eClinicalWorks APCM Care Plan Documentation Checklist

Ensure the 'Care Management' feature is active in the practice defaults to track non-face-to-face time accurately.

Map G0511 or specific APCM codes within the eCW billing module for automated charge capture and claim generation.

Create standardized APCM templates in eCW to ensure all CMS-required elements are documented consistently across the practice.

Assign specific 'Care Coordinator' roles within eCW security settings to restrict and audit access to care plan documentation.

Set up the eCW Registry to automatically identify patients meeting APCM criteria based on specific chronic diagnosis codes.

Create a specific 'APCM Encounter' note type to differentiate care management activities from standard office visits in the patient's hub.

Verify that the eCW Problem List is updated and linked directly to the patient's active APCM care plan for medical necessity.

Use the eCW Meds module to document reconciliation, ensuring the 'Last Reconciled' date is current for every APCM cycle.

Utilize the 'Goals' section in the eCW Care Plan to document specific patient-centered outcomes and social determinants of health.

Document how the patient can access the care team after hours, linking this information to the eCW Patient Portal instructions.

Use the eCW HEDIS/Quality tab to track and document required preventive services provided under the APCM model.

Log all communications with external specialists within the eCW 'Referrals' or 'Consults' module as part of the integrated care plan.

Integrate AI call handling to automatically push call transcripts into the eCW 'Telephone Encounters' section for time tracking.

Use AI voice prompts to guide patients through eCW Patient Portal registration to meet APCM digital engagement requirements.

Automate APCM-specific follow-up calls that sync directly with the eCW 'Office Visit' schedule to reduce no-show rates.

Use AI call duration data to automatically populate the 'Time Spent' field in eCW Care Management logs for audit readiness.

Implement AI-driven triage that routes high-risk calls to the eCW 'Urgent' bucket for immediate clinical review by a provider.

Automate post-APCM encounter surveys via AI, documenting responses directly in the patient's eCW record for quality reporting.

Align APCM documentation with eCW HEDIS dashboards to monitor practice-wide quality metrics and incentive eligibility.

Run weekly eCW Registry reports to identify APCM-enrolled patients with missing monthly touchpoints or overdue care plans.

Export eCW 'Claim Analysis' reports to ensure APCM codes are not being bundled or rejected by specific payers.

Monitor eCW 'Portal Activity' reports to document digital engagement as proof of care management for APCM compliance.

Use eCW's built-in risk stratification tools to prioritize APCM outreach for high-acuity patients based on HCC scores.

Ensure the eCW 'Audit Trail' is active to track all updates and revisions to the APCM care plan over the clinical year.