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Internal Medicine — Chronic Care Management Note Template

Internal Medicine Internal Medicine Updated: 11/7/2025

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]

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