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Author: Kent Seckinger, CCDS

Heart Failure Monitoring: Challenges, Best Practices, and Workflow Solutions for Clinics

Heart failure (HF) monitoring plays a critical role in delivering proactive, patient-centered care—but only when integrated into clinic workflows with the right tools and team coordination. Despite availability, a 2023 review noted fewer than 30% of eligible patients benefit from CRT-based HF diagnostics—due largely to workflow limitations and operational silos. 

Many cardiac device clinics hesitate to fully leverage HF diagnostics from CRT devices due to complexities in routing, cadence management, and coordination between care teams. The result? Missed opportunities for early intervention, increased provider burden, and inconsistent patient outcomes.

At the core of this issue is a simple but important reality: CRT devices—while a type of cardiac implantable electronic device (CIED)—report both HF and arrhythmia data, yet the workflows and systems supporting clinical teams aren’t always designed to accommodate that dual functionality efficiently.


I. Key Challenges in Implementing Heart Failure Monitoring Workflows

One Device, Separate Teams

While CRT devices generate both HF and arrhythmia diagnostics, those data streams need to be assigned to separate clinical teams—electrophysiology (EP) and heart failure (HF)—in a unified workflow. This misalignment can lead to confusion, redundancy, and critical information slipping through the cracks.

Monitoring Cadence Mismatches Increase Risk

EP reports typically follow a 91-day cadence, while HF monitoring often requires a 31-day rhythm. Yet these diagnostics are combined in a single stream. Manually parsing out what needs to be reviewed and when can be burdensome, and risks allowing clinically relevant HF data to go unreviewed—sometimes for weeks.

Workflow & Billing Confusion

Accurate team routing and billing depends on clean data segmentation—but most clinics lack the built-in infrastructure to support this. Without a streamlined process, many teams face administrative overload and compliance risks.

Rigid Systems, Limited Options

Without flexible software, clinics are left without solutions to customize HF monitoring from CRT devices. Ultimately, clinics need configurable workflows and the ability to intensify monitoring when HF risk increases—without disrupting CIED data flow for other device patients.


II. PrepMD OMNI: Purpose-Built for Coordinated CIED Monitoring

PrepMD OMNI was designed to help clinics navigate these challenges—not with a one-size-fits-all model, but with intelligent, clinician-driven workflows that adapt to your team’s, and patients’ real-world needs.

Flexible Monitoring Cadence

PrepMD OMNI enables clinicians to start with a standard 91-day cadence, with the ability to shift individual patients to a 31-day schedule when HF concerns arise—and just as easily de-escalate when stability returns—improving response times and aligning with best practices in heart failure care. This dynamic flexibility supports precision care without overextending resources.

Smart Report Routing

PrepMD OMNI’s automated report assignment tools ensure diagnostics go to the right hands:

  • EP data is routed to EP teams
  • HF data goes to HF teams
  • Both teams retain shared access for full transparency and collaboration when needed. This eliminates duplication while supporting multidisciplinary care.
  • The system allows for separate and independent documentation for each care path.

Collaborative Case Management

PrepMD OMNI supports shared case ownership—allowing HF and EP teams to work from a unified profile, with role-based actions and visibility. This bridges the gap between specialties and fosters a more integrated approach to care.

Built-in Billing Logic

With OMNI Care Cycles, clinics do not need to manually track billing intervals. Care Cycles are set up to:

  • Track all patient activity on a rolling basis
  • Ensure billing intervals are satisfied
  • Track upcoming service dates & identify overdue service dates

This ensures billing compliance for both HF and arrhythmia monitoring, even when they stem from the same CIED.


III. What It Means for Patients

By solving operational and billing complexities, PrepMD OMNI helps your team spend more of their time on patient care. That includes:

  • Timely escalation or de-escalation of care
  • Coordinated action from both HF and EP teams
  • Individualized monitoring for each patient
  • Greater patient confidence in their care journey

These desirable outcomes align with the latest ACC/AHA guidelines on heart failure management—emphasizing timely, team-based, and individualized monitoring practices.


IV. A Consultative Note to Clinicians

The 2023 HRS Expert Consensus Statement makes it clear: CIED-based remote monitoring should be collaborative, dynamic, and patient-specific. Here at PrepMD, we understand how difficult that is without the right tools in place.

PrepMD OMNI was built to address this challenge—helping your team coordinate across specialties, adjusting monitoring as patients’ needs change, and staying aligned with billing rules—all without increasing your administrative burden.

HF monitoring doesn’t have to be risky or inconsistent. With PrepMD OMNI, it becomes a structured, adaptable, and clinically sound part of your CIED workflow—empowering you to do what you do best: care for your patients.


Frequently Asked Questions (FAQ)

What is the ideal cadence for heart failure remote monitoring?

While many clinics default to a 91-day monitoring cadence—often tied to standard device follow-up workflows—a 31-day cadence is more appropriate when patients show signs of heart failure (HF) decompensation. This more frequent review supports timely clinical intervention and aligns with best practices in HF care.

How can clinics overcome workflow challenges in CIED-based HF monitoring?

Adopting flexible tools like PrepMD OMNI allows teams to assign data efficiently, automate cadence changes, and reduce administrative load.

What features support billing and documentation in HF monitoring systems?

Built-in billing logic, automated interval tracking, and team-specific HF documentation offered by advanced platforms like PrepMD OMNI help reduce missed revenue opportunities and ensure compliance.


References

  1. Heidenreich PA, et al. “2022 AHA/ACC/HFSA Guideline for the Management of Heart Failure.” Journal of the American College of Cardiology, 2022.
  2. Singh JP, Varma N. “Device-Based Monitoring of Heart Failure: Evolution of a Clinical Paradigm.” Arrhythmia & Electrophysiology Review, April 24, 2023.
  3. Ferrick A, et al. “HRS Expert Consensus Statement on Remote Monitoring of Cardiac Implantable Electronic Devices.” Heart Rhythm Society, 2023.

