Get special templates for TCM/CCM phone notes — or improvise — to save time

Why This Topic Matters

Phone-based encounters can be numerous and time-consuming to track, so consistent documentation helps practices organize work, support billing workflows, and reduce administrative burden. The article is relevant to teams looking for better EHR templates and note structures for CCM and TCM.

Article Sections

1. Question / Answer

   An overview of the documentation challenge for phone encounters tied to care management services, and general approaches to making those records easier to manage.

2. EHR tracking and timestamping

   Discussion of EHR capabilities that can help capture encounter timing and organize repeated non-face-to-face interactions.

3. Workflow strategy for documenting non-face-to-face interactions

   General workflow concepts for keeping communication entries together and managing cumulative documentation across multiple contacts.

4. Template approach for TCM post-discharge phone calls

   An example of a structured phone-call template used to support post-discharge follow-up documentation within a care management workflow.