Free Checklist

Care Management Software Checklist

27 questions across 12 categories to bring into vendor conversations. No account or email required — use it online, check items off as you go, or print it.

Read the Full Buyer Guide

0 of 27 checked 0%

Clinical Workflow Fit

Does the day-to-day workflow match how our care manager actually works?
Can we see a live walkthrough of enrollment through documentation, not just a slide deck?
Does it fit within our existing visit and follow-up cadence?

Care-Management Program Support

Which specific programs does it support (CCM, Complex CCM, RPM, RTM, APCM, PCM)?
Can we add a second program later without switching platforms?
Does it track the qualifying time/tier criteria for each program we need?

User Permissions

Can we set role-based access for care managers, billing staff, and administrators?
Can we control who can view or edit a given patient's record?

Patient Management

Does it maintain a shared patient record with condition history and enrollment status?
Can we track eligibility and enrollment status across programs?

Documentation

Does it support a comprehensive, electronically-maintained care plan?
Is documentation exportable or shareable with our EHR/billing team?

Reporting

Does it report on enrollment, engagement, and program activity?
Can we see which patients are approaching a time/tier threshold this month?

Billing Support

Does it flag patients ready to bill for each program's codes?
Can billing-relevant data be exported to our RCM process?

Security

What access controls and data-protection practices does the vendor describe?
How does the vendor describe its hosting and backup approach?

Support

What ongoing support is included after go-live?
What's the typical response time for a support request?

Training

What training is included for care managers and administrators?
Is training available for new staff added after go-live?

Analytics

Can the platform help estimate capacity and revenue opportunity before we commit?
Does it provide usable, not just decorative, reporting?

Implementation

What's a realistic implementation timeline for a practice our size?
Does the vendor support data migration from our current process?
Is there a pilot option before a full rollout?

Checked items are saved in your browser only — nothing is sent to ChronicSync or any server.

How to Use This Checklist

Use it during vendor demos to make sure the same questions get asked of every vendor you evaluate — consistency is what makes a comparison meaningful. For the reasoning behind each category, see our full buyer guide, or start with our RFP template if you need a more formal request-for-proposal document.

See How ChronicSync Answers These Questions

Request a demo and we will walk through this checklist with your team.

Request a Demo Contact Us