Understanding E/M: Doing the splits – MDM offers more flexibility for split/shared visits

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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 discusses a reader question about split/shared evaluation and management visits in a facility setting, focusing on how medical decision-making can factor into work performed on different dates and how current Medicare guidance aligns with CPT-based E/M principles. It is relevant to coders, auditors, compliance staff, and clinicians who work with split/shared encounters and documentation rules.

Why This Topic Matters

Split/shared visit documentation can affect which practitioner reports the service and how the encounter is supported. The article helps readers understand the general policy context for MDM-based E/M selection without relying on time-based reporting alone.

Article Sections

  1. Scenario and questions about a split/shared visit

    Introduces a facility-based encounter scenario and the reader’s questions about split/shared billing and medical decision-making. The section frames the documentation and service-relationship issues discussed in the article.

  2. Answer and discussion of MDM-based flexibility

    Summarizes the response to the questions and explains the general policy context for considering work from another date in relation to MDM. It also references the role of CPT and Medicare guidance in split/shared E/M services.

  3. Review the substantive portion rules

    Highlights the need to determine the substantive portion of a split/shared visit and notes the factors used for level-based E/M services. The section focuses on the broader review and accountability framework for the encounter.

What You Will Learn

  • How split/shared visit questions are approached in a facility setting
  • How medical decision-making can relate to work performed on different dates
  • How Medicare and CPT guidance intersect for level-based E/M services
  • What broad factors are considered when evaluating the substantive portion of a visit

Who Should Read This

  • Medical coders
  • Coding auditors
  • Compliance professionals
  • HIM staff
  • Physicians and nonphysician practitioners
  • Revenue cycle staff

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