Time tracking and billing software for CCM and PCM programs

Opexia builds custom time-tracking and billing software for organizations running Chronic Care Management (CCM) and Principal Care Management (PCM) programs. Every minute is logged against a patient, a staff member and a calendar month in an append-only audit trail. Thresholds and month-end coverage are visible before the month closes, and paycode counts feed your invoices. Our team built this kind of time tracking for a US CCM/PCM organization that grew from about 3,200 to 8,000+ patients.

Who this is for

A good fit

  • Care-management companies billing CCM or PCM for partner practices, where logged minutes decide what can be billed each month.
  • Practices and MSOs running CCM or PCM in-house whose time logs live in spreadsheets or free-text notes.
  • Teams preparing for an audit who need every billed minute traced to a person, a patient and a date.

Not a fit

  • Programs whose EHR or current tool already records time the way your billers and auditors need it. If it works, keep it.
  • Organizations looking for care coordinators or a billing service: we build software; we do not provide clinical staff or submit claims.
  • Anyone looking to license a ready-made time-tracking product: we build for your operation rather than resell software.

Signs your time tracking is a billing risk

If several of these sound familiar, the time log needs to become a system:

  • Minutes logged after the fact

    Coordinators rebuild their time from notes at the end of the week or month instead of logging it as they work.

  • Edits nobody can trace

    A time entry can be changed or deleted, and the file keeps no record of who changed it or what it said before.

  • Thresholds found too late

    You learn which patients fell short of 20 or 30 minutes only after the month has closed.

  • The same minutes, counted twice

    Nothing stops one call from counting toward CCM and toward another billed service for the same patient.

  • Paycode counts rebuilt by hand

    Someone recounts qualifying patients per code every month before the invoices can go out.

What we build

In CCM and PCM, the time log is the billing record. CMS pays for documented clinical staff time per calendar month, and says time counted toward a CCM code cannot be counted toward any other billed code. So the questions an auditor asks (who spent this time, with which patient, on what date, and was it counted anywhere else?) have to be answerable from the log itself. We build the log that way. Each entry records the staff member, patient, program, date and activity. A correction is saved as a new entry that points to the original, so nothing is overwritten. Coordinators see where each patient stands against the month's threshold, managers see month-end coverage across their team in time to reassign patients, and entries that overlap or could count toward two codes are flagged for review before billing. At month end, qualifying minutes roll up into CPT paycode counts that feed your reports and invoices. Access is role-based: coordinators see their assigned patients, managers their team, administrators the organization.

Core Benefits

Minutes Traceable to a Person
Thresholds Visible Before Month-End
Paycode Counts Ready for Invoicing

What the time-tracking system includes

  • Per-patient minute capture by staff member, patient and calendar month
  • Append-only audit trail: corrections are added as new entries, never overwrites
  • Monthly threshold tracking against the CCM and PCM time requirements
  • Month-end coverage view by coordinator and team, with patient reassignment
  • Coordinator scoring that flags who is falling behind before month-end
  • Flags for overlapping entries or minutes that could count toward more than one code
  • CPT paycode counts that feed monthly reports and invoices (Excel and PDF)
  • Role-based access for coordinators, managers and administrators, with audit logging

Part of a larger service

This is one specific service within Custom CCM, PCM & RPM Operations Software.

Where your minutes live today: how the options compare

General categories, not specific products. Check any tool's own documentation before deciding.
Where time is loggedWho logged itHow corrections are keptThreshold view during the monthAudit export
Spreadsheet time logWhatever the person typed; nothing ties an entry to a login.Overwritten in place; the earlier value is usually lost.Only if someone builds and maintains the formulas.Assembled by hand from the files.
Time fields in the EHRTied to the EHR user who documented it.Depends on the EHR's own log and what it lets you see.Rarely summarized per program and month across a whole panel.Limited to the reports your EHR offers.
Off-the-shelf care-management toolTied to a user account.Kept in the vendor's log, as the product records them.Usually available, in the product's own format.The vendor's report formats; check what can be exported.
Custom time-tracking systemTied to a user account, patient, program and date.Added as new entries; the original always stays.Per patient, coordinator and team, updated as time is logged.Designed around what your billing and audit reviews ask for.

