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    Add CCM

    Nov 19, 2025
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    Efficient Care Plan Management

    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.

    Step 1

    Begin by navigating to the 'Add Care Plan' section. Here, you will find the consent form that needs to be addressed.

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    Step 2

    Proceed by accepting and submitting the consent form provided.

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    Step 3

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

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    Step 4

    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'.

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    Step 5

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

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    Step 6

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

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    Step 7

    Proceed to the Care Questionnaire section and provide your responses.

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    Step 8

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

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    Step 9

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

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    Step 10

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

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    Step 11

    This step will take you to essential CCM information.

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    Step 12

    Submit your critical CCM responses here.

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    Step 13

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

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    Step 14

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

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    Step 15

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

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    Step 16

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

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    Step 17

    Examine the essential CCM data and other details.

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    Step 18

    Thank you for completing the care plan process.

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