E/M Coding: Master E/M Claims with Advice From Part B MACs

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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 reviews public guidance shared by a Medicare Part B MAC on evaluation and management (E/M) documentation and claim review practices. It covers general topics such as new versus established patient determination, how prior services and group practice affiliation affect status, documentation issues in history and review of systems, and how one MAC applies an E/M physical exam scoring approach. The piece is relevant to physicians, coders, auditors, and billing staff who work with office and hospital E/M claims and want to understand broad Medicare MAC perspectives on documentation review.

Why This Topic Matters

E/M claims are often judged against documentation standards that vary in interpretation across payers and auditors. Understanding the kinds of guidance MACs publish can help practices better align documentation workflows with review expectations.

Article Sections

  1. Tip 1: Procedural Services Count Toward "New Patient" Rules

    Explains how the article addresses patient status questions when prior face-to-face services, diagnostic test interpretation, or non-physician practitioner involvement are part of the history. It also references guidance shared by a Medicare Part B MAC.

  2. Tip 2: Switching Practices Doesn't Change Status from 'Established' to 'New'

    Discusses how patient status may carry over when a physician moves to a new group practice. The section focuses on group practice and specialty considerations in the context of E/M billing.

  3. Tip 3: You May Be Defining 'Double Dipping' Improperly

    Covers documentation of history elements and how overlapping documentation may be viewed in E/M review. The section centers on common misconceptions about history-taking documentation.

  4. Tip 4: Avoid The Blanket Statement 'Complete ROS Negative'

    Addresses review of systems and past, family, and social history documentation expectations. It highlights the general completeness of history elements used in E/M note review.

  5. Tip 5: Know How Your MAC Calculates Physical Exams

    Summarizes the MAC’s general approach to scoring physical examination documentation under E/M guidance. It also references the 1995 and 1997 E/M guidelines and an example of an exam review method.

What You Will Learn

  • How Medicare Part B MAC guidance can affect E/M documentation review
  • What broad factors influence new versus established patient status
  • How history documentation is discussed in the context of E/M auditing
  • How exam documentation may be evaluated using a MAC-specific scoring approach
  • Which organizations and guideline frameworks are mentioned in the article

Who Should Read This

  • Physicians
  • Medical coders
  • Medical billing staff
  • Compliance auditors
  • Practice managers

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