Guidelines for the Use of Report Data

Recipients of the annual California Health Plan Performance report are subject to the following guidelines:

1. For non-health plan users, the CCHRI format may be reproduced in its entirety, or may be altered subject to the following requirements.
   • The performance strata (average, above and below) for each plan may not be altered or deviate in any way from the strata designated by CCHRI.
   • Health plans may be eliminated from displays, but the user may not alter results or strata for the plans and measures displayed.
   • The numeric scores may be presented without the accompanying symbols, but if symbols are used, they must show the performance ranking indicated by CCHRI.
   • Rankings of average, above average and below average may not deviate from those designated by CCHRI.
   • Similarly, any bolding, shading or highlighting must denote plan performance as designated by CCHRI.
2. The report cards, pages 3-9 (pages 10-13 for Medicare results), may be reproduced and distributed separately from the rest of the report as long as they are reproduced and used in their entirety.
3. Health plans may refer to, display or reproduce only their own performance results, and are subject to the guidelines noted in numbers 1 and 2 above. Health plans may not compare their performance to other health plan(s), with the exception of the all-plan mean, within advertisements or marketing and promotional material. Specifically:
   • Plans may use only their own results and may not refer to other plans or their scores.
   • Plans may use their own numeric scores and the performance rankings (above average, average and below average) associated with the scores.
   • Plans may report the all-plan mean in conjunction with their scores and performance rankings.
   • Plans may not cite other plans’ results or make any type of comparisons, other than with the all-plan mean.
   • Plans may note the number of “above average” scores received but must also cite the total number of indicators in the domain being reported (e.g., effectiveness of care or member experience).
4. Recipients may not otherwise alter this report format without written permission of CCHRI.
5. Publications that are not related to media, health plan or employer reporting of results must receive permission from CCHRI. Requests for permission to reproduce materials in external publications should be directed to the CCHRI Executive Committee, c/o Pacific Business Group on Health.

Reporting Principles

CCHRI Senior Manager
Cathie Markow, PBGH
cmarkow@pbgh.org