CMS · CY 2027 proposed rule Medicare has proposed that only a practice’s own employed staff can bill remote monitoring. Willowbridge already works that way. What it means for you →
Care management for modern EHR practices

The cognitive work of care, finally counted — in your EHR.

Willowbridge captures every minute your team spends keeping Medicare patients out of the ER — every chart review, phone call, medication reconciliation, family conversation — signs the clinical attestation, and hands the structured charge to your EHR. Your EHR bills, your EHR collects, your team focuses on the patient. No new biller, no new clearinghouse, no PDF-shuffle between systems.

app.willowbridge.app/patients/edith-marsh
14:32
Encounter in progress · Edith Marsh
Phone · CCM · started 10:18a

Today's patients

12 on your panel · Sat · May 17
EM
Edith Marsh · 78 Call due
HTN · HF · DM-II — overdue by 1 day
14 / 20 min
RT
Roy Tanaka · 71 Review due
Care plan annual review by May 22
8 / 20 min
BL
Beatrice Liu · 69 RPM setup
BP cuff paired — needs 16 days of readings
3 / 16 days
JF
Jorge Fuentes · 74 Charge filed
Signed by Dr. Velasquez · 99490 sent to your EHR automatically
22 / 20 min
✓ Filed
Finding the patients you already have

The hard part isn't the care. It's knowing who qualifies for what.

A dozen Medicare programs, each with its own conditions, exclusions, and attestations — and the patients who qualify are already on your schedule. Willowbridge treats that as a rules problem, because it is one.

TODAY'S SCHEDULE
Screened before they walk in.

Each morning Willowbridge takes the day's appointment list — not your whole panel, just who is actually coming in — reads each patient's active problem list, and scores them against every program your practice operates.

The answers land on the schedule itself, as chips against each name, before the visit. If a candidate has no chart yet, one can be created straight from that row.

THE RULES ENGINE
Twelve programs, and it tells you why.

Every program gets one of three answers, each with its reason: qualifies, needs a clinician's attestation, or not eligible — and it names what's missing. Needs ≥2 chronic conditions (found 1). No behavioral diagnosis found.

It is deliberately conservative. Anything resting on clinical judgement — serious illness, high risk, chronic pain, homebound — comes back as needs attestation rather than a false yes. The same criteria drive the real enrollment gate, so what the screen promises and what the system will actually let you bill cannot drift apart.

AFTER ENROLLMENT
A new diagnosis reopens the question.

Screening doesn't stop at enrollment. When a new problem reaches the chart from your EHR — a second chronic condition, an F-code, a pain diagnosis — that patient returns to the top of the worklist flagged for an eligibility re-look, and stays there until someone acts or the flag ages out.

And it knows which programs stack and which collide. Most combine freely — chronic care alongside remote monitoring alongside behavioral health. A few never can: Advanced Primary Care Management won't share a month with CCM, PCM or TCM, and the two remote-monitoring programs are mutually exclusive. Others collide only in certain circumstances — CCM and PCM just when they target the same principal condition; CCM and TCM only where the 30-day discharge window overlaps the month. Willowbridge blocks the pairings that can never bill, and where a month is merely contested it keeps the higher-paying claim instead of dropping both.

Capture · Document · Defend

One workflow. Every billable minute.

The hardest part of care management isn't the care — it's tracking it in a way that's still defendable in November when an auditor asks about a claim from March. Willowbridge runs the whole loop: one encounter timer captures the time, drafts the note from the chart, and queues the claim with its audit packet pre-assembled. Your team works the panel; the billing happens around them.

1

A timer attached to the work, not a Post-it.

One tap starts an encounter from a worklist row, the chart, a phone widget, or the EHR sidebar. The mm:ss counter rides at the top of the screen the whole time the encounter is open, with the month-to-date total broken out by program (CCM, PCM, BHI, RPM, TCM) so you always know whether you're under, at, or over a billable tier. The clock pauses when you switch context, resumes when you return, and rolls up cumulative time across the whole care team for the calendar month.

2

The care plan starts from a template, not a blank page.

Twenty condition templates — heart failure, diabetes, COPD, CKD, depression, opioid use disorder and the rest — each proposing a primary problem and four or five SMART goals. The clinician picks what fits; every goal carries a plain-language reason the patient can read and a guideline citation for the chart. For principal care management there are Care Pathways: guideline-aligned protocols for CHF, diabetes, CKD, hypertension, COPD and atrial fibrillation, tracked item by item from not-started to at-target. Decision support, cited — never a directive.

