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    Nurse reviewing chronic care check-ins on a tablet
    Clinical Intelligence Agent

    Chronic Care Manager Agent

    An agent that runs structured monthly check-ins with chronic-care patients, tracks care-plan adherence, and escalates anything concerning to a nurse — so care teams cover a full CCM panel without dropping the patients who need attention.

    Nurse-in-the-loopEscalation guardrailsFHIR R4Audit Logged

    Trusted by global innovators

    Benchmark
    Chibasco
    Fundency
    Lantimer
    Lauren
    Lera
    One Minute
    Pento Pix
    TAP
    Xtrium
    Healthevolve
    Benchmark
    Chibasco
    Fundency
    Lantimer
    Lauren
    Lera
    One Minute
    Pento Pix
    TAP
    Xtrium
    Healthevolve
    Benchmark
    Chibasco
    Fundency
    Lantimer
    Lauren
    Lera
    One Minute
    Pento Pix
    TAP
    Xtrium
    Healthevolve
    Benchmark
    Chibasco
    Fundency
    Lantimer
    Lauren
    Lera
    One Minute
    Pento Pix
    TAP
    Xtrium
    Healthevolve

    The manual burden today

    Chronic Care Management is high-value but hard to scale — patients with two or more chronic conditions need documented monthly outreach, care-plan review, and 20+ minutes of coordination. The agent runs that routine layer: structured monthly check-ins on the patient's preferred channel, medication and self-management adherence checks, and interaction time captured as documented CCM time. Stable patients are handled and logged; anything crossing a threshold escalates to a nurse with full context. It handles the routine and hands off exceptions — it does not manage care on its own.

    Architecture

    How the CCM agent runs check-ins across channels, evaluates responses against escalation rules, and writes documented time and updates back to the EHR.

    Chronic care management architecture connected to an EHR

    Key Capabilities

    CCM check-ins, adherence tracking, and safe escalation — with billable time captured and a nurse on the exceptions.

    15-Minute Scoping Call

    Structured CCM check-ins

    Monthly check-ins by phone, SMS, or app with condition-aware questions for diabetes, hypertension, CHF, or COPD — not a generic script.

    Care-plan adherence tracking

    Tracks medication adherence, home readings, appointments, and self-management goals against the care plan and flags gaps.

    Escalation guardrails

    Rule-based thresholds route red-flag responses — chest pain, worsening symptoms, missed critical meds — to a nurse with full context.

    Documented, billable time

    Captures interaction time and structured notes so documentation supports CPT 99490/99439 without hand-writing every call.

    FHIR care-plan write-back

    Reads and updates FHIR CarePlan, Goal, and Observation resources, tailored to the patient's conditions and RPM data where available.

    Where it runs

    Deployment scenarios

    Diabetes management

    Check-ins on glucose logs, medication adherence, and foot/eye-care goals.

    Heart failure follow-up

    Tracks weight, symptoms, and diuretic adherence, escalating decompensation signs.

    Hypertension programs

    Reviews home blood-pressure readings and medication adherence.

    COPD coordination

    Checks symptom changes, inhaler use, and action-plan steps.

    Expected impact

    Directional — depends on panel size and escalation thresholds.

    Full panel
    Monthly CCM check-ins covered at scale
    Documented
    Interaction time captured for CCM billing
    Escalated
    Red-flag responses routed to a nurse in real time

    Compliance-First Healthcare App Development Services Backed by Global Standards

    15-Minute Scoping Call
    01HIPAA logo

    HIPAA

    Health Insurance Portability and Accountability Act

    Protect PHI with privacy-first architecture, encrypted storage and transmission, strict access controls, and traceable audit logs.

    02GDPR logo

    GDPR

    General Data Protection Regulation

    Implement lawful consent flows, data minimization, retention controls, and secure processing for sensitive health data.

    03FHIR logo

    FHIR

    Fast Healthcare Interoperability Resources

    Enable standardized health data exchange across apps, care teams, and systems through robust FHIR-ready APIs.

    04HL7 logo

    HL7

    Health Level Seven International

    Support enterprise-grade interoperability with HL7-based integrations for records, events, and clinical messaging workflows.

    05HITRUST logo

    HITRUST

    Health Information Trust Alliance

    Align security programs to healthcare-specific control and risk management practices trusted by providers and ecosystem partners.

    06HITECH logo

    HITECH

    Health Information Technology for Economic and Clinical Health Act

    Design with breach notification readiness, digital record safeguards, and operational controls that support regulated care programs.

    07SaMD logo

    SaMD

    FDA Software as a Medical Device

    Plan software quality, traceability, and documentation pathways for products that may require SaMD review and submission.

    08MDR (EU) logo

    MDR (EU)

    Medical Device Regulation (European Union)

    Prepare EU market-ready processes for risk classification, evidence tracking, and lifecycle governance under MDR expectations.

    09SAMHSA logo

    SAMHSA

    Substance Abuse and Mental Health Services Administration

    Apply confidentiality controls and consent-aware sharing models for behavioral and mental health data experiences.

    Standards we build against

    Standards & interoperability

    FHIRCPTHIPAASOC 2TCPA
    How It Works

    From scheduled check-in to nurse escalation

    The agent runs the check-in, evaluates responses against guardrails, escalates exceptions to a nurse, and writes documented time and updates back to the EHR.

    1.

    Capture — scheduled check-in

    On the CCM cadence, the agent reaches the patient on their preferred channel and runs a structured, care-plan-specific check-in.

    Multi-channel intake
    2.

    Processing — adherence + guardrails

    Responses are checked against the care plan and escalation rules; stable results are documented, red-flags routed for human review.

    Rule-based escalation
    3.

    Action — resolve or escalate to nurse

    Routine check-ins are completed and logged; anything concerning escalates to a nurse with full context.

    Nurse-in-the-loop
    4.

    Write-back — CarePlan + billable time

    Updates FHIR CarePlan, Goal, and Observation resources, records billable CCM time, and logs to an immutable audit trail.

    Audit logged

    Related proof

    Read Case Study

    Lera Health: compliant women's health platform

    Related proof of compliant, AI-assisted delivery — not this exact agent. Lera Health shows how we build patient-facing, AI-assisted care on a privacy-first data layer.

    Lera Health app across desktop and mobile
    Compliance & Guardrails

    Automates the routine, escalates the risk

    A patient-facing agent in chronic care needs hard escalation rules and a human on anything clinical.

    15-Minute Scoping Call

    PHI handling

    PHI stays inside your compliance boundary under a BAA, encrypted end to end, with per-patient consent.

    Nurse-in-the-loop

    Nurses own every clinical decision; the agent coordinates the routine layer, it does not diagnose or treat.

    Explainability

    Every escalation shows which response and rule triggered it.

    Audit logging

    Check-ins, escalations, and captured time are logged immutably for billing and compliance.

    Frequently Asked Questions

    Yes — PHI stays inside your compliance boundary under a BAA, encrypted in transit and at rest, and every check-in, escalation, and care-plan update is audit-logged.

    Ready to scale your CCM program?

    Tell us your target conditions and EHR. We'll return an architecture review and a phased plan with escalation rules and documentation built in from the start.

    Email

    contact@agnotic.com

    Partnerships

    contact@agnotic.com