Understanding E/M: Determine whether provider did expanded problem-focused or detailed exam

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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 covers how exam documentation is interpreted under Evaluation and Management documentation guidance, with emphasis on comparing 1995 and 1997 exam frameworks, audit-tool considerations, and payer-specific interpretation. It is aimed at coders, billers, auditors, and compliance staff who need to evaluate documentation scope for office and outpatient E/M services. The discussion also notes how Medicare contractor policy can influence exam-level review and why different approaches may affect level-of-service selection.

Why This Topic Matters

Determining the correct examination level is a common E/M coding challenge and can change the reported service level and reimbursement. The article helps readers understand the types of documentation review concepts and payer practices that can affect audit outcomes.

Article Sections

  1. Overview of exam-level comparison under E/M documentation guidance

    Introduces the documentation issue and frames the comparison between two exam levels within Evaluation and Management review. It also references the relationship between the 1995 and 1997 guidance sets.

  2. Coders’ rules of thumb

    Summarizes commonly used auditing approaches and how practitioners use exam scope concepts when reviewing documentation. The section discusses general methods used to assess exam complexity and specificity.

  3. One carrier makes its own rules

    Describes a Medicare contractor’s local policy approach and how payer-specific guidance can affect exam review. It also notes discretionary review practices within that contractor’s framework.

What You Will Learn

  • How exam documentation is commonly evaluated within E/M guidance
  • Why the 1995 and 1997 frameworks are both discussed in exam-level review
  • How auditors and coders think about scope when assessing documentation
  • How Medicare contractor policies can influence exam interpretation

Who Should Read This

  • Medical coders
  • Medical billers
  • Auditors
  • Compliance professionals
  • Physician practice staff

Codes Discussed


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