Boost training, revise forms and ping vendors to avoid disruptions before E/M switchover

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

Article Overview

This article explains how medical practices can prepare for major evaluation and management coding changes taking effect in 2021. It discusses staff education, revision of office forms and templates, coordination with software and EHR vendors, and workflow planning so practices can assess operational and revenue-cycle impacts. The content is aimed at coding professionals, practice managers, compliance staff, and clinicians involved in office visit documentation.

Why This Topic Matters

The article helps practices anticipate operational and documentation changes tied to a major E/M coding transition, reducing the risk of confusion, delayed updates, and workflow disruptions.

Article Sections

  1. Preparation for the E/M update

    Introduces the need for advance planning before the new evaluation and management guidelines take effect. Covers staff education and early communication within the practice.

  2. Tackle the paperwork

    Focuses on reviewing and revising practice documentation and office materials affected by the E/M update. Discusses forms, templates, and related administrative documents.

  3. Size up your software

    Addresses the role of EHR and practice management systems in supporting the transition. Covers vendor coordination and software readiness for documentation and time capture changes.

  4. Work on workflow

    Describes expected workflow impacts in the short and long term. Includes planning for documentation review, staff roles, and internal analysis of practice patterns.

What You Will Learn

  • How practices can prepare staff for upcoming evaluation and management coding changes
  • Which office documents and templates may need review before the transition
  • Why EHR and practice management systems should be evaluated ahead of the update
  • How workflow and documentation responsibilities may shift during the transition
  • What kinds of internal questions and concerns practices should track during preparation

Who Should Read This

  • Medical coders
  • Coding auditors
  • Practice managers
  • Compliance staff
  • Physicians and other clinicians
  • Revenue cycle staff

Codes Discussed

Code Ranges Discussed


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