PatientTrac Companion | Reimbursement Series

Clinician reviewing structured documentation and workflow information before finalizing care
Software can support documentation readiness; eligibility, coding, coverage and payment remain clinical and payer determinations.

The billing manager's month-end worklist shows three claims on hold. One is missing a patient consent record. One shows fifteen days of device data in a period billed at the sixteen-day code. One has twenty-two logged minutes but no real-time interaction with the patient. Each claim fails on a single missing field.

Each of those holds traces back to an element written into the code itself.

The requirements are specific and public. Chronic care management includes consent and comprehensive care-plan requirements. For 2026, CPT 99445 addresses 2–15 days of qualifying RPM device data, while CPT 99470 addresses the first 10 minutes of treatment-management time and requires at least one real-time interactive communication with the patient or caregiver. EOM requires participating practices to collect and monitor ePROs, while CMS does not mandate a specific ePRO vendor. Each pathway has additional eligibility, documentation and billing rules that the practice must verify.

None of these rules names a product, and all of them apply to every practice that bills the codes. A claim succeeds or fails on its documentation, and documentation is generated at the moment of care or not at all.

That is why PatientTrac Companion's practice admin is designed around three modes rather than one marketing claim. The Oncology mode organizes ePRO questionnaires, symptom monitoring, care-plan access, navigation tracking, HRSN screening, and EHR export around EOM's required activities. The Remote Monitoring mode, once device integration is in place, adds automatic readings, a qualifying-days counter, consent records, clinician review, and a billing-readiness view. The Care Management mode captures staff time, care-plan activity, and communications with a full audit trail.

Each mode turns a documentation requirement into something the software records as the care happens. The practice still delivers the care and still submits the claim. Companion helps ensure that the evidence behind the claim exists before anyone asks for it.

The three held claims on the worklist will each be fixed by hand this month. Next month, the same fields will either be captured during the care itself or chased again at month's end.

Reimbursement information is provided for educational purposes and reflects publicly available guidance reviewed as of September 28, 2026. Coverage, coding, documentation requirements, medical necessity and payment vary by payer, locality, patient circumstances and service. PatientTrac supports clinical and documentation workflows and does not determine code selection or guarantee reimbursement. Qualified billing and clinical staff should verify current payer requirements.

Primary Sources

Sources reviewed September 28, 2026. Links should be rechecked at publication and during periodic reimbursement review.