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What are the Chronic Care Management Requirements to Start a Program?

Demand JumpArticles, By Content Type, By Organization, Chronic Care Management

If you’re just being introduced to chronic care management (CCM) you may be wondering if it’s time to consider setting up a chronic care management program. With several different chronic care management training resources available, it’s easy to learn the ins and outs of what CCM entails. And that’s important if you want to start a CCM program. In this blog, we explore CCM programs, how to get started, and other important information you need to do it the right way.

How Do I Start a CCM Program?

In general there are six basic steps to starting a chronic care management program. With that said, creating, implementing, and maintaining a CCM program is certainly more nuanced than that. The size of your practice, the needs of your practice and your patients, and the amount of resources you have available—both monetary and otherwise—are sure to impact your CCM program. All of these factors are also compounded by growing patient numbers, an increase in acute conditions, tight budgets, staffing shortages, and physician burnout and stress.

1. Assess Your Current Capabilities and Resources

Before anything else, it’s critical to assess what you already have in place and what you may need. There are many ways to go about this. For example, you might perform a SWOT analysis (strengths, weaknesses, opportunities, threats). Alternatively, you could simply evaluate and document existing resources and potential gaps. Asking these questions can help:

  • Roughly how many patients do you have with multiple chronic conditions? How many patients can you realistically manage in a CCM program currently and in the future? 
  • What are the most prevalent chronic conditions you treat in your practice? Which of these conditions can you most effectively manage with CCM?
  • How frequently do you or a member of your care team currently interact with patients? 
  • What barriers might your patients face when participating in chronic care management? 
  • Do you currently use remote patient monitoring devices? Would you like to incorporate them?
  • Do your patients currently have 24/7 access to you or a member of their care team?
  • Are you currently using an EHR system, and is it certified? 
  • Do you have an appropriate number of staff who can check in with patients? If not, what resources might be able to assist you?
  • How does your current technology stack support CCM? What new technology infrastructure might you require?
  • How is your documentation currently maintained? Are there improvements that need to happen?
  • Is your chronic care management billing system effective? Are you up to date on the various chronic care management CPT codes, including CPT 99490, CPT 99491, CPT 99439, CPT 99437, CPT 99487, and CPT 99489? Full descriptions are available annually through CMS.
  • What resources do you have to monitor program goals and outcomes over the short and long term? 

Finding the necessary staff, technology, or infrastructure to effectively build out a CCM program can be difficult—and you're not alone! Fortunately, there are chronic care management solutions like TimeDoc Health that are committed to providing excellent, reliable 24/7 patient support with dedicated care teams, enrollment assistance, and an intuitive software platform.

2. Identify Patients Who Are Eligible

Once you’ve evaluated existing resources and built a plan to acquire any additional tools or supports you may need, it’s time to start identifying which of your patients are eligible.

First, you need to identify the patients that meet the basic criteria. For Medicare, patients are likely to be eligible if they have two or more chronic conditions that are expected to last at least 12 months or until death and that present a significant health risk. The conditions listed earlier in this article can act as a guidepost in these decisions.

Next, you may wish to narrow your results to a more manageable cohort. This can be done in multiple ways, such as:

  • Identifying those patients who are most likely to benefit from chronic care management. This might include those who are most in need of consistent communication or those who are most likely to engage with the program.
  • Identifying those conditions you are most equipped to support right now. Will you focus solely on high-risk patients with these conditions, or will you grow your program to enroll medium- or low-risk patients, too?

Finally, you should begin recruitment. Consider creating a pamphlet you can provide to eligible patients. For some practices, you may wish to create an outreach campaign to inform potential candidates about what a CCM program is and how it can help them. As you do this, ensure you’re providing education around chronic care management and the kinds of services they’ll receive. And, don’t forget to acquire consent from patients before beginning care.

3. Develop a Financial Model for Your Program

While improving patient outcomes is certainly one of the primary drivers for implementing a CCM program, it’s important that your program be financially viable as well. Options like fee-for-service (FFS) and value-based care (VBC) can both be used in tandem with chronic care management programs.

  • The fee-for-service model has been the standard approach to medical billing for quite some time. Under the FFS model, providers are paid separately for each service or procedure rendered—including interactions like testing or office visits. A chronic care management program represents a new, uncaptured revenue stream. By offering more comprehensive services for your patients with chronic conditions, you can improve their outcomes and in turn bill for additional services provided. 
  • Value-based care is a type of reimbursement that ties patient outcomes and care quality with billing and payments. With VBC, providers are reimbursed for offering care that ultimately furthers goals like improved preventive care and decreased hospital readmissions. VBC aligns quite well with the goals of a CCM program—to provide better care for patients, to improve health for community populations, and to lower costs associated with care—so it’s a natural fit. And, with the Physician Value-Based Modifier (PVBM), high-performing providers can even receive financial rewards that can be used to invest in further improving a chronic care management program or other high-value initiative.

