Connected-care solutions

Programs grounded in medical necessity.

Understand who can deliver each service, which patients qualify and what documentation supports reimbursement. InstaMD coordinates delivery around your practice and its contracted care team.

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Clinical services and billing pathways.

Medicare professional-practice overview, reviewed September 8, 2026. A physician order alone does not establish coverage. Facility, RHC/FQHC, payer and state rules may differ. Payment amounts depend on locality, practitioner, setting and contract.

RPM

Remote Patient Monitoring

Connected physiologic data between visits

1. Who can provide the service

Physicians and eligible nonphysician practitioners who can bill evaluation and management services. Qualified clinical or auxiliary staff may support permitted work under required supervision; contracted staffing does not independently confer billing eligibility.

2. Medical necessity & physician order

An acute or chronic condition for which transmitted physiologic measurements inform treatment. Record the diagnosis, clinical rationale, monitoring plan, established treatment relationship and consent. InstaMD captures clinician authorization/order in its workflow; CMS does not require a separate RPM order or ordering-provider information on the claim. Other payer rules may differ.

Insurance reimbursement

Medicare Part B reimburses eligible, medically necessary services when all code requirements are met. Medicare Advantage, Medicaid and commercial coverage, authorization, network rules and rates must be checked with the plan. Traditional Medicare deductible and typically 20% coinsurance apply unless another coverage or protection applies.

3. CPT / HCPCS rules

CodeServiceCore rule
99453Device setup and patient educationInitial setup and education, with at least 2 qualifying data days in the 30-day period; confirm payer rules.
99445 / 99454Device supply and automatic transmission99445: 2–15 qualifying days; 99454: at least 16 qualifying days in 30 days. Select one, not both.
99470 / 99457Treatment management with interactive communication99470: 10–19 minutes; 99457: first 20 minutes per calendar month. Do not report together.
99458Additional treatment-management timeEach additional 20 minutes with 99457; not an add-on to 99470.

4. Billing & documentation

Bill actual furnished components under the eligible practitioner and enrolled billing entity. Retain device eligibility, transmitted-day counts, setup records, clinical review, treatment decisions and live interactive patient/caregiver communication. Separate 30-day device periods from calendar-month management. Do not multiply device-supply claims for multiple devices. Verify practitioner exclusivity and current edits before submission.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

PCM

Principal Care Management

One serious, high-risk chronic condition

1. Who can provide the service

An eligible physician or qualified practitioner responsible for the principal condition. Personal practitioner work and directed clinical-staff work use different code pathways; qualified contracted staff may support the latter under applicable supervision.

2. Medical necessity & physician order

Document a single complex condition expected to last at least 3 months, its substantial risk, and the need for disease-specific planning and active management. Explain why usual follow-up is insufficient, including treatment adjustment or unusual management complexity. Capture clinician authorization, consent and the required initiating assessment.

Insurance reimbursement

Medicare Part B reimburses eligible, medically necessary services when all code requirements are met. Medicare Advantage, Medicaid and commercial coverage, authorization, network rules and rates must be checked with the plan. Traditional Medicare deductible and typically 20% coinsurance apply unless another coverage or protection applies.

3. CPT / HCPCS rules

CodeServiceCore rule
99424 + 99425Practitioner timeFirst 30 minutes + each additional 30 minutes per calendar month.
99426 + 99427Directed clinical-staff timeFirst 30 minutes + each additional 30 minutes per calendar month.

4. Billing & documentation

Select the pathway matching who performed the work. Record condition-specific goals, care coordination, date, activity, duration and staff identity. Do not combine practitioner and staff pathways for the same work or reuse RPM minutes. Coordinate with primary care and other specialists; check CCM/APCM, same-condition and same-period restrictions rather than assuming blanket compatibility.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

CHI

Community Health Integration

Address barriers that interfere with care

1. Who can provide the service

A physician or eligible practitioner directs trained or certified auxiliary personnel, such as community health workers. A contracted community organization may supply personnel when incident-to, supervision, training and state requirements are met.

2. Medical necessity & physician order

At an initiating visit, the practitioner identifies a barrier that materially limits diagnosis or treatment and connects it to the care plan. Examples include transportation, food access, medication affordability or health literacy. Document the barrier, planned intervention, practitioner authorization and patient consent.

Insurance reimbursement

Medicare Part B reimburses eligible, medically necessary services when all code requirements are met. Medicare Advantage, Medicaid and commercial coverage, authorization, network rules and rates must be checked with the plan. Traditional Medicare deductible and typically 20% coinsurance apply unless another coverage or protection applies.

3. CPT / HCPCS rules

CodeServiceCore rule
G0019Base monthly CHI serviceFirst 60 minutes per calendar month.
G0022Additional CHI serviceEach additional 30 minutes; requires the base service.

