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Questions How long can I access the on demand version. Where can I ask questions after the webinar? Can the CC be used as an element of HPI? I have a co-worker who believes it cannot be used at all towards anything other than being the "CC"... Answers You will find that in the same instructions box you utilized to access this presentation. Subscription access expires December 31, individual purchases will not expire for at least two years. If you are the purchaser, you can find your information through following these steps: 1. Go to http://www.aapc.com & login 2. Go to Purchases/Items 3. Click on Webinars tab 4. Click on Details next to the webinar 5. Find the instructions box in the middle of the page. Click on the link to the item you need (Presentation, MP3 file, Certificate, Quiz) The online member forums, where over 100,000 AAPC members have access to help each other with all types of questions. *Forum Posting Instructions* 1.Login to your online account 2.In the middle of the page you will see discussion forums 3.Click on view all top right hand side 4.Select general discussion under medical coding unless you see a topic that suits you more 5.On the top left side of the forum box, you will see a blue button, new thread click on that 6.Type your question and submit 7.Check back in that location for answers as you please The 1995 and 1997 Documentation Guidelines (DG) do not address who can record the chief complaint. WPS Medicare will allow the CC when recorded by ancillary staff. However, the physician must validate the CC in the documentation. The 1995 and the 1997 Documentation guidelines indicate ancillary staff may obtain the ROS and PFSH but they do not indicate the ancillary staff can obtain the History of Present illness Under diagnosis and management options where it states 1point for DX can we use multiple dx's as long as it does not give the restriction of (1max or 2 max) What does MAC stand for please? Can the chief complaint be documented by ancillary staff as long as the chart note is signed off by the rendering physician? Can a review of a xray be used for the CC? Yes as long as the diagnosis is related to the visit or is a secondary issue You Medicare Contractor such as Trailblazer, etc Yes but must be valided by he physcian I would recommend the chief complaint to reflect why it as done such as follow-up for pneumonia

Can the chief complaint be counted towards the HPI elements e.g. knee pain using location. Can the chief complaint be counted towards the HPI elements e.g. knee pain using location. the presenter said history of chronic "inactive" conditions are used in HPI. If a condition is inactive then why would that be considered HPI? The 1995 and 1997 Documentation Guidelines (DG) do not address who can record the chief complaint. WPS Medicare will allow the CC when recorded by ancillary staff. However, the physician must validate the CC in the documentation. The 1995 and the 1997 Documentation guidelines indicate ancillary staff may obtain the ROS and PFSH but they do not indicate the ancillary staff can obtain the History of Present illness I would also check your AMC guidelines to see if there is a stipulation to this Because some patients are there for follow-up of problems and not necessarily for a current problem In the example can occasionally be counted as timing? Yes it can Can you use a symptom from HPI for ROS or is that double dipping not Most MAC providers consider it double dipping but you would need to allowed? double check with your MAC provider to make sure Our Dr uses a general history update form that the pt fills out. It asks many If the doctor notates in the documentation those sytstems are negative, problems they may have had since their last visit. If they don't check them yes you can they are considered no. Can you not count that on your ROS? You keep referring to MAC. We are a pediatric practice therefore we do not take Medicare. Do we still have to be concerned with "double dipping?" What do you think about the Medicare carriers that do not allow unobtainable to be counted? If history is unobtainable and documented do you have to use the "97 exam guidelines or can you use the '95?? If patient is established, wouldn't history be comprehensive given extended HPI, Extended ROS and Complete PFSH? Yes it is still a guideline that payers will use If the MAC provider does not allow it, I would not recommend being acceptable for auditing purposes Unless your MAC provider tells you any different, you can use either To get a comprehensive History would need a Complete ROS and this is only a extended ROS What type of past history could you document with a young child or baby? The guideline notate the hisotry of HPI can be used for deatils of mother's pregnancy and infan't status at birth, Social history will focus on the family structure; family history on congenital anomalies and hereditary disorders in the family., Social history can also include parents smoking and alcohol

