Small- to medium-sized health care practices and independent provider groups often lack electronic health records (EHRs) that provide the robust reporting and analytic capacity provided by population health management (PHM) products. This project seeks to provide guidance to healthcare providers and public health agencies on selection and use of PHM products and the data they can provide. We used a sequenced, two-phased approach to interview PHM vendors on product functionality and conducted key informant interviews with clinical and public health stakeholders.