Chronic Care Management CPT Codes 2026: Complete Guide to
Chronic Care Management (CCM)

Chronic Care Management CPT Codes 2026: Complete Guide to Billing, Reimbursement, and Implementation

Chronic Care Management CCM CPT Codes 2026 Complete Billing Guide by Nsight Health

Key Takeaways:

New to chronic care management? Start with our complete guide: What Is Chronic Care Management?

More than 129 million Americans live with at least one chronic condition. For the subset managing two or more, the clinical reality is a web of medications, specialist referrals, care plan adjustments, and follow-up calls that often falls through the cracks between office visits. The consequences are predictable: preventable hospitalizations, emergency department visits, medication non-adherence, and declining quality of life.

Chronic Care Management was designed to close that gap. Since CMS introduced the first CCM billing code in 2015, the program has given primary care practices a structured, reimbursable framework for managing patients with multiple chronic conditions between face-to-face visits. The clinical evidence is compelling: studies consistently show that CCM programs reduce hospitalizations, improve medication adherence, and increase patient satisfaction.

The 2026 Medicare Physician Fee Schedule Final Rule makes the financial case equally compelling. CMS finalized a 10% increase in CCM reimbursement across all codes, driven by the highest conversion factor increase in five years. For practices already running CCM, this means more revenue for the same clinical work. For practices that have been on the fence, the 2026 rate environment removes the last financial objection.

This guide covers every CCM CPT code, reimbursement rate, documentation requirement, billing rule, and implementation consideration your practice needs to know for 2026.

Which Conditions Qualify for CCM

Medicare covers CCM for patients with two or more chronic conditions expected to last at least 12 months or until death, where those conditions place the patient at significant risk of death, acute exacerbation, decompensation, or functional decline. CMS does not publish an exhaustive list of qualifying conditions, but the following are among the most commonly documented:

Condition CategoryCommon Qualifying Conditions
CardiovascularHypertension, heart failure, coronary artery disease, atrial fibrillation, peripheral vascular disease
Endocrine/MetabolicType 2 diabetes, Type 1 diabetes, hyperlipidemia, hypothyroidism, obesity
RespiratoryCOPD, asthma (persistent), pulmonary fibrosis
RenalChronic kidney disease (stages 3-5)
MusculoskeletalOsteoarthritis, rheumatoid arthritis, osteoporosis, chronic pain
Behavioral HealthMajor depressive disorder, generalized anxiety disorder, substance use disorder
NeurologicalDementia, Parkinson's disease, multiple sclerosis

The key eligibility requirement is that the patient must have at least two qualifying conditions. A patient with hypertension alone does not qualify. A patient with hypertension and Type 2 diabetes does. Practices should use their EHR to identify and flag eligible patients systematically, as manual identification consistently underestimates the qualifying population.

Understanding the CCM Code Structure

The CCM billing framework is organized into three tiers, each designed for a different level of clinical complexity and provider involvement. Understanding which tier applies to each patient interaction is essential for accurate coding, clean claims, and audit readiness.

The three tiers are non-complex staff-directed CCM (CPT 99490 and 99439), physician-driven non-complex CCM (CPT 99491 and 99437), and complex CCM (CPT 99487 and 99489). A separate add-on code, G0506, covers the initial comprehensive assessment and care planning that precedes monthly CCM billing.

A critical billing rule applies across all tiers: a practice may only bill one tier of CCM for any single patient in any given calendar month. Non-complex and complex CCM codes cannot be reported together for the same patient in the same month.

Non-Complex CCM: Staff-Directed Care (99490 + 99439)

These are the most commonly used CCM codes and the foundation of most practices' CCM programs. They reimburse for clinical staff time provided under the general supervision of a physician or other qualified healthcare professional.

ElementCPT 99490 (Base)CPT 99439 (Add-On)
DescriptionFirst 20 minutes of clinical staff time per monthEach additional 20 minutes of clinical staff time
Approximate 2026 Reimbursement$66$50
Billing FrequencyOnce per calendar monthUp to 2 times per calendar month
Supervision LevelGeneral supervisionGeneral supervision
Maximum Monthly Revenue (per patient)$66 (20 min only)$100 (40 + 60 min)

Maximum monthly revenue at this tier: A patient receiving 60 minutes of non-complex staff-directed CCM generates approximately $166 per month (99490 + two units of 99439).

General supervision defined: The billing practitioner oversees and directs the services but does not need to be physically present during service delivery. Clinical staff can include nurses, medical assistants, and other employees who perform CCM tasks under the billing provider's direction.

Physician-Driven Non-Complex CCM (99491 + 99437)

These codes reimburse for CCM services personally provided by a physician, nurse practitioner, physician assistant, certified nurse midwife, or clinical nurse specialist. They carry higher reimbursement because they require the qualified healthcare professional to perform the work directly rather than delegating to clinical staff.

