Checklist

Value‑Based Contracting Readiness Checklist

Interactive checklist to assess and document operational, clinical, data, financial, and governance readiness for value‑based contracts. Saves responses, highlights gaps, and captures next steps and owners.

Interactive Tool

Value-Based Contracting Readiness Checklist

Use this checklist to assess operational, clinical, data, financial, and governance readiness for value-based contracts. Answer each item, add notes, and assign next-step owners. This saved form creates a documented snapshot you can revisit and share with stakeholders.

Organization name

Your hospital, clinic, or system name.

Contract / payer name

Assessment date

YYYY-MM-DD or free text

Prepared by

Name and role

Have target clinical programs been identified and aligned to contract requirements?

Examples: primary care, care management, specialty bundles.

Notes on program alignment / gaps

Describe quality targets, patient populations, current initiatives.

Is a risk stratification method in place and operational?

Risk scores integrated into workflows and EHR?

Risk stratification details / gaps

Models in use, owners, validation cadence.

Are risk-stratified care pathways documented and assigned?

Describe pathways, ownership, where they're used in care.

Is patient attribution logic verified and reconciled with payer?

Notes on attribution mismatches, reconciliation process.

Are data feeds available for all required quality and utilization measures?

If no, list missing measures / feeds and required sources

Are data feeds timely enough for operational management?

Do operational dashboards reflect contract KPIs and are accessible to owners?

Dashboard gaps or improvement ideas

Core contract KPIs (list primary metrics with targets)

Examples: total cost of care, PMPM, admissions, readmissions, HbA1c control, screening rates.

Is a financial reconciliation process defined for shared savings/loss?

Reconciliation frequency

Owner responsible for reconciliation

Is there governance (committee) and meeting cadence for performance oversight?

Governance meeting cadence

Committee membership, escalation paths, decision rights

Are operational workflows updated to support contract activities (care management, referrals, transitions)?

Staffing, training, tasking gaps

Are compliance, contract, and regulatory requirements identified and owned?

Documented policies, audit plans

Is there a training plan to rollout new workflows and performance expectations?

Training cadence and materials

Select actions needed from this assessment

Other actions or notes

Top priority (pick one)

Who will own next steps (name, role)

Next steps due date (YYYY-MM-DD)

Overall readiness (1 = Not ready, 5 = Ready)

Summary and recommendations

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Value‑Based Contracting Readiness Checklist

Value-Based Contracting Readiness Checklist

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