4) Consider building a template in your EMR/EHR that you or your clinical staff can use to document each CCM service. This template should copy over some elements of the care plan documented during the initial face-to-face visit including: basic demographic information, medication and allergy info, the patient’s consent to the service, and clinical summaries that can be shared with other physicians.

 

 

5) When billing for CCM make the date of service range the calendar month in which you are billing, for example – 01/01/2015-01/31/2015. Once your letter and EMR templates are set up, documentation and billing of these services should be a breeze.