ElementCPT 99491 (Base)CPT 99437 (Add-On)
DescriptionFirst 30 minutes of physician/QHP time per monthEach additional 30 minutes of physician/QHP time
Approximate 2026 Reimbursement$89$63
Billing FrequencyOnce per calendar monthUp to 2 times per calendar month
Who Performs the ServicePhysician or QHP personallyPhysician or QHP personally
Maximum Monthly Revenue (per patient)$89 (30 min only)$126 (60 + 90 min)

Maximum monthly revenue at this tier: A patient receiving 90 minutes of physician-driven CCM generates approximately $215 per month (99491 + two units of 99437).

Key distinction from 99490: CPT 99491 requires the physician or qualified healthcare professional to personally furnish the services. Clinical staff time does not count toward the 30-minute threshold. This code is best suited for practices where the billing provider maintains a direct, hands-on role in chronic disease care coordination.

Complex CCM (99487 + 99489)

Complex CCM codes apply when patients require moderate or high complexity medical decision-making. These patients typically have conditions that are actively destabilizing, require frequent medication adjustments, or involve coordination across multiple specialists.

ElementCPT 99487 (Base)CPT 99489 (Add-On)
DescriptionFirst 60 minutes of clinical staff time per monthEach additional 30 minutes of clinical staff time
Approximate 2026 Reimbursement$144$78
Billing FrequencyOnce per calendar monthUnlimited per calendar month
Complexity RequirementModerate to high complexity MDMModerate to high complexity MDM
Revenue at 90 minutes$222 (99487 + one unit of 99489)

When to use complex over non-complex: Complex CCM is appropriate when the patient's care plan requires substantial revision, when the medical decision-making involves multiple treatment options with competing risks, or when the patient's conditions are actively worsening despite standard management. Documentation must clearly support the moderate or high complexity determination.

Important: A billing practitioner cannot report both complex (99487) and non-complex (99490 or 99491) CCM for the same patient in the same calendar month. Choose the appropriate tier based on the clinical complexity of the patient's needs that month.

The Complete 2026 CCM Billing Framework

Here is every CCM code in a single reference table with approximate national average reimbursement rates for 2026.

CPT CodeDescriptionTimeApprox. ReimbursementFrequency
99490Non-complex CCM, clinical staffFirst 20 min/month$661x per month
99439Non-complex CCM add-on, clinical staffEach additional 20 min$50Up to 2x per month
99491Non-complex CCM, physician/QHP personallyFirst 30 min/month$891x per month
99437Non-complex CCM add-on, physician/QHPEach additional 30 min$63Up to 2x per month
99487Complex CCM, clinical staffFirst 60 min/month$1441x per month
99489Complex CCM add-on, clinical staffEach additional 30 min$78Unlimited per month
G0506Comprehensive assessment and care planningOne-timeVaries by localityOnce per patient

Important: Reimbursement rates referenced in this article are approximate national averages based on the 2026 Medicare Physician Fee Schedule and are subject to variation by geographic location (GPCI), individual payer contracts, and Medicare Administrative Contractor (MAC) policies. These figures are provided for educational purposes only and should not be used as the sole basis for financial planning. Consult the CMS Physician Fee Schedule Look-Up Tool and a qualified billing compliance specialist for location-specific rates applicable to your practice.

2026 Revenue Scenarios by Patient Profile

The following table illustrates how CCM reimbursement scales based on the patient's clinical needs and the appropriate code tier. These scenarios assume national average rates and single-program billing (CCM only, before layering with RPM or BHI).

Patient ScenarioCodes BilledTime DocumentedApprox. Monthly Revenue
Standard patient, minimal coordination9949020 min$66
Patient needing moderate coordination99490 + 99439 (x1)40 min$116
Patient needing full non-complex care99490 + 99439 (x2)60 min$166
Physician-driven care, single session9949130 min$89
Physician-driven care, extended99491 + 99437 (x1)60 min$152
Physician-driven care, intensive99491 + 99437 (x2)90 min$215
Complex patient, baseline9948760 min$144
Complex patient, extended99487 + 99489 (x1)90 min$222
Complex patient, intensive99487 + 99489 (x2)120 min$300

At scale: A practice managing 200 Medicare patients under the base non-complex CCM code (99490) generates approximately $13,200 per month, or $158,400 per year, from CCM alone. Adding one unit of 99439 for patients requiring 40 minutes of care increases that to approximately $23,200 per month, or $278,400 per year. These figures do not include RPM, BHI, or other concurrent programs.

Documentation Requirements for Clean Claims

CCM billing requires detailed, time-stamped documentation that supports the clinical necessity of every service billed. Practices that treat documentation as an afterthought face denial rates that can undermine the entire program's financial viability.

Universal Requirements (All CCM Codes)

Time Tracking Requirements

G0506: Comprehensive Assessment and Care Planning

HCPCS G0506 is an add-on code billed once per patient in conjunction with the initiating visit. It covers comprehensive assessment and care planning beyond the usual effort described by the E/M, AWV, or IPPE code. G0506 cannot be billed in the same month as other CCM codes, and the time and effort documented under G0506 cannot also count toward monthly CCM time thresholds.