3

Topic chips that pre-structure the note.

Tap "medication adherence," "symptom check," "care plan review," "SDOH" — and Willowbridge drafts a clinical narrative from the chart under each section header. You write prose into structure, not into a blank page. The note links automatically to the encounter and the rendering provider, with the right CPT code already attached.

4

Sign as you go. Review the month in one pass.

The rendering provider signs each encounter as it happens, not in a stack at month-end. There's still one monthly billing-period sign-off per program — but by the time it hits the review queue, the audit packet is already assembled, so it's a single review pass, not a reconstruction across 200 charts.

5

An audit packet on every claim.

Every submitted claim ships with a contemporaneous evidence file: consent on the date of service, care plan version pinned to that date, the time log with timestamps and signers, threshold-met indicator, modality, and place of service. When your MAC asks about a claim from March in November, you have the answer in seconds, not days.

Call rounds

Patient 12 of 40 · June outreach · timer running
HO
Hazel Obi · 81
CCM · (502) 555-0148 · last spoke May 14
📞 Document call Skip Snooze to Thursday
Next: Marcus Bell · 74 · CCM + RPM  ·  the queue holds your place, so you never hunt the list twice.

Call outcome

Audio · 14:23 logged · attached to encounter #EC-4421
OUTCOME
✓ Spoke with patient · counted Spoke with caregiver · counted Left voicemail No answer Patient unavailable Wrong number Abandoned by clinician
PARTICIPANTS
✓ Patient + Caregiver + Family member + Other clinician + Interpreter
TOPICS DISCUSSED
✓ Medication adherence ✓ Symptom check + New labs ✓ Care plan review + Education + Care coordination + SDOH
CLINICAL NOTE auto-templated · edit freely
Two ways this lands

The same engine. Two very different first months.

A solo internist and a twenty-provider group both leave the same money on the table, but almost nothing else about their situation is alike. Willowbridge is one product; which half of this page you should read depends on which one you are.

Solo & small · 1–5 providers

You are the practice manager, the compliance officer, and the physician.

  • One navigator — part-time at the start — is a viable program. The math works well before you need a second.
  • If the owner-physician is also the office manager, both roles ride one login. You don't need two people awake to enroll a patient and sign the month.
  • No implementation fee, no per-provider license, no monthly minimum. The downside of trying is a staff member's time, not a capital decision you have to defend.
  • Month-end is one pass through a billing review screen, not a chart-by-chart reconstruction.

Book a 20-min demo →

Groups · 6–30 providers

You have the staff. What you don't have is a view across them.

  • Minutes from four different people on one patient roll into one substantiated period, each contributor stamped by name and role.
  • Roles are genuinely separated — navigators work the panel, the rendering provider signs, the practice manager sees the money.
  • A programs board shows enrollment, capture rate, and revenue per program, so an underperforming line is visible in a glance rather than at year-end.
  • Eligibility screening, quality gaps, and population measures run across the whole panel — not one chart at a time.

See it by specialty →

Programs covered

Every care management program Medicare pays for.

Twelve programs, from CCM and RPM to the lines most practices never get to — Advanced Primary Care Management, Principal Illness Navigation, Behavioral Health Integration, Home Health oversight. Willowbridge models the time thresholds, eligibility rules, consent requirements, and exclusion interactions for each one, and it knows which ones can't be billed together in the same month. Turn a program on, and the worklist updates the same day.

