Supporting connected chronic care for modern healthcare teams
Updated for 2026

Chronic Care Management Billing Requirements

Billing Chronic Care Management correctly involves several sequential requirements — from patient eligibility through monthly documentation. Here's what CMS requires at each step.

CCM Billing Overview

CCM codes are billed once per calendar month per eligible, enrolled patient, based on qualifying clinical staff or practitioner time and, for complex CCM, medical decision-making complexity. See our Medicare CCM Eligibility guide for the underlying patient criteria.

Eligibility

The patient must have two or more chronic conditions expected to last at least 12 months (or until death) that place them at significant risk of death, acute exacerbation/decompensation, or functional decline.

Consent

Obtain and document written or verbal consent before billing, covering CCM's availability, cost-sharing, the one-practitioner-per-month rule, and the right to stop at any time. Consent is a one-time requirement unless the patient changes CCM practitioners.

Initiating Visit

A new patient, or one not seen in the prior year, needs an initiating visit — a comprehensive face-to-face E/M visit, annual wellness visit, or initial preventive physical exam — during which CCM is discussed. This visit is billed separately from CCM itself.

Care Plan

Maintain a patient-centered, electronic comprehensive care plan, accessible within and outside the billing practice, with a copy available to the patient or caregiver on request.

Monthly Services

Qualifying activities include structured recording of patient health information, care coordination, managing care transitions, and promptly sharing patient information with other treating practitioners.

Time Tracking

Non-complex CCM (99490/99439) and complex CCM (99487/99489) are based on clinical staff time under general supervision; 99491/99437 count only the billing practitioner's own personal time. Track and document the total qualifying time for the month against the applicable code's threshold.

Documentation

Document the qualifying time, the specific activities performed, the current care plan, evidence of 24/7 access and a designated care team contact, and — for complex CCM — the moderate- to high-complexity medical decision-making involved.

Care Coordination

Document referrals, follow-up after ED visits or facility discharges, and continuity-of-care documents shared with other practitioners.

Same-Month Service Considerations

Per CMS: non-complex and complex CCM cannot both be reported for the same patient in the same calendar month. CCM cannot be billed during the same period as home health care supervision (G0181), hospice care supervision (G0182), or certain ESRD services (CPT 90951-90970). CCM codes 99487, 99489, 99490, and 99491 can be reported during a 30-day transitional care management (TCM) service period. Complex CCM and prolonged E/M services cannot both be reported in the same calendar month, and no time may be counted toward CCM if it's also being counted toward another billed code.

Common Billing Errors

  • No documented initiating visit for a new or lapsed patient
  • Missing or undocumented consent
  • Billing non-complex and complex CCM for the same patient in the same month
  • Billing CCM during a restricted concurrent-service period (e.g., hospice supervision)
  • Double-counting the same clinical staff time toward two different billed codes
  • No current comprehensive care plan on file

Compliance Checklist

  • Eligibility documented (2+ chronic conditions, 12+ month duration, significant risk)
  • Initiating visit completed and documented, if required
  • Consent obtained and documented
  • Comprehensive electronic care plan current and accessible
  • Qualifying time tracked against the correct code's threshold
  • No same-month billing conflicts
  • Care coordination activity documented

Frequently Asked Questions

No — consent is obtained once and remains valid unless the patient switches to a different CCM practitioner.

No. CPT 99491 (and its add-on 99437) count only time personally spent by the billing practitioner; clinical staff time doesn't count toward that threshold.

CMS allows CCM codes 99487, 99489, 99490, and 99491 to be reported during a TCM service period; RHCs and FQHCs may bill both for the same patient during the same period.

Official Resources

Medicare rules and reimbursement may change. This page was last reviewed on September 30, 2026.

This tool and page are provided for educational and planning purposes only and do not constitute legal, coding, billing, financial, or medical advice. Medicare and payer requirements can change. Practices should verify current requirements and reimbursement with CMS, their Medicare Administrative Contractor, payer, coding advisor, or compliance professional.

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