Navigating Change: Why PrepMD OMNI is the Ultimate Solution for Clinics Transitioning from Paceart

In the evolving landscape of remote monitoring, cardiac device clinics have a unique opportunity to reassess their core operational challenges and seek comprehensive solutions that address their needs holistically. Historically, clinics often focused on data management in isolation, hoping to resolve broader issues. However, clinics continue to face significant personnel challenges, including the current staffing crisis and the need to onboard and upskill existing staff. With recent changes in the remote monitoring space, including the Paceart acquisition, clinics now have the chance to step back, reevaluate, and adopt an integrated approach to enhance patient care and streamline efficiency.

PrepMD OMNI emerges as the only comprehensive solution tailored to meet the evolving needs of clinics, including those migrating from Paceart. It enables clinics to take complete control of their operations, driving both clinical and economic efficiency, while ensuring seamless data transfer and providing access to CareSync — one of the most critical functionalities previously offered by Paceart’s SessionSync.

The Power of PrepMD OMNI: A Superior Paceart Alternative

PrepMD OMNI is much more than just a data management platform—it’s a fully integrated suite of services that empowers clinics to deliver exceptional patient care while optimizing operational efficiency. Here’s why OMNI is the preferred choice for clinics navigating the changes in the cardiac device management landscape:

  • Comprehensive Clinic Management: OMNI offers a robust set of tools including on-demand in-clinic staffing, expert IBHRE-certified remote monitoring services, and extensive online device management training. These resources ensure clinics have the support needed to maintain high standards of care throughout the entire device clinic lifecycle.
  • Seamless Data Migration from Paceart: Transitioning from Paceart is made effortless with OMNI’s secure and efficient data migration services. Our team ensures patient data is transferred with integrity and compliance, minimizing disruptions and maintaining continuity of care.
  • EHR Integration for Enhanced Efficiency: OMNI’s seamless integration with existing EHR systems ensures streamlined data flow and enhanced patient care. This interoperability is crucial for clinics looking to maintain efficient workflows and comprehensive patient records.
  • Wireless In-Clinic Data Transfer with CareSync: For clinics that previously relied on Paceart’s SessionSync for in-clinic data transfer from Medtronic SmartSync, PrepMD OMNI now includes CareSync—a built-in wireless transfer feature that seamlessly delivers reports and maintains uninterrupted clinic workflow efficiency.

Why Choose PrepMD OMNI as an Upgrade from Paceart?

Amid the current shifts in the industry, PrepMD stands out as a trusted partner, known for its deep relationships not only with world-renowned healthcare systems but also with leading vendors like Medtronic—the former owner of Paceart—as well as Abbott Labs, Boston Scientific, and Biotronik. These partnerships highlight our comprehensive expertise across all specialties within the cardiac space, reflecting our commitment to delivering innovative and effective solutions.

Upgrading to PrepMD OMNI provides clinics with access to a clinician-developed software suite that is designed with a deep understanding of each clinic’s unique needs. OMNI is not only comprehensive and backed by years of clinical expertise but also highly customizable and intuitive, ensuring a seamless onboarding process with minimal training time. This empowers clinics to quickly integrate the software suite, benefiting from advanced solutions and dedicated support that position them for long-term success in the evolving cardiac device management landscape.

As the cardiac device management landscape evolves, clinics need a partner that offers stability, innovation, and comprehensive support. PrepMD OMNI is uniquely positioned to provide this, making it the ideal choice for Paceart customers seeking a seamless transition and continued excellence in patient care. Contact us today to learn more about how PrepMD OMNI can support your clinic’s success.

The Evolving Role of Cardiac Device Clinic Software

Transforming Cardiac Device Clinic Software: Beyond Data Management to Comprehensive Clinic Solutions

As the healthcare landscape evolves, so too must the tools we use to manage it. Cardiac device clinics today face numerous challenges in optimally running their operations. While cardiac middleware solutions can streamline workflows, addressing foundational issues like the lack of clinical staffing and training resources is crucial for comprehensive device clinic operations. Today’s technology has the ability to provide tools for easy communication, on-demand learning, and recruiting that go beyond data management. This blog explores a comprehensive suite that enhances clinic operations, addressing these core challenges with cutting-edge tools. A holistic approach in device clinic management software can revolutionize operations, improving efficiency, patient care, and overall performance. 

Broader Needs of Device Clinics:
Device clinics face a range of challenges beyond data management: These challenges are often on-going, cyclical in nature, and need to be addressed in a timely fashion in order for clinics to maintain efficiency, exceptional patient care, and prevent staff burnout. 

  • Device Clinic Staffing: High turnover rates have been a challenge for all clinic managers. Once trained staff move on to a new career, or go on extended leave, the time to source and train new staff to be self-sufficient can often exceed more than a year. A complete cardiac device clinic software should provide embedded access to a pool of contract staff, specializing in device management.
  • Remote Patient Monitoring: When clinics are short-staffed, keeping up with daily transmissions, triaging alerts, and processing reimbursable reports becomes increasingly challenging, leading to suboptimal patient care, greater risk of liability, missed reimbursable revenue, and burnout for existing staff. A complete cardiac device clinic software should provide embedded access to professional, on-demand remote monitoring services to minimize and even eliminate these challenges during times of being short staffed. 
  • Onboarding and Continuous Training: Keeping staff up-to-date with the latest practices and technologies is essential for delivering optimal patient care. Device clinics require a thorough clinical training solution to onboard new staff, assess their skills, and upskill existing clinical staff. A complete cardiac device clinic software should provide embedded access to a robust online training platform. This enables clinic leaders to customize training to meet their clinical team’s needs, offering tailored training based on individual requirements, IBHRE certification preparation, and interactive content specific to the daily operations of a cardiac device clinic.

In conclusion, the evolving role of cardiac device clinic software extends beyond mere data management to address the comprehensive needs of clinics. By incorporating solutions for staffing, remote patient monitoring, and continuous training, these software suites can significantly enhance clinic operations. A holistic approach to clinic management software not only improves efficiency and patient care but also supports the well-being and satisfaction of healthcare professionals.