CHRONIC CARE
CCM
Two or more chronic conditions expected to last ≥ 12 months. 20-min cumulative non-face-to-face time per calendar month.
994909943999487994899949199437
ADVANCED PRIMARY CARE
APCM
The flat monthly fee that replaces counting minutes. Billed by patient level (L1/L2/L3) with no time threshold — but CMS still expects documented care management each month, and Willowbridge holds the charge until it exists.
G0556G0557G0558G0568G0569G0570
REMOTE PHYS. MONITORING
RPM
Device setup, 16+ days of readings in 30, plus 20 minutes of treatment management. Willowbridge handles device pairing and reading thresholds — and personal CGM (setup + 72-hour interpretation) rides the same rail.
994539945499457994589524995251
REMOTE THERAPEUTIC MONITORING
RTM
RPM's therapeutic counterpart: monitors respiratory status and medication/therapy adherence from a connected device, with 20 minutes of monthly treatment management. Can't be billed with RPM for the same patient the same month.
98975989769898098981
PRINCIPAL CARE
PCM
Single high-risk condition. Often the right call for specialists: cardiology HF panel, nephrology CKD panel, endo T2DM panel.
99424994259942699427
BEHAVIORAL HEALTH
BHI & CoCM
General BHI and the Psychiatric Collaborative Care Model. Time-based codes with a registered behavioral health manager and psychiatric consultant.
99484994929949399494
TRANSITIONAL CARE
TCM
Willowbridge spots the discharge for you — HIE feed, a newly-filed discharge summary in the chart, or an encounter scan — and starts the clocks: contact within 2 business days, face-to-face within 7 or 14.
9949599496
CHRONIC PAIN
CPM
Pain persisting three months or longer — monthly practitioner time with a person-centered plan. The month's PEG-3 assessment is required before the period can close.
G3002G3003
HOME HEALTH
HH
Certification and 60-day recerts paired with monthly care-plan oversight — enrolled together so a chart never lands half-enrolled, with oversight minutes itemized toward the 30-minute threshold.
G0180G0179G0181G0182
ADVANCE CARE PLANNING
ACP
Advance Care Planning sessions — captured with the content discussed, who was present, and the patient's decision, then attested as a billable visit. Willowbridge tracks each patient's last ACP and flags when a refresh is due.
9949799498
PRINCIPAL ILLNESS NAVIGATION
PIN
For the seriously-ill patient — cancer, advanced heart failure, ESRD, dementia — where a credentialed navigator is the intervention. Willowbridge checks the navigator's certification is on file before it lets the month bill.
G0023G0024
SDOH & CHI
Social & community health
SDOH risk assessment and Community Health Integration. The new codes from the 2024 PFS that pay for actually addressing housing, food, and transportation.
G0136G0019G0022
Remote monitoring · CY 2027 proposed rule

RPM you can stand up this week — and already on the right side of what CMS proposed.

Order the cuff, pair it, and your own staff work the readings from the same worklist as everything else. Willowbridge counts the device days and the minutes, and holds the claim until the code’s threshold is genuinely met.

CMS has proposed that, from 2027, only a practice’s own employed clinical staff time count toward billable RPM — which would end the rent-a-call-center model. Willowbridge has always been software your staff sign into, so there is nothing for you to change either way.

Proposed rule CMS-1848-P, published July 16, 2026; comments close September 14, 2026. Not final law — CMS may finalize it as written, modify it, or decline to finalize it. Information as of August 16, 2026; not legal or reimbursement advice.

The three things practices actually say

Every objection you have, we've already heard.

Care management has a credibility problem, and it earned it. Rather than pretend otherwise, here are the three sentences we hear most often in a first call — and the honest answer to each.

OBJECTION 01
“We tried this before. It didn't stick.”

The autopsy is almost always the same. Enrollment went fine. Then the minutes stopped getting recorded — not because nobody did the work, but because recording it meant remembering to start a stopwatch, then writing a note that justified the stopwatch, then someone reconciling all of it on the 30th. Three separate acts of discipline for one phone call. By month four the calls were still happening and the claims weren't.

Willowbridge collapses those three into one. The timer starts when the chart opens. The note drafts itself from the topics you touched. The month reconciles continuously instead of at the end. And on the last week of the month, a sweep finds every patient sitting one contact short of a billable threshold and puts them at the top of the list — while there's still time to make the call.

OBJECTION 02
“Our EHR already has a module for this.”

It probably does, and it likely does two things well: it lets someone type a note, and it lets someone bill a code. What an EHR module generally will not do is decide which patients need a call today across a dozen overlapping programs, prove the twenty minutes were real when a payer asks about it in November, or refuse to bill a code that a program exclusion makes unbillable that month.

Willowbridge is not a second chart and doesn't want to be. Reads come from your EHR. Notes, care plans, vitals, and charges go back to your EHR. Your EHR stays the system of record and the system that bills. Willowbridge is the layer in between that decides what to do, captures the doing, and defends it afterward.

OBJECTION 03
“I don't have the staff to run it.”

This is the real one, and it deserves a straight answer: yes, this needs a person. Usually one navigator, often part-time at the start, scaling with the panel. What it does not need is a physician doing the work.

