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Free Template · 32 Questions · Benchmarked vs. Innovaccer, Arcadia, Epic Healthy Planet, WellSky

Population Health Management Software RFP: 32 Questions Every ACO Should Ask

These questions were built by asking health system CIOs what they wish they'd asked before signing a PHM contract. Some of them are uncomfortable questions. Ask them anyway.

Section 1: Data Integration
  1. What is the latency between a clinical event in our EHR and its appearance in your platform's risk model?
  2. Do you receive direct claims feeds from CMS and commercial payers, or do you require us to upload data? What formats do you accept?
  3. Which EHR systems do you have pre-built bidirectional integrations with, and can you provide reference sites for our specific EHR vendor?
  4. How do you handle data governance when we have patients seen across multiple EHR systems?
  5. What is your approach to data reconciliation when claims and EHR data conflict for the same patient event?
  6. Can you ingest and incorporate SDOH data from our community health worker screener?
  7. What does your data integration SLA guarantee, and what are the contractual remedies if you miss it?
Section 2: Risk Stratification & Analytics
  1. What risk stratification algorithm do you use? Is it proprietary or based on a validated model (HCC, DxCG, ACG)? Provide a validation study.
  2. How does your model perform on complex comorbid patients vs. single-condition predictions? What is your AUC score on a comparable ACO population?
  3. Can risk models be condition-specific — separate models for CHF, COPD, diabetes, and behavioral health?
  4. How does your platform handle attribution changes — patients who move between payer programs or leave and re-enter our panel?
  5. Can we customize risk score weightings for our specific population characteristics?
Section 3: Care Management Workflow
  1. Show us a care manager's work list for a panel of 400 high-risk patients on a typical Monday morning. Walk us through the actual workflow, not a slide.
  2. How does a care manager document their interaction with a patient within your platform, and does that documentation write back to our EHR?
  3. What automated patient outreach capabilities do you offer — SMS, phone, portal — and what is the compliance and consent management approach?
  4. How do you handle care manager panel assignments and reassignments when staff turns over?
Section 4: Quality Measure Reporting
  1. Which quality measure sets does your platform support natively? (HEDIS, MSSP, MIPS, Stars, VBP) — provide a complete list, not a "we support most measures" answer.
  2. Can your platform generate care gap alerts at the patient level, with the specific evidence needed to close each gap?
  3. Does your platform support direct QCDR or CMS submission for MIPS or MSSP reporting, and what is the error rate on submissions?
  4. How frequently are your measure specifications updated when CMS or NCQA releases specification changes?
Section 5: Financial Analytics
  1. Can your platform model my MSSP shared savings or bundled payment financial performance in real time — not just at reconciliation?
  2. Does your total cost of care analysis break down spend by service category, provider, and care setting — not just total spend?
  3. Can we view and compare performance across multiple VBC contracts — CMS and commercial — in a single view?
Section 6: Implementation, Pricing & Support
  1. What is your contractual go-live SLA, and what are the penalties — financial or otherwise — if you miss it?
  2. Provide an all-in Year 1 and Year 3 cost projection that includes implementation, integration, training, and any module-specific fees. No hidden fees.
  3. What does your pricing model look like as our attributed panel grows 20% year over year?
  4. Who owns our data if we exit the contract? Can we export it in a format we can actually use?
  5. What is your client retention rate over the past 3 years? (If they won't share this, that's your answer.)
  6. Provide 2 references from organizations within 15% of our attributed panel size and using the same EHR. We will call them.
  7. What does your standard support model include post-go-live, and what triggers additional support fees?
  8. How do you handle HIPAA Business Associate Agreement (BAA) requirements and SOC 2 Type II audit availability?
  9. What product roadmap developments are planned for the next 12 months, and how do customers influence the roadmap? (Ask for a written roadmap, not verbal promises.)

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