4. Billing & documentation

These are HCPCS codes. Bill through the eligible supervising practitioner arrangement, not solely because a vendor made outreach calls. Record actual qualifying work and progress against the barrier. Check applicable time-reporting conventions, monthly limits and edits. CHI and PIN require distinct purposes and nonduplicated work when both are furnished.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

PIN

Principal Illness Navigation

Navigate a serious illness and complex care pathway

1. Who can provide the service

An eligible physician or practitioner directs appropriately trained or certified auxiliary personnel. Contracted navigators must meet role, competency, supervision and state requirements. Behavioral-health peer-support navigation has a separate qualified-personnel pathway.

2. Medical necessity & physician order

An initiating visit establishes a serious, high-risk illness, expected duration of at least 3 months, and the need for navigation and a disease-specific care plan. Document the clinical risk, practical navigation needs, practitioner authorization and consent; a diagnosis alone is not enough.

Insurance reimbursement

Medicare Part B reimburses eligible, medically necessary services when all code requirements are met. Medicare Advantage, Medicaid and commercial coverage, authorization, network rules and rates must be checked with the plan. Traditional Medicare deductible and typically 20% coinsurance apply unless another coverage or protection applies.

3. CPT / HCPCS rules

CodeServiceCore rule
G0023 + G0024Principal illness navigationFirst 60 minutes + each additional 30 minutes per calendar month.
G0140 + G0146PIN peer supportFirst 60 minutes + each additional 30 minutes for the qualifying behavioral-health peer-support model.

4. Billing & documentation

Use HCPCS codes for the actual navigation model delivered. Retain person-centered planning, referral follow-through, time and personnel records. Keep peer-support qualifications documented. Verify base/add-on rules, code-specific reporting thresholds and concurrent services. Do not count the same coordination activity toward PIN and another program.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

BHI

Behavioral Health Integration

Behavioral care connected to the treating practice

1. Who can provide the service

General BHI: treating physician or eligible practitioner with qualified clinical staff. Psychiatric collaborative care (CoCM) additionally needs a behavioral health care manager and psychiatric consultant; contracted team members must meet those qualifications.

2. Medical necessity & physician order

Document a behavioral-health condition and treatment need, validated assessment, care plan, consent and initiating visit when required. Screening alone does not establish a complete monthly BHI service.

Insurance reimbursement

Eligible Medicare Part B services are reimbursable; deductible and coinsurance generally apply. Check plan coverage and avoid duplicate payment for the same behavioral-health work.

3. CPT / HCPCS rules

CodeServiceCore rule
99484General BHIAt least 20 minutes of clinical-staff work per calendar month.
99492 / 99493 / 99494Psychiatric CoCM70 minutes initial month / 60 subsequent / 30 additional; apply CPT reporting rules.
G0570; G0568 / G05692026 APCM-related pathwaysNon-time-based BHI / CoCM add-ons require an APCM base and all model requirements.

4. Billing & documentation

Bill the supported model, with team roles, assessments, care-plan updates and qualifying activity documented. Review APCM-related code selection and duplication edits. A separate G0323 pathway exists for qualified clinical psychologists or clinical social workers.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

MNT

Medical Nutrition Therapy

Individualized nutrition treatment

1. Who can provide the service

A registered dietitian or other nutrition professional meeting Medicare qualifications, including a properly credentialed contracted provider.

2. Medical necessity & physician order

A physician referral is required for Medicare. Qualifying diagnoses include diabetes, eligible kidney disease or kidney transplant within the past 36 months. Heart failure, hypertension or obesity alone does not establish this Medicare benefit.

Insurance reimbursement

Part B generally covers 3 hours in the first calendar year and 2 hours annually thereafter. Additional medically necessary hours require a new referral for a change in condition or treatment. Eligible covered MNT has no patient deductible or coinsurance. Dialysis-facility nutrition care is part of the dialysis benefit.

3. CPT / HCPCS rules

CodeServiceCore rule
97802 / 97803Individual assessment / follow-upEach 15 minutes.
97804Group MNTEach 30 minutes, not 15 minutes.
G0270 / G0271Additional individual / group services15-minute individual / 30-minute group units following qualifying referral and benefit rules.

4. Billing & documentation

Use the enrolled nutrition professional’s appropriate billing/reassignment arrangement. Retain referral, diagnosis, assessment, treatment plan, minutes, units and annual benefit tracking. Verify other payer rules and same-day diabetes education restrictions.

Abbreviated code summaries; confirm current code instructions, payer policy and edits. CMS guidance ↗

Comprehensive care pathways

CCM and APCM: choose the appropriate model.

