---
title: "Practice Workflows: 5 Primary Team Responsibilities"
description: "PCC Practice Workflows: 5 Primary Team Responsibilities"
---

[Skip to content](https://knowledge.populateemr.com/pcc-operational-requirements-5-key-responsibilities-for-your-team#main-content)

English

Show submenu for translations

[More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en)

![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://knowledge.populateemr.com/kb-tickets/new)
- [Customer portal](https://support.populateemr.com/tickets)
- [Contact us](mailto:support@populate.com)

[Contact us](mailto:support@populate.com)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en)
2. [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en)

September 29, 2026

# Practice Workflows: 5 Primary Team Responsibilities

## Provides an overview of the 5 primary practice responsibilities in PCC, including finalizing Psych and RTM encounters, reviewing CCM monthly notes, resolving clinical alerts, and managing follow-up queues.

PCC automates the majority of routine patient outreach, data collection, reminders, monitoring, and documentation preparation. Your team has 5 primary ongoing responsibilities:

**1. Finalize Day-2 Psych encounters**  
When a patient's initial screening triggers the longer Day-2 assessment, the appropriate clinician reviews and personally interprets the results before finalizing the encounter.

**2. Finalize RTM billing documentation**  
The provider reviews the applicable RTM documentation and confirms medical necessity before the claim is prepared.

**3. Review CCM monthly documentation**  
Review the monthly CCM note and associated claim and ensure that all practitioner work and additional time are appropriately documented.

**4. Resolve clinical alerts**  
Review patients highlighted through the PCC dashboard and determine whether intervention, recall, care-plan adjustment, or continued monitoring is appropriate. 

**5. Work PCC follow-up queues**  
Address patients who are enrolled but have not started and resolve follow-up items generated by patient STOP requests.

- [FAQ](https://knowledge.populateemr.com/faq?hsLang=en)
- [Support](https://knowledge.populateemr.com/support?hsLang=en)
- [Billing](https://knowledge.populateemr.com/billing?hsLang=en)
- [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en)
- [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en)
- [Charts](https://knowledge.populateemr.com/charts?hsLang=en)
- [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en)
- [Intake](https://knowledge.populateemr.com/intake?hsLang=en)
- [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en)
- [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en)
- [Settings](https://knowledge.populateemr.com/settings?hsLang=en)
- [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en)
- [Forms](https://knowledge.populateemr.com/forms?hsLang=en)
- [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en)

[![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en)

6790 Embarcadero Ln #100, Carlsbad, CA 92011

<https://www.facebook.com/> <https://www.instagram.com/populateemr/> [mailto:support@populate.com](mailto:support@populate.com)

Copyright © 2025, Populate EMR, Inc.