Focus on facility guidelines for E/M leveling

May 4th, 2021

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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 the broad framework facilities use to create internal evaluation and management leveling guidelines for clinic and emergency department encounters. It is aimed at hospital coding, compliance, and revenue cycle staff who need to understand how facility-level E/M systems are designed, documented, and reviewed, along with the general expectations discussed by CMS and industry organizations.

Why This Topic Matters

Facility E/M leveling affects how hospitals report resource use, support audits, and maintain consistent charge capture. Understanding the article helps readers assess whether their organization’s internal guidelines, policies, and documentation processes align with the general federal and industry expectations summarized in the piece.

Article Sections

  1. Facility E/M leveling overview

    Introduces the facility perspective on evaluation and management leveling and explains the distinction between facility and professional billing contexts. It also summarizes the general regulatory backdrop for internal hospital guidelines.

  2. Facility guidelines

    Discusses the absence of a single CMS template and references industry resources and facility matrix approaches used for clinic and emergency department services. It also addresses general principles for resource-based leveling and the relationship between facility and physician services.

  3. Point systems, acuity approaches, and testing

    Describes common internal methods used to assign facility levels and the role of documented encounters in validating a facility’s methodology. It includes broad discussion of resource intensity, criteria-based approaches, and sample level groupings.

  4. Federal Register expectations for internal hospital coding guidelines

    Summarizes published expectations for internal hospital guidelines, including documentation, consistency, compliance, and audit-readiness. The section also outlines general principles for how such guidelines should be structured and maintained.

  5. Facility coding policies/procedures

    Covers the need for written policies and procedures supporting facility E/M leveling and charge capture. It also emphasizes maintaining current documentation and addressing operational scenarios within the facility’s internal framework.

What You Will Learn

  • How facility evaluation and management leveling differs from physician-level coding
  • What types of internal guidelines facilities are expected to develop
  • How point-based and acuity-based facility leveling approaches are described
  • What general compliance and documentation principles are emphasized for facility coding policies
  • Why ongoing maintenance and clear procedures matter for facility charge capture

Who Should Read This

  • Hospital coders
  • Facility coding managers
  • Compliance professionals
  • Revenue cycle staff
  • Health information management professionals
  • Emergency department and outpatient clinic administrators

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