MTM Review Due Dates and CMR Completion Rate
Part D MTM review dates and the CMR completion rate from a list of enrollees.
Open the tool → Runs in your browser. Data leaves only if you deliberately send a problem report from the interactive tool.
Example
- Contract year
- 2026
- As-of date
- 2026-06-30
- Enrollees, one per line
- A, 2026-03-01, no, , , 2026-03-10, , 70, no, yes B, 2026-01-01, yes, 2025-08-15, 2026-02-10, 2026-02-01;2026-05-01, , 70, no, yes
Result: 1 CMR offer past due; completion 1 of 2 (50%).
The tool opens with these values already filled in. Replace them with your own.
What you enter
- Contract year
- As-of date (YYYY-MM-DD)
- Enrollees, one per line: enrollee, enrolled, prior year (yes/no), last CMR offer, CMR dates, TMR dates, opt-out, age, hospice (yes/no), met CMS criteria (yes/no)
How this is calculated
Citation
42 CFR 423.153(d)(1)(vii): annual CMR and quarterly TMRs. CMS CY 2025 MTM guidance memo: CMR offer within 60 days of enrollment, or one year of the last offer (guidance). CMS 2026 Star Ratings Technical Notes, measure D11: CMR completion rate. Read the sources: 42 CFR 423.153 ↗, 2026 Star Ratings Technical Notes ↗
A reference and educational tool. Not medical, legal, or financial advice, and not a substitute for clinician judgment.