Every design decision assumes one non-clinical or nursing staff member working a list, with the physician appearing exactly twice — at enrollment consent, and at the month-end signature. In a solo practice where the owner is also the office manager, both roles sit on one login. And the day arrives already sorted: who's overdue, who happens to be in the office today anyway, who just left the hospital and started a clock.

There's a fourth question nobody asks out loud, so we'll answer it anyway: what happens if a payer comes back? That one has its own section.

The killer feature

A claim is only as good as the day someone asks about it.

Every billable period Willowbridge signs has a complete, contemporaneous audit packet attached. Not a PDF you generated after the fact — a chained, timestamped record of who did what, when, and on which version of the care plan. If your MAC opens a TPE or sends an ADR, your response is already written.

  • Activity log is append-only and signed — entries can't be backdated or edited silently.
  • Care plan version is pinned to each calendar month so the right document defends the right claim.
  • Consent capture, including the date and modality, lives on the patient timeline forever.
  • One-click TPE / ADR response export — paginated, indexed, with a cover sheet your compliance lead can sign.
AUDIT PACKET · ID 99490-EM-04-2026

Edith Marsh · April 2026 · CCM 99490

Charge handed to your EHR May 02 · NPI ·········· · sample data
Patient consent on file
Signed 2024-01-12 · verbal, witnessed by MA Aoki RN
v1.0
Comprehensive care plan in place
Reviewed 2024-12-14 · co-signed Velasquez MD
v3.2
Two+ chronic conditions documented
I10 · I50.32 · E11.9 · pulled from problem list
22 min cumulative non-face-to-face time
14m phone (Aoki RN) · 6m chart review (Velasquez MD) · 2m coordination (Pinkham PharmD)
≥ 20 min
Rendering provider co-signature
Diego Velasquez, MD · 2026-05-01 16:42 EDT
SHA-a91f
Place of service · modality
POS 11 office · phone (95) · no F2F required for 99490
CLAIM TOTAL
$64.42
Export · PDF
Revenue protection

The money you lose isn't fraud. It's a deadline nobody was watching.

Practices don't usually lose care-management revenue by billing wrong. They lose it by billing late, billing nothing, or billing something a rule quietly disqualified nine days earlier. Willowbridge spends most of its time watching for exactly that.

✓ Discharge detection

The TCM clock starts before you hear about the discharge.

Willowbridge watches for it three separate ways — a discharge encounter in the chart, a newly filed discharge summary, and an event notification from your EHR — then opens the episode itself. The worklist counts down the two business days to interactive contact and the 7 or 14 days to the face-to-face, in the patient's row, in red.

✓ Visit watchdog

A cancelled appointment is a lost claim nobody notices.

Every open TCM window is joined against the actual appointment book. If the visit inside the window gets cancelled or no-showed and nothing replaces it, that patient goes to the top of the list while the window is still open — not in December, when someone finally reconciles October.

✓ Revenue at risk

Four numbers, all in dollars, all actionable today.

Periods frozen and waiting on a signature. Periods still open whose minutes already cleared the threshold — they'd bill today if someone closed them. Patients your last eligibility scan flagged who were never enrolled. Open quality gaps. Each carries its dollar figure, so the list gets worked in value order instead of alphabetically.

✓ Exclusion engine

The claims that shouldn't go out, don't.

CCM and PCM in the same month. CCM inside a TCM window. Home-health oversight against APCM. RPM and RTM on one patient. Willowbridge holds the charge rather than letting you bill it and repay it with interest eighteen months later — and it tells the navigator why, before the encounter starts.

✓ Substantiation gates

A code that can't be defended never becomes a claim.

Advanced Primary Care Management won't bill a month with no documented care management, flat monthly fee or not. Chronic pain won't close its month without the PEG on file. Home-health oversight won't bill unless a certification episode actually covers the month. Principal Illness Navigation checks the navigator's certification first.

✓ ROI statement

The one number a physician actually asks for.

Every month: what was billed, what Willowbridge cost, what device pass-through cost, what's net to the practice — and the return multiple, revenue per dollar of total cost. Beside it, a lost-revenue report naming every period that closed unbilled and why. It's the report nobody wants to run and every practice should.

For patients · for retention

A care plan your patient actually reads — and answers.

