5. Page 5
What are Evaluation and Management Services?
» A category of billing for physician and facility services that focuses on
understanding the patient's problems and arranging a care plan to help.
» Evaluation and Management Services most often include
› Emergency Room Visits
› Inpatient Consultations
› Outpatient Clinic Visits
» Most often referred to as E/M services.
7. Page 7
Physician E/M Component Overview
» To determine the appropriate level of service for a patient’s visit, it is
necessary to first determine whether the patient is new or already
established.
» The physician then uses the presenting illness as a guiding factor and his
clinical judgment about the patient’s condition to determine the extent of
key elements of service to be performed.
» The key elements of service are:
› History;
› Examination; and
› Medical Decision Making.
» The three key components appear in the AMA descriptors for office and
other outpatient services, hospital observation services, hospital inpatient
services, consultations, emergency department services, nursing facility
services, domiciliary care services, and home services.
» EXCEPTION: in visits which consist predominately of counseling or
coordination of care, the time spent is key in determining the level of E/M.
CMS Evaluation and Management Services Guide – March 2006
8. Page 8
Physician Key Component - History
» Documentation of patient history includes some or all of the following
elements:
› Chief Complaint (CC)
› History of Present Illness (HPI)
› Review of Systems (ROS)
› Past, Family, And/Or Social History (PFSH)
» The elements documented will determine the level of history for the E/M
level.
9. Page 9
Physician Key Component - Examination
» There are two types of examinations that can be performed during a
patient’s visit:
› General multi-system examination
› Single organ system examination
» Below are the body areas and organ systems that are recognized according
to the Current Procedural Terminology (CPT) book:
10. Page 10
Physician Key Component - Examination
» The elements documented will determine the level of examination for the
E/M level.
11. Page 11
Physician Key Component – Medical Decision Making
» Medical decision making refers to the complexity of establishing a
diagnosis and/or selecting a management option, which is determined by
considering the following factors:
› Number of possible diagnoses and/or management options;
› Amount and/or complexity of medical records, diagnostic tests, and/or other
information that must be obtained, reviewed and analyzed; and
› Risk of significant complications, morbidity, and/or mortality as well as
comorbidities associated with the patient's presenting problem(s), the diagnostic
procedure(s), and/or the possible management options.
12. Page 12
Physician Key Component – Medical Decision Making
» To qualify for a given type of medical decision making, two of the three
elements must either be met or exceeded.
14. Page 14
Hospital E/M Overview
» Separate CPT/HCPCS codes have yet to be established to describe E/M
services provided within a facility.
» Hospitals are permitted to utilize “physician” E/M to capture charges for
services provided.
› Physicians – expertise
› Hospitals – overhead
» To determine the appropriate level of service for a patient’s visit, it is
necessary to first determine whether the patient is new or already
established.
» Hospitals are to create their own system for determining visit level.
› In Maryland this has been established by the HSCRC.
› Outside of Maryland, various methods are utilized
‒ Point systems
‒ Time-Based
‒ Severity-Based
» It is not an expectation of payers that levels reported by the physician and
facility for the same patient, same encounter will be at the same level.
15. Page 15
Hospital E/M – Maryland HSCRC
» Emergency Department Visits
› Clinical Care Time (CCT)
‒ Level I 0-<15 minutes
‒ Level II 15-<30 minutes
‒ Level III 30<60 minutes
‒ Level IV 60<120 minutes
‒ Level V 120+ minutes
› Includes all procedures and services performed by ED staff
» Outpatient Clinic Visits
› Clinical Care Time (CCT)
‒ Level I 0-10 minutes
‒ Level II 11-25 minutes
‒ Level III 26-45 minutes
‒ Level IV 46-90 minutes
‒ Level V 91+ minutes
› Procedures can be reported separately
17. Page 17
New vs. Established Patient
» E/M codes will often differ between new and established patients.
» Criteria differs between physician and hospital reporting of E/M services.
› Physician
‒ New vs. Established
◦ Pertains to whether a patient has been seen by a provider or a fellow provider from
the same specialty of the same group practice within the past 3 years
› Hospital
‒ New vs. Established
◦ Pertains to whether or not the patient already has a medical record number
◦ If patient had use of that medical record number within the past 3 years, the patient
is considered an established patient to the hospital
◦ The same patient could be “new” to a physician or department, but “established” to
the hospital
18. Page 18
Level Determination
» Physician
› Level determination for physicians can be complex.
› Subject to great scrutiny.
» Hospital
› Level determination for hospitals remains to be unstructured.
› Not easily scrutinized.
19. Page 19
Reportable CPT/HCPCS
» E/M Services do not always share the same CPT/HCPCS when reporting
services performed by a physician or on behalf of a facility.
24. Page 24
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25. Page 25
Our Unique Approach
» Integration – We believe it is imperative to integrate a strategic and
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» Experience – Our consultants have on average 10+ years of operational
and/or consulting experience. Our senior resources work on the project –
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Notes de l'éditeur
The extent of information gathered for history is dependent upon clinical judgment and the nature of the presenting problem.
The extent of information gathered for history is dependent upon clinical judgment and the nature of the presenting problem.
The extent of information gathered for history is dependent upon clinical judgment and the nature of the presenting problem.
The extent of information gathered for history is dependent upon clinical judgment and the nature of the presenting problem.
According to the 1997 Documentation Guidelines for Evaluation and
Management Services, the 10 single organ system examinations are:
• Cardiovascular;
• Ear, Nose, and Throat;
• Eye;
• Genitourinary;
• Hematologic/Lymphatic/Immunologic;
• Musculoskeletal;
• Neurological;
• Psychiatric;
• Respiratory; and
• Skin.
General multi-system examination, which involves the examination of one or
more organ systems or body areas. According to the 1997 Documentation
Guidelines for Evaluation and Management Services each body area or organ
system contains two or more of the following examination elements:
• Constitutional Symptoms (e.g., fever, weight loss);
• Eyes;
• Ears, Nose, Mouth, Throat;
• Neck;
• Respiratory;
• Cardiovascular;
• Chest (breasts);
• Gastrointestinal;
• Genitourinary;
• Lymphatic;
• Musculoskeletal;
• Integumentary;
• Neurological; and
• Psychiatric.
The extent of information gathered for history is dependent upon clinical judgment and the nature of the presenting problem.
According to the 1997 Documentation Guidelines for Evaluation and
Management Services, the 10 single organ system examinations are:
• Cardiovascular;
• Ear, Nose, and Throat;
• Eye;
• Genitourinary;
• Hematologic/Lymphatic/Immunologic;
• Musculoskeletal;
• Neurological;
• Psychiatric;
• Respiratory; and
• Skin.
General multi-system examination, which involves the examination of one or
more organ systems or body areas. According to the 1997 Documentation
Guidelines for Evaluation and Management Services each body area or organ
system contains two or more of the following examination elements:
• Constitutional Symptoms (e.g., fever, weight loss);
• Eyes;
• Ears, Nose, Mouth, Throat;
• Neck;
• Respiratory;
• Cardiovascular;
• Chest (breasts);
• Gastrointestinal;
• Genitourinary;
• Lymphatic;
• Musculoskeletal;
• Integumentary;
• Neurological; and
• Psychiatric.