Internal Medicine — Chronic Care Management Note Template
The Chronic Care Management Note Template is designed for primary care providers and internists documenting non-face-to-face care management services for patients with multiple chronic conditions. This template supports Medicare CCM billing (CPT 99490, 99487, 99489) and documents care coordination activities, medication management, patient communication, and care plan updates. The template includes sections for care management activities performed, medication reconciliation and management, patient communication and education, care coordination with specialists, preventive care gaps addressed, care plan updates, time spent on care management, and documentation of 20+ minutes of non-face-to-face time. This template ensures appropriate CCM billing, supports value-based care delivery, facilitates care coordination, and improves chronic disease outcomes through systematic care management. Ideal for primary care practices billing for Medicare CCM, practices managing high volumes of chronic disease patients, and practices participating in value-based care programs.
Template
CCM Note
Date: [Date]
Patient: [Name, DOB]
Chronic conditions: [List 2+ chronic conditions]
Time spent: [X] minutes (must be 20+ for billing)
Care Management Activities
Medication management: [Review, adjustments, adherence]
Patient communication: [Phone call, portal message, etc.]
Care coordination: [With specialists, other providers]
Preventive care: [Screening reminders, immunizations]
Care plan: [Updates to care plan]
Medication Management
Medications reviewed: [List]
Changes: [Adjustments made]
Adherence: [Assessment]
Barriers: [If any]
Patient Communication
Method: [Phone, portal, etc.]
Topics: [What was discussed]
Patient response: [Understanding, concerns]
Care Coordination
Specialist communication: [If coordinated]
Test results: [Follow-up on results]
Referrals: [If made]
Preventive Care
Gaps identified: [Screening, immunizations due]
Actions: [Scheduled, ordered]
Care Plan Updates
[Updates to patient's care plan]
Assessment
CCM services provided: [Summary]
Patient status: [Overall assessment]
Plan
1) Continue CCM services
2) Follow-up: [Next CCM contact or face-to-face visit]
3) Care coordination: [Actions needed]
Documentation
Total time: [X] minutes
Billing code: [99490 / 99487 / 99489 as applicable]
💡 Tip: Click anywhere to edit. Changes are temporary.
Related templates
Automate Your Documentation
Use this template with OrbVoice AI medical scribe to automatically generate structured notes from patient conversations. Save 2+ hours daily while maintaining documentation quality.