Every enrolled patient gets a portal at /p/<their link> — opened with a four-digit PIN they set once against their date of birth. No app required, no password to forget, nothing to install on a 78-year-old's phone. It shows the goals you agreed on, the team behind them by name, and it can ask them questions between visits.

  • Plain-language goals
    The same goals you set in the care plan — rewritten in the patient's voice, with "why this matters" sourced from the clinical record.
  • Send a questionnaire without a visit
    Push a PHQ-9, GAD-7, or PEG to the patient's portal from the chart. It appears at the top of their page marked “Your care team asked for this,” scores itself the moment they finish, and lands back on your worklist. The ask reminds itself for three weeks, then stops — because at that point it's a phone call, not another notification.
  • A safety net that doesn't depend on someone reading the score
    A positive PHQ-9 item 9 chains straight into a C-SSRS and raises a flag that stays up until a clinician clears it. The instrument you sent at 9pm on a Friday does not sit unread in a queue.
  • The daughter who actually manages the medications
    Caregiver access, granted per patient, so the person who fills the pillbox can see the plan too — without sharing a login or a password.
  • Check-ins your team can't miss
    A one-tap "how are you today" lands in a dedicated From your patients queue — not buried in a log. Willowbridge also watches the pattern: a patient who checked in every week for a month and then went quiet gets surfaced, and so does one whose answers just broke a good trend.

Patients who want reminders can add the Willowbridge app and get an appointment nudge the day before, and a check-in the week they come home from the hospital. Notifications never name a condition, a medication, or an instrument — they have to be safe on a lock screen someone else might see.

Willowbridge
Riverbend Family Medicine
HELLO EDITH · MAY 2026

Your plan for taking good care this season.

Three goals, five medications, one team — kept up to date after every visit.

YOUR TEAM
DV
Diego Velasquez, MD
Your primary care provider
MA
Maya Aoki, RN
Your navigator — call anytime
SP
Sara Pinkham, PharmD
For medication questions
THIS SEASON'S GOALS
1
Bring blood pressure under 135/80 by July
Target: average 7-day reading
2
Daily weights, call if up 3 lb in 2 days
For your heart failure
How are you today?
A quick check-in helps Maya keep things current.
The economics

What you're already eligible for. What you're leaving on the table.

Most primary care panels enrolled in CCM bill roughly half the months they're eligible. The math at scale is hard to ignore. Drop your numbers in — the model uses 2026 PFS national rates and conservative enrollment factors.

The Medicare panel you have today.

Adjust the numbers to your practice. The breakdown updates in real time. CCM is the easy entry point — most panels see this revenue captured within the first 90 days.

Defaults: 35% of Medicare patients have ≥ 2 chronic conditions and meet CCM eligibility · 60% consent and stay enrolled after first month · $85/mo blends 99490 + add-ons + RPM mix.
Eligible patients 280
Enrolled & consented 168
Monthly captured revenue $14,280
Annual captured revenue $171,360
Net new — captured by Willowbridge $171,360
Estimate assumes you're not currently billing CCM at scale. If you are, talk to us — we can model the lift from incremental capture and audit-driven recovery separately.
Case study №1

A month in the life — Monday morning to a settled claim.

One worklist, two RN navigators, ~1,500 Medicare patients — followed for a full month, all the way through a clean audit. Names and dollar amounts are illustrative; the workflow, billing rules, and evidence requirements are exactly what every Willowbridge tenant uses.

Read the case study → 6-minute read · 7 chapters
Pricing

Performance-based pricing. You pay for the care you capture.

Most care-management vendors charge a five-figure implementation fee, a per-provider license, and a per-patient PMPM whether or not you ever bill. Willowbridge charges none of that. There's one fee, and it applies only to billable care you actually capture.

No implementation
$0
No setup or onboarding fees. We get your practice live — patients, programs, and workflow — at no upfront cost.
No per-provider fee
$0
No seat licenses. Add every clinician, navigator, and biller on your team — the price doesn't change.
No per-patient base
$0
No PMPM and no monthly minimum. You're never billed for a patient who isn't generating billable care this month.

The one fee: a small per-patient charge that applies only when a patient qualifies for a billable service that month. No qualifying billable care, no charge — your cost scales with what you capture, and nothing else.

Remote Patient Monitoring uses a connected device supplied at cost by our device vendor. A one-time hardware + shipping charge, plus a small fixed monthly device fee — the only set recurring fee — are passed through to the ordering practice at cost, with no markup.