Common CCM Claim Denials and How to Avoid Them

CCM claims are denied more frequently than most practices realize. Understanding the most common denial reasons and building preventive workflows around them can significantly improve your program's financial performance.

Denial ReasonWhat Triggers ItHow to Prevent It
Insufficient time documentationLogged time does not meet the minimum threshold for the billed code (e.g., 18 minutes logged for 99490 which requires 20)Use automated time tracking with real-time alerts when thresholds are approaching but not yet met
Missing initiating visitCCM billed for a patient who has not had a qualifying face-to-face visit (E/M, AWV, or IPPE) within the prior 12 monthsBuild initiating visit verification into your CCM enrollment workflow; flag patients due for renewal
Missing or inadequate consentNo documented patient consent for CCM services, or consent does not include cost-sharing acknowledgmentStandardize a consent template that includes all CMS-required elements; verify consent before first billing cycle
Duplicate billing across providersTwo different providers bill CCM for the same patient in the same monthVerify patient attribution before enrollment; check claims history for existing CCM billing
Non-complex and complex billed together99490 or 99491 billed in the same month as 99487 for the same patientBuild mutual exclusion rules into your billing workflow; train coding staff on tier selection
No qualifying conditions documentedClaim lacks documentation of two or more chronic conditions meeting CMS criteriaEnsure ICD-10 codes are current and care plan reflects qualifying conditions
Time overlap with other servicesTime counted toward CCM also counted toward RPM, BHI, or another billable serviceUse separate time logs for each program; never double-count minutes across services

Nsight Health's automated time tracking and compliance infrastructure is designed to prevent every one of these denial scenarios. Our clinical team documents every encounter with timestamps, staff identification, and activity descriptions that meet CMS audit standards.

What Changed in 2026: The Conversion Factor and Rate Increase

The CY 2026 Physician Fee Schedule Final Rule, issued by CMS on October 31, 2025, delivered the first significant conversion factor increase in five years. The 2026 conversion factor is $33.57 for qualifying Alternative Payment Model (APM) participants and $33.40 for non-qualifying APM participants, representing increases of 3.77% and 3.26% respectively over 2025.

This conversion factor increase, combined with RVU adjustments, produced an approximate 10% increase in national average reimbursement for CCM codes across the board. No new CCM codes were introduced for 2026, and no structural changes were made to the program requirements. The increase is purely financial, rewarding practices that are already delivering CCM services with higher payment for the same clinical work.

CMS also finalized the creation of optional add-on codes for Advanced Primary Care Management (APCM) that facilitate layering behavioral health integration with primary care management. The APCM add-on codes (G0568, G0569, G0570) mirror existing BHI and CoCM codes and represent an additional revenue pathway for practices providing advanced primary care alongside CCM.

Layering CCM with RPM and BHI: The Revenue Multiplier

CCM becomes significantly more valuable when layered with Remote Patient Monitoring and Behavioral Health Integration. These programs address different clinical dimensions of the same patient and can be billed concurrently when all documentation and time requirements are met independently for each program.

Consider a Medicare patient with hypertension, Type 2 diabetes, COPD, and comorbid depression. Under the 2026 framework, that patient may be eligible for:

Combined, that single patient could generate approximately $222 to $318 per month for the practice. More importantly, the clinical outcomes compound: patients whose depression is treated show better medication adherence for their diabetes and hypertension, which produces better biometric data through RPM, which reduces the hospitalizations that CCM is designed to prevent.

Nsight Health delivers all six CMS-reimbursed remote care programs, including CCM, RPM, PCM, BHI, CoCM, and RTM, under one roof with a single W2 clinical team. Our fully managed model means your practice does not need to hire, train, or manage additional staff to capture the full value of layered billing.

How to Implement a CCM Program in Your Practice

Step 1: Identify Eligible Patients

Use your EHR to query for Medicare patients with two or more chronic conditions. Common qualifying conditions include hypertension, diabetes, heart failure, COPD, chronic kidney disease, depression, arthritis, and hyperlipidemia. Prioritize patients with recent hospitalizations or emergency department visits, as these patients have the highest clinical need and the clearest documentation trail for medical necessity.

Step 2: Conduct Initiating Visits and Obtain Consent

Schedule initiating visits during routine E/M appointments, Annual Wellness Visits, or Initial Preventive Physical Exams. Discuss the CCM program with the patient, explain the monthly care coordination services they will receive, and obtain documented consent including acknowledgment of potential cost-sharing (approximately 20% coinsurance for Medicare Part B services).

Step 3: Establish Electronic Care Plans

Develop comprehensive, electronic, patient-centered care plans that include current conditions and medications, treatment goals, coordination needs across providers, and self-management education objectives. These care plans must be stored in the EHR and updated regularly based on patient progress.