In our upcoming blog posts, we will delve deeper into each of these critical areas. We’ll explore innovative solutions for device clinic staffing, detailing how integrated contract staffing can seamlessly fill gaps and maintain clinic operations without interruption. We’ll discuss the benefits and implementation of robust on-demand remote monitoring services that ensure continuous, high-quality patient care even during staffing shortages. Additionally, we’ll highlight the importance of continuous training and how cutting-edge online platforms can keep your staff proficient and up-to-date with the latest advancements in cardiac device clinic management.

Cardiac Remote Monitoring and The Standard of Care

Cardiac Device Clinic Challenges and the Standard of Care

Remote monitoring is often avoided because it is felt that with the addition of remote monitoring, it will completely overburden staff. Remote monitoring can be a source of data overload that can create more work to sort through. Triage of remote alerts can be time consuming and an unpredictable workload on a daily basis.

With increasing clinic size, it is virtually impossible to see all patients in the office on a regular basis. Clinic schedules are often consumed with routine follow-ups that could be done remotely.With the increased complexity and number of devices, clinics are responsible for managing data on multiple sites including Medtronic Carelink, Boston Scientific Latitude, Biotronik, and Abbott Laboratories (St. Jude) Merlin. Several complex data management steps are involved in the process. This includes downloading data from multiple sites, generating reports, reviewing reports, and transferring the reports into hospital EMR systems such as EPIC, Allscripts, and Cerner.

Difficult to find and employ CIED trained, experienced and CCDS staff. The tasks of remote monitoring have traditionally been integrated into a clinician’s already full clinic schedule. Inability to dedicate a staff member exclusively to remote monitoring to maintain the efficiency and quality of remote monitoring. Additional resources required to coordinate a remote monitoring program put additional strain on office and administrative workflow.

Remote monitoring CPT codes such as 93294, 93295, 93296, 93297, 93298 and 93299 are all associated with remote monitoring device patients. Most clinics struggle with maximizing the billing and reimbursement potential, leading to revenue losses. Software solutions are associated with large upfront costs and ongoing subscription fees. Clinics that already invested in a software solution, such as Paceart can find it unreasonable to invest in a different solution or service.

The Standard of Care

Research shows that complementing remote cardiac device patient interrogation with in-person device checks enables healthcare providers to provide a better standard of care to their patients.

Remote monitoring allows the physician to implement an improved strategy and care plan based on review of the patient’s in clinic visits and remote interrogations. While remote monitoring is crucial to a successful delivery of care, hospitals and device clinics have several challenges while monitoring their cardiac patients who have pacemakers, ICDs and ILRs (loop recorders). These challenges are related to workflow, staffing, patient volume and capturing reimbursement potential. Overburdening of the clinics may sometimes lead to backlogs, which further leads to challenges in ensuring quality patient care.

Alert Management

Advancements in remote monitoring technologies have enabled cardiac devices to seamlessly transmit critical data to health care providers.

Remote monitoring alerts practitioners to changes in lead or device function that would otherwise go undetected until the next scheduled in-person or remote interrogation. Remote alert management is able to detect device failure and alert clinicians to possible human programming errors such as the failure to activate tachyarrhythmia therapies. Remote interrogation and alert management technologies complement routine follow-up appointments, while maintaining an in-person evaluation schedule. Studies demonstrate that well-planned remote monitoring and interrogation helps achieve follow-up goals and improve device clinic workflow efficiency.

Better Patient Care

Patients report high satisfaction and acceptance of remote monitoring technology. Clinicians find the data reliable for evaluating device function and detecting arrhythmias while reducing the frequency of in-person evaluations.

Various studies have explored the ability of remote monitoring to detect problems early, thereby improving patient outcomes. Research demonstrates that incorporating remote monitoring into follow-up practice ensures greater patient retention and improves adherence to scheduled patient evaluations. These studies form the basis for the HRS’ recommendation that remote monitoring is the standard of care for patients with CIEDs (including pacemakers, ICDs and loop recorders), with alert-driven follow ups replacing most routine in-person interrogations.

The Life Cycle of a Cardiac Device Clinic

A typical cardiac device clinic experiences common same challenges over and over again. The life-cycle of an efficiently run and optimized device clinic contains several universal components. These same problem areas exist in device clinics everywhere and include these primary challenges: staffing, training and remote monitoring optimization and efficiencies.

A Device Clinic Staffing Crisis: Device clinics nationwide are grappling with a staffing crisis as they strive to meet remote monitoring care standards. Recruiting and retaining skilled device techs and nurses is an uphill battle. According to recent HRS guidelines, clinics need 3 device techs for every 1000 CIED patients they manage – a daunting yet critical task.

The Cycle of the Cardiac Device Clinic: Staffing and training challengesCardiac Device Clinic Needs to Hire and Train Staff: The Device Clinic Manager feels as if the recruiting,hiring and training process is never complete. Finding staff that is trained and clinically ready to handle remote monitoring and in-clinic patient care is a tall order. Even after hiring competent clinic staff a Device Clinic Manager may have additional clinic staff in need of training.

Device Remote Monitoring Needs Efficiency and Optimization: The workflow in a device clinic can be overwhelming, so a Clinic Manager is constantly searching for ways to optimize and improve efficiency in the clinic’s remote monitoring with the goal to have a fully efficient device clinic that will elevate the patient outcomes.

PrepMD is the only provider offering a complete solution to cardiac device clinics:

Cardiac Device Remote Monitoring Service

Remote Monitoring Service

Choose PrepMD’s trusted gold-standard cardiac device remote monitoring service, delivered by a full-time IBHRE®-certified team

Cardiac Device Remote Monitoring Software

Remote Monitoring Software
Manage your clinic with our highly intuitive and clinician-developed software, offering SaaS, managed-SaaS and hybrid options.