Standards-based integration

Built for modern EHRs. Standards-based throughout.

Willowbridge is purpose-built for modern EHR practices. Sign in once, connect Willowbridge to your EHR, and your care-management team starts working the panel the same day. Notes land in the chart on the date of service. Charges hand off to your EHR's billing pipeline as structured charge entries — no separate clearinghouse, no PDF shuffle, no new biller to train. Your existing EHR workflows for revenue, payments, and reconciliation stay exactly where they are.

EHR-native, standards-based

Willowbridge connects directly to your EHR. Authentication is SMART on FHIR OAuth. Clinical reads are FHIR R4 (US Core) — problems, medications, encounters, coverage, labs, immunizations, care team. Clinical writes ride your EHR's own document, vitals, and charge APIs, because that is what modern EHRs actually expose for writing, and it is the only way a note lands as a real chart document rather than an attachment nobody can find. Device readings flow in through whichever cellular hub or phone-bridged health store the patient already uses — nothing new for them to set up.

If a vendor tells you they write your chart over FHIR, ask which create scopes their EHR granted them. Most read/search-only FHIR servers grant none.

What flows to your EHR

Your EHR owns the bill. Willowbridge owns the proof.

  • DocumentReference Signed encounter notes, care plans, ACP attestations, RPM measurement summaries, and SDOH screening results land in the chart attached to the date of service — as native chart documents, filed under the right document class, not loose PDFs in a folder.
  • Charge entry Structured charges (CPT, units, dx pointers, rendering provider, place of service) handed to your EHR at sign-off. Your EHR bills the payer through your existing setup.
  • Care plan The current, versioned care plan filed into the chart on every amendment, so a covering provider who never opens Willowbridge still sees the plan your team is working from.
  • Vitals RPM device readings posted into the chart's vitals as discrete, dated values — graphable next to office readings, not stranded in a monitoring portal.
  • Reads (FHIR R4) Problems, medications, encounters, coverage, labs, allergies, immunizations, and care team pulled on chart open, so your navigator is never working from a stale copy.

Production rollout is per-practice as the matching SMART scopes are enabled on your EHR tenant.

Security & compliance

The boring infrastructure that lets you sleep at night.

A signed BAA is in place before any patient data touches the system. The encryption, tenant isolation, and audit log below are built to hold up under an actual payer audit — not just to look right in a security questionnaire.

✓ Encryption at rest

A stolen backup reads as noise.

Patient data is AES-256-GCM encrypted on disk, with keys managed by AWS KMS.

✓ Tamper-evident audit log

Nobody — including us — can quietly edit history.

Every read and write lands in an append-only log, hash-chained so tampering shows.

✓ Tenant isolation

Your practice’s data lives behind its own wall.

Records are walled off at the database itself, not just in the application code.

✓ U.S.-hosted

U.S.-hosted, U.S.-processed.

Runs in a U.S. AWS region, and no offshore processor ever touches patient data.

Common questions

Questions practices ask first.

Who actually bills the claim — your EHR or Willowbridge?

Your EHR bills. Willowbridge produces the structured charge (CPT, units, dx pointers, rendering provider, place of service) at sign-off and hands it to your EHR's charge API. From there it goes through your existing EHR billing setup — same payer connections, same posting, same reconciliation. No new clearinghouse, no new biller to train, no PDF shuffle between systems. Reimbursement lands in your account, where it already does.

How is the time substantiated if it's spread across multiple staff in one month?

Every encounter is stamped with the performing staff member, their role, the activity type (phone call, chart review, secure message, medication reconciliation, patient education), the patient, and start/end timestamps. The chronological log is append-only and hash-chained. At month-end, the rendering provider reviews the billing period and signs an attestation that includes the CMS-required general-supervision affirmation; the signature is cryptographically bound to the period (Ed25519, per-provider key) so a payer can independently verify it later. The cumulative minutes lock to that signature — nothing edits the period after approval.

What does an audit response actually look like?

