CMR Performance Report - Help with this Report

Document Scope

The CMR Performance Report provides key performance indicators to support monitoring the health of any population of patients and their completion of CMRs. This report can be used to drive several different business functions such as evaluating at-a-glance metrics, studying longitudinal performance compared to previous year, or monitoring the journey of your patients as they receive CMR services.

Document Purpose

This CMR Performance Report guide describes the available filters, key performance indicators, report views, and data table breakdowns within the Outcomes Platform. Its purpose is to help users understand and use these components to monitor CMR eligibility and completion, compare performance over time, review the relationship between completed CMRs and TIPs, and export filtered data. The guide also includes recommendations for using report controls to identify trends and opportunities for improvement.

Available Filters

Filter Name	Type	Description
Date Range	Date	Use the date range in a number of ways to modify the reporting period. Use “Between” and choose from a custom set of dates or choose “Last” if you want to quickly view the last two quarters of performance. Note: previous period will automatically mirror whichever dates are selected in the date range with the same dates in the previous year. Example a date range of 1/1/2026-3/31/2026 will auto select a previous period of 1/1/2025-3/31/2025
Client Name	Multi-select	Use the Client name filter to narrow the report down to a certain set of clients. The filter will show all clients available to the user. Default to all
Policy Name	Multi-select	Use the Policy name filter to focus the report onto a subset of the full population. The filter will show the list of policies available to the user. Default to all
Organization Name	Multi-select	Use this filter to narrow the performance metrics down to only the performance of one or a group of pharmacy organizations. A list of pharmacy organizations available to the user for selection. Default to all
Center	Multi-select	A list of centers that had CMR eligible patients available to the population available to the user for reporting. Default to all
Center Type	Multi-select	Use this filter to modify the visuals of the report to represent only the performance from certain types of centers within the Outcomes network, such as retail, in home, or health system, among others.
Member ID	Multi-select	Use this filter to find CMR performance data down to a unique patient or multiple patients in a cohort. Default to all
Program Name	Multi-select	Use the Program name filter to report on an overarching program that may span multiple clients and/or policies. Default to all
Patient Pharmacy Association	Radio Button	Use this filter to narrow the results of the report to represent only performance of CMR opportunities by the patient’s primary pharmacy or only pharmacies that are not the patient’s primary pharmacy. Default to both.
CMR Availability age (days)	Numeric Free Text	Use this filter to narrow the results of the report and find only patients who have been MTM Program eligible for a certain day range, such as 60 days to report similarly to the CMS definition of patients included into the CMR Completion Rate measure.
Apply Star Ratings Specifications	Toggle	Use this toggle filter to quickly pre-set all appropriate filters to the Star Ratings specification.
Show Opportunities	Radio Button	Generated in Date Range: Results will include only CMR Opportunities generated within Date Range Available in Date Range: Results will include any CMRs available within Date Range, even if it was generated before Date Range
Show Outcomes	Radio Button	Available in Date Range: Show activity on all opportunities matching Date Range, even if activity happened after end of date range Occurring within Date Range: Only count Outcome if it occurred during Date Range

Note: The options available in the multi-select filters are impacted by selections of other filters. If an expected option is not available in a filter, it may be due to cross-filtering. Reset filters to have additional options.

Key Performance Indicators

Indicator	Description
Total Patients Eligible	The total count of patients that were eligible for a CMR.
Patients with a Completed CMR	Total count of patients with a successfully completed CMR.
Eligibility Ended	Count of unique patients whose eligibility ended.
Total Unique CMR Opportunities	Total count of unique CMR opportunities available. Note: This KPI will count multiple CMRs available for a single patient if that patient becomes eligible for multiple CMRs during the reporting period.
Available CMRs	Count of patients eligible for a CMR.
CMRs Completed	Total count of unique CMR services completed. Note: This KPI will count multiple CMRs completed for a single patient if that patient becomes eligible for multiple CMRs during the reporting period.
CMR Completion Rate	Patients with a Completed CMR divided by the Total Patients Eligible.

Note: Each Key Performance Indicator is calculated based on the active filters set.

Outcomes Recommendation:

Use the Previous Period to quickly grasp how your KPIs have moved over time. Determine if you trended up in CMRs completed compared to the same month last year. Or identify the growth in Available CMRs this quarter compared to the same quarter last year.

CMR Performance Over Time

Summary

This longitudinal view of CMR metrics provides the ability to trend performance and to identify where that performance is moving compared to an organization’s goals and the previous year.

Controls

Control	Description
Goal target	Use this control to insert a value that quickly builds a goal line into the visual. This control can be used to build a simple visual for presentation to stakeholders of the program.
View type	Use this control to modify the visual to represent the data either as cumulative for the date range or non-cumulative aggregation of the data.
Interval	Modify this control to shift the way the data is represented across time.
Metric	Use this control to select the metric that will be visualized into the graph.

