Compliance Overview
Enrolled
0
Active CCM this month
● Active
Billable
0
of enrolled
● Ready to bill
Submitted
0
of 0 ready
Blocked
0
Consent or time issue
✕ Cannot bill
Care Plans
0
of 0 patients
Billing Notes
0
this month
APCM
0
G0556 / G0557 / G0558
Consent Status
Billing Programs
Patient Enrollment & Consent
| Patient ↕ | Consent | This Month | Status | Provider | Conditions | Actions |
|---|
Activity Time Logs
Click a preset chip on any patient row to log an activity entry instantly. Presets are practice-shared and admin-editable.
📅 Logging for:
| Patient | This month | Quick log |
|---|
Billing Readiness
Eligible
0
Consent + time met
Submitted
0
of 0 eligible
Blocked
0
Consent or time issue
| Patient | Time / Target | Status | Submitted | Action |
|---|
Compliance Summary Report
Lab Results
Navigate here to load lab results from the database.
Care Plans
PHI protection active — patient identifiers are stripped before AI processing.
🤖 Bulk Care Plan Prompts
Edit the prompts that drive Batch Generate. Same prompts are used by the single-patient generator. Preview shows the actual prompt sent to the AI for the chosen sample patient.
Used for first-month plans and continuation plans (when a prior plan exists with new labs/visits since). Placeholders:
{{patientData}} (de-identified patient context — required), {{priorPlan}} (substituted with the PRIOR MONTH CARE PLAN block when a prior exists, empty otherwise).Preview rendered prompt
Pick a sample patient to render the prompt.
Single-Patient AI Care Plan Generator
Click to expand
Select a patient. Their clinical profile will auto-populate, and the AI will generate a personalized, CMS-compliant CCM care plan.
Manual Care Plan Builder
Click to expand
Create a care plan manually without AI. Fill in the sections below, preview, and save.
Saved Care Plans
Billing Visit Notes
🤖 Bulk Billing Note Prompt Template
Edit the prompt that drives Batch Generate All Billing Notes. Pick a sample patient + tier to preview the rendered prompt as the AI will see it.
Placeholders:
{{tier_name}}, {{conditions}}, {{medications_line}}, {{allergies_line}}, {{activity_types}}, {{section_instructions}} (tier-aware, generated at run time).Preview rendered prompt
Pick a sample patient to render the prompt.
Single-Patient Billing Visit Note Generator
Click to expand
Generate a CCM billing visit note with auto-filled CPT codes, time tracking, and compliance attestation. Goals and interventions are AI-customized based on patient data.
Saved Billing Notes
Practice Settings
Billing Rates — Long Island NY (Locality 05)
| Code | Description | Type | Program | Rate ($) |
|---|
ℹ️ Rates are 2026 Medicare Fee Schedule — MAC Locality 05 / 1320202 (Long Island, NY). Updates persist to your browser. Click "Reset" to restore defaults.
Provider List
Providers listed here appear in the patient enrollment form, quick-enroll wizard, and patient filter. Changes take effect immediately after saving.
| Provider Name | Actions |
|---|
Staff List
Staff listed here appear in the Time Log modal, Task modal, and AI Call Summary. Changes take effect immediately after saving.
| Name | Role | Actions |
|---|
🏥
Elation Health EHR — Export Guide
Import your Elation patient list directly into CCM Compliance in 3 steps
STEP 1 — Export Patient List
In Elation: Reports → Patient List
Filter by active patients or insurance type (Medicare). Click Export → Download CSV.
Filter by active patients or insurance type (Medicare). Click Export → Download CSV.
STEP 2 — Export Problem List (optional)
In Elation: Reports → Problem List or from a patient chart export. Include the ICD-10 Code column — the app will auto-map diagnoses to conditions.
STEP 3 — Import Here
Drop your CSV file below. Click "Use Elation Preset" in the mapping dialog to auto-map Elation's column names, then click Import.
💡 Elation column names supported: first_name, last_name, date_of_birth, chart_number, primary_phone, cell_phone, street_address, city, state, zip, icd10_code, diagnosis, sex, insurance_id, medicare_id
📥 Import Patients from CSV
📄
Drop CSV file here or click to browse
Supports firstName, lastName, dob, mrn, medicareId, phone, address, notes columns.
Duplicate MRNs will be updated, not duplicated.
🔒 Data Protection
Patient data is stored securely in the database with automated daily backups (RDS).
Client-side export of PHI has been disabled for HIPAA compliance.
Contact your administrator for data export requests.
🔑 API Keys — iOS Shortcuts & Mobile Integration
API keys let iOS Shortcuts and the mobile PWA log time without a browser session. Each key is tied to your user account for audit trail purposes. Keys are shown once at creation — save them securely.
| Label | Key Prefix | Created | Last Used | Status | Action |
|---|---|---|---|---|---|
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🩺 Patient Portal — Submissions & Messages
0 unreviewed forms
0 unread messages
| Patient | Form Type | Submitted | Status | Details | Actions |
|---|---|---|---|---|---|
| Select a patient or click Refresh to load. | |||||
User Management
0 users
(0 active,
0 disabled,
0 admins)
Loading...
| Name | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|
| Loading... | |||||
🔐 HIPAA Audit Log
🔒 All patient data access and changes are automatically recorded here. This log is stored inside the encrypted database and cannot be edited or deleted by the app.
| Timestamp | Action | Entity | Detail | IP |
|---|---|---|---|---|
| Loading… | ||||