Epic EHR APCM Implementation Checklist | Tile Healthcare

Configure Epic's Reporting Workbench to identify patients with multiple chronic conditions meeting CMS APCM eligibility.

Create automated logic within Epic registries to flag newly eligible patients for APCM enrollment based on ICD-10 codes.

Set up specific status indicators in the registry such as 'Enrolled', 'Contact Attempted', or 'Declined' for real-time tracking.

Enable API triggers that notify the AI call center when a patient is added to the APCM registry for immediate automated outreach.

Ensure Epic risk stratification models like HCC are synced with the APCM registry to prioritize high-need patients for care manager review.

Develop SmartText or SmartForms in Epic that capture all CMS-required APCM elements, including patient goals and barriers.

Configure MyChart to allow secure communication between the AI assistant and the patient for care plan updates and reminders.

Ensure that time spent on care coordination is captured via Epic's Time Capture or Charge Capture activities for audit readiness.

Utilize Epic's Health Maintenance module to trigger reminders for annual APCM care plan reviews and patient check-ins.

Establish a workflow where AI-handled calls automatically populate progress notes or Telephone Encounters in Epic via HL7 or FHIR.

Ensure the latest APCM-specific codes are loaded into Epic's Fee Schedule and mapped to the correct service areas and departments.

Create dedicated billing workqueues in Epic to catch APCM charges that lack required documentation or encounter links.

Build SlicerDicer or Radar dashboards to monitor APCM enrollment rates, revenue generation, and staff productivity across clinics.

Verify that APCM data can be shared via Care Everywhere for patients seeing specialists outside the primary Epic network.

Configure Epic's audit logs to track changes in APCM care plans to ensure compliance during potential CMS audits.