No matter which option you choose, TimeDoc Health provides the tools and resources you need to  communicate effectively with your patients, document it, and bill appropriately.

4. Create Care Plans for Patients

As you begin to enroll patients, working with them is critical to creating personalized, individual care plans that address functional, medical, and psychosocial needs and goals. Ideally, these care plans should be collaborative in nature. Helping patients feel involved can improve both patient experience and engagement while also reducing some of the stressors related to a new program. 

To ensure smooth conversions, appropriate goal setting, and proper documentation, it may be helpful to develop a chronic care management template that can be used in these initial discussions and future appointments. Templates may include space for:

  • Top patient and/or provider concerns
  • Expected outcomes of participating in a CCM program
  • How to achieve these outcomes and what metrics you’ll track
  • Planned interventions and how you or your patient can accomplish and track them

TimeDoc offers physician-created care plan templates that synchronize with your EHR to help ease the burden of new resource creation.

5 Assign, Hire, or Outsource Care Coordinators

To improve the likelihood of a successful CCM program, you’ll need to designate one or more care coordinators who can oversee the program, act as a point of contact, and organize patient care. It’s possible you already have staff members who can assume these responsibilities. If not, you may need to hire new staff or outsource the work to a third-party vendor.

Hiring new staff members can work well, but for a lot of providers it may not be in the budget to hire one or more full-time employees. Instead, consider turning to an experienced third-party vendor like TimeDoc Health. Our team of trained care coordinators has an abundance of experience working with individuals with chronic conditions—which means you can rest assured that your patients are working with professionals who are excellent at building trust and rapport.

6. Offer Staff Chronic Care Management Training

CCM programs are complex, and their success often hinges on highly-trained care coordinators who understand the ins and outs of chronic care management. Training topics may include:

  • Responsibilities, such as scheduling appointments, coordinating care, and performing check-ins
  • Commercial insurance or Medicare chronic care management guidelines
  • The designated chronic care management workflow and other protocols
  • Documentation requirements and best practices
  • Billing and reimbursement guidelines
  • Technology, software, and tool utilization

At TimeDoc Health, our medically trained care coordinators are thoroughly trained in CCM, so they can begin working with you and your patients quickly and effectively.

7. Utilize Effective Technology Solutions

When it comes to CCM programs, the right technology solutions can provide significant time savings. These tools allow providers and care coordinators to spend less time on paperwork and documentation and more time with patients. When researching a CCM program technology solution, seek out the following capabilities:

  • Drives ROI of your CCM program with reporting functionality to understand the financial impact of your program
  • Reduces time spent on billing with reporting features that automatically tabulate charges based on existing documentation
  • Automates and streamlines care planning with templates that sync with your EHR
  • Maintains Medicare compliance with monthly encounter summaries, patient consent data, and care plans to make audits a breeze
  • Documents time spent with a patient easily with enhanced EHR integrations
  • Increases care staff efficiency with dashboards for program size, patient population, and care management productivity 

TimeDoc Health offers all of these features and more, in addition to trained care coordinators, to provide a comprehensive, end-to-end solution for CCM programs.

8. Monitor, Evaluate, and Improve Your Program 

In the final step, it’s essential to develop a plan to monitor, evaluate, and improve your CCM program as time goes on. As technology continues to advance and more and more patient data and support services become available, you’ll be able to refine your program to save money and improve patient outcomes.

  • Monitor: With a CCM program software solution, you’ll be able to view dashboards about financials, program size, patient population, productivity, and more. You should also review information regarding hospital readmissions, medication adherence, and patient engagement to capture a complete picture. 
  • Evaluate: Review the data you’ve gathered regularly—whether that’s monthly, quarterly, or annually—to identify trends, successes, and growth opportunities. Consider setting benchmarks to understand whether or not you’re meeting your goals and what you might need to do to get there.
  • Improve: Take action. Based on your analysis, what areas can you improve upon, and how will you accomplish it? Set a detailed plan of action with reasonable SMART goals (Specific, Measurable, Achievable, Relevant, and Time-Bound), share it with your team, and check in regularly to track progress.

Engage Your CCM Patients

Once you start your CCM program, TimeDoc offers simple chronic care management solutions that are directly integrated into medical facilities' electronic health records (EHR). Patients with chronic conditions need the ongoing medical care offered by CCM because they frequently have limitations in their daily activities and run the risk of functional decline. We provide flexible services that can supplement your care coordination efforts by taking on some or all of the patient care if you don't have the team members to handle CCM. If you’re interested in a CCM solution, request a demo on our website! 



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