You use the CDM Mass Billing Dashboard to ensure you correctly bill for Chronic Disease Management (CDM) patients (patients with hypertension, diabetes, heart failure or chronic obstructive pulmonary disease (COPD)).

This dashboard lists all complex care patients who meet the requirements for CDM incentives and for whom no claim was submitted within the CHR in the last year.

To learn more about how to use the Analytics module, see Analytics 101.

Filters

  • Provider: We recommend filtering by active providers, either by leaving the is not null default value or selecting specific providers.

  • Identification Type: Available values depend on your clinic's patient identification settings (Settings > Patient > Patient Identification). We recommend selecting is BC or is MSP if applicable.

  • Deceased: Defaults to is not Deceased.

  • Age: Defaults to is any value.

Reports

Hypertension To Bill

List of patients that can be billed their annual 14052 claim. A patient appears in this report if they meet all of the following criteria:

  • Active hypertension diagnosis in the Medical History section of their Health Profile.

  • No active diabetes or heart failure diagnosis.

  • Billing codes 14063, 14050 and 14051 have never been billed for the patient.

  • Their last 14052 claim was at least 365 days ago.

  • They had at least 2 appointments in the last 365 days.

Diabetes To Bill

List of patients that can be billed their annual 14050 claim. A patient appears in this report if they meet all of the following criteria:

  • Active diabetes diagnosis in the Medical History section of their Health Profile.

  • Billing code 14063 has never been billed for the patient.

  • Their last 14050 or 14052 claim was at least 365 days ago.

  • They had at least 2 appointments in the last 365 days.

Heart Failure To Bill

List of patients that can be billed their annual 14051 claim. A patient appears in this report if they meet all of the following criteria:

  • Active heart failure diagnosis in the Medical History section of their Health Profile.

  • Billing code 14063 has never been billed for the patient.

  • Their last 14051 or 14052 claim was at least 365 days ago.

  • They had at least 2 appointments in the last 365 days.

COPD To Bill

List of patients that can be billed their annual 14053 claim. A patient appears in this report if they meet all of the following criteria:

  • Active COPD, chronic bronchitis, emphysema or chronic airway obstruction diagnosis in the Medical History section of their Health Profile.

  • Billing code 14063 has never been billed for the patient.

  • Their last 14053 claim was at least 365 days ago.

  • They had at least 2 appointments in the last 365 days.

💡 Tip: You can quickly access a patient record by clicking the ID in the first column, then clicking Patient chart. It opens in a new browser tab.

Updated January 12, 2022

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