Cardiac In-Clinic Staffing

In-Clinic Staffing

Meet your ever-growing cardiac clinic staffing needs using PrepMD’s hire, train, deploy, and develop model for in-clinic solution.

Cardiac Healthcare Training

Healthcare Training

Advance the clinical skills of your team with PrepMD’s customizable online, onsite, and hybrid healthcare training solutions.

Future of cardiac healthcare

Navigating the Future of Remote Monitoring Clinics – Insights from the 2023 HRS/EHRA/APHRS/LAHRS Expert Consensus

If you’re involved in a Cardiac Implantable Electronic Devices (CIEDs) clinic or you’re a stakeholder in the broader healthcare ecosystem, you’ve likely come across the “2023 HRS/EHRA/APHRS/LAHRS Expert Consensus Statement on Practical Management of the Remote Device Clinic“. This important document offers insightful management strategies for remote device clinics, raising key challenges and valuable recommendations.

Digital Transformation: Handling Data in the New Era

The sheer volume of data generated by CIEDs demands a more streamlined approach to handling, reviewing, and presenting this data. The paper calls for universally accepted data element definitions and exchange formats. These would enable a more efficient data transfer process, thereby reducing time-consuming manual tasks. One solution can be integrating device data via a vendor agnostic device management software platform such as the one offered by PrepMD into the hospital information system, seeing it as an extension of a patient’s file.

The Power of Patient Education

Education is key. Informing patients about their devices and the remote monitoring process enhances their understanding and adherence to monitoring. This should ideally start before the device implantation, covering device function, alert management, and ongoing connectivity maintenance. To enhance patient education in remote monitoring, PrepMD suggests providing patients with informative written documentation or FAQs during their wound check appointment. This helps ensure that patients receive comprehensive information about the remote monitoring process.

Clinic-specific Policies and Third-party Resources

Clearly defined, clinic-specific policies provide structure and transparency. Patients should know the operational hours, remote scheduling, billing details, and the importance of maintaining connectivity and follow-up.

Third-party resources are increasingly becoming essential to meet care standards efficiently. But it’s crucial to be mindful of potential risks, including cybersecurity, data privacy, and financial implications. As a company offering comprehensive services for CIED device clinics, PrepMD ensures that its clinic solutions team are well-versed in device management. This expertise plays a crucial role in mitigating these risks effectively.

Embracing Technological Innovations

App-based software and vendor-neutral CIED management software can be game changers. They can help patients understand their device functions better, manage alerts, and save staff time needed for device checks, freeing up time for more patient-focused tasks. PrepMD RMS highly encourages the use of clinician-developed technologies that are user-friendly and tailored to meet the specific needs of clinics. These technologies are designed to simplify data management, avoiding unnecessary complications that can arise from underutilized features.

Outsourcing to Third-Party Resources: A Practical Solution

Outsourcing to third-party resources can alleviate administrative burdens, manage high-volume data, and improve communication between providers and patients. By collaborating with a specialized company like PrepMD RMS, clinics can not only deliver optimal patient care but also prioritize data privacy and maintain a positive patient perception. Such partnership ensures that all aspects of patient well-being are at the forefront of clinic operations.

Rethinking Staffing and Infrastructure for Remote Monitoring

The consensus statement emphasizes the importance of a dedicated, trained team to manage remote monitoring transmissions. A team-based organizational model is critical for handling the increasing workload. Staff-to-patient ratios should reflect this, and a minimum of 3.0 full-time equivalents per 1000 patients on RM is suggested, comprising both clinical and administrative staff. PrepMD RMS suggests that clinics explore the option of partnering with a renowned clinical solutions company to enhance their clinic’s staffing or provide industry-standard clinic training to their current staff. This collaborative effort guarantees the delivery of exceptional remote monitoring care to patients.

What Does This Mean for Your Clinic?

If you’re managing a remote monitoring clinic, consider implementing these practical recommendations:

1. Regular, individualized patient and caregiver education.

2. Appropriate staffing with clearly defined roles and responsibilities.

3. Ongoing training and certification of clinical staff.

4. Use of specific programming alerts and prompt response mechanisms.

5. Secure and confidential communication of RM device results.

6. A strong relationship with industry for staff training and patient services.

7. Utilizing qualified third-party resources for managing increased device clinic volume.

8. An emergency management plan for device problems.

9. Patient education on clinic-specific policies.

10. Timely response to high-priority alerts.

11. Incorporation of device reports into electronic health records.

The 2023 HRS/EHRA/APHRS/LAHRS Expert Consensus Statement lays out the road map for the future of remote monitoring clinics. It highlights the importance of a standardized organizational model, dedicated teams, and efficient third-party service providers.

With a partnership with a premier cardiac clinical solutions company such as PrepMD, your clinic can not only manage the increasing workload but also achieve optimal care for your patients. By focusing on patient education, streamlining data management, and leveraging modern technology, we can help navigate the complexities of this digital health era. At PrepMD, we understand the changing landscape of remote monitoring and offer customized training, contract staffing, cloud-based software and expert remote monitoring services designed to meet these evolving needs.

Looking Ahead: The Future of Remote Monitoring Clinics

As the CIED patient population grows and technology evolves, the challenge to maintain high-quality care is significant. However, the future looks promising. Incorporating the strategies from the expert consensus, such as outsourcing to third-party resources and ensuring robust patient education, can drive your clinic towards more efficient and patient-centered care.

In conclusion, the key to unlocking the potential of remote monitoring lies in embracing technology, prioritizing patient education, and leveraging third-party resources. These guidelines from the expert consensus pave the way for the successful navigation of remote device clinics. As a trusted third-party service provider, PrepMD is here to partner with your clinic to adapt and thrive in this rapidly evolving field.

Closeup of programming a cardiac device

Third-party system for CIED remote monitoring – Who needs it and How to choose one?

