Question 1

How do we identify APCM-eligible patients within Epic?

Accepted Answer

Clinics typically use Epic Healthy Planet to build registries based on ICD-10 codes and Medicare eligibility. AI tools can pull from these registries via FHIR APIs to initiate outreach, ensuring that only qualified patients are contacted for enrollment without manual list scrubbing by your staff.

Question 2

Can we use Epic Healthy Planet for automated APCM tracking?

Accepted Answer

Yes, Healthy Planet is the ideal foundation for tracking chronic conditions. By integrating AI call handling, you can automatically update registry status markers when a patient agrees to enrollment or completes a monthly care call, reducing the manual workload for your population health team.

Question 3

How does AI outreach integrate with Epic registries?

Accepted Answer

The AI system queries your Epic patient registry daily to identify patients due for their monthly chronic care interaction. It then executes the outreach and writes a summary note back to the patient's chart, ensuring the registry reflects the most current engagement data.

Question 4

What is the best way to manage APCM patient consent in Epic?

Accepted Answer

Consent should be captured as a discrete data element within the Epic 'Patient Agreements' or 'Media Manager' section. AI-driven phone calls can verbally confirm consent, which is then timestamped and recorded directly into a custom Epic SmartForm to satisfy CMS audit requirements.

Question 5

How do we prevent duplicate outreach in Epic?

Accepted Answer

Our AI solution checks the Epic 'Communication Management' log before initiating any call. If a staff member or another automated system has contacted the patient within a specific window, the AI skips that patient to avoid redundant outreach and maintain high patient satisfaction.

Question 6

Where should APCM care plans be documented in Epic?

Accepted Answer

Care plans should reside in the Epic Care Management module or the 'Plan of Care' activity. Our AI solution maps conversation transcripts and updates directly to these discrete data fields, ensuring documentation is accessible to the entire care team and meets CMS standards.

Question 7

How does AI ensure documentation meets CMS APCM requirements?

Accepted Answer

The AI is programmed to address specific CMS-required elements, such as medication reconciliation and goal tracking. It generates structured notes using your organization's Epic SmartPhrases, ensuring that every encounter note contains the necessary clinical depth for reimbursement.

Question 8

Can AI update Epic Flowsheets automatically?

Accepted Answer

Yes, through secure API integration, AI-captured data points—such as blood pressure readings or symptom scores discussed during a call—can be pushed directly into Epic Flowsheets, allowing providers to see longitudinal trends without manual data entry.

Question 9

How do Epic upgrade cycles affect APCM workflows?

Accepted Answer

Epic upgrades can occasionally change API endpoints or SmartForm structures. Our integration team monitors Epic's release notes (e.g., May or November upgrades) to proactively adjust the AI data mapping, ensuring your APCM revenue stream is never interrupted by software updates.

Question 10

Does the AI support Epic's 'Problem List' updates?

Accepted Answer

While the AI doesn't unilaterally change a diagnosis, it can flag potential Problem List updates for provider review. If a patient reports a new chronic symptom during a call, the AI creates an 'In Basket' message for the clinician to review and update the chart accordingly.

Question 11

How does phone-based AI outreach coordinate with MyChart?

Accepted Answer

To avoid patient fatigue, AI outreach is synchronized with MyChart. If a patient ignores a MyChart notification regarding their care plan, the AI call system initiates follow-up. All interactions are logged in the Epic 'Communication Management' activity for a unified view.

Question 12

Can AI trigger MyChart messages for chronic care follow-ups?

Accepted Answer

Yes. If an AI call identifies a need for further clinical follow-up, it can automatically trigger a MyChart message to the patient with educational materials or a scheduling link, keeping the entire engagement loop within the Epic ecosystem.

Question 13

How is 'time spent' tracked for billing within Epic?

Accepted Answer

The AI accurately tracks every second of patient engagement and automatically logs this duration into the Epic 'Time Tracking' activity or a dedicated CCM Flowsheet. This provides a clear audit trail for the 20+ minutes required for monthly billing.

Question 14

Does the AI solution require Epic App Market approval?

Accepted Answer

Our solution uses standard Epic Interconnect and FHIR APIs. While we work within the framework of the Epic Showroom standards, we coordinate directly with your internal IT/Epic TS team to ensure a secure, site-specific integration that meets your local security policies.

Question 15

How are APCM billing codes generated in Epic?

Accepted Answer

Once the AI confirms that the monthly time and documentation requirements are met, it can drop a 'Charge Trigger' into the Epic Charge Router. This allows your billing team to review and release the APCM claims (e.g., G0511 or 99490) with minimal manual intervention.

Question 16

What Epic reports track monthly APCM productivity?

Accepted Answer

We recommend using Epic's 'Reporting Workbench' to track APCM engagement. Our AI feeds data into these reports, allowing managers to see real-time dashboards of enrolled patients, completed minutes, and projected monthly revenue directly within Epic.

Question 17

Can AI identify missing billing opportunities in Epic?

Accepted Answer

The AI cross-references Epic's encounter history with APCM eligibility. If a patient is receiving care that qualifies for APCM but isn't enrolled, the AI alerts the clinic via an In Basket message, ensuring no eligible revenue is left on the table.

Question 18

How does the AI handle Epic's 'Charge Router' logic?

Accepted Answer

The AI is configured to respect your clinic's specific Charge Router rules. It ensure that charges are only proposed when all documentation is signed and the cumulative time spent in the calendar month exceeds the CMS-mandated threshold.

Medicare Chronic Care Revenue for Epic EHR | FAQ Guide

Patient Identification and Registry Management

Clinical Documentation and Care Planning

MyChart Coordination and Communication

Billing and Revenue Optimization

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