Chronic Care Management Check-In Automation
A done-for-you healthcare automation built for the Chronic Care Manager, connecting Twilio and Google Sheets so the work below happens on its own.
What this automation does, step by step
Patients enrolled in a chronic care management program are automatically placed on a scheduled check-in cadence between visits, receiving a brief text or portal message asking them to report how they're feeling, whether medications are being taken as prescribed, and whether any new symptoms have come up.
Responses that indicate a concerning symptom or a missed medication are routed immediately to the chronic care manager for same-day follow-up, while routine check-ins are logged automatically to the patient's chart for the next visit.
The system also tracks total time spent on care management activities, which the practice needs for accurate CCM billing each month.
Patients get more consistent touchpoints between visits, and the chronic care manager spends time on the patients who actually need it instead of chasing down status on everyone.
- EHR with API access (e.g., athenahealth or eClinicalWorks)
- Zapier or Make.com
- Twilio (check-in texts)
- Patient portal
- Google Sheets (CCM time tracking)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a chronic care manager remembering to check in, update records, and follow up, with no safety net if something slips. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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