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CCM Compliance Manager
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🔒 HIPAA Notice: This application handles Protected Health Information (PHI). Use only on authorized devices. Do not share credentials. All access is logged. Long Island NY — MAC Locality 05 / 1320202 — 2026 Medicare Rates

🏥 CCM Compliance Manager

Chronic Care Management · Workflow & Compliance
March 2026
DB Offline
📊 Dashboard
👥 Patients 3
💰 Billing Readiness
📋 Reports
🔬 Lab Results !
🤖 Care Plans
🩺 Patient Portal 0
⚙️ Settings
🛡️ User Management
🔐 Audit Log

Compliance Overview — March 2026

Enrolled Patients
0
Active CCM this month
● Active
Billable
0
of enrolled
● Ready to bill
Consent Pending
0
Awaiting patient consent
✕ Billing blocked
Add-On Ready
0
Qualify for 99439/99437/99489
Verbal Consent
0
Ready to bill
✅ Billed This Month
0
of 0 ready
APCM Patients
0
G0556 / G0557 / G0558

Consent Status

Billing Programs

💰 Revenue Summary — click to expand
Est. CCM Revenue
$0
Billable × $62 avg
Total Monthly Revenue
$0
All billing programs
View full revenue breakdown in the Billing Readiness tab.

⚠ Patients Needing Attention 0

Patients needing follow-up on consent or care tasks
PatientConsentNotesAction

Patient Enrollment & Consent

Patient ↕ Consent This Month Status Provider Conditions Actions

Billing Readiness — March 2026 🔒 Locked

Eligible
0
Consent + time target met
✅ Submitted
0
of 0 eligible
⏳ Not Submitted
0
Awaiting submission
Blocked (No Consent)
0
Consent issue
0% submitted
PatientConsentBilling ProgramTime This MonthEligible?BlockerSubmitted?Action

Compliance Summary Report

🔬 Lab Results

🔬
Navigate here to load lab results from the database.

📄 Care Plans

🔒 PHI protection active. Patient names, dates of birth, MRNs, and provider names are automatically stripped before any data is sent to the AI. Select a patient below to see a live side-by-side preview of the original vs. what will actually be sent. Free-text note fields (Call Summary) are user-controlled — avoid typing patient names there.
⚠️ API key required. Set ANTHROPIC_API_KEY and/or OPENAI_API_KEY in your .env file.

📄 AI Care Plan Generator

Select a patient. Their clinical profile will auto-populate, and the AI will generate a personalized, CMS-compliant CCM care plan.

Hold Ctrl/Cmd to select multiple submissions
Using data from patient profile
Each focus uses its own prompt template. Manage templates in the customizer below.

Manual Care Plan Builder

Create a care plan manually without AI. Fill in the sections below, preview, and save.

⚙️ Prompt Template Customizer

▶

Customize the AI prompt structure, section instructions, and output rules. Changes are saved to your practice settings.

🔒
PHI de-identification is enforced in code and cannot be disabled.
  • Patient names, DOB, MRN are never included in the prompt — stripped in code before the template is applied.
  • Provider names (Dr. First Last, First Last MD, First Last (Specialty)) are replaced with tokens (e.g. [SPECIALIST_1]) — real names restored locally after the AI responds. Specialty info is kept.
  • The patient data block (conditions, medications, allergies, etc.) is not editable — injected from the patient record automatically.
  • Use [PATIENT_NAME] in your section instructions to reference the patient.
🎭 System Role & Identity
▼

Defines who the AI is and the context of the output. This is the opening paragraph of the prompt.

📏 Output Rules
▼

Formatting and style constraints. Each line becomes a bullet in the "CRITICAL OUTPUT RULES" block.

📝 Section Preamble
▼

Instruction that appears before the section definitions. Tells the AI how many sections to write.

🎯 Section 1 — Goals
▼
🔧 Section 2 — Interventions
▼
📋 Section 3 — Problem List & Medications
▼
🤝 Section 4 — Specialist Coordination
▼
🚫 Redundancy Rules
▼

Rules to prevent the AI from repeating information across sections. Each line becomes a bullet.

📐 Word Limit & Final Instructions ▼

Additional instructions appended at the very end of the prompt (optional):

📜 Prior Plan Revision Instructions ▼

Instructions given when a prior care plan is included. Tells the AI how to handle revision vs. fresh generation.

📋 Live Prompt Preview


      


    

  


  
  

    

      
Saved Care Plans

    

    

    

      
      
    

    

      
📄

      
No saved care plans yet.

      
Generate and save a care plan above to see it here.

    

    

      

        
          

            Patient
            Month
            Preview
            Actions
          

        
        
      

    

  







  

    
⚙️ Practice Settings

  


  

    
    
    
    
    
  


  
  

    

      
Billing Rates — Long Island NY (Locality 05)

      

        
        
      

    

    

      

        

          CodeDescriptionTypeProgramRate ($)
        

        
      

    

    

      ℹ️ Rates are 2026 Medicare Fee Schedule — MAC Locality 05 / 1320202 (Long Island, NY). Updates persist to your browser. Click "Reset" to restore defaults.
    