A third-party software system for CIED (Cardiac Implantable Electronic Device) devices refers to a software platform or application developed by a company other than the device manufacturer. It is designed to centralize and streamline the management and monitoring of patients with implanted cardiac devices.

The following entities may benefit from using a third-party system for CIED devices:

  1. Cardiac clinics: Clinics that implant and manage CIED devices for a large patient population across multiple device manufacturers can use a third-party system to consolidate data from different vendor websites into a single platform. This centralization simplifies the monitoring process and improves efficiency.
  2. Hospitals and healthcare systems: Institutions that have multiple clinics or departments managing CIED devices can benefit from a third-party system to standardize data management, integrate with their electronic health record (EHR) systems, and enhance interoperability across different facilities. The Heart Rhythm Society (HRS) Interoperability Working Group is currently working with industry to try to standardize these vendor sites.
  3. Outsourced monitoring services: Some small or growing practices may choose to outsource their remote monitoring services to third-party companies specializing in CIED device management. These companies utilize third-party software systems to efficiently handle the increasing patient population without the need for additional staffing.

When choosing a third-party system for CIED devices, several primary considerations should be taken into account:

  1. Integration capabilities: The system should be capable of integrating with different device manufacturers’ platforms and EHR systems. It should provide bidirectional data sharing between the third-party system and the EHR, allowing seamless transfer of patient reports and data.
  2. Usability and workflow efficiency: The software should offer a user-friendly interface and a logical, streamlined workflow tailored to the needs of clinicians managing CIED devices. It should minimize the time and effort required to navigate between different vendor websites and enable quick access to actionable alerts.
  3. Security and privacy: Data security is of paramount importance when dealing with patient information. The third-party system should have robust security measures in place, such as multifactor authentication and regular audits (e.g., SOC 2 Type II) to ensure patient data privacy and protection.
  4. Cloud-based infrastructure: A cloud-based system offers advantages such as scalability, accessibility from any location, and regular updates and innovations. It allows for real-time data transmission and enables the vendor to continuously improve the software based on customer feedback.
  5. Quality of service and support: The third-party system should be backed by a reputable company that provides high-quality customer service and technical support. This ensures that clinics have access to timely assistance when needed.
  6. Staff training and competency: The software should provide adequate training and resources to support staff in understanding and interpreting clinical data from CIED devices. This may include built-in training modules, anatomical models, and resources for ECG interpretation and rhythm analysis.
  7. Customization options: The system should allow clinics to customize certain aspects according to their preferences and workflows. This may include report templates, data presentation formats, and the ability to add or remove reviewers as needed.

Ultimately, the decision to adopt a third-party software system for CIED devices depends on factors such as the size of the clinic, the number of device manufacturers used, the need for centralized data management, and the clinic’s long-term growth plans. Consulting with experts in the field and evaluating different software options can help clinics make an informed choice.

If you need help with the many questions that arise when determining if and when to use a third-party software system for your cardiac device clinic, contact the PrepMD Clinic Solutions Team to learn more.

Medical billing and coding clinician

All Things CIED Remote Monitoring Billing – from experts at Medtronic and PrepMD

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For Episode 4 of the PrepMD Webinar Series on remote monitoring for cardiac implantable electronic devices (CIED), Dr. Robert Lerman, PrepMD CMO spoke with Jason Clyne, Regional Economics Manager for Medtronic CRM about coding, billing, and reimbursement for cardiac rhythm management devices.


Highlights of the PrepMD and Medtronic conversation are below:

Lerman: Jason, I’m really excited to have you with us today. Can you tell us a little bit about what you do as a Regional Economics Manager?

Clyne: Within Medtronic I focus on cardiac rhythm management- the ablation side, certainly pacemakers, ICDs, and cardiac diagnostics such as Linq as well as some of our other portfolios such as Tyrex. My conversations tend to be looking upstream at some of the different tools we have in the market access space and trying to uncover what that population of patients looks like, down to the point of service or procedure- coding, coverage, and payment scenarios. I also speak to the downstream value and all the great clinical outcomes that Medtronic provides as well as the great economic outcomes that accompany those clinical outcomes.

Lerman: Thanks, Jason. So here are a few key concepts that are important. The billing and coding requirements that we’re going to review don’t tell you how often device checks can be done. It is important that those decisions are governed by medical necessity as determined by the provider. We don’t even have control over the frequency of RM transmissions,- even clinicians and 3rd party companies don’t always control the frequency of patient-initiated or alert-generated transmissions. However, we DO have control over how often and for what we bill!

Second, this webinar will focus on traditional fee-for-service Medicare requirements and reimbursement. Even within traditional Medicare, there may be local coverage decisions and different approaches taken by different Medicare Administrative Contractors – or MACs. Additionally, Medicare Advantage, Medicaid, and private payors may all have different requirements such prior authorizations. So always check with your local MAC or payor for detail and requirements for your location.

Before we get into any details, please take a look at the PrepMD and Medtronic disclaimers below1,2 Essentially, the information presented is for information only and does not constitute legal advice or recommendations. Final responsibility for billing and coding is with the provider. While we have tried very hard to provide current and accurate information, even Medicare regulations change frequently, so again please contact your Medicare contractor, other payors, reimbursement specialists, and/or legal counsel for interpretation of coding, coverage, and payment policies.

Clyne: We’re certainly going to have some great conversations but again, not providing any legal advice, and we’re not recommending any clinical practice. That’s up to you the provider at home to constitute for your patients.

Lerman: We’re going to be talking mostly about Medicare rules and regulations. Medicare is a federal health insurance program for people who are predominantly 65 years of age or older. A Medicare Administrative Contractor or MAC is a private healthcare insurer that’s actually been awarded a geographic jurisdiction to process Medicare claims for their fee for service beneficiaries. Medicare relies on a network of MACs to serve as the primary operational contact between the fee for service program and healthcare providers. The MACs have a fair amount of latitude, not only to process claims, but to establish local coverage determinations called LCDs, as well as to review claims and medical records when appropriate. Which is why when say when in doubt to consult your local MAC, that’s what we’re talking about.