Our Dr's currently put HEENT. So if they aren't given credit for that then it could possible lower the level of service they could charge right? Especially if counting those gave them the higher level. Is there any guidance for a complete ROS for infants in situations where 10 systems really aren't going to be feasible to obtain? [11:30 am] Melody Irvine: In response to the previous question regarding HEENT if it is documented in the '95 GL as HEENT negative how would you count it? For the '95 gl how is the examination of the thyroid counted? Is it lymph/hemato? Regarding 1995 guidelines physican exam; Exp. problem focused and detailed, what would you consider detailed? Is the 2nd option of 95 Exam for scoring a CMS guideline? slide reference 37 Back to the 1995 physical exam, do the MAC's have rules on when you choose to use the 2-4 and 5-7 rule? If our practice defines what is detailed vs limited and includes in our compliance plan, is that acceptable and likely to pass audit? For 95 exam, what if the physician only commented on Heart: Normal to auscultation; would this be counted as an OS since there is no BA? That is correct, they need to identify each area in the HEENT that was examined. Good question, ROS must support the medical necessity., so obtaining a complete review of systems for a minor problem would not meet medical necessity Because HEENT is two differnen area such as Eye and ENT. I still want to know what was examined., I want particulars of each organ system or body area examined. If they give me detailed information about the thyroid, such as discussing the lymph nodes, etc. neck it will be counted as Lymph/hemato, otherwise I will count it as a body area That is the millon dollar question because everyone's idea of detail is different. That is why I like using the 2-4 andf 5-7 criteria. No it is not because CMS will not define this area. I have had confirmation that many payers do use this No they do not but I do recommend an auditing compliance plan to identify these areas and this will be discussed at the end of this presentation Yes it does and sounds like you are on top of it. Perfect Yes this would be an Organ System In the HPI section, doesn't Extended encompass both the detailed and comprehensive level? At what point do we give points for obtaining hx from the parent on an infant or child who is not able to relay history? Or do we give a point ANY time the parent relays history? Where can we get the auditing tool you use? No, the level is chosen by the column that is furthest to the left, I the ROS is only 2-9 system, the it is a detailed ROS and not a comprehensive. If the ROS was 10 or more then it would be a comprehensive ROS but the other deciding factor will be how much PFSH is taken and documented. Good question and most providers say no. You can email me directly and I will send it too you

Under MDM complexity how many points would you give if the provider makes a decision to refer the patient to another provider? 4 points for referral to another provider Do 2 of the 3 areas of risk for established have to match? Not sure of the question you are asking, can you clarify? Just sharing something I came across while listening to a WPS webinar; in a Thank you for this information and again this can vary per MAC proivider. group practice new to the treating provider is not accepted as a new problem. Not sure if you want to share this for others to look into on their own or not. Is there somewhere on the AAPC website where we can download PDF You can obtain these guidelines off of your MAC provider website which I versions of the 1995 and 1997 audit forms? would recommend verses CMS to make sure you are following you MAC guidelines for your region. For MDM, pt is admitted but without any additional testing ordered (i.e. Are you talking diagnosis? There are three components to MDM, which observation). Three or four or points? area are you referring too? How to you define a limited exam vs extended exam in the 95 guidelines? This is a very grey area and there is nothing that really explains the difference. This is interpretation and we cannot get CMS to define the diffenece in the two. I would suggest this to be in a compliance plan to define the differences in the two The ROS is obtained by nurse. In the physician's documentation he notes As long as it is documented that he reviewed the ROS that was obtained by that ROS was reviewed in the nurse note. Is that enough to count a the nuse then it can be counted complete ROS if all systems were listed in the nurse note? Did you just recommend that the EHR not select the level of the visit? Our EHR uses 1995 guidelines...provider does have option to over-ride the code given by EHR...and they have to select MDM themselves... It is good they can overide the system but myself I perfer the doctor chose their own level of due to Medical Necessity, which the computer is unable to define. Where can I download a copy of an audit form? Are there different versions that I could review? One of our providers would like to have a ROS form that includes a list of some common review of systems and have the patient circle the positive ones without indicating negative ROS. I don't feel this clearly supports a complete ROS. Do you have anything I can share with him or do you feel it would be acceptable? Yes there are many different ones out there but I would check you MAC provider to see if they have a specific audit form for you to use, if not you can use any form you wish. I feel the forms are acceptable to use the key is documented the physician has reviewed these forms and systems in his documentation to give him credit.

