CCM Templates


The CareOptimize Chronic Care Management solution includes the following templates:

  • Coordination of Care Template
  • Creation of a Care Plan
  • Creation and generation of Care Plan History
  • Custom template that meets requirements of Patient Consent
  • Care Manager Tool
  • Timed Billing Tool/Template
  • Submit monthly charges to Practice Management via custom Crystal Report
  • Care Management Documentation Template
  • Chronic Care Management Goals/Interventions
  • Assessment/Plan
  • Patient Roster
  • Telephone Interaction Grid
  • Tracking Tab – schedule next follow up, priority and status and task back to group
  • Chronic Care Management Template