Keep in mind that Medicare has a variety of payment programs with different rules and reimbursement policies. Today we are focusing on the Physician Payment program. In this program, payments are made to physicians based on the Medicare Physician Fee Schedule which is updated at least annually on January 1. If you’re working in a hospital or Ambulatory Surgical Center, there are different payments systems and reimbursements differ.

There are some basic questions that you should ask when thinking about billing for CIED monitoring:

  • What kind of devices are being monitored?
  • Where is the service being performed?
  • Should the service be billed globally or as separate technical and professional components?
  • Who is performing the technical and professional components? Are modifiers necessary?
  • What procedures are performed and what are the corresponding CPTâ codes?
  • Are the services billable based on timing requirements?

So Jason, how often should CIEDs be monitored?

Clyne: It ultimately goes back to the provider. The provider knows the medical history, the indication for the device, and what follow-up routine is the best fit for a given patient. That’s where the guidance should start. What we’ll talk about now are guidelines, not mandates, but they help develop a routine for your clinic.

CMS has put out a national coverage determination for pacemakers, but note that it hasn’t been updated since 1984. It speaks to routine and asymptomatic management, that being one device evaluation per year for single chamber pacemakers and one every six months for dual chamber devices. Place of service is not specified. Some of the Medicare Administrative Contractors have started to put in some further language to help clarify, likely because there have been a lot of changes in our therapeutics since 1984. So for example we have a local coverage determination from Novitas for pacemakers that acknowledges that for symptomatic patients, the CMS guidance for routine follow-up can be combined with either remote or in-person follow-up with a reasonable frequency when medically necessary. We certainly advise that you look at your local guidance from your local Medicare Administrative Contractor. Also from a CPT® code perspective, the CPT® codes have finite guidelines, but from a remote monitoring standpoint we’re really looking at once every 90 days, a period of time that we’re going to monitor this.

The societies provide some further guidance. HRS updated their guidelines in 2015 and there may be an eventual change to this in the future. But the guidelines speak to at least one in-office transmission per year versus remote transmissions on the pacemaker side anywhere from every 3-12 months. So again, there is some variability there and the same applies on the ICD side with every 3-6 months, so there is some leeway there but at the same time some guidance as to how these patients should be managed.

Lerman: I think it is important to reinforce that the national coverage decision from CMS on pacemakers hasn’t been updated since 1984, which we know predates the modern era of remote monitoring, and they provided no guidance on ICDs at all. So as Jason pointed out, we have to rely on some of the local MACs decisions as well as the CPT® code guidance and that from the societies. We seem to get along pretty well, but it is interesting that CMS hasn’t made a national update in quite some time. In addition to the timing requirements, which we’ll discuss in further detail, there are some additional Medicare requirements around documentation and physician supervision. Jason, can you talk about some of those?

Clyne: Device interrogation whether remote or in-person is a diagnostic test. Like any diagnostic test being performed it requires a written order. The order needs to originate from the practitioner who uses the results to treat the patient. The patient medical record needs to clearly document the practitioner’s intent that the test be performed. In addition, medical necessity documentation is important, and this will come into play later when we discuss heart failure diagnostics and implantable physiological monitoring. Patient history and indication for the device can be utilized, but then specific to the individual test, what is the reasoning for ordering the test? What findings are being sought, and what are the results of those tests and how will they be used to manage the patient’s clinical issues? Each parameter tested and the results should be maintained in the medical record.

The next question to be addressed, whether the diagnostic tests are remote or in-person interrogation, is what kind of supervision is required? Most of the time it is a technician or a nurse that is completing the interrogation, whether in-person or remote. From a remote monitoring perspective, all that is required is general supervision. General supervision occurs when the procedure is provided under the supervising practitioner’s overall direction and control, but the supervising practitioner’s presence is not required during the performance of the procedure. The supervising physician is responsible for ensuring that there is proper training for the non-physician personnel that is performing the diagnostic test and that the equipment is maintained and proper supplies are provided.

The in-person interrogation is a different story, as now there is a patient in front of us, and maybe there is an opportunity for medical intervention as needed. So now there is a need for direct supervision. That direct supervision can be provided by a physician or now, a non-physician provider (NPP) such as a nurse practitioner or PA. They don’t need to be specifically in the room with you, but they should be close by in order to perform medical intervention if needed. A question arises for a hospital-based clinic that what if the physician is in the cath lab performing a procedure? Even though they are in the same building, if they are not immediately available to provide assistance and direction, then it does not qualify as direct supervision.

Lerman:  The general supervision requirements for remote are what allows third party companies to participate in remote monitoring, because they can be done under the general supervision of the physician, who is not required to be in the same facility.

Clyne: That’s right.

Lerman: One of the things that differentiates in-person device checks from remote device checks is the concept of whether they are billed based upon global CPT® codes or individual technical and professional codes. For in-person checks, global codes exist, which encompass both the technical and professional components. If you are only reporting one of the professional or technical codes, a modifier is used. For example, if you are only billing the professional component, you would add a -26 modifier to the global code, and if you are only reporting the technical component, you would add a -TC modifier. One example of where these modifiers might be used is if an industry representative is performing the technical component of the in-person check. In that situation, the appropriate billing for the clinic or the physician is the -26 modifier for the professional component only.

On the remote side it is largely different. With one exception there are separate technical and professional CPT® codes. Third-party companies will frequently perform the technical component under general supervision, while the clinic practitioners perform the professional component of the evaluation. It is important to note that remote CPT® codes are appropriate whenever a patient is not physically at a healthcare facility to receive this service. Jason, can you help us better understand some of the details that distinguish the professional component from the technical component?