Our Dr uses a general history update form that the pt fills out. It asks many problems they may have had since their last visit. If they don't check them they are considered no. Can you not count that on your ROS? ANswer: If the doctor notates in the documentation those sytstems are negative, yes you can...he currently says in his dicatation see history update form. That is all he says. Is that considered that he is notating it? Does a physician need to order tests in order to get the 4pts under the number of diagnosis and treatment options? Our patients usually come in with these studies already completed as our physicians are cardiovascualr and thoracic surgeons. Most of the time our patient s are scheduled for surgery. Can the surgery be considered the additional work up planned? I work in a General Surgeon's office and the surgeon's are asked to see patients in the hospital prior to surgically inserting a port. Is it permissable to bill an E&M level with a 25 modifier for the same day procedure if the patient has never been seen before & the diagnosis is the same? when providers see patients for 3 or more chronic or inactive problems many times the status is documented in the assessment and plan. Would you be able to count this as HPI as well or do they need to restate this in the HPI? He may say "see the updated history form" but he needs to notate that he personally reviewed the updated history form. Two different questions. If the test have already been ordered, and completed it would not be additional work-up planned. For complexity they can get a point for reviewing the lab - 1 pt and if interpretation is performed that must be documented but they won't get 4 points. If the review and interpret they will only get 2 points and not the additional point for reviewing the lab. If they just insert the port the answer is no but if they perform all the components of History, examination and MDM before inserting the port then yes. Again it would need to support the medical necessity of a E/M code and I would also check your CCI edits to see if it can be charged together. It may be bundled. It would need to be in the History because if you are basing this visit on the chronic/inactive conditions only, the history would need to support this. Many times doctors try to list chronic conditions in the assessment but if they are not addressed that day you cannot count it. How to you define a limited exam vs extended exam in the 95 guidelines? On the 1995 Exam sheet for constitutional exam it states "3 of the following" The 95 guidelines do not specify 3 vitals - can you tell me from where this came? Under MDM complexity how many points would you give if the provider makes a decision to refer the patient to another provider? Good question and there really isn't anything documented in the guidelines that explains the difference. It is a grey area and I recommend have some type of documentation that would define your interpretation of this. I wish I could be more specific but I am amazed how everyones interpretation is different. To be honest there isn't but every payer I have worked with requires 3 vitals for constitutional whether it be 95 or 97 I would not give any credit in complexity for referal. I would give them credit for 4 points under diagnosis

If the provider bills for the lab, do they still get points for ordering the lab and do they get 4 points for workup planned? If the physician ordered an EKG and interpreted the EKG billing for the global service, they would get the 2 points for the indep. review even though they are getting paid for the interp in the global EKG code? Every MAC provider looks at this differently but personally I would give 4 points in diagnosis and 1 point in complexity for ordering Every MAC provider looks at this differently, some will let the doctor get points for ordering/interpretation of 2 points and some MAC providers will not allow the points if you are billing for it. If we have only one ROS documented - must it be pertinent to the reason for the visit? Ex: patient seen, evaluated and treated for knee pain and the only ROS documented is "no shortness of breath". For the urine dip - doesn't the test have to be previously or will be subsequently read by another provider to count as independant visualization? No not necessarily but I would question the medical necessity of SOB for knee pain, verses why it is not related to the symptom. I will typically give the doctors credit for their documentation but will also reference this type of information in my report to let them know it could be a concern for medical necessity of the ROS. Not for a urine dip. This is a CLIA waived test and they are not sent out and can be performed in the office. If the doctor interprets the Urine Dip I want documented result of the findings. Many times the nurses just give the information and doctors does not interpret the information Can you clarify the 4 points for referral to another provider? If the physician refers the patient to another doctor or requests a consultation or seek advice from another healthcare professional this would be considered additional work-up planned for a new problem. For prescription drug management, do they fall under moderate if patient is on RX from another provider? If the history comprehensive, exam is comprehensive, but the patient was an otherwise healthy male presenting with common cold symptoms. MDM is self-limited/minor. What suggestion would you have for addressing medical necessity with the physician that wants to report 99215 for this established patient? If the doctor changes the dosage or changes the RX to something different then it could be counted as moderate, other wise just notating the medication that is given by another provider I would count prescription drug management I see this problem often and it does not meet medical necessity of the level charged. This is a focus of OIG audits and the guidelines clear state Because the level of E/M service is dependent on two or three compnents performance and documentatio of one compnent at the highest level does not necessarily mean that the encounter in its entirely qualifies for the highest level of E/M service. Any documentation can meet the highest level with the History and Examination but if the MDM is low, this is the driving factor.

