26-949 Document IHA Outreach Attempts in Cozeva® to Support DHCS Audit Requirements
Date: 08/03/26
Record outreach attempts, including unsuccessful contacts, to help meet DHCS audit and documentation requirements
Complete and accurate documentation of Initial Health Appointment (IHA) outreach activities helps support Department of Health Care Services (DHCS) audit requirements. Recording all outreach attempts in Cozeva®, including unsuccessful contact attempts, helps demonstrate that outreach efforts were made to eligible patients and supports audit readiness.
What you must do
Primary care physicians must:
- Record IHA outreach attempts in Cozeva, when appropriate.
- Document unsuccessful outreach attempts when a patient cannot be reached.
- Document completed IHAs for eligible patients.
IHA documentation resources
Refer to the Tips for Completing the Initial Health Appointment (PDF) tip sheet for IHA requirements, exceptions, current service codes, preventive services and documentation guidance.
The tip sheet is available in the Provider Library. To find it:
- Select Medi-Cal.
- Go to Education, Training and Other Resources.
- Choose Tips for Completing the Initial Health Appointment.
Questions?
Contact Community Health Plan of Imperial Valley at 833-236-4141.
This information applies to Primary Care Physicians.
This information applies to Medi-Cal in Imperial County.