ModMed APCM Care Plan Documentation Checklist

Filter patient lists by ICD-10 codes for chronic specialty conditions like Psoriasis, OA, or IBD.

Use AI call handling to verify if patients have two or more chronic conditions during routine scheduling.

Utilize the ModMed Clipboard to visually flag patients eligible for APCM services for the clinical team.

Use ModMed Direct Messaging to pull chronic condition data from primary care providers into the patient chart.

Capture and document verbal or written APCM consent directly within the ModMed Patient Portal or EMA.

Create a custom 'APCM Care Plan' protocol in EMA to ensure all CMS-required data points are captured.

Record specific treatment goals for chronic conditions, such as PASI scores for derm or ROM for ortho.

Update the EMA medication list to include all scripts, including those managed by external PCPs.

Use EMA's structured data fields to document social determinants of health and psychological status.

Electronically transmit the finalized care plan to the patient via the ModMed patient engagement app.

Add APCM-specific CPT codes to the ModMed PM fee schedule with appropriate specialty modifiers.

Set up automated alerts in ModMed PM to trigger when APCM documentation is incomplete before billing.

Assign APCM oversight roles to specific specialty providers within the PM staff configuration settings.

Activate ModMed's internal claim scrubber to check for APCM frequency limits and documentation links.

Ensure the 'Care Plan Updated' checkbox is selected in the EMA visit note to trigger the PM charge.

Connect AI call center solutions to ModMed via API to post call summaries directly to 'Sticky Notes'.

Use AI voice agents to conduct the required monthly 20-minute patient check-ins for APCM billing.

Ensure AI-captured patient updates on chronic conditions are pushed into the EMA 'Interim Notes' section.

Set up AI-driven phone reminders for patients with pending chronic care follow-up tasks in ModMed.

Review AI-generated logs for patient status changes that require immediate specialty provider intervention.