APCM BHI Documentation Checklist: 2026 G0568-G0570 Guide

Document patient consent for BHI services, including notification of potential cost-sharing for the G-series add-on codes.

Identify and record at least one behavioral health condition being managed alongside chronic physical conditions.

Perform and record the initial Patient Health Questionnaire-9 score to establish a clinical baseline for depression.

Perform and record the initial Generalized Anxiety Disorder-7 score to establish a clinical baseline for anxiety.

Ensure the care plan explicitly links the BHI service to the primary APCM base code for the reporting month.

Track at least 20 minutes of clinical staff time dedicated specifically to behavioral health care coordination.

Document review of psychotropic medications and any adjustments made by the primary care provider.

Record communication with external therapists or psychiatrists to ensure care alignment and parity.

Update the care plan monthly to reflect progress toward behavioral health goals defined in the initial assessment.

Attach AI-generated transcripts from automated patient check-ins to prove continuous monitoring and engagement.

Document the date and outcome of the psychiatric consultant's review of the patient's treatment plan.

Utilize a registry or tracking tool to monitor PHQ-9/GAD-7 scores over time as required for G0570.

Maintain logs of proactive attempts to contact the patient, including AI-driven phone outreach for non-responders.

Document specific changes to the treatment plan based on fluctuating screening scores or consultant advice.

Specifically track minutes spent in collaborative care team meetings regarding the specific patient.

Configure AI to trigger PHQ-9/GAD-7 screenings automatically based on the APCM billing cycle.

Use AI voice agents to schedule follow-up assessments for patients with scores indicating worsening symptoms.

Ensure AI-captured screening data flows directly into the EHR documentation for G0568-G0570 compliance.

Set up automated alerts for providers when AI identifies suicidal ideation or severe symptom escalation.

Run weekly AI audits to identify patients missing the required BHI documentation for the current billing month.