Step 4: Deliver and Document Monthly Services

Clinical staff (or physicians for 99491) perform CCM activities including medication reconciliation, care plan review and updates, coordination with specialists, patient education, and at least one monthly interaction with the patient or caregiver. All time must be documented with date, staff member, activity, and duration.

Step 5: Scale with a Managed Care Partner

Most practices find that the operational burden of CCM, including patient outreach, time tracking, documentation, and billing, exceeds the capacity of their existing clinical staff. Nsight Health's W2 clinical team, including registered nurses, licensed vocational nurses, and medical assistants, handles all CCM operations for your practice, from patient enrollment and consent through monthly care coordination and claims-ready documentation. Schedule a demo to learn how Nsight can operationalize your CCM program across all seven billing codes.

Compliance Considerations

CMS and the Office of Inspector General have increased scrutiny of care management billing in recent years. A September 2024 OIG report on remote patient monitoring flagged concerns about billing practices that apply equally to CCM. Practices should expect heightened audit activity and should proactively address the most common compliance risks.

Key Compliance Safeguards

Nsight Health's compliance infrastructure includes automated time logging, audit-ready documentation, and clinical oversight protocols designed to meet CMS and OIG standards. Our compliance-first approach protects your practice from billing risk while maximizing legitimate reimbursement.

FQHC, RHC, and CAH Billing for CCM in 2026

The 2026 billing landscape for Federally Qualified Health Centers (FQHCs), Rural Health Clinics (RHCs), and Critical Access Hospitals (CAHs) changed significantly with the sunset of HCPCS code G0511 on September 30, 2025. G0511 was a bundled care management code that RHCs and FQHCs used for CCM, BHI, and other care management services at a single rate.

Beginning January 1, 2026, FQHCs and RHCs must bill individual CCM codes (99490, 99439, 99491, 99437, 99487, 99489) at the national non-facility PFS payment rates. This change requires FQHCs and RHCs to track time and documentation separately for each program, just like fee-for-service practices. While the transition adds administrative complexity, it also unlocks higher total reimbursement for practices that manage multiple programs concurrently. A single patient receiving CCM, RPM, and BHI can now be billed under each program's individual codes rather than a single bundled rate.

CAHs can bill for Medicare Part B CCM services by assigning the patient to an outpatient billing practitioner. All standard CCM billing requirements, including the initiating visit, consent, electronic care plan, and time documentation, apply regardless of facility type.

CCM Program History: 2015 to 2026

Understanding how the CCM program has evolved helps contextualize the 2026 rate increases and positions practices to anticipate future CMS direction.

YearDevelopment
2015CMS introduces CPT 99490, the first dedicated CCM billing code, for 20 minutes of clinical staff time per month
2017CMS adds complex CCM codes 99487 and 99489 for patients requiring moderate to high complexity medical decision-making
2019CPT 99491 added for physician-driven CCM services (30 minutes personally by physician/QHP)
2020HCPCS G2058 introduced as add-on code for additional CCM time; G0511 established for RHCs and FQHCs
2021G2058 replaced by CPT 99439 (add-on 20 minutes for clinical staff)
2022CPT 99437 added as physician-driven add-on code; PCM codes 99424/99426/99425/99427 formalized
2025G0511 sunset begins (effective Sept 30, 2025); FQHCs/RHCs transition to individual code billing
202610% reimbursement increase across all CCM codes; dual conversion factors ($33.57 QP / $33.40 non-QP); APCM add-on codes G0568/G0569/G0570 finalized for BHI/CoCM integration

The trajectory is clear: CMS has expanded the CCM code set from a single code in 2015 to seven codes in 2026, increased reimbursement consistently, and broadened the program's applicability across practice settings. The 2026 rate increase signals that CMS views CCM as central to its value-based care strategy and intends to continue incentivizing participation.

Frequently Asked Questions

Q: Can I bill CCM and RPM for the same patient in the same month?

A: Yes. CCM and RPM address different clinical needs and have separate documentation and time-tracking requirements. As long as time documented for each service is distinct and not double-counted, both programs can be billed for the same patient in the same calendar month.

Q: Can I bill complex and non-complex CCM for the same patient in the same month?

A: No. You must choose one tier per patient per month. If a patient's care requires moderate or high complexity medical decision-making that month, bill 99487 (complex). If not, bill 99490 or 99491 (non-complex). You cannot mix tiers for the same patient in the same billing period.

Q: What is the difference between 99490 and 99491?

A: CPT 99490 reimburses for clinical staff time under general physician supervision (20-minute minimum). CPT 99491 reimburses for time personally provided by the physician or qualified healthcare professional (30-minute minimum). The provider type and time threshold determine which code applies.

Q: How many add-on units of 99439 can I bill per month?

