Understanding E/M: Navigate the new/established patient distinction during COVID-19

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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 premium coding article discusses how CMS guidance during the COVID-19 public health emergency affected the handling of new and established patient status for selected evaluation and management services. It is intended for coders, billers, and revenue cycle staff who need to understand the general scope of telehealth-related E/M policy changes, internal claim tracking considerations, and the categories of services touched by the temporary enforcement flexibility. The article also references CMS policy sources and the broad areas of E/M services impacted during the emergency period.

Why This Topic Matters

Properly understanding patient status rules during the public health emergency helped practices apply telehealth E/M policies consistently and avoid internal or audit confusion after temporary flexibilities changed.

Article Sections

  1. CMS definition of new patient status

    Introduces the CMS framework for distinguishing new patients from established patients and cites the policy source referenced in the article.

  2. Temporary flexibility during the PHE

    Summarizes the article’s discussion of temporary enforcement discretion during the COVID-19 public health emergency and its effect on certain virtual services.

  3. Examples of established patient specific codes

    Presents examples of service categories discussed in the article that are tied to established-patient reporting conventions.

  4. Internal claim tracking during the PHE

    Describes the article’s suggestion about internal claim identification and why practices might use a temporary tracking approach.

  5. New/established matters for telehealth

    Explains the article’s focus on patient status considerations for telehealth reporting across different categories of E/M services.

  6. Telehealth coverage and PHE end considerations

    Notes the article’s discussion of how telehealth coverage and related requirements change when the public health emergency ends.

What You Will Learn

  • How CMS framed new-versus-established patient status during the COVID-19 public health emergency
  • Which general categories of E/M services were discussed in relation to temporary telehealth flexibility
  • Why practices might track certain claims internally during a temporary policy period
  • What broader telehealth coverage considerations the article raises for office, domiciliary, and home visit services

Who Should Read This

  • Medical coders
  • Medical billers
  • Revenue cycle staff
  • Compliance staff
  • Practice managers
  • Telehealth billing teams

Codes Discussed

Code Ranges Discussed


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