Master Partner Data Survey Resources

About the Survey

On April 18th, we closed the Master Partner Data Survey (Data Survey). The Data Survey was a follow-up to the Partners Readiness Assessment Tool (PRAT) which we published in May, 2015.

We detailed the launch of the Data Survey here. On May 16th, we published an update regarding the development of the Comprehensive Schedule B. Read the update here.

For additional background on the Data Survey, you can view the webinar slides from it here. It is also available with the audio here.

All the important dates from the Data Survey, including webinars on the Data Survey, office hours to ask questions and deadlines, were posted on our events calendar here.

Below are resources we shared with our partners complete the Data Survey. We requested that all completed Data Surveys be emailed to


Required Partners

Here is a list of our partners that were required to take the survey.

Data Survey Eligibility

This Data Survey was for our partners who provide direct clinical and social services, regardless of whether they bill for Medicaid, and had signed a Master Service Agreement (MSA). If a partner had not yet signed the Master Service Agreement they were ineligible to receive a Schedule B which details the funds available to them. Therefore, for our partners that had not yet signed an MSA, that was their first step. Instructions on how to sign an MSA are here. Instructions on how to sign a Schedule B are here.

Schedule B

Below are sample Schedule B’s for the Master Partner Data Survey. The Schedules varied slightly based on each partner’s payment tier:

Tier 1: Schedule B

Tier 2: Schedule B

Tier 3: Schedule B

Additional resources to receive compensation included:

Direct deposit enrollment form

Instructions for completing the direct deposit form

Data Survey invoice template

Contact verification form

Helpful Definitions

In order to complete the Data Survey, we provided descriptions of provider subtypes and services.

Below are definitions of ‘System’, ‘Organization’, and ‘Site’:

System: The highest level entity of a partner, which has signing authority over the entities under its umbrella. To be a System, an entity does not necessarily need to have any Organizations or Sites under its umbrella.

Organization: An entity under the System which has authority over some of the Sites within the partner’s network and “reports” up to the System. Note, “Organization” most often only applies to larger entities that may have regional offices that manage sites within an area.

Site: The physical facility at which services are administered to patients or clients. Sites represent the lowest level of the partner hierarchy and either report up to an Organization, if multiple organizations exist within the System, or report directly to a System if organizations do not apply.

This graphic displays the relationships.

Project Descriptions

To help complete the Data Survey, we provided descriptions of each project. Click the project name to learn more:

Cardiovascular Disease Management

Care Transitions Intervention

ED Care Triage for At-Risk Populations

Expansion of the Home Environmental Asthma Management Program

Health Home At-Risk

HIV Access and Retention

Integrated Delivery System

Integration of Palliative Care into the PCMH Model

Integration of Primary Care and Behavioral Health Services

Project 11