  


  
  

    

      
Provider List

      

        
      

    

    

      Providers listed here appear in the patient enrollment form, quick-enroll wizard, and patient filter. Changes take effect immediately after saving.
    

    

      

        

          Provider Name
          Actions
        

        
      

    

    

      
      
    

    

  


  
  

    

      
Staff List

      

        
      

    

    

      Staff listed here appear in the Time Log modal, Task modal, and AI Call Summary. Changes take effect immediately after saving.
    

    

      

        

          Name
          Role
          Actions
        

        
      

    

    

      
      
      
    

    

  


  
  

    

      

        🏥
        

          
Elation Health EHR — Export Guide

          
Import your Elation patient list directly into CCM Compliance in 3 steps

        

      

      

        

          
STEP 1 — Export Patient List

          
In Elation: Reports → Patient List
Filter by active patients or insurance type (Medicare). Click Export → Download CSV.

        

        

          
STEP 2 — Export Problem List (optional)

          
In Elation: Reports → Problem List or from a patient chart export. Include the ICD-10 Code column — the app will auto-map diagnoses to conditions.

        

        

          
STEP 3 — Import Here

          
Drop your CSV file below. Click "Use Elation Preset" in the mapping dialog to auto-map Elation's column names, then click Import.

        

      

      

        💡 Elation column names supported: first_name, last_name, date_of_birth, chart_number, primary_phone, cell_phone, street_address, city, state, zip, icd10_code, diagnosis, sex, insurance_id, medicare_id
      

    

    

      

        
📥 Import Patients from CSV

        

          
📄

          Drop CSV file here or click to browse
          
Supports firstName, lastName, dob, mrn, medicareId, phone, address, notes columns.

          
Duplicate MRNs will be updated, not duplicated.

        

        
        
      

      

        
🔒 Data Protection

        

          

            Patient data is stored securely in the database with automated daily backups (RDS).
            Client-side export of PHI has been disabled for HIPAA compliance.
            Contact your administrator for data export requests.
          

        

      

    

  


  
  

    

      
🔑 API Keys — iOS Shortcuts & Mobile Integration

      

        
      

    

    

      API keys let iOS Shortcuts and the mobile PWA log time without a browser session. Each key is tied to your user account for audit trail purposes. Keys are shown once at creation — save them securely.
    

    

      

        

          LabelKey PrefixCreatedLast UsedStatusAction
        

        
Loading...

      

    

    

      
Your new API key (copy now — shown once only):

      

        
        
      

    

  


  
  







  

    
🩺 Patient Portal — Submissions & Messages

    

      
    

  


  
  

    

      
Unreviewed Forms

      
0

    

    

      
Unread Messages

      
0

    

    

      
Total Submissions

      
0

    

  


  
  

    
    
  


  
  

    

      
      
      
    

    

      

        

          Patient
          Form Type
          Submitted
          Status
          Details
          Actions
        

        
          
Select a patient or click Refresh to load.

        
      

    

  


  
  

    

      
      
    


    
    


    
    

      
      

      

        
        
      

    

  


  
  

    

      

        
Form Details

        
      

      

      

      

        
      

    

  







  

    
User Management

    

      
    

  


  
  

    

      
Total Users

      
0

      
All accounts

    

    

      
Active

      
0

      
Can log in

    

    

      
Disabled

      
0

      
Deactivated

    

    

      
Admins

      
0

      
Full access

    

  


  
  

    
    
    
    
  


  
  
Loading...


  
  

    

      

        Name
        Email
        Role
        Status
        2FA
        Last Login
        Actions
      

      
        
Loading...

      
    

  







  

    

      
Create New User

      
    

    

      
      
    

    

      
      
    

    

      
      
    

    

      
      

        
        
      

    

    
    

      

        

      

      

    

    

      
    

    

    

      
      
    

  







  

    

      
Edit User

      
    

    
    
    

      
      
      
    


    
    

      

        
        
      

      

        
        
      

      

        
        
      

      

        Created: 
        Last Login: 
      

      

      

        
      

    


    
    

      


        
        

          

            
Account Status

            
Active

          

          

            
          

        


        
        

          

            
Password Reset

            
Send a secure reset link via email

          

          
        


        
        

          

            
Force Password Change

            
User will be prompted on next login

          

          
        


        
        

          

            
Two-Factor Authentication

            
Status unknown

          

          
        


        
        

          

            
Active Sessions

            
Invalidate all active sessions

          

          
        


        
        

          Passkeys: 0
          API Keys: 0
        

      

    


    
    

      

        
Select a user to view activity.

      

    

  







  

    
⚠️

    
Confirm Action

    
Are you sure?

    

      
      
    

  







  

    
🔐 HIPAA Audit Log

    

      
      
    

  


  

    🔒 All patient data access and changes are automatically recorded here. This log is stored inside the encrypted database and cannot be edited or deleted by the app.
  


