Fam Pract Manag. 2018 Sep-Oct;25(5):34.

Author disclosure: no relevant financial affiliations disclosed.



When providing a chronic care management (CCM) initiating visit, how do you document for add-on code G0506, “Comprehensive assessment of and care planning by the physician or other qualified health care professional for patients requiring CCM services”?


The Centers for Medicare & Medicaid Services (CMS) has not provided specific documentation guidance, but the final rule for the 2017 Medicare Physician Fee Schedule may be helpful. It stated that if the billing provider who initiates CCM personally performs extensive assessment and care planning beyond what is described by the billed E/M code, the provider could bill G0506 in addition to the E/M code for the initiating visit (or in addition to the Annual Wellness Visit or Initial Preventive Physical Exam), as well as CCM codes 99487, 99489, and 99490, assuming the CCM requirements are met.

Code G0506 requires that the physician or other qualified health care professional must personally perform and document a face-to-face assessment “that is not already reflected in the initiating visit itself (nor in the monthly CCM service code)” and also personally perform care planning (which does not necessarily have to be performed face-to-face). In the final rule, CMS also said this should “help ensure that the billing practitioner personally performs and meaningfully contributes to the establishment of the CCM care plan when the patient's complexity warrants it.” CMS further stated that “the work that is reported under G0506 (including time) could not also be reported under or counted toward the reporting of any other billed code, including any of the monthly CCM services codes.”

The care plan created to bill G0506 would have to follow the same requirements as one included in the monthly CCM services. Specifically, “it must be an electronic, patient-centered care plan based on a ph


Cindy Hughes is an independent consulting editor based in El Dorado, Kan., and a contributing editor to FPM.

Author disclosure: no relevant financial affiliations disclosed.


Send questions and comments to, or add your comments below. While this department attempts to provide accurate information, some payers may not accept the advice given. Refer to the current CPT and ICD-10 coding manuals and payer policies.


Copyright © 2018 by the American Academy of Family Physicians.
This content is owned by the AAFP. A person viewing it online may make one printout of the material and may use that printout only for his or her personal, non-commercial reference. This material may not otherwise be downloaded, copied, printed, stored, transmitted or reproduced in any medium, whether now known or later invented, except as authorized in writing by the AAFP. Contact for copyright questions and/or permission requests.

Want to use this article elsewhere? Get Permissions

CME Quiz


Jul-Aug 2019

Access the latest issue
of FPM journal

Read the Issue

FPM E-Newsletter

Sign up to receive FPM's free, weekly e-newsletter, "Quick Tips & Insights."

Sign Up Now