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 is a practical preparation guide for physician practices facing the January 1, 2021 evaluation and management guideline transition. It discusses broad operational areas such as staff training, form and superbill revision, EHR and practice management system readiness, vendor communication, and workflow adjustments. The piece is aimed at coding, compliance, and practice management professionals who need to plan ahead for documentation and revenue-cycle impacts.

Why This Topic Matters

The article helps practices understand what operational areas may need review before an E/M coding change so they can prepare staff, forms, and systems without unnecessary disruption.

Article Sections

  1. Coding

    Introduces the transition timeframe and the need for early practice preparation. Covers the general focus of staffing, documentation, and revenue-cycle readiness.

  2. Tackle the paperwork

    Discusses reviewing and revising practice forms and other documentation-related materials. Mentions the need to update items tied to office visit code families and related office paperwork.

  3. Size up your software

    Explains the role of electronic systems in supporting the transition and the need to assess current workflows. Covers broader system readiness, vendor coordination, and documentation capture considerations.

  4. Work on workflow

    Addresses anticipated workflow changes in the practice and the need for staff coordination. Includes general planning for documentation review, time-based processes, and collecting questions from staff and vendors.

What You Will Learn

  • How practices can prepare operationally for a major E/M guideline transition
  • What types of office materials may need review and revision
  • Why software and vendor readiness matter during a coding update
  • How workflow and staff responsibilities may shift during implementation

Who Should Read This

  • Medical coders
  • Coding auditors
  • Compliance staff
  • Practice managers
  • Physician office administrators
  • Revenue cycle staff

Codes Discussed

Code Ranges Discussed


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