Download PTE Materials

For Clinicians

1.  General Program Documents

a.  2017 Policies and Procedures
b.  Adult Practice Rating Methodology
c.  Practice Group Rating Methodology
d.  Behavioral Health Practice Rating Methodology

2.  PTE Primary Care Behavioral Health Integration

a. PTE Behavioral Health Integration Invite Letter
b. Behavioral Health Integration Attestation Form
c. Site Self-Assessment for BH Integration

3.  PTE Specialist Reporting

a. Specialty Reporting Notification
b. Women’s Health Specialty Clinical Attestation Form
c. Oncology Specialty Clinical Attestation Form
d. Orthopedic Specialty Clinical Attestation Form
e. Safety Attestation Form
f. Specialty Patient Experience Attestation Form

4.  Practice Update Form – used to communicate any changes in address, phone number and health care providers currently working with a practice.

a.  Excel Update Form – Can be submitted electronically by emailing
b.  PDF Update Form – Must be printed, completed, and faxed or mailed back to the attention of PTE at the Coalition

5.  Practice Attestation Form – used to obtain an “unable to determine” rating when a practice or provider is ineligible to report to a national recognition program.

6.  Office System Survey (OSS) – 3 options – please see Office Systems page for more information

a.  NCQA Patient Centered Medical Home
b.  Bridges To Excellence recognition if successfully submitting clinical outcomes with a certified
c.  Attainment of Meaningful Use

7.  Clinical Outcomes – Adult
(PTE recommends practices submit as a group rather than as individual clinicians)

a.  Submitting through Bridges To Excellence:
b.  Submitting through NCQA:
c.  Recognition path comparison

8.  Clinical Outcomes – Pediatric

a.  For pediatric downloads, visit the Technical Specifications page

9.  Patient Experience

a.  Patient Experience reporting information


For Systems

1.  General Program Documents

a.  Hospital/Systems Rating Methodology
b.  Hospital/Systems Update Schedule