Patient Documentation Intermediate Topics
E&M Documentation Intermediate
2021 E&M CHANGES IMPACT ON DOCUMENTATION:
Old (pre-2021): required history, exam, and MDM documented to specific level
New (2021+): MDM OR total time determines level (history/exam no longer drive level)
What this means for documentation:
Physicians no longer need to document extensive review of systems to hit 99215
BUT documentation still must support medical necessity for any service billed
MDM documentation needs: problems addressed, data reviewed/ordered, risk of treatment
Time documentation: total time on date of service (including all non-face-to-face work)
MDM DOCUMENTATION EXAMPLES:
STRAIGHTFORWARD (99202/99212):
"Patient here for BP check. BP 128/82 on lisinopril. Continue current regimen."
One self-limited problem | Minimal data | Minimal risk
LOW COMPLEXITY (99203/99213):
"Patient with stable hypertension and type 2 DM for routine follow-up.
HbA1c results reviewed (7.2%). BP controlled. Refill metformin and lisinopril."
Two stable chronic conditions | Reviewed test result | Low risk (prescription management)
MODERATE (99204/99214):
"New complaint of chest pain. Ordered EKG, troponin, CBC. Reviewed prior cardiology notes.
Risk of NSTEMI cannot be excluded. Prescribing aspirin, admit for observation."
New undiagnosed problem with uncertain prognosis | Independent interpretation | High risk
TIME-BASED DOCUMENTATION:
"Total time spent on this encounter including pre- and post-work: 45 minutes"
Include: chart prep, face-to-face, ordering, documentation, care coordination
Do NOT include: time for services billed separately (procedures, tests)Claim Submission and Denials
CLAIM FORM ELEMENTS (CMS-1500):
Box 21: diagnosis codes (up to 12) — ICD-10-CM
Box 24: service lines — date, place of service, CPT, modifiers, diagnosis pointer, charge
Box 24J: rendering provider NPI
Box 33: billing provider NPI
COMMON DENIAL REASONS AND FIXES:
CO-4: Procedure inconsistent with modifier — check modifier applicability
CO-11: Diagnosis inconsistent with procedure — verify correct dx pointer
CO-50: Non-covered service — check patient benefits, get ABN if needed
CO-97: Bundled into another service — check NCCI edits, add modifier if appropriate
PR-96: Non-covered charge — patient responsibility if not covered benefit
APPEALS PROCESS:
Level 1: redetermination (original MAC) — 120 days to file
Level 2: reconsideration (QIC — Qualified Independent Contractor) — 180 days
Level 3: ALJ (Administrative Law Judge) hearing — 60 days
Level 4: Medicare Appeals Council — 60 days
Level 5: Federal District Court — 60 days (if amount meets threshold)
PRIOR AUTHORIZATION:
Required for: high-cost procedures, elective surgery, specialty referrals
Get before service: retroactive auth usually not accepted
Document: auth number in billing notes
Appeal denied auth: clinical documentation + physician letter of medical necessityStudy Resources
•CMS Physician Fee Schedule — RVU values, coverage, billing guidelines (free online)
•AAPC CPC Practice Exam (aapc.com) — 150-question timed practice tests
•Decode HER (decodher.com) — female-led coding education platform with scenarios
•Medical Billing and Coding Forum (billerswebsite.com) — peer Q&A for coders

