
In this process, you'll learn how to efficiently add a Care Coordination Management (CCM) plan using the application interface. The process involves steps such as consenting, claiming time, adding diagnoses, updating medications, completing questionnaires, and finalizing the care plan.
Begin by navigating to the 'Add Care Plan' section. Here, you will find the consent form that needs to be addressed.

Proceed by accepting and submitting the consent form provided.

After submitting the consent form, click 'Next' to continue.

You will encounter a pop-up asking, "Would you like to claim for this time?" Select 'Yes' to bill for this time, or 'No' if you do not wish to claim. For this instance, select 'No'.

This step involves completing the diagnosis form. Here, you can add any chronic conditions and allergies before clicking 'Next'.

If you need to modify or add medications, do so at this stage and then click 'Next'.

Proceed to the Care Questionnaire section and provide your responses.

Once the questions are answered, scroll down to locate and click on the 'Save Changes' button.

Ensure you click 'Save Changes' to secure any alterations made in the questionnaire.

After saving changes, the modifications will be incorporated into the care plan. Click 'Next' to continue.

This step will take you to essential CCM information.

Submit your critical CCM responses here.

Upon submission of your CCM responses, proceed by clicking 'Next'.

Enter additional details related to the care plan and click 'Next' to advance.

In this section, you have the option to add notes. Before finalizing the care plan, ensure the care questionnaire is complete.

If the questionnaire is incomplete, changes will not be reflected once the care plan is finalized. Upon completion, review the questionnaire answers.

Examine the essential CCM data and other details.

Thank you for completing the care plan process.