  
  


  
  

    
    
    
    
    
  


  

    

      

        Timestamp
        Action
        Entity
        Detail
        IP
      

      
        
Loading…

      
    

  

  
















  

    

      
      
Enroll New Patient

    

    

      
👤 Demographics

      
🩺 Conditions

      
💊 Clinical

      
💰 Billing

      
📋 Activity Log

      
🔬 Labs

      
🪪 Insurance

    


    
    

      

        

        

      

      

        

        

      

      

        

        

      

      

        

          
        

        

      

      

        

          
        

        

          
        

      

      

        

        

      

      

        

          
        

        

      

      

        

      

      

        EHR Last synced from Elation: 
      

    


    
    

      

        Select all chronic conditions. Flags: HR High-Risk  
        PSY Psychiatric  
        PAIN Chronic Pain
      

      

      

    


    
    

      

        

          
          
        

      

      

        

          
          
        

      

      

        

          
          
        

      

    


    
    

      

        
        

          
CCM / APCM Program

          

            
            
            
            
            
            
            
          

          

            + 99439 add-on units (max 2):
            
          

          

            + 99437 add-on units (max 2):
            
          

          

            + 99489 add-on units (max 2):
            
          

          
          

            
          

        

        
        

          
Psychiatric / BHI Program PSY

          

            
            
            
            
            
            
            
            
          

          

            + 99494 add-on units for 99492 (max 4):
            
          

          

            + 99494 add-on units for 99493 (max 4):
            
          

        

        
        

          
Chronic Pain Management PAIN

          

            
            
          

          

            + G3003 add-on units (max 4):
            
          

        

        
        

          
Principal Care Management (PCM) PCM

          

            
            
            
          

          

            + Add-on units (99425/99427):
            
          

        

        
        

          
Remote Patient Monitoring (RPM/RTM) RPM

          

            
            
            
          

        

        
        

          
Navigation Services NAV

          

            
            
            
          

        

        
        

          
⏱ Add-On Eligibility — Current Month

          

        

        
        

          
💰 Monthly Revenue Estimate

          
Select a billing program above to see estimate.

        

      

    


    
    

      

        This month: 0 min documented
      

      

      

        

          

          

        

        

          

            
          

          

            
          

          

            
          

        

        

          

        

        
      

      

    


    
    

      

        

          
🔬

          
Open a saved patient profile to view their lab results.

        

      

    


    
    

      

        
Insurance Cards

        
Photos uploaded by the patient through their portal.

      

      

        
Select a patient to view insurance cards.

      

    


    

      
      
    

  







  

    
    
📥 Map CSV Columns

    

    

      
      
    

  









  

    
    
⚡ Quick Enroll Patient

    

      
1 · Patient Info

      
2 · Conditions

      
3 · Review & Enroll

    

    
    

      

        

        

      

      

        

        

      

      

        

          
        

        

          
        

      

    

    
    

      
Select all chronic conditions. We'll auto-generate care goals, tasks, and a care plan template.

      

      

        
        
        
      

    

    
    

      
Review the auto-generated care plan and tasks. Edit as needed before enrolling.

      

    

    

      
      
      
    

  







  

    
    
🔑 Change Password

    

      
      
    

    

      
      
    

    

      
      
    

    

    

      
      
    

  







  

    
    
🔐 Two-Factor Authentication

    

      
Scan the QR code below with Google Authenticator, Authy, or any TOTP app.

      

      
Manual key: 

      

        
        
      

      

      

        
        
      

    

    

      
✅

      
Two-factor authentication enabled

      
You will be asked for a code from your authenticator app each time you sign in.

      
    

  







  

    
    
🔑 Passkey (Biometric Login)

    
Use Face ID, Touch ID, or Windows Hello as your second factor when signing in. Faster and more secure than a 6-digit code.

    
Loading...

    
    
  









  

    
    
⚙️ AI Settings

    

      
      

        API keys are securely stored on the server. Set ANTHROPIC_API_KEY for Claude models and/or OPENAI_API_KEY for GPT models in your .env file.
      

    

    

      
      

        
        
      

      

    

    

    
🏥 Practice Settings

    

      

        
        
      

      

        
        
      

      

        
        
      

      

        
        
      

    

    

      
    

    

    
🩺 Custom Conditions

    

    

      
      
      
      
      
      
    

    

    
⚠️ Data Management

    

      
    

    

    

      
      
      
    

  







  

    
    
🔍 Review Prompt Before Sending

    

      The prompt below will be sent to the AI. Provider names have been replaced with tokens — real names are stored only in your browser and will be re-inserted into the response after it returns.
    


    
    

      
🔒 PHI Removed — Specialist Tokens (re-inserted locally after AI response):

      

    


    
    

      ℹ️ No specialist names detected to tokenize in the outside providers field. Verify the prompt below contains no identifying provider names before sending.
    


    
    

      
Fields Being Sent

      

    


    
    
Full De-Identified Prompt (editable before sending):

    

    

      
      
    

  







  

    
    
Care Plan

    

    

      
      
      
    

  







  

    
    
Edit Care Plan