Outcomes Recommendation:

Select Interval “Weekly” and View type “Non-cumulative” to quickly identify week-over-week patterns of activity for the associated metric. This visual can be useful to understand performance trends, especially when compared to the previous year. Setting a goal target here gives an added visual boost to help quickly gain a sense of how that trend is compared to the overall goal.

CMR Opportunity Journey

Summary

The CMR Opportunity Journey represents the relationship between CMRs and TIPs for patients. Specifically, the story of TIPs completed at the same time or near the same time as the completion of a CMR.

Controls

Control

Description

TIP association window

Use this control to modify how the visual and KPIs associate completed TIPs to completed CMRs.

Note: The TIP association window leverages the CMR service date and adds the selected association window to that date. Any TIPs with service dates within that date range will be considered associated to the CMR.

Outcomes Recommendation:

The TIP association window allows you to quickly understand at what frequency we see TIPs completed on, or around, a completed CMR. Many TIPs require engaging both the patient and the prescriber to successfully complete and close the gap in care. Select a TIP association window of “Within 14 days of CMR” to gain a representation of all work completed for a patient surrounding the CMR service.

Activity Comparison

Summary

The Activity Comparison view provides a breakdown of the outcomes of the completed CMRs. The graph displays the CMRs completed with and without drug therapy problems (DTP), unable to reach, and patient refusal. The CMRs with DTP are those with an action plan item related to a medication.

The view shows a comparison to CMRs completed in the same date range period of the previous year.

Outcomes Recommendation:

Utilize the view to compare how the cohort of patients is trending in outcomes compared to the previous year.

CMR Distribution by Center Type

Summary

The CMR Distribution view displays the breakdown of the type of center where the CMRs were completed.

Outcomes Recommendation:

Utilize the view to compare which types of centers are completing the most CMRs.

Top 10 Views

Summary

The Top 10 graphs display the number of top results for the types of opportunity selected.

Controls

Control	Description
Opportunity status	Use this control to modify which types of opportunities the Top 10 graphs are showing.

Outcomes Recommendation:

Utilize the Opportunity status control to see different top 10 results based on that opportunity and main filters selected.

Data Table Breakdowns

The data tables provide the filtered results into a table view that is available for exporting as needed. Access the table views from the tabs below the Filters section.

To Export a table, hover over the table and access the additional options to select Export. Select the file type, and the download will begin.

Policy Breakdown

Summary

A complete list of all policies represented in the data filtered by the user. Use this breakdown to understand the distribution of patients by policy, identify where activity is happening and where there is opportunity to improve.

Data Available

Data Element	Definition
Policy Name	The name associated with the population of patients.
Patients Eligible	The total count of patients eligible for a CMR within the associated policy.
Available CMRs	The count of CMRs available to be completed for the policy.
Eligibility Ended	The count of CMR eligible patients whose eligibility ended.
CMRs Completed	The count of CMR services completed for the patients eligible.
CMR Completion Rate	The count of patients who received a successful CMR out of the total count of patients eligible for a CMR.

Organization Breakdown

Summary

A complete list of all pharmacy organizations represented in the data filtered by the user. Use this breakdown to understand the distribution of patients by each organization, identify where activity is happening and where there is opportunity to improve within each organization.

Data Available

Data Element	Definition
Pharmacy Organization Name	The name of the pharmacy organization associated with the patients.
Patients Eligible	The total count of patients eligible for a CMR at the organization.
Available CMRs	The count of CMRs available to be completed for the organization.
Eligibility Ended	The count of CMR eligible patients available to the organization, whose eligibility ended.
CMRs Completed	The count of CMR services completed by the organization for the patients eligible.
CMR Completion Rate	The count of patients available to the organization who received a successful CMR out of the total count of patients eligible for a CMR.

MTM Center Breakdown

Summary

A complete list of all MTM Centers represented in the data filtered by the user. Use this breakdown to understand the distribution of patients by MTM Center, identify where activity is happening and where there is opportunity to improve down to the specific center.

Data Available

Data Element	Definition
NCPDP – Pharmacy Name	The NCPDP number and name of the MTM Center associated with the patients.
Patients Eligible	The total count of patients eligible for a CMR.
Available CMRs	The count of CMRs available to be completed for the MTM Center.
Eligibility Ended	The count of CMR eligible patients available to the MTM Center, whose eligibility ended.
CMRs Completed	The count of CMR services completed by the MTM Center for the patients eligible.
CMR Completion Rate	The count of patients available to the MTM Center who received a successful CMR out of the total count of patients eligible for a CMR.