Concurrent Billing Strategies for TCM: A Practical Guide for Clinical and Billing Teams

Concurrent Billing Strategies for TCM: A Practical Guide for Clinical and Billing Teams

OnCare360

Aug 14, 2025

Transitional Care Management (TCM) is designed to improve outcomes and reduce readmissions during the first 30 days after a patient is discharged from an inpatient or skilled nursing facility. While TCM is often the primary reimbursable service for this period, it may overlap with other care management programs such as Chronic Care Management (CCM), Remote Patient Monitoring (RPM), Principal Care Management (PCM), and Behavioral Health Integration (BHI).

Billing TCM concurrently requires careful compliance, as CMS restricts duplication of services while still permitting distinct, non-overlapping billing. This guide outlines when and how TCM can be billed alongside other services, with documentation and workflow strategies to maximize both patient benefit and revenue integrity.

Executive Summary

  • TCM is billable once per 30-day transition period using CPT 99495 (moderate MDM, visit ≤14 days) or CPT 99496 (high MDM, visit ≤7 days).

  • Concurrent billing with CCM, RPM, or PCM may be possible if time, scope, and documentation are clearly distinct.

  • Practices must implement structured workflows for timely contact, role allocation, and care plan documentation to ensure compliance.

Table of Contents

  1. TCM Overview in the Billing Context

  2. Common Concurrent Billing Combinations

  3. CMS Guidelines: Allowable vs. Restricted Combinations

  4. Time Segmentation and Role Differentiation

  5. Documentation Examples

  6. Frequent Denials and How to Prevent Them

  7. Compliance Checklist


1. TCM Overview in the Billing Context

TCM codes:

  • 99495 Moderate complexity medical decision making, interactive contact within 2 business days, face-to-face visit within 14 days.

  • 99496 High complexity medical decision making, interactive contact within 2 business days, face-to-face visit within 7 days.

Requirements include:

  • Discharge from hospital, SNF, or observation status.

  • Interactive patient/caregiver contact within 2 business days.

  • Non-face-to-face services such as medication reconciliation, coordination, and patient education.


2. Common Concurrent Billing Combinations

TCM + CCM

Permissible if:

  • TCM covers the transition period while CCM covers chronic care beyond 30 days.

  • Documented activities and time are non-duplicative.

TCM + RPM

Permissible if:

  • RPM device monitoring supports physiologic tracking (e.g., glucose, BP) during the transition.

  • RPM time and documentation are separate from TCM outreach and care planning.

TCM + PCM

Permissible if:

  • PCM is focused on one condition, while TCM addresses the post-discharge transition across conditions.

  • Distinct documentation of PCM vs TCM tasks.

TCM + BHI

Permissible if:

  • Behavioral health needs are managed distinctly from the transitional episode.

  • BHI activities documented separately.

3. CMS Guidelines: Allowable vs. Restricted Combinations

  • TCM may not be billed by more than one provider during the 30-day period.

  • Only one TCM claim is payable per patient per 30-day discharge episode.

  • TCM may be billed concurrently with CCM, RPM, or PCM, provided the services are non-overlapping.

  • TCM services cannot be duplicated under other evaluation and management visits during the same transition window.

4. Time Segmentation and Role Differentiation

Service

Time Requirement

Distinction Needed

Example Task

TCM 99495/99496

30-day episode

Transitional contact & follow-up

Post-discharge phone call, medication reconciliation, face-to-face visit

CCM 99490

20 min/month

Chronic ongoing care management

Long-term care plan update, lifestyle coaching

RPM 99457

20 min/month

Device data review

Reviewing BP/glucose uploads, contacting patient on device alerts

PCM 99426

30 min/month

Condition-specific care

Single-condition follow-up (e.g., CHF)


Role assignment example:

  • TCM outreach & reconciliation – nurse coordinator

  • CCM care planning – chronic care nurse

  • RPM device monitoring – care technician

  • PCM condition follow-up – specialist NP

5. Documentation Examples

TCM 99495:
“Patient discharged from hospital on 07/20/25. Contacted by RN on 07/22/25. Medication reconciliation completed, follow-up scheduled. Face-to-face visit on 07/29/25. Moderate MDM due to diabetes + CHF. Documented transition plan and care coordination.”


CCM 99490 (Concurrent Month):

“Reviewed patient’s diabetes and hypertension care plan, coordinated endocrinology referral, adjusted diet recommendations. 25 minutes of clinical staff time.”


RPM 99457 (Concurrent Month):

“Reviewed 17 days of glucose monitoring data. Called patient for 9 minutes to discuss hypoglycemia prevention. Total interactive time this month: 22 minutes.”

6. Frequent Denials and How to Prevent Them

Denial Reason

Prevention Tip

Missing 2-day contact

Document date/time and method of patient contact

Duplicate TCM claims

Ensure only one provider submits claim per 30-day episode

Overlapping time

Maintain separate time logs for TCM vs CCM/RPM/PCM

Insufficient documentation

Note clinical decision-making complexity and specific interventions


7. Compliance Checklist

  • TCM billed only once per 30-day episode per patient

  • Interactive contact documented within 2 business days of discharge

  • Face-to-face visit within 7 or 14 days based on CPT code used

  • Non-face-to-face care coordination tasks documented (e.g., med reconciliation, referrals)

  • Distinct documentation for TCM vs CCM, RPM, or PCM

  • Separate time logs for concurrent services

  • Patient consent on file for all billed programs

  • Provider and staff roles clearly delineated in documentation

  • Internal audit of TCM claims monthly for compliance

  • CMS and payer-specific rules reviewed annually

Final Note

Concurrent billing for TCM requires precision but offers significant value. By combining structured post-discharge support with ongoing chronic care, practices can reduce readmissions, enhance patient safety, and sustain revenue streams. With clear workflows, time segmentation, and documentation rigor, TCM can coexist with CCM, RPM, and PCM in a compliant, patient-centered model.
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© 2025 OnCare360 Inc. All rights reserved.

Have questions?

Are you ready to explore the future of healthcare with OnCare360?

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© 2025 OnCare360 Inc. All rights reserved.

Have questions?

Are you ready to explore the future of healthcare with OnCare360?

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© 2025 OnCare360 Inc. All rights reserved.

Have questions?

Are you ready to explore the future of healthcare with OnCare360?

Contact us for more information or request a free consultation today.