Understanding E/M: Take 7 steps in the last month before the 2021 E/M update

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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 practices can prepare for the 2021 evaluation and management update before the January 1 effective date. It is aimed at coders, compliance staff, and clinicians who need a high-level roadmap for reviewing the new guidance, updating documentation workflows, training providers, and watching for additional CMS and payer instructions. The discussion also touches on financial forecasting and the impact of related payment and coding changes.

Why This Topic Matters

The 2021 E/M changes affected documentation, medical decision-making, time-based reporting, and practice operations. Understanding the article helps readers assess whether their organization needs training, workflow changes, and revenue planning before the update takes effect.

Article Sections

  1. Preparation for the 2021 E/M update

    Introduces the need to prepare before the January 1, 2021 implementation date and emphasizes using current official guidance. It frames the article around pre-change review and staff readiness.

  2. Recommended steps from revenue cycle management experts

    Summarizes practical preparation themes raised by consultants, including provider education, documentation review, workflow testing, and financial planning. The section covers broad operational and training considerations for affected practices.

  3. Additional payer and CMS guidance to monitor

    Notes the importance of watching for further instructions that may affect claims processing and related payment policy updates. It highlights that the broader E/M transition may involve ongoing payer responses.

  4. Editor’s note

    Provides event and presentation information related to the topic. This is ancillary to the coding guidance discussed in the article.

What You Will Learn

  • How practices can approach preparation for the 2021 E/M update
  • What general documentation and workflow areas should be reviewed before implementation
  • Why provider training and internal testing are important ahead of the change
  • What types of payer and CMS updates should still be monitored after the transition begins

Who Should Read This

  • Medical coders
  • Compliance staff
  • Revenue cycle professionals
  • Physicians and clinical documentation staff
  • Practice managers

Codes Discussed


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