A: Up to two units per calendar month. Combined with the base code 99490, this covers a maximum of 60 minutes of non-complex clinical staff time per patient per month, generating approximately $166 in total monthly reimbursement.

Q: Is patient consent required every month?

A: No. Written or verbal consent is required once before CCM services begin, unless the patient changes CCM providers. However, the consent must remain documented in the medical record and accessible for audit purposes.

Q: Can FQHCs and RHCs bill for CCM?

A: Yes. As of January 1, 2026, RHCs and FQHCs bill individual CCM codes (99490, 99439, 99491, 99437, 99487, 99489) at the national non-facility PFS payment rates. The previous bundled code G0511 was sunset effective September 30, 2025, and is no longer reportable.

Q: How does Nsight Health help practices implement CCM?

A: Nsight Health provides the clinical staff, documentation infrastructure, time tracking, patient outreach, and billing support to run comprehensive CCM programs across all seven code types. Our W2 clinical team, including registered nurses, licensed vocational nurses, and medical assistants, handles all monthly care coordination, ensuring compliance and maximizing legitimate reimbursement. Schedule a demo to see how we operationalize CCM for 130,000+ patients across 1,700+ provider teams.

Works Cited

Centers for Medicare and Medicaid Services. "Calendar Year (CY) 2026 Medicare Physician Fee Schedule Final Rule (CMS-1832-F)." CMS.gov, 31 Oct. 2025, www.cms.gov/newsroom/fact-sheets/calendar-year-cy-2026-medicare-physician-fee-schedule-final-rule-cms-1832-f.

Centers for Medicare and Medicaid Services. "Physician Fee Schedule Look-Up Tool." CMS.gov, 2026, www.cms.gov/medicare/physician-fee-schedule/search.

Centers for Medicare and Medicaid Services. "Chronic Care Management for Complex Conditions." CMS.gov, 2026, www.cms.gov/medicare/payment/fee-schedules/physician-fee-schedule/chronic-care-management-complex-conditions.

Office of Inspector General, U.S. Department of Health and Human Services. "Additional Oversight of Remote Patient Monitoring in Medicare Is Needed." OIG.HHS.gov, Report OEI-02-23-00260, 24 Sept. 2024, oig.hhs.gov/reports/all/2024/additional-oversight-of-remote-patient-monitoring-in-medicare-is-needed/.

American Medical Association. "CPT Code Set: 2026 Annual Update." AMA-Assn.org, 2026.


This article is for educational and informational purposes only and does not constitute legal, billing, clinical, or medical advice. CPT codes, reimbursement rates, and regulatory requirements referenced herein are based on publicly available CMS guidance current as of early 2026 and are subject to annual updates, geographic adjustments, and payer-specific variation. Nothing in this article should be construed as a guarantee of reimbursement or a recommendation for specific billing practices. CPT is a registered trademark of the American Medical Association. Consult a qualified billing compliance specialist, healthcare attorney, or your Medicare Administrative Contractor for program-specific guidance applicable to your practice.

Nsight Health delivers clinically managed remote care, including CCM, RPM, PCM, BHI, CoCM, and RTM, with 24/7 W2 clinician support for 130,000+ patients across 1,700+ provider teams. Schedule a demo to learn how we can help your practice capture the full value of the 2026 CCM reimbursement increase.

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John Eagle is a revenue cycle executive who has spent his career at the intersection of operations and technology, translating complex billing workflows into scalable automation systems and building the infrastructure that turns underperforming revenue cycles into high-functioning ones.

Currently serving as Vice President of Revenue Cycle Management, John is recognized for his ability to bridge the gap between billing operations and the technology teams that build the systems behind them. His leadership is marked by a hands-on approach to automation and a deep commitment to building revenue cycle operations that deliver consistent, measurable results for the providers they serve.

John’s career spans revenue cycle leadership across Medicaid, Medicare, Medicare Advantage, Veterans Affairs, and managed care environments, with additional depth in ACO value-based care. His experience across these programs has given him a comprehensive understanding of the payer landscape and the operational complexity that comes with it.

A proud Baylor Bear, John holds four HFMA certifications: Certified Healthcare Financial Professional (CHFP), Certified Specialist in Business Intelligence (CSBI), Operational Excellence, and Business of Health Care. He is passionate about leveraging technology to elevate what revenue cycle teams can accomplish, building operations where automation handles the routine so people can focus on the work that truly requires human judgment.

John Eagle - Nsight Health Revenue Cycle Management

Marc Miranda

Vice President, Business Development

Marc Miranda partners with healthcare organizations to design and implement care programs that deliver measurable outcomes — reducing unnecessary utilization, improving chronic disease management, and shifting providers toward reimbursement models built on value rather than volume.

Before moving into partnership development, Marc worked inside the provider ecosystem across FQHCs, outpatient physician groups, and health IT — giving him firsthand fluency in the clinical, financial, and compliance pressures that determine whether a care program succeeds or stalls.

