MEDITECH APCM Patient Enrollment Checklist

Set up chronic condition filters in MEDITECH Expanse to identify patients with 2+ qualifying conditions.

For Magic or 6.x users, export historical patient lists to identify chronic cohorts for APCM transition.

Use Patient Attributes in MEDITECH to flag eligible APCM candidates at the point of care.

Review CMS HCC risk scores within the MEDITECH population health module to prioritize high-need patients.

Ensure phone numbers and email addresses are updated in the Patient Index for automated outreach.

Create custom screens in PD (Patient Documentation) to capture verbal or written consent for chronic care.

Set up MEDITECH clinical timers to track non-face-to-face minutes required for APCM billing codes.

Use the Expanse Care Plan module to document goals, providers, and medications for each enrolled patient.

Use MEDITECH report writer or NPR to generate enrollment confirmation letters for patient records.

Document how patients access care after-hours, ensuring the MEDITECH portal is linked for communication.

Configure CPT 99490 and 99439 in the MEDITECH Billing and Accounts Receivable (BAR) dictionary.

For CAHs, ensure billing logic differentiates between hospital-based and provider-based APCM services.

Create logic in MEDITECH to prevent APCM billing if specific documentation thresholds aren't met.

Ensure the billing system flags the 20% patient co-insurance responsibility for APCM services.

Schedule monthly reports in MEDITECH to verify that all billed APCM minutes have supporting clinical notes.

Export MEDITECH registries to the AI call center to automate initial APCM enrollment invitations.

Sync the MEDITECH scheduling module with AI voice agents to reduce no-shows for chronic care visits.

Use AI call outcomes to update the Enrollment Status field in the MEDITECH patient record via interface.

Deploy AI agents to answer common questions about APCM benefits, offloading rural hospital staff.

Use automated voice systems to confirm secondary insurance coverage before finalized APCM enrollment.