Part B Coding Coach: Know How to Mix HPI/Exam for E/M Calculations

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Note:  The following article synopsis was NOT provided by AAPC. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains a documentation guidance change affecting evaluation and management coding, with emphasis on how history and examination elements may be combined under different guideline sets for some payers. It is aimed at coders, auditors, compliance staff, and physicians who review E/M documentation, and it highlights why the change matters for selecting the appropriate service level. The article also includes a practical office-visit example and payer guidance considerations, while remaining focused on general E/M documentation methodology rather than specialty-specific coding.

Why This Topic Matters

The topic is relevant because it affects how E/M documentation is interpreted, audited, and translated into a billable service level. Understanding the scope of the guidance can help users evaluate whether the article applies to their payer mix and documentation review workflow.

Article Sections

  1. Refresh Your 95 vs. 97 HPI Knowledge

    Reviews the two documentation guideline frameworks and the broad history elements involved in E/M selection. It explains the article’s focus on how those frameworks address history documentation.

  2. Get to Know the Change

    Summarizes the reported guidance update and its effect on combining documentation elements across guideline sets. It also notes the payer awareness and implementation context.

  3. Clarify the HPI Guidelines Change with an Example

    Presents a sample office visit to illustrate the documentation concepts discussed earlier in the article. The example is used to show how the guidance may affect E/M level assessment.

What You Will Learn

  • How the article frames the relationship between older E/M documentation guideline sets
  • What general documentation areas are affected by the guidance update
  • How payer recognition may influence E/M documentation review
  • How a sample office visit is used to illustrate the topic

Who Should Read This

  • Medical coders
  • Coding auditors
  • Compliance staff
  • Physician documentation reviewers
  • Physicians and practice staff involved in E/M coding

Codes Discussed


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