Form CMS-R-262 MTM2026 Mockup

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MTM Program Backlog Items 05/28/2024

1. Collect Database Information:
In Plan Enter/Edit page if select "All Part D maintenance drugs", please add an additional selection to
collect what database they use (Medi-Span, First Databank, or Other - Fill In).

2. Interventions Screen Text Updates:
On the Interventions screen, apply the following text updates:
Change "Interactive, in-person or synchronous telehealth consultation" to "Interactive, in-person or
synchronous telehealth consultation conducted in real-time"
Change "Individualized, written summary of CMR in CMS’ standardized format (includes beneficiary
cover letter, recommended to-do list, and personal medication list)" to “Individualized, written summary
of CMR in CMS’ standardized format (includes beneficiary cover letter, recommended to-do list, and
medication action plan)”
Add language to [ ] Alternative language translations. After translations add “(Plan sponsors must
provide translated materials when the 5 percent language threshold under 42 CFR § 423.2267(a)(2) has

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been reached.)”

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3. MTM: Add Save Functionality to Submission Pages:
Provide the ability for plan users to save data on the MTM submission pages. Add a save button to each
page of the submissions process. On the last submission page, provide a submit button.
This item is added to the backlog, per Dan Summers request received on 2/13/2024, to be implemented
for CY2026 submissions.

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