At Nsight Health, he works alongside physician groups, health systems, aligned healthcare vendors and care teams to build RPM and CCM programs that are operationally sustainable and financially aligned with how modern healthcare is being rewarded.

Marc holds a BA in Communications from the University at Albany, an MBA from Western Governors University, and a Certified Healthcare Financial Professional (CHFP) designation from HFMA.

Marc Miranda Vice President of Business Development at Nsight Health

Carrie Metcalf

Vice President, Finance

Carrie Metcalf is a senior finance executive with over 18 years of experience in accounting and financial operations, known for building scalable finance functions and driving strategic growth in complex, high-growth environments. Before joining Ciullo Inc., she founded an outsourced accounting services firm where she partnered with organizations to deliver financial clarity, operational efficiency, and data-driven decision support.

Now in her fourth year with the organization, Carrie leads all customer-facing finance functions across the Ciullo family of companies, including Nsight Health and Nsure — organizations delivering innovative healthcare technology and revenue intelligence solutions that improve patient outcomes, optimize revenue capture, and streamline the end-to-end financial and clinical lifecycle.

In this role, she develops high-performing finance teams and drives accountability against key departmental KPIs spanning revenue performance, cash flow optimization, and operational efficiency. Carrie positions finance not only as a strategic business partner, but as a critical touchpoint in the customer experience — aligning financial processes with client needs to enhance transparency, responsiveness, and trust throughout the customer journey.

Carrie oversees financial strategy, client financial operations, and cross-functional alignment, playing a central role in scaling processes, improving performance, and supporting sustainable growth across the organization. She is recognized for her ability to translate complex financial data into clear, actionable insights that drive measurable results.

Carrie holds a Master of Accounting and Financial Management and brings a unique combination of technical expertise, entrepreneurial leadership, and a client-first mindset.

Carrie Metcalf, Vice President, Finance at Nsight Health

Isabella Barbera, CPA

Financial Controller

Isabella Barbera, CPA is a seasoned financial executive with over 25 years of experience spanning public accounting, corporate finance, and operational leadership, known for building high-performing finance teams, strengthening internal controls, and driving measurable efficiency across complex and evolving organizations. Before joining NSight Health, she built a distinguished career across both public and private sectors — serving as a Partner at regional CPA firms, founding her own accounting and advisory practice, and stepping into controller and CFO roles across industries including manufacturing, technology, healthcare, and real estate.

Now in her second year with the organization, Isabella serves as Group Financial Controller within the Ciullo family of companies, including Nsight Health and Nsure — organizations delivering innovative healthcare technology and revenue intelligence solutions that improve patient outcomes, optimize revenue capture, and streamline the end-to-end financial and clinical lifecycle.

In this role, Isabella brings a hands-on, ownership-driven approach to financial operations — implementing scalable processes, enhancing internal controls, and delivering the financial clarity that leadership needs to make confident, data-driven decisions. Her background in both public accounting and corporate finance gives her a uniquely broad perspective, allowing her to align technical rigor with strategic business objectives.

Isabella holds a Master of Taxation and a Bachelor of Science in Accounting from Florida Atlantic University, and has held her Certified Public Accountant license since 2003. She brings a rare combination of technical depth, entrepreneurial experience, and an unwavering commitment to operational excellence.

Isabella Barbera, CPA Financial Controller at Nsight Health

Martin Sances

General Counsel

Martin Sances is an experienced business attorney with an almost 30-year career primarily as an in-house attorney and general counsel to public and privately held companies. His past clients include companies in the fields of healthcare and technology, finance and capital management, solar and renewable energy, autonomous vehicles and transportation, insurance, educational and leadership training, temporary staffing and technology services, roofing and construction and facilities services. He is extremely skilled in contract drafting, raising capital, M&A, corporate formation and governance, negotiation, litigation management and arbitration.

Martin Sances

Ronald Geraty, MD

Advisor

Dr. Ronald Geraty is an entrepreneur with expertise in technology-enabled healthcare services. He is known for founding, developing, and transforming multiple healthcare companies over his professional career.  Importantly, his companies have helped to change the delivery of care to meet the Triple Aim of the Institute of Medicine.  Currently, he serves on the board of Ideal Option, a Varsity Healthcare Partners Company that does Medication Assisted Treatment across the Pacific Northwest.  Additionally (and outside of Varsity), he is Chairman of the Board and an advisor at Aduro (Redmond, WA), Chairman at Podimetrics (Somerville, MA) and an advisor to JumpStartMD, a Bay Area health and weight management company.  Most recently, he has joined the Advisory Board of nSight Health, a remote patient monitoring company.  

