Care between visits is where outcomes are decided — and where documentation quietly kills the program. CareIQ lets care managers call or video-visit patients from the desktop, turns the conversation into a structured, CMS-compliant note, tracks qualifying minutes by program, and posts it all back to the chart.
Inside CareIQ
Every capability below exists because a practice asked for it. Nothing here is a roadmap item.
Four programs, one panel
Chronic care management for two or more chronic conditions, remote monitoring, transitional care after a discharge, and principal care for a single serious condition — enrolled, prioritized, and tracked together, with the programs that cannot share a month flagged before anyone works them.
Calls from the desktop
Audio and video outreach without a separate phone system, dialer, or telehealth login.
Conversation to note
The call is structured into the care plan sections CMS expects: problems addressed, interventions, medication review, goals, next steps.
Continuity of care
Discharge follow-up, medication reconciliation, referrals, and hand-offs documented where the next clinician will actually look for them — with the transitional care clock running from the discharge date, not from the day someone notices.
Program time tracking
Minutes and device days captured per patient, per month, per program, against the thresholds in force for 2026 — including the remote monitoring tiers that now split at 2 to 15 versus 16 or more device days, and at 10 to 19 versus 20 or more minutes of management time. Thresholds are met on evidence rather than memory.
Posted to the chart
The finished note lands in the record with codes and time attached. No copy-paste, no second system of record.
One call, fully documented
The care manager sees the panel, the month-to-date minutes, and who is due. After the call, the structured note is ready for review and release to the chart.
- DoneMedication review · CCMMetformin, lisinopril, atorvastatin confirmed
- ReviewedHome readings · RPMBP averaging 138/84 over 14 days, 16 transmitting days
- DuePost-discharge follow-up · TCMDay 5 of the 7-day contact window
- ActiveSingle-condition plan · PCMHeart failure managed as the principal condition
- ScheduledNext contactNurse call in 3 weeks
Illustrative example · not real patient data
Type 2 diabetes with CKD stage 3a; chronic heart failure; hypertension. Patient reports adherence improved since last contact.
Reviewed home BP log, reinforced low-sodium diet, coordinated lab draw with transportation assistance.
Goal: home BP under 135/80 within 60 days. A1c recheck ordered. Care plan shared with patient by text.
20 minutes of non-face-to-face care management this calendar month, provided by K. Rivera, RN, under the supervision of Dr. A. Reyes.
From the schedule to the signed record
Panel is built
Eligible patients are enrolled and prioritized by program, condition, and time left in the month.
Care manager calls
Audio or video from the desktop, with the care plan and the last conversation on screen.
Note is structured
The conversation becomes a CMS-compliant care management note with time captured.
Chart and billing
The note posts to the record; the month’s qualifying time rolls up for billing.
Facts, not promises.
These are properties of how CareIQ is built — not projected savings. Results in your practice depend on your payers, your panel, and your documentation.
CCM, RPM, TCM, and PCM managed side by side on one panel
Chronic care management starts at 20 qualifying minutes in a calendar month; remote monitoring management now splits at 10 to 19 and 20 or more
The conversation becomes the documentation — nothing is rewritten
Organizations that run on CareIQ
A good fit when…
- Organizations running or restarting CCM, RPM, TCM, and PCM
- Care teams buried in after-call documentation
- Groups that need a defensible time log for every billed month
See CareIQ on your own workflow.
Tell us what your organization is fighting — open care gaps, documentation, denials, coverage — and we will walk you through the part of the platform that closes it.

