Dashboard
Current-month CCM operational performance, productivity, and program completion. Training data excluded by default.
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Total Active Patients
0
Current CCM census
Completed Patients
0
Reached 20+ minutes
20 Minute Completion
0
Patients with ≥20 minutes
40 Minute Completion
0
Patients with ≥40 minutes
60 Minute Completion
0
Patients with ≥60 minutes
Average Time per Patient
0.0
Minutes per active patient
Average Time per Staff
0.0
Minutes per care manager
Productivity
0.0
Completed patients per care manager
Needs Outreach
0
Below 20 minutes
Open Tasks
0
Active follow-up items
Billing Ready
0
Time + documentation checks met
Total CCM Minutes
0
Documented this month
Care Plan Alerts
0
Practice-scheduled review due
CCM Enrolled
0
Confirmed enrollment status
RPM Enrolled
0
Confirmed enrollment status
BHI Enrolled
0
Confirmed enrollment status
Open Clinical Alerts
0
Persistent unresolved alerts
Provider Reviews
0
Read-only review queue
Follow-ups Due
0
Open actions at or past due
Open Referrals
0
Persistent coordination workflow
Awaiting Authorization
0
Referral authorization tracking
Awaiting Scheduling
0
Referral scheduling follow-up
Appointment Coordination
0
External appointments needing work
Resource Verification Due
0
Directory maintenance queue
Resource Follow-ups
0
Open referral-related follow-ups
Total Patients Completed
Monthly trend
CCM Program
RPM Prototype — Not Pilot Data
Current Month CCM Progress
Projection: 0%Completed: 0%Last month CCM: 0%
RPM Prototype — Not Pilot Data
BHI Prototype — Not Pilot Data
CCM End of Day Report — Disabled for Pilot
Resource Directory
Operational community and clinical resource directory. Results are not medical recommendations.
Insurance notice: Insurance/network information should be verified with the payer and receiving provider before referral. Network data may change.
Add Resource
Load the resource directory.
Paste Resource List
Parse, review, edit, and confirm. Nothing is saved during parsing or review.
Accepts spreadsheet rows, CSV, labeled blocks, or simple lines. Resource Name is required. Blank values are never invented. Maximum 100 candidates.
Resource Import Review
| Include | Status | Resource | Category | Contact / Location | Applicability | Duplicate Decision | Action |
|---|
Insurance/network information is operational reference information and should be verified before referral.
Resource Verification Queue
CCM Operations
My Patients and limited All CCM Patients census. Full clinical access remains assignment-controlled.
| Patient | Assigned Care Manager | Practice / Facility | Workflow | Monthly Progress | Follow-up | Billing Readiness | Quick Actions |
|---|
Monthly CCM Closeout
Operational readiness checklist only. This is not billing approval or claim submission.
| Patient | Practice | Facility | Billing Practitioner | Consent | CCM Minutes | Monthly Review | Care Plan | Open Follow-up | Provider Review | Billing Readiness | Closeout Status |
|---|
Patient Census
Bulk Import Patients
During bulk patient onboarding, only one authorized user should perform patient intake/import at a time.
Preview → Validate → Confirm Import. Selecting a file never creates patients. Demographics only: no notes, diagnoses, consent, CCM time, or billing eligibility.
Up to 100 production patients. Use YYYY-MM-DD dates and text-formatted MRNs / ZIP codes. Existing practice, facility, practitioner and coordinator names or IDs must match exactly. Blank facility means Community / No Facility.
Add Patient
Training option: Training charts must contain synthetic information only and are never billable.
Patient Information
Practice Relationships
0 Patients Selected
| Patient | MRN | Care Manager | Practice | Facility | Billing Practitioner | Conditions | Consent | Current-Month Time | Status | Actions |
|---|
Edit Patient
Patient Record
Select a patient from the census.
TRAINING PATIENT — Synthetic data only. Not for billing or real clinical use.
No patient selected.
EMR Integration
Tebra Integration Foundation: Production synchronization is disabled. This screen uses synthetic adapters only and stores no Tebra credentials.
Configuration Metadata
Production Activation Gate
This checklist is an operational safeguard, not legal advice or proof of compliance. Phase 3 cannot enable production synchronization.
Synthetic Import Preview
No synthetic preview loaded.
Patient Assignments
Assign and manage CCM patient caseloads by care manager.
Total Patients
0
Assigned
0
Unassigned
0
Active Care Managers
0
Care Manager Practice & Facility Access
Manage patient-care authorization scopes. Individual patient assignments remain available below.
Select a Care Manager to view current access.
Current and Historical Scope Assignments
| Scope | Practice | Facility | Status | Access reason | Action |
|---|
| Patient | MRN | Billing Provider | Current Care Manager | CCM Minutes | Status | Assignment |
|---|
Care Manager Caseload Summary
Chronic Conditions & Program Screening
Administrator-maintained decision-support reference. It does not establish coverage, eligibility, medical necessity, or enrollment.
Patient Care Team
Central directory of organizations and clinicians involved in each patient’s care.
