Epic APCM Compliance & Audit Readiness Checklist

Configure Healthy Planet registries using CMS-specific CPT codes and chronic condition logic.

Use Epic Best Practice Advisories (BPAs) to alert staff when an eligible patient is in the encounter.

Ensure a discrete data field exists in Epic for APCM consent to facilitate automated reporting.

Link registry status to MyChart to prevent duplicate outreach and ensure messaging alignment.

Regularly scrub the registry using Epic data integrity tools to maintain audit accuracy.

Create specific APCM SmartForms to capture goals, barriers, and interventions in discrete fields.

Ensure the care plan automatically pulls active diagnoses from the Epic Problem List for consistency.

Set up reminders for clinicians to update the APCM care plan within Epic at mandated intervals.

Route patient-initiated MyChart messages directly into the APCM care plan for audit trails.

Use Epic time-tracking tools to log non-face-to-face care management minutes accurately.

Integrate AI call handlers with Epic to log call duration and notes directly into the patient record.

Ensure AI-transcribed summaries are pushed to the Epic Encounter as a signed note.

Use AI voice solutions to satisfy the CMS requirement for round-the-clock clinical access.

Export Epic registry lists to the AI dialer to prioritize high-risk APCM patients for outreach.

Store audio logs or transcriptions of verbal APCM consent within Epic media section.