AdvancedMD Chronic Care Check-In Workflow Guide
Optimize APCM revenue with our guide to chronic care monthly check-ins using AdvancedMD billing and patient engagement tools.
Maximizing AdvancedMD for Chronic Care Management (CCM) and APCM requires a seamless integration between patient outreach and the EHR's billing module. This guide outlines the monthly check-in workflow specifically for AdvancedMD users, focusing on capturing the required 20 minutes of non-face-to-face care and automating documentation using AI-powered call handling to ensure no revenue is left ...
Many independent practices using AdvancedMD struggle to track the cumulative time required for APCM billing, leading to missed revenue and compliance risks. Manual outreach is often too resource-intensive for small teams, resulting in inconsistent patient engagement and billing errors within the ...
Step-by-Step Workflow
Identify Eligible Patients
Use AdvancedMD's 'Patient Analytics' or 'Health Maintenance' modules to filter patients with two or more chronic conditions and active APCM consent flags in their patient chart.
- Save your filter criteria as a custom report for monthly reuse
- Cross-reference the 'Payer' field to ensure APCM coverage
- Forgetting to verify if a signed consent form is uploaded to the patient documents
Automate Outreach Calls
Deploy AI-powered call handling to conduct the initial monthly check-in. The AI verifies medication adherence and symptom changes, capturing data that would normally require manual staff effort.
- Configure your AI script to ask about specific AdvancedMD care plan goals
- Schedule calls during peak engagement windows identified in practice analytics
- Using generic scripts that do not address the patient's specific chronic conditions
Capture Time Documentation
Log the duration of the AI-led check-in directly into the AdvancedMD 'Time Tracking' feature. This ensures every minute of engagement counts toward the G-code thresholds required for reimbursement.
- Use the 'Start/Stop' timer in the patient chart for manual follow-ups
- Ensure AI logs include a precise timestamp for audit purposes
- Estimating time at the end of the day instead of recording exact durations in real-time
Update the Care Plan
Review the AI-generated summary and update the AdvancedMD 'Care Plan' template. Document any changes in health status or goals to meet CMS EHR requirements for chronic care.
- Use macro-enabled templates within AdvancedMD for faster documentation
- Link the updated care plan to the patient's portal for easy access
- Leaving the care plan static for multiple months without reflecting recent check-in data
Configure Billing G-Codes
Ensure the AdvancedMD billing module is configured with the correct APCM G-codes (like G0511 or 99490). Link these codes to the documented time logs within the claim entry screen.
- Set up billing alerts for when a patient reaches the 20-minute threshold
- Verify the provider NPI is correctly associated with the APCM service
- Submitting claims without verifying the cumulative 20-minute minimum has been met
Generate Performance Reports
Use the AdvancedMD 'Dashboard' to track monthly APCM performance. Identify patients who have not yet reached their 20-minute goal before the billing cycle closes.
- Review the 'Unbilled Charges' report weekly to catch missing opportunities
- Compare AI engagement rates against manual staff outreach metrics
- Waiting until the last day of the month to check eligibility and time tracking
Expected Outcomes
Significant increase in monthly APCM reimbursement revenue
Automated tracking and documentation of clinical staff time
Improved patient adherence to chronic care plans
Reduced administrative burden on front-desk and clinical staff
Audit-ready documentation stored directly within AdvancedMD charts
Higher patient satisfaction through consistent monthly engagement
Frequently Asked Questions
Navigate to the Charge Entry module and add specific G-codes (e.g., G0511) to your master fee schedule. Ensure they are mapped to the correct CPT categories for accurate financial reporting.
Yes, as long as the AI call facilitates clinical data collection and the interaction is supervised by a billing provider, the time spent can be documented in AdvancedMD as non-face-to-face care.
AdvancedMD includes a 'Time Tracking' feature within the patient chart that allows clinical staff to record the start and end times of various care activities, which is essential for APCM compliance.
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