Supporting your team

Chronic Care Management (CCM)

A complete CCM solution — platform, outreach, care plans, and billing — built for practices that want the reimbursement without the operational overhead.

Patient Identification,
Recruitment & Consent

Automated SMS enrollment with a simple YES/NO text flow. Eligible patients are identified from your patient population, receive a consent-to-enroll text, and are onboarded without a single outbound phone call.

Care Plan Assignment
& Management

Condition-specific care plans built from validated templates, customized to each patient's diagnoses. Survey-based progress tracking means you can see at a glance which patients are improving, declining, or need outreach.

Monthly Patient
Engagement & Reporting

Monthly check-ins run through surveys, care logs, and time tracking — all captured in one dashboard. Care logs meet CMS documentation requirements out of the box.

Billing Validation &
Report Generation

Exportable reports for applicable CPT codes. Time tracking validated against CMS minimums before each billing cycle — no denials, no chart reviews.

Let me help you on your journey.

From enrollment to monthly engagement to clean billing — CaseSherpa runs your CCM program end-to-end.