Compliance: Beat Auditors to the Punch: Use Self-Audits to Correct Your Documentation Glitches

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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 how routine self-audits can help physician practices identify documentation gaps in evaluation and management (E/M) services before an outside audit does. It focuses on broad compliance themes such as documenting time, capturing required history elements, and aligning visit level selection with medical necessity. The article is aimed at coding, billing, compliance, and provider education audiences who want to strengthen documentation processes and reduce claim risk.

Why This Topic Matters

Accurate E/M documentation affects claim support, compliance, and reimbursement integrity. Understanding common documentation weaknesses can help practices improve internal review processes and prepare for audit scrutiny.

Article Sections

  1. Background

    Introduces the role of self-audits in finding documentation and billing issues before external review. Frames the article around compliance improvement and reimbursement accuracy.

  2. Get Into the Habit of Documenting Time Spent

    Addresses documentation of time in E/M encounters and how practices can improve their internal documentation habits. The section presents guidance through a question-and-answer format.

  3. You Must Meet Minimum History Requirement to Bill New Patient

    Reviews documentation expectations for new patient E/M services, with emphasis on required history components. The section discusses how missing elements can affect claim support.

  4. Doctor Overdocuments History, Exam? You Can't Always Bill 99215

    Examines the relationship between extensive documentation and visit level selection. It discusses how medical necessity and encounter complexity factor into E/M coding decisions.

What You Will Learn

  • How self-audits can reveal documentation and compliance problems in E/M services
  • What documentation elements are discussed for time-based E/M reporting
  • What history-related documentation issues can affect new patient office visit support
  • How medical necessity relates to selecting the level of an E/M service
  • Why internal documentation habits matter for compliance and claim support

Who Should Read This

  • Medical coders
  • Billing staff
  • Compliance professionals
  • Physician practices
  • Provider educators
  • Practice managers

Codes Discussed

  • CPT: 99214
  • CPT: 99215
  • CPT: 99201
  • CPT: 99205

Code Ranges Discussed

  • CPT: 99201-99205

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