Dr. Geraty began his career as a physician with a specialty in child and adolescent psychiatry in private practice and academia (Harvard Medical School). Subsequently, serving in roles including positions of CEO, Board Member, and Executive Chairman, he led companies in psychiatry (Monarch Health sold to Lutheran General Healthcare and Assured Health which was eventually transformed into Merit Behavioral Care sold to Magellan); radiology (American Imaging Management now owned by Anthem); cardiology and other chronic diseases (Alere Medical sold to Inverness Medical which renamed itself Alere and is now owned by Optum); diabetes (Sanare), and dermatology (DermOne) and more recently, AxisPoint Health, a population health company focused on the Medicaid market. Dr. Geraty is best known for growing Alere from $1.2 million of revenue in 2001 to over $500 million in revenue in 2009 while becoming a market leader in remote patient monitoring and population health management. Dr. Geraty led Alere through a series of owners from venture capital (including IVP, Flagship Ventures, Cutlass Capital and Nevada Ventures) to private equity (TA Associates) and then to the public market (ALR on NYSE).

In his ventures, Dr. Geraty has utilized market-leading technology to support traditional services infrastructure and customer/patient-centered approaches to differentiate the quality of the service delivery. Within companies, Dr. Geraty builds cultures of health and employee/client satisfaction through diligence and innovation integrated with a spirit of fun, creating successful work environments. 

In his personal life, Geraty enjoys family, friends, healthful food, and exercise. He believes that hard work and a positive attitude help create lucky opportunities.

 
Ronald Geraty, MD

Ricky Caplin

Advisor

Ricky Caplin is globally recognized as a leading entrepreneur who has launched and led multiple organizations that have created thousands of jobs, including The HCI Group – one of the largest global healthcare IT consulting firms. Following a March 2017 merger between The HCI Group and Tech Mahindra, Caplin became one of the top global executives at Tech Mahindra, a global technology company with 117,000+ employees. Under his leadership, the combined companies are thriving through their continued support of adopting digital technologies in the healthcare space.

Currently, Ricky serves as Founder and Chairman of Caplin Ventures, a first-generation family office headquartered in Jacksonville, FL. Guided by faith and mission-driven principles, Caplin Ventures seeks to improve communities and support partners through meaningful service. The Caplin Ventures portfolio encompasses 8 operating companies, multiple international, mission-oriented initiatives, and several healthcare and technology investments. Most notably, The Aurora Forge, a healthcare-technology-focused venture fund, and JaxUSL, a soccer club home to men’s and women’s USL pro teams.

Ricky received the 2015 Ernst and Young Florida Entrepreneur of the Year Award, Jacksonville Business Journal’s Ultimate CEO Award, and recognition throughout the nation for his civic service. He was named a 2016 “Rising Stars of the Profession—Excellence in Healthcare” winner by Consulting Magazine, a Top 75 Leader in Healthcare by Advantage Magazine, a four-time University of Florida Gator100 award winner, and was selected to participate in the KPMG Quantum Shift program – an elite group of America’s most promising entrepreneurs. He believes strongly in investing in companies that promote social good and commits to giving a portion of his earnings to better the world.

Caplin, a former Certified Public Accountant, graduated with bachelor’s and master’s degrees in accounting from the University of Florida. Caplin completed executive education at Harvard Business School and the University of Michigan’s Ross School of Business. He lives in Jacksonville, Florida with his wife and three children.

Ricky Caplin

Clark Golestani

Advisor

Clark Golestani, a seasoned professional with over 30 years of experience in health, life sciences, and technology, is actively involved as an investor, advisor, and board member in various sectors, including healthcare, life sciences, and technology. He currently holds key positions as the managing director of C Sensei Group, LLC, a senior advisor to New Mountain Capital, and an investment advisor to K2 Access Fund and The CXO Fund. Golestani offers valuable advice to companies, private equity, and venture funds, spanning a wide range of healthcare, life sciences, and horizontal technology areas, focusing on company strategies, data, digital, technology, and transformation.

Additionally, Mr. Golestani serves as an independent director on the boards of several notable companies, including eMids, Emmes, Molecula, ToposWare, and Zapata Computing. Prior to his current roles, he retired from Merck in 2018, where he held the position of President, Emerging Businesses and Global CIO. In this capacity, he was responsible for Merck’s digital health services and solutions companies, as well as the global Information Technology organization, covering all lines of business, including Human Health and Animal Health BioPharma.

Prior to joining Merck, Mr. Golestani was responsible for establishing and managing strategic client relationships from business development through consulting services engagement delivery as a principal with Oracle (oracle.com). Previously, Mr. Golestani served as chairman of the board for Sparta Systems (spartasystems.com) acquired by Honeywell International Inc.; on the Board of Directors for CIOX Health (cioxhealth.com) merged with Datavant, Liaison Technologies (liaison.com) acquired by Open Text Corporation, NPower (npower.org), Seal Software (seal-software.com) acquired by Docusign, TruU, Inc. (truu.io); and UMUC/Ventures (umucventures.org). He also served as a special advisor to the Dean at the University of Texas at Austin, Dell Medical School (dellmed.utexas.edu). He has a degree in Management Science from the Massachusetts Institute of Technology Sloan School of Management, and is a cofounder of Cross Road Technologies, Inc., in Cambridge, Massachusetts.