Clyne: The professional component is that physician’s interpretation of the diagnostic test performed and all findings included in a written report as well as relevant clinical issues. For in-person monitoring services it also includes all components of supervision of the diagnostic testing. The technical component can include a number of things, including the technician or nurse receiving and downloading the data and performing technical interpretation and distributing the results. The technical component includes all non-physician work performed, including the cost of administrative personnel, capital equipment and facility costs, and related malpractice expenses. One would think that the reimbursement would be heavily weighted towards the professional because that’s where a lot of the interpretation is being done, but there is a lot of work on the technical side that goes on behind the scenes.

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In part two of Remote Monitoring Billing and Coding we’ll discuss the individual remote monitoring CPT® codes, the concept and rules behind monitoring time intervals, and how dates of service variations create challenges for billing compliance.

1 PrepMD Disclaimer: PrepMD provides this information for general information purposes only. It does not constitute PrepMD makes no guarantee that the use of this information will prevent differences of opinion or viewed as instructions for selecting any particular code. Please contact your Medicare contractor, other payers, reimbursement specialists, and/or legal counsel for interpretation of coding, coverage and payment policies.

This document provides assistance for FDA approved or cleared indications.
CPT® copyright 2022 American Medical Association. All rights reserved. CPT is a registered trademark of the American Medical Association. Applicable FARS/DFARS restrictions apply to government use. Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for the data contained or not contained herein.

2 Medtronic Disclaimer: Medtronic provides this information for your convenience only. It does not constitute legal advice or a recommendation regarding clinical practice. Information provided is gathered from third-party sources and is subject to change without notice due to frequently changing laws, rules and regulations. The provider has the responsibility to determine medical necessity and to submit appropriate codes and charges for care provided. Medtronic makes no guarantee that the use of this information will prevent differences of opinion or disputes with Medicare or other payers as to the correct form of billing or the amount that will be paid to providers of service. Please contact your Medicare contractor, other payers, reimbursement specialists and/or legal counsel for interpretation of coding, coverage and payment policies. This document provides assistance for FDA approved or cleared indications. Where reimbursement is sought for use of a product that may be inconsistent with, or not expressly specified in, the FDA cleared or approved labeling (e.g., instructions for use, operator’s manual or package insert), consult with your billing advisors or payers on handling such billing issues. Some payers may have policies that make it inappropriate to submit claims for such items or related service.

CPT copyright 2021 American Medical Association. All rights reserved. CPT is a registered trademark of the American Medical Association. Applicable FARS/DFARS Restrictions Apply to Government Use. Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or i

Male doctor and male patient in clinic setting

CIED Patient Education: What is the Best Time and Place?

Advice on Patient Education and Remote Scheduling of Cardiac Implantable Devices

What is the best time and place for CIED remote monitoring patient education to occur?
Keith Nicholson, CCDS, PrepMD Business Operations Director pointed out that the best time for patient education to occur may be at the wound-check appointment:

“Post-op when the device is implanted, the patient has a great deal of information being thrown at them and it can be very overwhelming. Often, we find that at the wound check appointment the patient will be able to process information more effectively, especially if they are provided with helpful written documentation or FAQs to explain how their monitor works and what the frequency of transmissions will be.”

It’s most helpful also at this point if the patient can also be provided a phone number to the specific clinic representative who they can reach out to if they have questions or concerns while setting up their monitor at home.

Patients are oftentimes confused and afraid to ask questions, so having someone who will patiently address their concerns and walk them through setup can quickly result in compliance improvement. It helps to anticipate what the most common patient concerns are that will need to be addressed.

What are typical concerns of a CIED remote monitoring patient?

Is Vendor Technical Service Helpful for Troubleshooting? Some technical issues with the monitors can sometimes require more in-depth troubleshooting just to diagnose the issue. Patients may be confused if they have to deal with multiple individuals for help with their monitor. In this scenario the clinic may find their disconnection rate is occurring more quickly than their recovery rate.

Clinics can and should use the vendor technical service departments for assistance. In fact, Medtronic accepts requests for outgoing calls, where they will place outbound calls to patients to help them troubleshoot with real time instruction. With the other vendors who don’t place outbound calls to patients such as Boston Scientific, Biotronik, Abbott or Merlin, they are always happy to help patients who are calling in for help with reconnecting monitors.

Some patients are much more capable of self-help and other patients may not be technically savvy and may require more assistance. When a patient is directed to call the vendor to troubleshoot connectivity over the phone this can oftentimes be a great success. However, in some cases a breakdown can occur when the patient is asked to call the vendor and they either don’t follow through or don’t have success. 

Remote Scheduling Best Practices
As far as remote scheduling, usually the best practice is to utilize the smart or automatically recurring schedules that exist within the device company websites. This often helps the patient education process, and the patient knows what to expect in terms of scheduled transmissions and copays. Smart scheduling is easily available under the scheduling tab on most vendor websites. Clinics should ideally always use the Smart Scheduling option to ensure coverage of their patient monitoring. Risks of not having patients scheduled include a potential for clinic liability. If a patient is connected but not scheduled the clinically actionable data could be missed. Even with Alerts optimized, summary transmissions sometimes demonstrate something that is clinically important.

Device clinic management is very complicated and each clinic is unique. The PrepMD Clinic Solutions Leadership Team provides solutions to help.

Patient and doctor with tablet close up

Cardiac Device Patient Compliance – Keeping Patients Connected

Communication and Compliance: Patient Outreach Communication and CIED Remote Monitoring Compliance

In our last blog post, we discussed the potential clinical and economic benefits of remote monitoring for patients with Cardiovascular Implantable Electronic Devices (CIEDs). However, in order to realize these benefits there are multiple processes that need to be functioning at a high level. Several of those processes involve ensuring patient compliance, as both clinical and financial outcomes depend on consistent, reliable monitoring and reporting. Even though contemporary CIED transmitters and apps can be programmed to automatically communicate with devices and send transmission information to remote monitoring software platforms, disconnected monitors and the resultant missed transmissions are common. Scheduling of routine transmissions can also be time-consuming and confusing, with different processes for different manufacturers and devices. Troubleshooting disconnected monitors involves communication with patients which itself requires skill, patience, and understanding. 

