Table 1.

Inclusion and Exclusion Information on 18 Identified Tools

Name	Year	Current	Free and Publicly Available	Evaluation of PCMH-ness	Designed for Recognition	Designed for Evaluation or QI	Practice Level?	Type of Form	Completed by?	Validation	Exclusion Reason
PCMH-A	2014	Yes	Yes	Yes	No	Evaluation/QI	Yes	Paper form or fillable PDF file	A	No	Included/reviewed
MHI-LV	2008	Yes	Yes	Yes	No	Evaluation/QI	Yes	Paper form	A	Yes24	Included/reviewed
MHCCS-H	2015	Yes	Yes	Yes-emphasis on care coordination	No	Evaluation	Yes	Paper form	A or P	Yes25	Included/reviewed
MHI-SV	2008	Yes	Yes	Yes	No	Interval or periodic measurement	Yes	Paper form	A	No	Included/reviewed
PCAT-FE	1998	Yes	Yes	Yes	No	QI	Yes	Paper form	A	Nothing found specific for Facility edition	Included/reviewed for operational detail; content not reviewed
AAAHC	2013	Yes	Yes	Yes	No	Evaluation/QI	Yes	Paper form	A and ES	No	Requires external surveyor and site visit
OK SoonerCare	2016	Yes	Yes	Yes	No	No	Yes	Free-text questions	A	No	Not a survey (free-text)
SNMH-PE Survey	2012	Yes	Yes	Yes	No	Evaluation/QI	No (provider)	Paper form	P	Yes26	Provider-focused
JC’s Self-Assessment Survey	2013	Yes	Yes	Yes	No	Evaluation	No (system)	Paper form	A	No	System level
CSQ	2006	Yes	Yes	Incomplete	No	QI	No (provider)	Paper form	P	Yes11	Provider-focused
PCMH Structural Capabilities	2010	Yes	Yes	Incomplete	No	Evaluation	Yes	Paper form	A or P	Yes27	Not enough content
NSPO-2	2008	Yes	Yes	No (not directly)	No	QI	Yes	Phone interview (45–60 minutes)	A	Yes28	Not enough content
NCQA’s PPC-PCMH Standards	2008	Yes	Yes	Recognition	Yes	Evaluation	Yes	Paper form	A	N/A	Recognition
NCQA’s PCMH 2011 Standards	2012	Yes	Yes	Recognition	Yes	Evaluation	Yes	Paper form	A	N/A	Recognition
JC’s PCMH	2011	Yes	Yes	Recognition	Yes	No	Yes	Paper form	A	N/A	Recognition
HCHCP	2012	Yes	Yes	Recognition	Yes	No	Yes	Paper form and documentation	A	N/A	Recognition
SNMHS	2011	No	Yes	Yes (2008)	No	Evaluation/QI	Yes	Paper form	A or P	Yes29	Based on 2008 standards
Medical Home IQ	2009	No	No	Yes	No	QI	Yes	Web-based form	A	No	Unavailable
BCBS of MI Tool	2009	No	No	Recognition	Yes	No	Yes	Paper form, documentation, and interview	A	No	Unavailable
PCHCH Toolkit	2010	Yes	No (costs $59)	Recognition	Yes	No	Yes	Site visit	ES	No	Unavailable

A indicates administrator; AAAHC, Accreditation Association for Ambulatory Health Care’s Medical Home standards; BCBS of MI Tool, BlueCross BlueShield of Michigan’s PCMH Designation Program^b; CSQ, Clinical Staff Questionnaire; ES, external surveyor on a site visit; HCHCP, Minnesota’s statewide multipayer Health Care Home Certification Program^b; JC’s PCMH, Joint Commission’s Primary Care Medical Home Designation standardsc; JC’s Self-Assessment Survey, The Joint Commission Patient-Centered Medical Home Self-Assessment Survey; Medical Home IQ, TransforMED’s Medical Home Implementation Quotient^d; MHCCS-H, Medical Home Care Coordination Survey–Healthcare Team; MHI-LV, Medical Home Index–Long Version; MHI-SV, Medical Home Index–Short Version; N/A, not applicable; NCQA, National Committee for Quality Assurance; NSPO-2, National Survey of Physicians Organizations and the Management of Chronic Illness II; OK SoonerCare, Oklahoma SoonerCare (Medicaid) PCMH Program^e; P, provider; PCAT-FE, Primary Care Assessment Tool–Facility Expanded Edition; PCHCH toolkit, URAC’s (formerly the Utilization Review Accreditation Commission) Patient Centered Health Care Home Program Toolkit; PCMH, patient-centered medical home; PCMH-A, Patient-Centered Medical Home Assessment Tool; PCMH Structural Capabilities, Patient Centered Medical Home Survey of the Structural Capabilities of Primary Care Practice Sites; QI, quality improvement; SNMH-PE Survey, Safety Net Medical Home Provider Experience Survey; SNMHS: Safety Net Medical Home Scale.

^aVoluntary component of their Physician Group Incentive Program.

^bVoluntary, but entitles participating providers to enhanced reimbursement.

^cReleased in finalized form in May 2011.

^dVersion 2.0 (updated in 2009).

^eMandatory for Medicaid providers and entitles practices to higher fees depending on their medical home tier.