CCM

Chronic Care Management

For two or more chronic conditions expected to last at least 12 months or until death, with significant clinical risk. An eligible practitioner directs comprehensive planning and qualified clinical staff, including properly contracted personnel.

Document consent, required initiating visit, care plan, continuity, access and monthly qualifying time. Capture clinician authorization in the practice workflow.

CodeMonthly pathway
99490 + 99439Clinical staff: first 20 + each additional 20 minutes
99491 + 99437Practitioner: first 30 + each additional 30 minutes
99487 + 99489Complex CCM: first 60 + each additional 30 minutes; additional complexity criteria apply

Medicare Part B cost-sharing generally applies. Select one qualifying pathway, apply concurrency rules and never duplicate time. Check ESRD monthly-service and other bundling exclusions.

CMS guidance ↗
APCM

Advanced Primary Care Management

For an eligible practitioner who takes responsibility for all primary care and serves as the continuing point of coordination. Qualified staff support that practitioner’s care model.

Document consent, the initiating visit when required, care planning, access and continuity, transitions, population management and applicable performance requirements. This monthly bundle is not time-based.

CodePatient tier
G0556Base tier, including patients with 0 or 1 chronic condition
G0557Two or more qualifying chronic conditions
G0558Two or more qualifying chronic conditions and QMB status

Only one practitioner bills APCM per patient per month. Check bundled-service restrictions for CCM, PCM and TCM. Verify coverage and cost-sharing; specialist status alone does not establish APCM eligibility.

CMS guidance ↗
Practice care ladders

Build care around the responsible clinician.

These ladders show service selection and delivery sequence, not guaranteed code combinations or cumulative reimbursement.

Primary care

  1. Confirm need and coverage

    Identify care gaps, existing services, payer coverage and MSP/QMB status.

  2. Choose CCM or APCM

    Use the comprehensive model the patient and practice qualify for. Do not automatically bill both.

  3. Add RPM when indicated

    Use physiologic monitoring for a documented treatment purpose, with distinct work and permitted billing.

  4. Address additional needs

    Select CHI, PIN, BHI or MNT only when independently indicated and permitted. Use the appropriate APCM/BHI pathway.

  5. Review monthly

    Reconcile care plans, activities, other providers and claim eligibility.

Specialist practice

  1. Define specialty responsibility

    Confirm the principal condition and coordinate with the patient’s primary-care team.

  2. Establish PCM when eligible

    Use a disease-specific plan for a serious, complex condition. RPM may also be appropriate.

  3. Connect monitoring to treatment

    Use only relevant measurements and clinician-approved review and escalation protocols.

  4. Add targeted support

    Consider CHI, PIN, BHI and referred MNT against separate criteria and qualified-provider availability.

  5. Check overlap before billing

    Reconcile specialist work with CCM/APCM and other services. Different diagnoses or separate NPIs do not automatically permit payment.

PracticeClinical focusCare ladder to evaluate
NephrologyComplex CKD, blood pressure, fluid risk and kidney-care navigationPCM; indicated RPM; CHI/PIN for qualifying needs; MNT for eligible kidney disease or diabetes. Check dialysis/ESRD bundling.
CardiologyHeart failure, complex hypertension, atrial fibrillation and recoveryPCM; relevant BP/weight monitoring; CHI/PIN and BHI when indicated. MNT needs its own covered diagnosis.
NeurologyComplex chronic neurologic illness and treatment accessPCM; PIN/CHI and BHI when eligible. RPM only for a separately documented physiologic monitoring need.
PulmonologyComplex chronic lung disease, symptoms and treatment adherencePCM; clinically indicated oxygen or other physiologic monitoring; CHI/PIN and BHI as appropriate.
MultispecialtyShared patients across primary and specialty careAssign the coordinating primary-care practitioner and specialty responsibilities. Select CCM/APCM or specialty PCM pathways after checking overlap and payer rules.
Program fit across settings

Connected specialty and enterprise workflows.

Coverage support

MSP/QMB screening before the cost-sharing conversation.

InstaMD helps screen state-specific eligibility, gather application documents and track enrollment. QMB protects beneficiaries from Medicare deductibles, coinsurance and copayments for covered services; SLMB and QI primarily assist with Part B premiums. State approval determines benefits.

Enrollment assistance has no dedicated Medicare care-management billing code and does not automatically qualify as CHI or PIN.

Medicare Savings Programs ↗

Explore enrollment support

Reference notes

Service-specific rules remain essential.

Use the linked CMS and Medicare sources alongside current CPT/HCPCS instructions, NCCI edits and the patient’s payer policy. Code labels are abbreviated explanations, not full descriptors. Confirm 2026 code implementation and applicable time-reporting rules with the payer before billing.

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