Eligibility Assessment: Review the patient population to identify eligible patients (2+ chronic conditions).

Workflow Design: Build customized workflows for patient enrollment, monthly contact, documentation, and billing.

EHR Integration: Align CCM tasks and documentation with the clinic's electronic health record system.

Consent & Enrollment Process: Develop consent forms and scripts for staff to use when enrolling patients.

Compliance Setup: Ensure compliance with Medicare regulations (e.g., 20+ minutes of non-face-to-face care, care plan, patient access to care).

Training Clinical Staff: Teach nurses, MAs, or care coordinators how to conduct monthly CCM calls and document properly.

Scripting & Roleplay: Provide scripts and scenarios for patient education and enrollment discussions.

Ongoing Support: We provide coaching to help staff maintain consistency and confidence in CCM tasks

Template Development: Provide standardized templates for care plans, progress notes, and time tracking.

Audit Preparation: Conduct mock audits and ensure documentation supports billing.

Compliance Monitoring: Help keep the program aligned with CMS updates and best practices.

Add-On Services: Help implement related programs like:
Behavioral Health Integration (BHI)
Principal Care Management (PCM)
Remote Patient Monitoring (RPM)
Transitional Care Management (TCM)

Scalability Roadmap: Show how to grow CCM to other sites or provider groups.

Full-Service CCM Delivery: Provide outsourced services where the consultant’s team performs monthly calls, documentation, and reporting.

Hybrid Model: Supplement internal staff with consulting support to scale capacity.

Monitoring & QA: Oversee performance metrics like completion rate, revenue capture, and patient satisfaction.

Vendor Evaluation: Recommend CCM platforms suited to the clinic's size and workflow.

Setup Assistance: Guide through setup, customization, and onboarding for new platforms.

Tech Integration: Ensure proper data flow between software and EHR.

KPI Dashboards: Track patients enrolled, time billed, care plans updated, revenue per provider, etc.

Monthly Reports: Create visual summaries of performance for leadership review.

Medicare Metrics Alignment: Support reporting tied to MIPS, ACO goals, or value-based care initiatives.