Sorry...I think you just answered...question is regarding table of risk...wondered if I have to score all three areas of risk...but think your example clarified... Who identifies risk factors? The provider or insurerer? Which guidelines are you citing on slide 54? where does CMS say that they should base on MDM? A patient with a CC maybe could necessitate a high history and exam but after all that is complete it is not a high/moderate MDM Thanks It is not so much as who identifies the risk factor. The documentation should support the risk factor (not necessarily in those words) but concept must be clear. This is documented in 97 CMS guidelines page 4, the other points are my interpretation and what I see in the field from personal experience If you look at OIG workplan they are focusing on "medical necessity of visits. CMS guidelines say Because the level of E/M service is dependent on two or three compnents performance and documentatio of one compnent at the highest level does not necessarily mean that the encounter in its entirely qualifies for the highest level of E/M service. Any documentation can meet the highest level with the History and Examination but if the MDM is low, this is the driving factor. The risk of an audit is much higher by not using this rule of thumb. If the documentation does not support a moderate or high MDM, my guess is the doctor did not document enough information to support a higher MDM. If the MD was not high then an extensive exam and MDM may not be warranted. I'm sorry, yes, diagnosis. Being admitted is a higher level than going home If there was no additional workup planned then I would give only 3 points but "no additional work up" is being ordered. Not sure how many points to assign. What did she say to turn of in the EHR regarding Med Nec? My recommendation is the automatic selection of level of visits be turned off and the provider must select the correct level of visit. Reasoning is because a computer can not decipher medical necessity. if a patient is on a prescription med for lyme disease and they are responding well, and the dosage of the med is decreased, does this meet the moderate level of mdm component? Yes it does because the doctor is managing this prescription and taking the risk that is involved in decreasing the medication. When doctors change or give a new prescription, they are depended and taking the risk that the patient is giving them correct information.

If the patient is seen for a simple sore throat and there is prescription drug management and all the documentation meets the criteria of a 99214, do you give it to them? Has the medical necessity for a 99214 been met? If the criteria and documentation has been met for a 99214, I would give them the level. The big question is "did the History and Examination" meet medical necessity. Was it medically necessary to ask those questions or perform an extensive examination for a simple sore throat. Probably not. I am hearing conficting information when it come to MDM driving your exam levels, I sat thru a Advanced E & M auditing seminar and they indicated MDM i snot the driving force, now I agree with this presenter that MDM should be the driving force but hwhich do I train to any help with this would be greatly appreceited. Where can I download a copy of an audit form? Are there different versions that I could review? If you look at OIG workplan they are focusing on "medical necessity of visits. CMS guidelines say Because the level of E/M service is dependent on two or three compnents performance and documentatio of one compnent at the highest level does not necessarily mean that the encounter in its entirely qualifies for the highest level of E/M service. Any documentation can meet the highest level with the History and Examination but if the MDM is low, this is the driving factor. The risk of an audit is much higher by not using this rule of thumb You can check your MAC provider to see if they have an audit form they want you to use. Example is Trailblazer has their own version of the MDM than others. Otherwise you can contact Larissa Villers at AAPC and she can put you in contact with me if you would like a copy of my audit forms. Thank you for all the questions. Keep in mind that all MAC providers can view many of these areas differently and it is important to check the guidelines for you MAC provider. That is why I recommend a auditing compliance plan to define and interpret those grey areas. I will be giving a presentation in Vegas at the National Conference on how to Develop a Auditing Compliance Plan