Counseling: Can You Bill For A Get-To-Know-You Visit?

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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 the billing and documentation issues raised when a prospective patient wants a meet-and-greet visit before formally joining a practice. It is aimed at coders, billers, practice managers, and physicians who need to evaluate whether such visits fit preventive medicine, counseling, or other payable service categories, and it highlights payer limitations, documentation expectations, and related administrative concerns.

Why This Topic Matters

Practices often encounter requests for nontraditional visits that may not fit standard medical necessity or reimbursement rules. Understanding the general billing options and documentation considerations helps staff avoid improper billing and improve consistency in how these encounters are handled.

Article Sections

  1. Billing concerns for a meet-and-greet visit

    The article introduces the scenario of a prospective patient requesting an introductory visit and discusses the general billing challenge it creates. It frames the issue around whether the encounter is a billable medical service or a nonclinical marketing activity.

  2. Consider 3 Solutions

    This section outlines several broad approaches discussed by the contributors, including charging for the visit, tying the encounter to a medically necessary evaluation, or documenting time spent on counseling-related discussion. It also notes practical considerations around payment arrangements and recordkeeping.

What You Will Learn

  • Why introductory patient visits can be difficult to classify for billing purposes
  • How preventive medicine, counseling, and coordination-of-care concepts may be considered in this context
  • What general documentation and payment issues may arise when a practice wants to charge for a nonstandard visit
  • How payer acceptance can affect whether a service is reimbursable

Who Should Read This

  • Medical coders
  • Medical billers
  • Practice managers
  • Physicians
  • Compliance staff

Code Ranges Discussed


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