AdvancedMD APCM Patient Enrollment Checklist

Use the AdvancedMD reporting module to filter patients with two or more chronic conditions across your entire database.

Cross-reference patient insurance data in the AdvancedMD PM system to ensure coverage for the new APCM G-codes.

Create a custom report to identify patients who haven't had an office visit in 60+ days but meet chronic criteria.

Use the AdvancedMD EHR 'Sticky Notes' or 'Alerts' feature to mark patients eligible for APCM enrollment for front-desk awareness.

Utilize AdvancedMD's health maintenance module to pinpoint missing documentation for chronic care management requirements.

Set up TileHealthcare AI to call identified patients and explain APCM benefits in plain language specifically for your practice.

Ensure AI agents record and timestamp verbal consent for APCM services, following all CMS documentation requirements.

Automatically upload consent recordings or transcripts to the AdvancedMD patient document folder via secure API integration.

Use AI to book initial care plan meetings directly into the AdvancedMD scheduler without manual staff intervention.

Set a cadence for AI-driven monthly check-ins required for APCM billing documentation and time-tracking requirements.

Add APCM G-codes to the AdvancedMD master procedure list with correct pricing, descriptions, and required modifiers.

Build custom EHR templates in AdvancedMD to capture the required 20 minutes of non-face-to-face care per month.

Map AI-handled call duration data to AdvancedMD billing entries to justify time-based codes during audits.

Update the AdvancedMD claim scrubber to prevent billing APCM alongside conflicting CCM or PCM codes for the same period.

Use AdvancedMD's financial reporting to track APCM reimbursement rates and identify any denial trends early.