> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# VBP & APM Tracking — Admin Guide

> The VBP & APM Tracking feature lets organizations manage value-based payment programs, quality measures, and incentive payments. It supports tracking performan…

## Overview

The VBP & APM Tracking feature lets organizations manage value-based payment programs, quality measures, and incentive payments. It supports tracking performance against benchmarks and reconciling incentive revenue.

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## Programs

Navigate to **Practice Management → Value-Based Payment** to view programs.

### Creating a Program

1. Click **Add Program** (requires `pm.vbp.manage` permission).
2. Fill in:
   * **Program Name** (required)
   * **Payer** (optional — select from existing payers)
   * **Contract Type**: Shared Savings, Quality Bonus, Capitation, Bundled Payment, or Other
   * **Measurement Period**: Free text (e.g., "2025-Q1", "CY2025")
   * **Status**: Active, Completed, or Suspended
   * **Notes** (optional)
3. Click **Save**.

### Archiving a Program

Click **Archive** on the program detail page. Archived programs remain visible with an "Archived" banner but cannot be edited. Measures and incentive payments for archived programs are read-only.

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## Quality Measures

On a program detail page, select the **Measures** tab.

### Adding a Measure

1. Click **Add Measure** (requires `pm.vbp.manage`).
2. Fill in:
   * **Measure ID**: External identifier (e.g., HEDIS code like "BCS")
   * **Measure Name**: Display name (e.g., "Breast Cancer Screening")
   * **Numerator**: Count of patients meeting criteria
   * **Denominator**: Count of eligible patients (must be > 0)
   * **Benchmark**: Target rate (decimal, e.g., 0.75 for 75%)
3. **Rate** and **Performance Level** are computed automatically:
   * Rate = Numerator ÷ Denominator
   * Performance: **Exceeded** (rate ≥ benchmark) or **Not Met** (rate \< benchmark)
4. Click **Save**.

### Allowed Values

| Field             | Allowed Values                                                              |
| ----------------- | --------------------------------------------------------------------------- |
| Contract Type     | `shared_savings`, `quality_bonus`, `capitation`, `bundled_payment`, `other` |
| Program Status    | `active`, `completed`, `suspended`                                          |
| Performance Level | `exceeded`, `not_met` (auto-derived)                                        |
| Payment Status    | `pending`, `paid`, `adjusted`                                               |

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## Incentive Payments

On a program detail page, select the **Incentives** tab.

### Recording a Payment

1. Click **Add Payment** (requires `pm.vbp.manage`).
2. Fill in:
   * **Payment Period**: Free text (e.g., "2025-Q1")
   * **Earned Amount**: Expected incentive amount
   * **Paid Amount**: Actual payment received
   * **Status**: Pending, Paid, or Adjusted
   * **Notes** (optional)
3. Click **Save**.

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## Permissions

| Permission Key  | Description                                                  | Default Roles                  |
| --------------- | ------------------------------------------------------------ | ------------------------------ |
| `pm.vbp.view`   | View programs, measures, payments                            | org\_admin, site\_admin, staff |
| `pm.vbp.manage` | Create, edit, archive programs; manage measures and payments | org\_admin                     |

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## Integration Notes

* **PM-11 (Revenue Cycle Analytics):** VBP data (`pm_vbp_*` tables) is available for dashboard widgets and reports.
* **CL-10 / CL-15:** Future integration for automated measure numerator/denominator population from outcomes and quality data.
* **PM-02 / PM-01:** Patient/member attribution for measure denominators (Phase 2).

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## Data Retention

* Programs use soft delete (`deleted_at`). Archived programs and their child records remain in the database.
* Measures and incentive payments are hard-deleted when removed by a user with `pm.vbp.manage` permission.