Initiating Visit & Consent

This page clarifies initiating visit requirements and consent patterns for Collaborative Care (CoCM) in a partner-friendly, payer‑agnostic way.

Initiating Visit - What it is

• A clinician visit that establishes the patient’s principal condition and initiates CoCM participation.
• For Medicare, the initiating visit is typically furnished by the treating practitioner (e.g., PCP or qualified practitioner) and may occur in‑person or via telehealth per current rules.
• The visit documents symptoms, establishes diagnoses, and sets the care plan framework that CoCM will support.

Who Performs the Initiating Visit

• In most implementations, the partner’s treating practitioner (PCP/NP/PA) performs and documents the initiating visit within their existing workflow.
• In some programs, Profound clinicians may perform the initiating visit under a separate arrangement; details are defined in your SOW.

Timing & Documentation

• Complete prior to or concurrent with the first CoCM month.
• Document: assessment, diagnoses, initial plan, and that CoCM will be provided.
• Link the visit in monthly artifacts via encounter/claim references (for audit trail).

CoCM Consent

• Obtain patient consent (verbal or written per payer), record timestamp and consent method.
• Clarify cost‑sharing: standard payer cost‑sharing may apply (e.g., coinsurance for CoCM); partners advise based on payer mix.
• Re‑confirm annually or per payer policy.

Practical Patterns

• Warm handoff to BHCM can happen the same day if feasible; otherwise, schedule BHCM intake within 72 hours.