Clear coordinator priorities
See which patients need outreach, documentation, or follow-up without rebuilding the day from scattered lists.
Chronic care management, organized
CCM Assistant
Help your practice coordinate monthly CCM work, focus provider attention, and prepare defensible billing evidence in one secure workspace.
Role-aware access Traceable monthly evidence
A calmer monthly workflow
The right work, in the right hands
Designed for repeated care-management work where clarity, documentation, and handoffs matter.
Focused provider review
Bring forward only the clinical decisions, approvals, and care-plan items that need a provider's attention.
Evidence-first billing
Connect documented work, monthly time, and review history before a patient-month moves to billing.
How it works
One path through the month
CCM Assistant keeps coordinators, providers, billing staff, and practice leaders aligned without giving every role the same screen.
01
Organize
Enroll patients and assign the care team.
02
Coordinate
Guide monthly outreach and care-plan work.
03
Document
Capture time and supporting evidence as work happens.
04
Review
Confirm readiness before the billing team acts.
Security that supports the workflow
CCM Assistant is designed around authenticated access, multi-factor verification, role boundaries, practice isolation, and audit history. Practices remain responsible for their own HIPAA policies, agreements, and operational safeguards.
Who it is for
A shared system with focused workspaces
- Practice owners and administrators
- Reviewing providers
- CCM coordinators
- Billing and management teams
For pilot practices
See how CCM Assistant fits your team
Request a guided walkthrough focused on your coordinators, providers, and monthly review process.