Introducing the Chronic Care Management 2.0 Template Suite

Chronic care management is a critical concern for many healthcare practices and providers, both for improving patient outcomes and maintaining steady cash flow through appropriate reimbursements.

Around 60% of Americans suffer from at least one chronic condition, with examples including chronic kidney disease, depression, diabetes, and hypertension. Electronic health record (EHR) systems and electronic practice management (EPM) tools must be able to record relevant details and manage care plans effectively.

The Chronic Care Management 2.0 Enhancement provides practices with improved visibility to track care more effectively and stay focused on patient-centered care. If your practice has successfully upgraded to NextGen Enterprise 8.3.1, reach out so you can take advantage of these new enhancements!

▶️ Watch a quick walkthrough of TempDev’s CCM Template Suite

In Brief: The Challenges of Chronic Care Management

According to the Centers for Medicare & Medicaid Services (CMS), chronic care is required for anyone with two or more chronic conditions that are likely to last 12 months or more. These conditions can be episodic or continuous. Practices receive chronic care management reimbursements for effective care that improves patient outcomes.

There are eight main aspects of a recognized (and therefore reimbursable) CCM plan:

1. Continuity of care

2. Access to care management services at any time

3. Specific care management of chronic conditions

4. Patient-centric care plans, including prognosis, goals, medication management, etc.

5. Effective management of care transitions

6. Coordination with ambulatory care providers and community-based physicians

7. Prioritized communication channels between patient/carer and providers

8. Accurate and secure electronic documentation and sharing of care plan data

Practices of all sizes may struggle to implement all aspects of these requirements, particularly without the right software tools and supplements in place. Creating effective patient portals for communication and ensuring documentation is visible to all who need to see it while remaining secure are just a couple of the challenges practices face.

The Chronic Care Management 2.0 Enhancement for NextGen EHR and EPM tools addresses those challenges, helping practices offer enhanced patient care while meeting CCM reimbursement requirements.

With CCM Suite 2.0, you’ll see major improvements in three areas:

1. Streamlined setup

2. Better visibility into patient enrollment and care plans

3. Simplified documentation and time tracking

Let’s take a look at what’s new.

Practice Setup Improvements

The initial practice setup is now easier and more logically organized. Practice setup templates have been enhanced to support improved configuration of chronic conditions.

With the new navigation tabs, your team can quickly move between population management templates and billing templates. There’s less searching and scrolling, making systems much more intuitive to use.  

New CCM Care Plan Dashboard Practice Template

The Chronic Care Management 2.0 Enhancement also includes the new CCM Care Plan Dashboard, a practice-level dashboard that helps teams manage chronic condition care plans.

In just a few clicks, the care team can:

• Review upcoming due dates, e.g., for procedures, checkups, or tests

• Monitor care plan status

• Immediately access patients’ charts for follow-ups or documentation

Users can now sort, filter, and search by patient, ID number, status, and other keywords and phrases, making it much easier to quickly access relevant information and ensure no aspect of a plan is missed.  

CCM Management Template Enhancements

Effective enrollment of patients into CCM care plans requires accurate documentation and careful tracking. With that in mind, new template enhancements include:

• Visibility of patient enrollment dates

• The ability to document when a patient declines CCM services

• A new field to capture patient consent and the consent date

After enrollment, your team can quickly view key information, including practice, provider, and location details, as well as payer details, including self-pay patient data.  

CCM Care Plan Template Enhancements

The CCM Care Plan Template is now used to streamline the documentation of key care plan components.

Clinicians can quickly document:

• Health concerns and goals

• Necessary Interventions

• Patient outcomes

• Current care team members

• Functional and cognitive assessments

Using these templates to document relevant patient information makes it simpler for the next medical professional to retrieve and quickly understand patient journeys. For chronic care patients, this is essential to ensure smooth and effective transitions between providers. Templates can include SOAP notes and other required fields. 

Telephone Call Template Enhancements

The new enhancements also simplify documenting time spent on CCM services. Clinicians can log CCM time as telephone calls or telephone communication, as well as face-to-face or other methods. Time spent with chronic care patients is automatically logged for effective tracking and to reduce manual input. 

Provider Test Action Template Enhancements

The Provider Test Action Template has been enhanced to enable faster reviews of CCM patients and further streamline time logging.

Providers can now:

• Review appointment and contact information

• Send messages to other team members

• Document CCM time in a single location

The Add CCM Time button is available in the Action Items/Log panel, reducing the need to switch between templates.

How TempDev Helps with Chronic Care Management 2.0 Enhancements

TempDev’s team of expert NextGen consultants can help you understand what enhancements you need for your practice and the best ways to integrate them with your existing systems. In 2025, patient engagement was driven by patients' involvement in their own care through effective digital tools. Chronic Care Management 2.0 Enhancements continue that trend, ensuring visibility and patient-first care that contribute to your practice's profitability. 

Want to learn more? Visit tempdev.com or call 1-888-TEMPDEV.