For practice managers & office managers
You are the person this either works for or does not.
Whoever else signs the contract, you are the one who will run enrollment, field the copay call, chase the device that stopped transmitting, and close the month. So here is the version without the pitch: what lands on your desk, what leaves it, and what to say.

The monthly reality
What your team does, and what stops being your problem
Stays with your team
The enrollment conversation
Best had at the annual wellness visit, by someone the patient already trusts. We give you the script and the tier information; you have the relationship.
Capturing consent
Verbal is fine. The disclosure language is scripted and the capture is two fields, but a person has to actually say it to the patient.
The clinical calls
Your nurse or MA makes the live touchpoints. That is the part Medicare is paying for, and under the CY2027 proposal it is the part that has to be your staff.
Answering the front-desk question
Scripted, but human. One good answer at the counter prevents most disenrollments.
Stops being your problem
Working out who qualifies
The panel is screened against each program's criteria and returned as a list with tiers already assigned. No chart-by-chart review.
Counting transmission days
Reconciled from the device feed, per patient, per period. Nobody tallies anything in a spreadsheet.
Chasing documentation before the claim
Notes, time logs, and the interactive-communication record assemble as the work happens. Months that are short are flagged with the reason.
Device logistics
Preconfigured cellular devices ship to patients directly. Replacements and returns run on the same rail.
Wondering whether someone else is billing it
Eligibility and claims cross-checks catch the single-biller conflict before the claim goes out rather than after a denial.
The conversation everyone dreads
The copay is not the obstacle. Surprise is.
Practices that abandon care-management programs almost always abandon them in month two, after the first statement generates calls. That is a sequencing problem, and it is fixable.
At the wellness visit
Medicare has a monthly program for patients managing more than one ongoing condition — we check in between visits, keep an eye on things, and coordinate with your other doctors. Most patients pay about eleven dollars a month for it, and for some patients it's nothing at all. You can stop any time. Would you like me to look up which applies to you?
When the first statement lands
That's the monthly care-management program you enrolled in at your wellness visit — the check-in calls and the coordination between appointments. Would you like me to go over what it includes, or would you rather stop it?
Scripts are starting points, not compliance documents. Adapt them to your practice, and confirm cost-sharing amounts for your locality before quoting a figure to a patient.
The monthly close
Three states, and none of them is a mystery
At any point in the month, every enrolled patient sits in exactly one of these — with the reason attached.
- 01
Clear
Every gate satisfied. Order signed, consent on file, day count reconciled, touchpoint logged, documentation assembled. The claim is prepared with its evidence file attached.
Your action: submit.
- 02
Held, with a reason
Something specific is missing and it is named: consent not captured, no live touchpoint yet, day count short of the threshold. Fixable while the month is still open.
Your action: go get the missing thing.
- 03
Not billable this month
The patient genuinely did not receive the service, or the count does not support a code. The month closes unbilled, which is the correct outcome and the one that keeps you defensible.
Your action: none. That is the point.
Practice manager questions
The operational ones
How do I explain the copay without losing the patient?
What happens when a patient calls about the charge anyway?
Who ships the devices and handles the ones that break?
How much time will this take my staff each month?
What if a patient stops using their device?
Do I have to learn a new billing system?
Your physician will want the clinical version, which answers a different set of questions.
Thirty minutes with you, zero with your physicians
The panel scan needs your patient counts and your EHR name. It gives you an eligible-patient number, a tier breakdown, and a monthly figure you can take to your doctors.
No EHR change. No commitment.