Is Your Practice Ready for Chronic Care Management? A Provider’s Checklist

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A providers checklist for success chronic care management
Table of Contents

Chronic Care Management (CCM) offers healthcare providers with a structured, reimbursable framework for providers to manage patients with multiple chronic conditions between office visits using digital health technology. While the clinical benefits of improved care coordination are well-documented, successful implementation requires clear workflows and defined responsibilities. 

Launching a compliant CCM program involves more than identifying eligible patients; it requires specific staffing, technology, and administrative workflows. Without these elements, practices risk audit failures or operational bottlenecks. 

The following checklist outlines the essential requirements for establishing a successful CCM program, based on current Centers for Medicare & Medicaid Services (CMS) guidelines. 

Identify Your Eligible Patient Population 

The first step is to quantify the potential scope of your program by identifying eligible beneficiaries within your existing patient panel. 

  • Eligibility Criteria: CCM services are reserved for patients with two or more chronic conditions expected to last at least 12 months (or through the end of the patient’s life) that place the patient at significant risk of death, acute exacerbation, or functional decline. 
  • Data Analysis: According to CMS, approximately 70% of Medicare beneficiaries have two or more chronic conditions. Practices should utilize their Electronic Health Record (EHR) reporting devices to generate a list of patients with qualifying diagnoses, such as diabetes, hypertension, and heart failure. 

Assess Staffing Capacity for Time Requirements 

Billing for CCM (specifically CPT code 99490) requires the delivery of at least 20 minutes of clinical staff time per patient per calendar month. This time must be dedicated to care coordination activities and properly documented. 

  • Resource Allocation: Assess whether current clinical staff (Nurse Practitioners, Physician Assistants, Clinical Nurse Specialists, or other qualified staff) have the capacity to manage these requirements. 
  • Capacity Planning: For a panel of 100 enrolled patients, a practice must allocate approximately 33 hours of dedicated clinical staff time monthly. Failure to meet the 20-minute threshold prevents billing for that month. 

Evaluate Technology and Access Requirements 

Operational success depends on having the necessary infrastructure to record data and communicate with patients effectively. 

  • Certified EHR Technology: Practices must use a certified EHR to document the patient’s demographics, problems, medications, and medication allergies. 
  • 24/7 Access to Care: CMS mandates that patients must have 24/7 access to physicians or other qualified health care professionals (QHPs) to address urgent chronic care needs. This ensures patients can receive clinical guidance from qualified healthcare professionals outside of standard business hours. 

Establish Informed Consent Protocols 

CCM is a billed service under the Physician Fee Schedule, meaning patients may be responsible for cost-sharing (typically a 20% copay) if they lack supplemental insurance. 

  • Standardized Enrollment: Practices must establish a protocol for obtaining and documenting patient consent. This includes informing the patient of the scope of services, their financial responsibility, and their right to stop services at any time. 
  • Documentation: Consent must be documented in the medical record before services are initiated. 

Implement Comprehensive Care Planning 

A requirement for CCM is the creation and maintenance of an electronic Comprehensive Care Plan. 

  • Scope of Plan: This document must go beyond a simple problem list. It should address the patient’s physical, mental, cognitive, psychosocial, functional, and environmental needs. 
  • Accessibility: The care plan must be electronically available to the provider and shared with the patient and caregivers. It serves as the central document for coordination across different healthcare settings. 

Enhancing Efficiency with DrKumo Technology 

One operational challenge in CCM is the efficient collection and management of patient data. Manual entry of physiological data may increase administrative burden and the risk of data entry discrepancies. DrKumo supports this through secure digital health technologies. 

The DrKumo platform utilizes Sensor Fusion technology, which integrates data from multiple sources to provide a unified view of patient health. FDA-cleared medical devices such as connected glucometers and blood pressure monitors, automatically transmit patient vitals to a secure Provider Console. This real-time data flow supports the clinical staff’s ability to monitor trends and intervene early, ensuring the 20-minute monthly requirement is focused on high-value clinical decision-making rather than data entry. 

As a select partner for the U.S. Department of Veterans Affairs, DrKumo’s platform is built to meet rigorous federal security standards, including VA Directive 6500. This ensures that practices can scale their CCM programs while maintaining strict data security and compliance with federal regulations. 

Takeaways 

Establishing a Chronic Care Management program allows practices to align reimbursement with the complex work of managing chronic disease. By systematically addressing staffing, technology, and compliance requirements, providers can build a sustainable program that improves clinical outcomes and operational efficiency. 

Is your practice infrastructure ready to scale? Ensure your Chronic Care Management program is built on a secure, efficient foundation. Contact us Today, to learn how DrKumo’s remote monitoring solutions integrate with clinical workflows to support provider success. 

Disclaimer: The information provided in this blog post is for educational purposes only and does not constitute medical, legal, or billing advice. Reimbursement rules (such as CPT codes and time requirements) are subject to change by CMS; providers should consult the latest Physician Fee Schedule and their legal counsel for compliance. References to the U.S. Department of Veterans Affairs (VA) and the Food and Drug Administration (FDA) do not constitute or imply an endorsement by the VA, the FDA, or the U.S. Government. 

 

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