NextGen APCM Care Plan Documentation Checklist

Identify patients with two or more chronic conditions using the Population Health or HQM reporting tools.

Use a custom UDS form or the standard NextGen consent template to record verbal or written patient agreement.

Toggle the 'Care Management' flag in the Patient Profile to ensure the patient appears in care coordinator worklists.

Sync AI call center logs of enrollment conversations directly into the NextGen Document Management System (DMS).

Confirm the patient's primary insurance supports APCM codes and that modifiers are correctly applied in the PM system.

Open the Care Management template within the patient encounter to begin the electronic comprehensive care plan.

Link chronic condition diagnosis codes directly to specific patient goals in the 'Soap' or 'Care' tabs.

Document Social Determinants of Health within NextGen to justify the complexity of the APCM care plan.

Import AI-transcribed notes from patient phone check-ins into the 'Patient Goals' section of the EHR.

Ensure the medication list in the care plan is synchronized with the NextGen Medication module for safety and compliance.

Add G0511 and relevant APCM codes to the NextGen PM Master File with appropriate fee schedules.

Activate the time-tracking feature in the NextGen Care Management module to log every minute of care coordination.

Automatically export call duration data from the AI call center to the NextGen billing encounter for time justification.

Configure NextGen PM billing rules to automatically apply modifiers if concurrent services are billed.

Create a custom NextGen Report Writer query to identify care plans missing required elements before claim submission.

Set up the AI call center to handle after-hours APCM inquiries and route urgent issues to the on-call provider.

Ensure every AI-handled call generates a 'Telephone Call' encounter in NextGen for clinical review.

Push care plan updates and reminders to the NextGen Patient Portal to encourage patient self-management.

Trigger AI-driven calls for patients who have not met specific care plan milestones documented in NextGen.

Use the 'Tasking' system in NextGen to document internal communication between the PCP and specialty care managers.