One click on the billing period builds a single paginated PDF: cover sheet, eligibility, patient consent, the care plan pinned to the date of service, the chronological time log, the signed clinical note, and the provider attestation. That's the document you fax or upload to your MAC for an ADR or TPE — no unzipping, no assembling loose files. It's drawn from the snapshot frozen the moment the period was signed, so it can't drift from what your EHR billed on your behalf. The same records also come as a verifiable archive — every file fingerprinted into a signed manifest, with an open-source verifier (packages/audit-verify) — for the rare payer or auditor who wants to confirm the chain themselves. The audit packet (the work) and your EHR's claim + 835 (the bill) cross-reference cleanly by patient + date of service + CPT.

How long does implementation take?

Connect Willowbridge to your EHR, enable the matching SMART scopes on your tenant, and your team is working the panel the same day. Chart write-back and charge handoff switch on as soon as the OAuth handshake completes — no separate clearinghouse onboarding, no SFTP credentials, no 837 mapping conversations. Add a short training session for the navigator team and you're running.

Can we run CCM, RPM, BHI, and TCM on the same patient?

Yes, with the right modifier and place-of-service interactions. Willowbridge knows the rules: CCM and PCM aren't billable in the same month; CCM and TCM can't overlap the TCM 30-day window; RPM and CCM minutes can't double-count the same activity. The worklist tells your team which program any given encounter is contributing to before the encounter starts.

What about FQHCs and rural health clinics?

Yes. CMS sunset G0511 at the end of 2024 — FQHCs and RHCs now bill the standard care-management codes directly (99490 / 99491 / 99487 CCM, 99424–99427 PCM, 99484 BHI, 99457/99458 RPM). WillowBridge runs the same workflow your non-FQHC peers use; FQHC/RHC payment lands through your PPS / AIR rate the same way the bundled code used to.

What does it cost?

Performance-based — you pay only for billable care you actually capture. There's no setup or implementation fee, no per-provider license, no per-patient base fee, and no monthly minimum. The only charge is a small per-patient fee that applies when a patient qualifies for a billable service and the month closes; if a patient doesn't qualify that month, there's no charge. We don't take a cut of your reimbursement and don't charge for the audit packet. (Remote Patient Monitoring is the one exception to "nothing recurring": the connected device is supplied at cost by our device vendor, so a one-time hardware charge and a small fixed monthly device fee — the only set recurring fee — are passed through to the practice at cost.) Reach out for a walkthrough sized to your panel.

Who actually does the day-to-day work?

One staff member working a list — typically an RN or medical assistant acting as the care navigator, part-time at the start and scaling with the panel. The physician appears twice per patient per month: once at enrollment to obtain and document consent, and once at month-end to review the billing period and sign the attestation. Everything in between — outreach calls, chart review, medication reconciliation, care-plan updates, device monitoring, patient messages — is designed for non-physician staff working from a prioritized worklist rather than from a report someone has to interpret. In a solo practice where the owner is also the office manager, both roles sit on a single login.

What happens to our data if we leave?

You keep it, and most of it never left your building in the first place. Signed notes, care plans, vitals, and charges are written into your EHR as they happen — so your system of record stays complete whether or not Willowbridge is still in the picture. On top of that, the product exports a patient's full record as a USCDI v3 FHIR bundle, as C-CDA documents, or as PDFs, and a complete tenant export — clinical records, the chronological time log, and every signed audit packet — is produced at offboarding. Nothing about the design requires you to keep paying us to read your own charts.

Does the CY 2027 proposal on remote monitoring staffing affect us?

It depends on how you run RPM today. In the CY 2027 Medicare Physician Fee Schedule proposed rule (CMS-1848-P), CMS proposed that clinical staff time count toward a billable RPM or RTM service only when the staff member is employed by the billing practitioner or the practice, under general supervision — so time furnished by a contracted third-party monitoring company's staff would no longer be billable. If you use a full-service vendor that supplies the monitoring staff, that model is what the proposal targets. If your own employed staff do the monitoring, nothing changes for you: Willowbridge is software your staff sign into, not a service that supplies staff, so there is no call center working your panel under your NPI. The proposal would not stop you buying devices or software from a vendor, and it does not reach CCM, PCM, BHI, or APCM. Worth stressing: this is proposed, not final. Comments close September 14, 2026, and CMS may finalize it as written, modify it, or decline to finalize it — so treat it as something to plan around, not a deadline. Information as of August 16, 2026; not legal or reimbursement advice.

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A live walkthrough with a Willowbridge clinical lead. We'll show you the worklist, the audit packet, and the billing flow on a demo tenant — no data of yours, no setup on your end. Bring your questions about programs, workflow, or fit.

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