Clark Golestani

Neil de Crescenzo

Advisor

Neil de Crescenzo has been working with technology teams and government, non-profit and commercial customers worldwide to improve healthcare for three decades. He left United Health Group/Optum in October 2023 after serving as CEO of Optum Insight, a $19B (revenues) business unit of UHG which creates stronger connections across payers, providers and consumers through software-enabled services and analytics to make clinical, administrative and financial processes simpler and more efficient. Mr. de Crescenzo joined UHG/Optum through the company’s acquisition of Change Healthcare in 2022, a leading healthcare software and technology-enabled services company where he was President and CEO for nine years. During his tenure, the company more than tripled in size, completed its IPO, and was acquired by UHG/Optum for double its IPO valuation.

Prior to Change Healthcare, Mr. de Crescenzo was SVP/GM of Oracle Corporation’s Health Sciences global business unit, serving healthcare and life sciences companies worldwide, for nearly a decade, and previously led IBM Corporation’s business services for healthcare customers worldwide, also for nearly a decade. Earlier in his career, he worked in leadership roles at health systems and a major health plan.

Mr. de Crescenzo has also held leadership roles in technology and healthcare industry associations over many years, including serving as Chairman of the Healthcare Leadership Council in Washington. D.C., a member of the Board of Directors of the Nashville Health Care Council and as a Trustee of the Committee for Economic Development of the Conference Board. He is currently a Visiting Fellow at the Duke-Margolis Institute For Health Policy.

Neil de Crescenzo

Daniel Hamburger

Advisor

Daniel Hamburger has run 3 SAAS and 2 tech-enabled services business, across both public and private-equity ownership. He serves on several Boards, including Clearlake-backed FinThrive, Warburg-backed Qualifacts, TA Associates-backed Solarity and Alpine-backed Riverside Insights and Wilson Language Training.

He retired as CEO of Provation, a clinical software platform provider backed by Clearlake Capital Group. Hamburger previously served as CEO of Renaissance, a leading preK-12 curriculum, assessment, and analytics company, until its acquisition by Francisco Partners in 2018. From 2006-2016 he served as President and CEO of Adtalem Global Education (formerly DeVry Education Group), a global provider of educational services. 

Prior, Hamburger served as Chairman and CEO of Indeliq, a SaaS-based education software company backed by Accenture Technology Ventures, and President of WW Grainger Internet Commerce. He started his career in consulting at Accenture and then at Bain & Co. Hamburger earned an MBA from Harvard Business School and his bachelor’s and master’s degrees in Industrial Engineering from the University of Michigan.

Daniel Hamburger - Nsight Health Advisor

Peter Taunton​

Advisor

Peter Taunton founded Lift Brands, one of the largest wellness brands in the world with over 6,000 franchises or licenses spanning across 3 brands in 28 countries. 

Peter is currently the CEO and co-founder of Nautical Bowls, an Acai bowl franchise concept with over 150 awarded territories in just 18 months. This is Peter’s 4th franchise brand. In 2010 Peter was the Ernst and Young Entrepreneur of the Year, and is currently a Forbes Master Class instructor at the Forbes School of Business. 

His business accomplishments have been well-recognized by the business community. He and his companies have been featured in many business and industry publications such as Forbes, Entrepreneur 500, Inc 5000, Top Global and Franchise 500. 

Peter Taunton

Stuart Reid

Vice President, Marketing

Stuart Reid is a results-driven marketing leader with a proven track record of scaling remote care startups into global brands. Over nearly two decades, Stuart has steered strategic go-to-market decisions through precise, data-driven insight, building gritty, common-sense campaigns and commercial engines that translate directly into revenue growth. His approach blends strategic judgment and operational rigor, optimizing AI-driven tools to sharpen execution and scale business to move faster and work smarter in the ever-changing healthcare industry.

Recognizing healthcare’s shift toward proactive value-based care, Stuart saw a gap in the care delivery model and built his career in healthcare technology to close it. As Chief Marketing Officer at Accuhealth Technologies, he grew the business to more than $50 million in annual revenue in just four years. During the same period, he built the sales and marketing infrastructure behind TelliHealth’s hardware manufacturing and distribution business. Both companies were acquired by a private equity firm in 2024 as part of a $200 million transaction.

Stuart joined the Nsight Health leadership team to lead marketing and GTM strategy. In this role, he owns the company’s brand positioning, demand generation, and the sales enablement that turns strategy into pipeline, bringing meticulous attention to detail without losing sight of the bigger strategic picture. Stuart has been featured multiple times on lists of the 500 fastest-growing companies in North America and holds an Honors Bachelor of Arts degree. Stuart is proud to be part of Nsight’s talented leadership team, helping thousands of providers and millions of patients nationwide access better, more connected care.

Stuart Reid, Vice President, Marketing