APCM Implementation Checklist: CCM Software Comparison Guide

Ensure the platform pushes and pulls patient data in real-time to avoid manual entry errors and data silos.

Verify the vendor uses modern interoperability standards for secure and fast data transmission across networks.

Confirm clinicians can access the CCM dashboard directly from the EHR without using separate credentials.

Check if the software automatically logs call times and care notes back into the patient chart for billing.

Validate how the platform maps chronic conditions and medications from your specific EHR version to its database.

Evaluate if the platform can pull recent results to inform care plan adjustments during monthly patient calls.

Ensure data integrity in case of temporary network outages during patient interactions to prevent data loss.

Assess the platform's ability to route high-risk patients to clinical staff while handling routine tasks via AI.

Verify if the system can autonomously schedule follow-ups within the CCM workflow without human intervention.

Evaluate the AI's ability to accurately transcribe and summarize patient interactions for clinical review.

Check for automated triggers that call patients who haven't had their monthly care minutes met yet.

Ensure the AI call handler can interact with patients in their preferred language to improve engagement rates.

Use AI to detect patient distress or dissatisfaction during calls to escalate to human providers immediately.

Ensure the software prevents billing for overlapping codes like CCM and PCM simultaneously for the same patient.

Verify the platform captures every second of clinical and non-clinical staff time for audit protection.

Confirm a signed Business Associate Agreement is provided and data is encrypted at rest and in transit.

Check for a robust reporting module that generates documentation for CMS audits on demand with one click.

Ensure the platform tracks and stores verbal or written patient consent for the APCM program participation.

Verify the software automatically checks for patient insurance eligibility before services are rendered each month.

Confirm the vendor assigns a single point of contact for the onboarding phase to handle technical issues.

Evaluate the quality of video tutorials and live training sessions provided for your clinical team.

Check if the vendor allows a 30-day pilot with a small patient cohort before full-scale software rollout.

Ensure technical support is available on-site or via immediate video call during the first week of launch.

Request a custom workflow diagram showing how the software fits into your specific office routines.

Verify the process for importing existing patient records from your previous CCM solution or EHR database.