Boost training, revise forms, and ping vendors to avoid disruptions before E/M switchover

July 14th, 2020

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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 coding managers facing an evaluation and management documentation update effective January 1. It focuses on broad operational steps such as staff education, revising forms and templates, checking software and vendor readiness, and adjusting workflow so practices can adapt with less disruption. The piece is written for coding, compliance, and revenue cycle leaders who need to plan ahead for changes affecting office visit documentation and internal processes.

Why This Topic Matters

The article helps practices anticipate operational disruption from a major coding and documentation change. It is relevant to leaders responsible for training, documentation updates, software coordination, and workflow planning.

Article Sections

  1. Preparing staff for the E/M transition

    Introduces the need for early education and staff communication ahead of the upcoming E/M update. Emphasizes planning for practice-wide awareness and readiness.

  2. Tackle the paperwork

    Discusses reviewing and revising practice documentation, forms, and related office materials affected by the E/M update. Focuses on the administrative items that may need to be refreshed.

  3. Size up your software

    Covers software and system readiness, including the role of EHRs, practice management systems, and vendor coordination. Addresses how technology support may need to change for the transition.

  4. Work on workflow

    Reviews expected short- and long-term workflow adjustments tied to the new documentation environment. Highlights internal review processes, staff roles, and planning for practice impact.

What You Will Learn

  • How to prepare staff for a major E/M guideline transition
  • What practice documents and forms may need review
  • How software and vendor coordination fit into implementation planning
  • What workflow areas may need reassessment before the effective date
  • How coding managers can organize questions and feedback during the transition

Who Should Read This

  • Coding managers
  • Compliance staff
  • Revenue cycle leaders
  • Practice administrators
  • Physician practice staff

Codes Discussed

  • CPT: 99201
  • CPT: 99202
  • CPT: 99203
  • CPT: 99204
  • CPT: 99205
  • CPT: 99211
  • CPT: 99212
  • CPT: 99213
  • CPT: 99214
  • CPT: 99215

Code Ranges Discussed

  • CPT: 99201-99215
  • CPT: 99202-99215

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