E/M Coding: Make Your Documentation Problems Ancient History

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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 summarizes payer and MAC guidance on evaluation and management documentation when a patient cannot provide a history. It is aimed at coders, billers, and clinicians who document office and other E/M services, with emphasis on what to record, how different payers approach unobtainable history, and how reporting may vary for established versus new patient encounters. The discussion is based on payer policy examples and documentation guidance from multiple organizations.

Why This Topic Matters

Incomplete history documentation can affect E/M level selection and claim support. Understanding payer expectations helps providers document appropriately when history is unobtainable and reduces avoidable denials or coding uncertainty.

Article Sections

  1. Remember to Show the Reason

    Explains the need to document why history could not be obtained and to note attempts to gather information from other sources. It also addresses later documentation updates when information becomes available.

  2. Don’t Always Default to Comprehensive History

    Discusses payer guidance rejecting the idea that inability to obtain history automatically permits a higher history level. It focuses on documentation expectations and attempts to supplement history from available sources.

  3. Base E/M Level on Other Elements

    Covers how E/M level selection may rely on other documented elements when history is unavailable, especially for established patient office visits. It also notes that reporting approaches for other visit types and payer categories may differ.

What You Will Learn

  • What to document when patient history cannot be obtained
  • How payer guidance addresses unobtainable history
  • How E/M level selection may be affected when history is missing
  • Why rules may differ by payer, patient type, and service type

Who Should Read This

  • Medical coders
  • Billing staff
  • Physicians and other providers
  • Practice managers
  • Compliance staff

Codes Discussed


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