PRA Category 1 Credit™
  • 1.25 ANCC
  • 1.25 IPCE
  • 1.00 Participation
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