A patient with dementia lives in an assisted living facility. The patient is experiencing some anxiety and mild agitation during meals, which is new. The facility staff and the family concur that medical evaluation is needed, and the facility calls the patient's established primary care physician (PCP) to see the patient at the facility. The PCP visited the patient and spent 30 minutes with the patient and obtained medically appropriate history from the staff and family. The medications were reviewed, and non-pharmacologic interventions were recommended. A complete blood count, basic metabolic panel, and urinalysis were ordered. Moderate-level medical decision making (MDM) was documented. What would be the appropriate code to report for this scenario? ...

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Note:  The following article synopsis was NOT provided by the AMA. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains a coding scenario involving an established patient seen at an assisted living facility/residence by a primary care physician. It reviews the documentation elements used to determine the appropriate evaluation and management level, including visit time, history obtained from staff and family, medication review, ordered laboratory tests, and the level of medical decision making. The content is intended for coders, billers, and clinicians who need to understand facility-based office/outpatient coding considerations and documentation support.

Why This Topic Matters

Correct selection of an evaluation and management code depends on matching the documented encounter details to the appropriate level of service. This article helps readers understand how encounter setting, time, and medical decision making affect code selection for visits in a residence or assisted living environment.

What You Will Learn

  • How an assisted living or residence encounter is evaluated for coding purposes
  • Which documentation elements support the level of medical decision making
  • How time and data elements factor into evaluation and management code selection
  • How medication review and non-pharmacologic management fit into the coding scenario

Who Should Read This

  • Medical coders
  • Billing staff
  • Primary care clinicians
  • Revenue cycle professionals

Codes Discussed


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