eClinicalWorks Chronic Care Enrollment Checklist

Use the eCW Registry to filter patients with two or more chronic conditions (ICD-10 codes) and active encounter status.

Cross-reference your registry list with Medicare and Medicare Advantage insurance plans in the eCW Billing Tab.

Check the HEDIS dashboard in eCW to identify patients missing preventative care who would benefit most from APCM.

Generate a CSV export of eligible patients including name, phone, and DOB for automated AI enrollment calling.

Identify patients previously enrolled in CCM who have not had a logged interaction in the Care Management module for 30 days.

Build a custom Progress Note template in eCW specifically for APCM/CCM enrollment and verbal consent documentation.

Upload digital consent forms to the Healow Patient Portal to allow for electronic signatures from chronic care patients.

Set up custom status codes in the eCW Care Management module to track 'Pending Consent' vs 'Enrolled' patients.

Configure a Global Alert in eCW that triggers when an eligible patient's chart is opened, indicating enrollment status.

Create a specific 'APCM Encounter' type in eCW settings to distinguish these interactions from standard office visits.

Set up AI call scripts that explain the benefits of APCM and answer common patient questions about eCW portal access.

Integrate AI call results to automatically create T-Actions in eCW for clinical staff to review enrollment outcomes.

Ensure every AI interaction is logged as a non-clinical note or document in the eCW Patient Hub for audit trails.

Trigger automated Healow portal invitations via AI for patients who express interest during the enrollment call.

Route inbound calls regarding chronic care management to an AI agent trained on your practice's specific eCW workflows.

Add G0511 and relevant CCM codes to the practice-wide CPT favorites list in the eCW EMR settings.

Enable and train staff on the eCW Care Management timer to ensure all non-face-to-face time is captured for billing.

Work with your eCW billing specialist to create claim scrubbing rules that flag missing APCM documentation.

Ensure the correct supervising provider is mapped to APCM claims in the eCW Billing module for proper reimbursement.

Schedule a monthly eCW report to identify all patients who met the time requirements for APCM billing codes.