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OptimIQ Health
CareIQ
Care Management

Talk to the patient. The note writes itself.

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.

What it does

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.

In context

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.

Care call · J. Whitfield
On call 06:12
Programs
CCM · RPM
MTD minutes
20:12
Threshold
20 min
  • Medication review · CCM
    Metformin, lisinopril, atorvastatin confirmed
    Done
  • Home readings · RPM
    BP averaging 138/84 over 14 days, 16 transmitting days
    Reviewed
  • Post-discharge follow-up · TCM
    Day 5 of the 7-day contact window
    Due
  • Single-condition plan · PCM
    Heart failure managed as the principal condition
    Active
  • Next contact
    Nurse call in 3 weeks
    Scheduled

Illustrative example · not real patient data

Structured care note
Push to chart
Problems addressed

Type 2 diabetes with CKD stage 3a; chronic heart failure; hypertension. Patient reports adherence improved since last contact.

Interventions

Reviewed home BP log, reinforced low-sodium diet, coordinated lab draw with transportation assistance.

Care plan updates

Goal: home BP under 135/80 within 60 days. A1c recheck ordered. Care plan shared with patient by text.

Time and attestation

20 minutes of non-face-to-face care management this calendar month, provided by K. Rivera, RN, under the supervision of Dr. A. Reyes.

How it works

From the schedule to the signed record

First

Panel is built

Eligible patients are enrolled and prioritized by program, condition, and time left in the month.

Then

Care manager calls

Audio or video from the desktop, with the care plan and the last conversation on screen.

Then

Note is structured

The conversation becomes a CMS-compliant care management note with time captured.

Finally

Chart and billing

The note posts to the record; the month’s qualifying time rolls up for billing.

By design

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.

0
Programs, one platform

CCM, RPM, TCM, and PCM managed side by side on one panel

0 min
Thresholds tracked

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

0 step
Call to chart note

The conversation becomes the documentation — nothing is rewritten

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.