AdvancedMD APCM Care Plan Documentation Checklist

Filter for Medicare and Dual-eligible patients within the AdvancedMD Reporting Suite to identify the initial APCM pool.

Use the AdvancedMD EHR dashboard to verify two or more chronic conditions expected to last at least 12 months for each patient.

Upload signed patient consent forms to the AdvancedMD document center or capture digital signatures via the patient portal.

Assign risk scores using AdvancedMD’s custom fields to prioritize high-need patients for automated AI outreach.

Verify patient ability to use AdvancedMD’s integrated telemedicine for initial care plan discussions and updates.

Create a specific 'APCM Encounter' template in AdvancedMD EHR to ensure all required CMS elements are captured systematically.

Ensure the 'Meds' tab in AdvancedMD is updated and linked to the care plan for accurate documentation during AI-assisted calls.

Include specific fields for patient-centered goals and health targets within the AdvancedMD template for easy tracking.

Correctly link the care plan to the billing provider within AdvancedMD to avoid claim denials and ensure proper credit.

Configure AdvancedMD permissions to allow the entire care team to view and update the care plan in real-time.

Add APCM-specific G-codes to the AdvancedMD Master Files to ensure accurate charge capture for every documented minute.

Use AdvancedMD’s time-tracking features or external AI logs to document the required 20+ minutes of non-face-to-face care.

Set up rules in AdvancedMD Billing to flag APCM claims for review before final submission to the clearinghouse.

Update AdvancedMD’s claim scrubber to include specific APCM documentation requirements and prevent common submission errors.

Generate a monthly report in AdvancedMD to reconcile completed care plans against submitted claims for revenue integrity.