Check-in received
- Patient reports a medication question
- Response captured for the care team
Chronic Care Management
Caesar runs the outreach and prepares the monthly review for your chronic care program. Your staff make the clinical decisions and approve readiness for billing.

See the work
Illustrative monthly workflows. Clinical decisions and billing approval belong to your staff.
A clinician reviews the concern and decides the next action.
What Chronic Care Management does
Only a person can set Ready for Billing after the requirements clear.
What Chronic Care Management does
What it handles
Caesar handles program logistics around your care team. Patient responses and review drafts stay connected to the record in your existing EMR.
Use your approved enrollment wording and consent pathway. Record the patient's response, including a decline or opt-out.
Collect the patient's update by SMS or phone using care-plan questions, then prepare the information for review.
Apply your escalation protocol and pass the evidence to the care team. A clinician determines the clinical response.
Check the program record for required evidence. Keep a hold reason visible until the missing items are resolved.
Fits your practice
Your care plan and approved protocols define what Caesar asks and where each response goes.
Define the consent pathway and monthly outreach schedule.
Run the check-in and capture the patient's response.
Your staff review messages and notes before they are released.
Record the required evidence and wait for a person to approve.
Caesar does not give medical advice or perform clinical triage. AI activity does not count as clinical staff time. Nothing auto-bills: a person sets Ready for Billing, and your billing team submits the claim.
We confirm the available connections and functions in your electronic medical record system, or EMR, before setup.
Check your EMR integration


Available functions vary by system and agent.
Before you start
What to expect from Chronic Care Management, and what your team controls.
Yes. Chronic care management is one program within Caesar's AI workforce, alongside phone, documentation and scheduling agents. It runs recurring logistics inside your existing EMR. Your staff provide the care and review the work, rather than outsourcing the patient relationship to a call center.
No. CPT 99490 requires at least 20 minutes of clinical staff time per calendar month under a physician or qualified practitioner's direction. AI conversations and administrative activity do not count as clinical minutes. Staff time is recorded as it is spent.
CMS chronic care management requirements · CCM and related code guide
No. Consent, qualifying conditions, the current care plan, any required initiating visit and the applicable time threshold are checked for each patient and month. CCM includes two or more qualifying chronic conditions. A person sets Ready for Billing after the required evidence clears. Missing items retain a hold reason, and your billing team submits the claim.
The care plan defines the conditions, check-in questions and escalation rules. CCM and complex CCM cover multiple chronic conditions. Principal care management (PCM) focuses on a single high-risk condition. Advanced primary care management (APCM), remote therapeutic monitoring (RTM) and remote physiologic monitoring (RPM) use the shared program workflow with separate rules and available reading sources.
Medicare introduced APCM in 2025 without a monthly time threshold. Eligible practices must meet the program and documentation requirements, including consent and continuity of care. Caesar organizes that evidence for human review rather than treating minutes as the basis for APCM billing.
CMS APCM requirements · CMS 2025 final rule · Compare CCM, PCM, APCM, RPM and RTM codes
Device readings can enter through device-platform exports today. Direct telemetry adapters for blood pressure, weight, glucose and PAP adherence are in build. Device assignment, shipping and returns are on the roadmap. Confirm your vendor's export and monitoring workflow before planning an RPM or RTM launch.
The agent applies the escalation tiers approved by your practice and routes the reported change to the care team with the evidence attached. It does not assess severity, perform clinical triage or give medical advice. A clinician decides the response.
Yes. Your practice chooses the greeting, and the agent identifies itself as the practice's virtual assistant. It does not claim to be a person.
No. The agents read your existing chart and write monthly notes and care-plan updates back. athenahealth uses the deepest API adapter. ModMed, EZDERM and Healthie are live, while eClinicalWorks and eMedicalPractice use the browser agent where an API is unavailable.
Yes. The Chronic Care Management workflow runs on HIPAA-compliant infrastructure. Clinical information uses end-to-end encrypted infrastructure. Caesar Health executes a Business Associate Agreement (BAA) at contract signing. SOC 2 Type II is in progress.
The agent uses your approved consent and cost-sharing wording, records consent or a decline with a timestamp, and honors opt-outs. Monthly SMS or phone check-ins collect patient-reported symptoms, medication updates and readings against the care plan. Outreach follows do-not-contact rules, attempt limits, quiet hours and local-time windows.
Staff approve, edit or escalate monthly summaries, patient messages and chart-note drafts before release. Each action records its trigger, inputs, applied rule and approver. The task hub and exception queue retain the decision history for each patient and month.
Outreach, timestamped consent, the monthly review cycle and human-controlled billing gates are live. Direct device telemetry adapters are in build. Device logistics and per-program leadership reporting are on the roadmap. Automated insurance eligibility and benefits checks before enrollment are not built.
An outsourced service supplies people to run the program. A dashboard gives your staff tracking tools. Caesar runs recurring outreach and preparation while your own staff review the record and provide clinical care. If you have no clinical staff available, software does not supply that clinical capacity.
Chronic Care Management
Start with the patients you serve and the review work your care team needs to keep.
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