About this Webinar Training

PCMH 301: Advanced – Challenging Criteria and Frequently Asked Questions 

If your team is actively managing PCMH Recognition, this advanced webinar is designed to help you navigate the most complex and frequently misunderstood criteria. This course focuses on areas that often create challenges for practices and CCEs, including access, care management, performance measurement, quality improvement, and ongoing maintenance of PCMH Recognition. Through a multi perspective learning approach, NCQA faculty and subject matter experts will walk through select criteria by examining:

• Policy intent—why the requirement exists and how it supports PCMH goals.
• Implementation strategies—how practices can operationalize requirements in real-world settings.
• Reviewer insights—common pitfalls, evaluation considerations, and what distinguishes strong submissions.

This advanced-level session is designed to strengthen your ability to interpret requirements, apply best practices, and make informed decisions that improve performance and reduce rework. Participants will gain practical strategies they can immediately apply to support practice transformation, strengthen documentation, and optimize outcomes aligned with PCMH standards. The course also emphasizes continuous quality improvement and the use of data to drive meaningful change—key expectations at the 301 (advanced/expert) level. The live webinar includes interactive Q&A, allowing participants to engage directly with faculty. Attendees will also receive access to post-event resources designed to reinforce learning and support implementation, and a recording will be available for on-demand viewing after the event.

What You Will Learn

At the close of the training participants will be able to:
• Describe the intent and best practices for submitting the most challenging PCMH Recognition criteria.
• Implement transformation strategies to meet criteria and expectations for challenging PCMH criteria.
• Outline the most common criteria pitfalls and small changes that can translate into big PCMH improvements.
• Access additional resources and tools to support PCMH best practices for criteria reviewed during this training.

Who Should Attend

• Healthcare professional
• Healthcare decision maker
• Consultant
• Health plan
• Health system

Faculty

Jennifer Martin, PMP, CPHQ, PCMH CCE
Jennifer Martin is a healthcare quality consultant with more than 18 years of experience leading accreditation, delegation oversight, quality operations, regulatory compliance, and enterprise-wide quality transformation initiatives across provider, payer, disease management, healthcare technology, and public health organizations. Throughout her career, she has focused on building, scaling, and improving quality programs that strengthen operational performance, audit readiness, compliance, stakeholder satisfaction, and patient outcomes. Jennifer has extensive expertise in NCQA accreditation, recognition, and delegation programs, including Patient-Centered Medical Home (PCMH), Health Plan Accreditation Population Health Management (HPA/PHM), Population Health Program (PHP), Diabetes Recognition Program (DRP), Heart/Stroke Recognition Program (HSRP), delegation oversight, and vendor validation activities. She has successfully led organizations through NCQA accreditation and audit-readiness efforts, achieving full compliance in both internal and external reviews while implementing sustainable operational frameworks that improve quality performance, regulatory readiness, and organizational accountability. Most recently, Jennifer led the development of foundational quality infrastructure and proactive pre-release audit processes at Datavant. Prior to that, she served as Vice President of Quality for Healthmap Solutions, a full-risk national kidney population health organization, where she led NCQA accreditation strategy, delegation oversight, quality operations, grievances and appeals compliance, and enterprise audit programs supporting complex Medicare and commercial CKD populations. Earlier in her career, she achieved a 100% pass rate across more than 190 NCQA PCMH applications, with 98.4% attaining the highest recognition level. Today, Jennifer serves as an independent healthcare quality consultant specializing in NCQA accreditation, recognition, delegation oversight, educational content development, and speaking engagements focused on quality improvement and practice transformation initiatives.

Daniel McGill, MA, PCMH CCE
Daniel McGill is a Senior Program Manager with NCQA’s Recognition Operations team. In this role, he supports healthcare organizations—including private practices and federally qualified health centers—in their efforts to achieve and sustain Patient-Centered Medical Home (PCMH) recognition, advancing high-quality, patient-centered care. Daniel brings extensive experience in healthcare quality, recognition programs, and nonprofit program management, with a professional background rooted in communications and membership development. Prior to joining NCQA, he held roles at the National Patient Safety Foundation and the American Physical Therapy Association, where he supported program operations and stakeholder engagement. [linkedin.com] [zoominfo.com] He holds a master’s degree in public communication from American University in Washington, DC, and a bachelor’s degree in communication from James Madison University. In addition, Daniel is a PCMH Certified Content Expert (CEC), reflecting his deep expertise in NCQA recognition standards and practice transformation.

Jess Tomko, PCMH CCE
Jess Tomko is a Manager of Recognition Policy at NCQA. Her responsibilities include the creation and maintenance of PCMH resources and providing support to practices going through transformation or annual review. Prior to NCQA, Jess spent over 13 years in healthcare administration, where she successfully led primary care, specialty, and surgical practices under the direction of various stakeholders (private practice, community health systems, private equity, etc.). She effectively led practice transformations, strategic planning, M&A’s, compliance integrations, and quality initiatives throughout her roles. Jess also has extensive experience with various EHR’s, HIT and data reporting. Jess’s professional interests include healthcare operations, compliance, and quality improvement. She has a particular interest in health equity and practice burnout. Jess earned her B.S. from George Mason University and has been an NCQA Patient-Centered Medical Home Certified Content Expert (PCMH CCE) since 2023.

Continuing Education

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 educational activity is approved for: 1.0 AMA PRA Category 1 Credit^TM.

This educational activity is approved for 1.0 nursing contact hours. *

This course grants 2.0 Required Continuing Education Unit (CEU) points for PCMH Certified Content Experts.  

* 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:

Faculty:

Jennifer Martin: None

Daniel McGill: None

Jess Tomko: None

Additional Planning Committee Members:
Tammy Donnelly: None

This program was developed in part by NCQA staff.