At a recent PrepMD RMS educational webinar, Dr. Robert Lerman, Former Chief Medical Officer at PrepMD, moderated a discussion on Remote Monitoring Compliance and Patient Communication featuring two members of the PrepMD leadership team – Keith Nicholson, CCDS, PrepMD Business Operations Manager and Amy Harris, CCDS, Lead Patient Outreach Specialist.

The most common causes of device patient remote monitoring non-compliance

Keith Nicholson kicked off the conversation by acknowledging that despite best efforts, it is inevitable that some patient monitors will become disconnected. 

“Regardless of best practices, disconnected patient monitors will happen. Patients unplug their monitor and forget about it, they move, or they need their device hardware upgraded. Every clinic should have a plan in place for how to deal with disconnected monitors.”

Benefits of a dedicated team
Amy Harris discussed the most common approach to missed transmissions and disconnected monitors where every remote monitoring team member participates and just picks up the work when they can. With minimal staff time available, sometimes patients are simply referred to the manufacturer technical support phone line, but that can be fraught with challenges. Prompt selections or hold times may deter patients or family members, and  technical issues with the monitors can sometimes require more in-depth troubleshooting just to diagnose the issue. Remote monitoring staff are typically busy keeping up with reading scheduled and unscheduled transmissions and alert escalations- reconnecting patients is often put on the back burner and addressed in piecemeal fashion. 

“Whenever that’s the case, you may find that your disconnection rate is occurring more quickly than your recovery rate,” said Harris. She emphasized what she sees as the key ingredient to patient education success for patients at device clinics, “Clinics will be most effective if they have a dedicated person or team assigned to managing effective communication with patients to ensure remote monitoring compliance.”

The inherent difficulties in getting patients reconnected, paired with the overall high volume of disconnected patients are common reasons to designate a dedicated individual or individuals to handle patient communication. This dedicated communication will ensure a better understanding of where each patient is within the process and helps prevent troubleshooting overlap or redundancy by limiting the number of individuals who are reaching out to patients. 

A dedicated staff member(s) will keep the patient communication process as brief and effective as possible for not just the patient, but clinical staff as well,” explained Harris.

Additionally, while on the phone with patients, dedicated outreach specialists can take the opportunity to fill-in any gaps in knowledge that patients may have about remote monitoring, update scheduling and vendor websites, or deactivate accounts of patients no longer being monitored. 

Finally, there is a considerable amount of technical knowledge needed for the individual or individuals on the team who will be handling patient education and communication. There are at least 15 different monitoring systems across all the vendors, including bedside units and cell phone applications, and each monitor requires its own troubleshooting process. Familiarity is required in order to recognize each display of the various error codes or light sequences, as well as device compatibility and 4G connection requirements. Taking this wealth of complex technical knowledge and distilling only the required communication needed to accomplish what each patient needs can be complex and challenging. 

What are the most common causes of patient non-compliance with remote monitoring?

  • Unplugged monitors
  • Monitor malfunction
  • 4G upgrades
  • Hardware replacement

Unplugged monitors are the most common cause of non-compliance. They can come loose from the power outlet by mistake. Those are an easy fix! Sometimes however, there are patients who don’t understand how remote monitoring works and may intentionally disconnect the power in between scheduled transmissions. Other issues may include poor placement within the room- such as under the bed- or patients going on vacation or out of town without their monitors. Here patient education is the key. Clearly when monitors malfunction or where there are new 4G connection requirements, detailed product knowledge is needed to troubleshoot. Sometimes our outreach specialists find it helpful to conference in patients and industry technical support staff but they stay on the call as well to facilitate communication. Currently patients who get new devices or replacement devices may have to wait on the shipment of back-ordered monitors. Education of patients on the use of smartphone monitoring apps when available can at times alleviate those supply chain issues, while other times they are unavoidable. 

We have a dedicated team. Do we also need formal outreach protocols?
We recommend setting up a protocol with clinic preferences in mind for how to optimize the process, to clarify roles and responsibilities so that everyone is operating with the same understanding of who is doing what.  Examples of the general protocol for patient communication may detail:

Examples of patient communication protocol

It is also important to properly document and keep tabs on patient outreach, including what was discussed with patients, and noting action and future plans such as patient education sessions.

Patients with Manual Transmissions: While most devices can be set up to send scheduled transmissions automatically, there are still some legacy devices out there that require patients to transmit manually. Some clinics will have to dedicate a staff member to calling the patient to walk them through the process of the manual transmission and explain to them what to expect and inform them of the next transmission date. Many times after doing that once, the patients will be able to handle the manual transmission on their own the next time. Some patients however, will need reminders before every scheduled transmission. 

Once a backlog of disconnected monitors is cleared, what does maintenance look like?

Harris: “Once you get the [backlog] volume down to a manageable number, it’ll be much easier to just periodically scan the vendor websites for any connectivity issues or missed transmissions. You can also stay on top of upcoming schedules and proactively keep an eye on that. Depending on the size of the clinic…weekly checks would most likely be appropriate.”

What are some of the most surprising patient misconceptions encountered?

Harris: “I’ve heard some patients have a concern that their electricity bill is going to skyrocket or that even infrequent use of the remote monitor will drain the battery of their device or that the monitor being plugged in at the bedside is emitting harmful rays, or that they are incurring costs in the timeframe in between scheduled transmissions. These are times when education is provided much more thoroughly!”

Finally Nicholson was asked what kind of professional and personal traits he looks for in an outreach specialist in addition to the technical familiarity with the devices and monitors?

“Someone well versed in the EMR and kind of digging through and figuring out what’s going on , but also someone who is  just kind of patient because some of these patients  are frustrated and it’s not anyone’s fault, they want to get to the bottom of it. And sometimes just kind of having that calming presence to talk to the patient through is gonna be a lot more successful.” 

Contact PrepMD to learn more about how they help address common CIED remote monitoring device clinic challenges with regard to patient communication and CIED Remote Monitoring compliance.