Add Care Team Member
| Patient | Type | Organization / Provider | Specialty / Service | Phone | Fax | Status | Notes |
|---|
Monthly CCM Workspace
Demo logic tracks qualifying non-face-to-face care-management time by patient and calendar month. Billing rules are configurable and should be validated by your billing/compliance team before production use.
Document Encounter
AI Documentation Assistant
Manual documentationOptional drafting support. Nothing is saved until you review and use Save Encounter.
AI-generated draft. Review for accuracy before saving. This draft is not a clinical record.
AI Documentation Assistant is not enabled for production PHI.
Selected Patient Month
Encounter History
Monthly CCM Questionnaire
Complete the structured outreach assessment. Responses automatically generate chart-ready narrative sentences such as “Patient reports…” and “Patient denies…”.
Provider review flag: One or more answers indicate a potential clinical or care-coordination issue requiring follow-up.
Generated CCM Note
Complete the questionnaire to generate the monthly CCM note.
AI-assisted CCM documentation draft
Manual documentationThe structured questionnaire remains authoritative.
AI-generated draft. Review for accuracy before saving. Questionnaire answers are never changed.
AI Documentation Assistant is not enabled for production PHI.
Workflow Actions
The generated note and structured answers are saved to the patient’s persistent CCM activity history. Follow-up actions remain part of the activity record for this pilot.
CCM Comprehensive Care Plan
Complete the initial care plan with the patient/caregiver, then review it periodically and update it when the patient's needs or condition change. Any displayed review date is an internal practice reminder, not a universal CMS interval.
Initial comprehensive care plan has not yet been completed for this patient.
Patient Priorities & Goals
Conditions & Expected Outcomes
Barriers & Social Needs
Medication & Self-Management
Interventions & Coordination
Emergency / After-Hours Plan
Review & Agreement
Generated Care Plan Summary
Select a patient and build the care plan, then click Save Care Plan.
Tasks & Follow-ups
Persistent patient-linked work items. Results are limited to your authorized scope.
Billing Provider access is read-only. Task changes require an Administrator, Supervisor, or authorized Care Manager.
Open0
Due Today0
Overdue0
Waiting0
| Patient | Task | Practice / Facility | Assignee | Due | Priority | Status | Source | Actions |
|---|
Time & Payout
Internal Care Manager compensation tracking, separate from patient billing readiness.
Internal administrative tracking only. TREU LYNQ does not calculate Medicare reimbursement, submit payroll, or issue funds. Amounts remain projected until explicitly approved.
My Documented CCM Time
0
My Qualifying Time
0
My Payable Units
—
My Projected Payout
—
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Patient/Month Payout Detail
| Care Manager | Patient | MRN | Practice | Documented Minutes | Qualifying Minutes | Payable Units | Rate | Projected Amount | Status |
|---|
Billing & Claims
Billing Readiness
Operational review only: Billing readiness reflects configured documentation checks. Final coding, coverage, and claim-submission decisions remain with the practice and its biller. TREU LYNQ does not submit claims.
Billing Readiness
Suggested codes and supported ICD-10-CM entries are operational review aids only. They do not establish eligibility, coverage, reimbursement, or claim approval.
| Patient | MRN | Practice / Facility | Billing Practitioner | Program | Consent | Minutes | Suggested Code(s) | Documentation | Readiness | Exceptions | Provider Review | Detail |
|---|
Patient Billing Detail
Provider Review Queue
Clinical items escalated from CCM outreach. Billing providers may review and acknowledge items but cannot edit care-manager documentation, time, pay rates, or payouts.
| Patient | Billing Provider | Reason | CCM Time | Status | Action |
|---|
Practices & Facilities
Structured practice, facility, and billing-practitioner configuration.
| Practice | Status | Timezone | Phone | NPI | Updated | Actions |
|---|---|---|---|---|---|---|
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Billing Practitioners
Structured practitioner configuration for the selected practice.
| Name | NPI | Type | Status | Default | Effective dates | Actions |
|---|
Facilities
Facilities belong to the selected practice. Community patients may use No Facility.
| Facility | Type | Location | Phone | Status | Actions |
|---|
Staff / User Management
Administrator-only management of approved TREU LYNQ application roles in the existing Cognito directory.
Create User
Secure onboarding: Cognito sends the first-login invitation and manages password setup. TREU LYNQ does not create or store staff passwords. Existing MFA and role authorization requirements remain in effect.
TREU LYNQ Login: https://d36fuk3bhh4y12.cloudfront.net/
New staff should use the TREU LYNQ login link after receiving their account invitation.
Existing Users
Accounts are disabled or re-enabled without deletion. Care Coordinator assignments remain keyed to the immutable Cognito user ID.
| Name | Role | Account status | Enabled | Action | |
|---|---|---|---|---|---|
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User Roles
Administrator — configuration and reporting
Provider — clinical oversight and care plans
CCM Supervisor — staff/patient workflow oversight
Care Coordinator — assigned patient documentation
Billing Staff — billing-readiness and exports
Production Security Requirements
Role-based access, MFA, encrypted transport/storage, immutable audit logging, backups, session controls, vendor BAAs, incident response, access reviews, and HIPAA security-risk analysis should be implemented before live PHI is stored.