If an existing tool already records time the way your billers and auditors need, use it. Custom earns its cost when your rules, partner practices or reporting don't fit what the tool allows.

The CMS time rules this is built around

CPT 99490 (CCM) requires at least 20 minutes of clinical staff time per calendar month, with 99439 for each additional 20 minutes. PCM, for a single high-risk condition, requires at least 30 minutes per calendar month: 99424 or 99426 for the first 30 minutes, 99425 or 99427 for each additional 30. Source: CMS MLN909188, Chronic Care Management Services (June 2025).

Engineering and operations context, not legal or billing advice. Last reviewed 2026-09-28.

How an engagement starts

Cost depends on scope, so we don't quote a generic range. Book a free 30-minute consultation: we review your requirements and workflow, then send a written scope and quote tied to what you actually need. For time tracking, the review starts with how minutes are logged today: the columns or fields your coordinators fill in, how corrections are made, and how month-end counts are built. The written scope then sets out the time-entry data model, the threshold and overlap rules as configuration rather than code, the roles that can view or correct entries, and a phased plan with the timeline for each phase.

Useful before a first call:

Time tracking in our published engagement

For a US CCM/PCM care-coordination organization that had tracked about 3,200 patients in Excel, Opexia built a custom platform (PostgreSQL, FastAPI and Flutter web) with per-patient time tracking at the employee level, and monthly reports and invoices generated automatically from CPT paycode counts, in Excel and PDF. Predictive coordinator scoring flags coordinators at risk of missing monthly targets so managers can reassign patients, and the operation has since grown to 8,000+ patients. We build comparable systems for your operation; the client's platform remains theirs.

Frequently Asked Questions

Common questions about time tracking and billing software for ccm and pcm programs

What counts as a billable minute in the system?

Whatever your billing rules say counts, set as configuration rather than hard-coded. Each entry records the staff member, patient, program, date and activity, and the system totals qualifying time per patient per calendar month against the CCM or PCM threshold. Your compliance advisor decides the rules; the software applies them the same way every month.

How does the audit trail work?

Time entries are append-only. A correction is saved as a new entry that references the original, recording who made it, when and why, so the original value is never lost. Managers and auditors can see the full history of any patient's month, and exports show both the billed total and how it was reached.

Can it stop the same minutes being counted twice?

It flags them for a person to resolve. When entries for one patient overlap in time, or minutes are assigned to CCM and to another billed service such as RPM, the system raises a flag before month-end. CMS says time counted toward a CCM code cannot count toward any other billed code.

Do you sign a BAA?

Yes. We sign a Business Associate Agreement (BAA) before any PHI access: no one on our team sees protected health information until it is executed. Time logs tied to patients are PHI, so this comes before we see real ones. We can sign your organization's BAA or provide ours, and the signed agreement governs.

How much does it cost?

Cost depends on scope, so we don't quote a generic range. Book a free 30-minute consultation: we review your requirements and workflow, then send a written scope and quote tied to what you actually need. There is no per-patient licence fee; after launch you pay for hosting and any maintenance you choose.

Who owns the code and the time data?

You do. You own the source code on final payment, and your time logs, patient records and billing data stay yours throughout. After launch you can keep working with us under a monthly retainer, bring development in-house, or hand the codebase to another team.

Where does your team work, and who can see PHI?

Our team works from Pakistan with overlap into US business hours. PHI access is governed by the signed BAA, limited by role-based access so each person sees only what their role needs, and recorded in audit logs. During the build we use de-identified or synthetic data wherever possible.

Ready to Discuss Your Project?

Schedule a technical consultation to discuss your specific requirements, timeline, and budget. No sales pitch—just engineering.

Or explore the engineering glossary to learn more about healthcare software terminology.

Final Step

Outgrown Your
Spreadsheets?

If your care-management operation still runs on spreadsheets and manual monthly reporting, let's talk about what a custom platform would look like.

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