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Review

Optimize your documentation to improve Medicare reimbursement

Ecler Ercole Jaqua, MD, Robert Chi, MD, Wessam Labib, MD, MPH, Marcos Uribe, MD, Juan Najarro, MD and Mary Hanna, MD
Cleveland Clinic Journal of Medicine July 2020, 87 (7) 427-434; DOI: https://doi.org/10.3949/ccjm.87a.19116
Ecler Ercole Jaqua
Assistant Professor, Department of Family Medicine, Division of Geriatric Medicine, Loma Linda University Health, Loma Linda, CA
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  • For correspondence: [email protected]
Robert Chi
PGY-3 Resident, Department of Family Medicine, Loma Linda University Health, Loma Linda, CA
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Wessam Labib
Assistant Professor, Department of Family Medicine; Head & Medical Director, Division of Geriatric Medicine; Director, Family Medicine Medical Student Education; Medical Director, Department of Physician Assistant Sciences, Loma Linda University Health, Loma Linda, CA
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Marcos Uribe
Assistant Professor, Department of Family Medicine, Loma Linda University Health, Loma Linda, CA
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Juan Najarro
Assistant Professor, Department of Family Medicine, Loma Linda University Health, Loma Linda, CA
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Mary Hanna
Assistant Professor, Department of Family Medicine, Loma Linda University Health, Loma Linda, CA
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  • Article
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Article Figures & Data

Tables

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    TABLE 1

    New patient office visit evaluation and management codes

    LevelRequirement (all 3 must be at the billed level) Time (minutes)RVUs
    HistoryExaminationMedical decision-making
    HPIROSPFSHOrgan systemsDiagnoses/complexity/risk
    Level 1 (N1) 992011–3NoneNone1Straightforward100.48
    Level 2 (N2) 992021–31None2–7 (no detail)Straightforward200.93
    Level 3 (N3) 99203≥ 42–91–22–7 (with detail)Low complexity301.42
    Level 4 (N4) 99204≥ 4≥ 103≥ 8Moderate complexity452.43
    Level 5 (N5) 99205≥ 4≥ 103≥ 8High complexity603.17
    • HPI = history of present illness; PFSH = past medical, family, and social history; ROS = review of systems; RVU = Relative Value Unit

    • View popup
    TABLE 2

    Established patient office visit evaluation and management codes

    LevelRequirement (at least 2 of the 3 must be at the billed level) Time (minutes)RVUs
    HistoryExaminationMedical decision-making
    HPIROSPFSHOrgan systemsDiagnoses/complexity/risk
    Level 1 (E1) 992111–3NoneNone1Problem-focused50.18
    Level 2 (E2) 992121–31None1Straightforward100.48
    Level 3 (E3) 99213≥ 41None2–7Low complexity150.97
    Level 4 (E4) 99214≥ 42–912–7 (with detail)Moderate complexity251.5
    Level 5 (E5) 99215≥ 4≥ 102–3≥ 8High complexity402.11
    • HPI = history of present illness; ROS = review of systems; PFSH = past medical, family, and social history; RVU = Relative Value Unit

    • View popup
    TABLE 3

    Billable preventive services

    ServiceWellness visitStandard office visitCognitive assessment visit
    Cognitive assessmentYesNoYes
    Advance care planningYesYesNo
    Depression screenOnly if patient is established (G0439; not with G0402 or G0438)YesYes
    Smoking cessationYesYesYes
    Alcohol screeningYesYesYes
    Alcohol counselingYesYesYes
    STD counselingYesYesYes
    Cardiovascular counselingYesYesYes
    Weight counselingYesYesYes
    • G0439 = subsequent annual wellness visit code; G0402 = welcome to Medicare visit code; G0438 = initial annual wellness visit code; STD = sexually transmitted disease

    • View popup
    TABLE 4

    Required documentation for an initial annual wellness visit

    Demographic data
    Self-assessment of health status
    Psychosocial risks
    Behavioral risks
    Activities of daily living
    Instrumental activities of daily living
    Updated personal and family history
    Substance use disorder assessment
    List of current health care providers and suppliers
    Documentation of weight, height, body mass index, and blood pressure
    Detection of cognitive impairment during visit (direct observation or third-party information helps)
    Depression screening
    Functional ability and level of safety (ability to successfully perform activities of daily living, fall risk assessment, hearing impairment screening, home safety assessment)
    Update all screenings recommended by US Preventive Services Task Force and vaccines recommended by US Centers for Disease Control and Prevention
    Action plan for any identified risks
    • For more detailed information see: www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/MLNProducts/Downloads/AWV_Chart_ICN905706.pdf

    • View popup
    TABLE 5

    Annual wellness visit template

    Reason for visit
    Chief complaint
    Subjective narrative
    Review of systems
    “Please refer to patient-completed questionnaire (previsit template with checkboxes).”
    Past medical history (diagnoses and dates)
    Past surgical history
    Family history
    List of medications
    Socioeconomic history
    Substance use disorder assessment
    Occupational history
    Tobacco use
    Recent hospitalizations
    Objective
    Vital signs, weight, height, body mass index
    Physical examination
    Vision and hearing evaluation
    “Pertinent lab results and tests in the record were reviewed with the patient and a copy was provided to the patient as needed.”
    Assessment of any cognitive impairment
    General appearance
    Mood and affect
    Input from others
    Notes and plan
    Depression screening (PRIME MD-PHQ2)
    Refresh note if PHQ-9 was completed Follow-up plan for depression
    Functional ability
    Does the patient exhibit a steady gait?
    How long did it take the patient to get up and walk from a sitting position?
    Is the patient self-reliant (can the patient do their own laundry, prepare meals, do household chores)?
    Does the patient handle his or her own medications?
    Does the patient handle his or her own money?
    Is the patient’s home safe (eg, good lighting, handrails on stairs and bath)?
    Did you notice or did patient express any hearing difficulties?
    Did you notice or did patient express any vision difficulties?
    Were distance and reading eye charts used?
    Notes and plan
    Advance care planning
    Was patient offered the opportunity to discuss advance care planning?
    If no, did you provide information on advance directives?
    Notes and plan
    Smoking cessation counseling
    Electrocardiogram results
    Required only in initial AWV
    Vaccines
    Screening recommendations
    Assessments and plan
    • View popup
    TABLE 6

    Cognitive assessment visit: Required elements

    Cognition-focused evaluation including a pertinent history and examination
    Medical decision-making of moderate or high complexity
    Functional assessment (eg, basic and instrumental activities of daily living), including decision-making capacity
    Use of standardized instruments for staging of dementia (eg, Functional Assessment Staging Test [FAST], Clinical Dementia Rating [CDR])
    Medication reconciliation and review for high-risk medications
    Evaluation for neuropsychiatric and behavioral symptoms, including depression, with use of standardized screening instrument(s)
    Evaluation of safety (eg, home), including motor vehicle operation
    Identification of caregiver(s), caregiver knowledge, caregiver needs, social supports, and the willingness of caregiver to take on caregiving tasks
    Development, updating or revision, or review of an advance care plan
    Creation of a written care plan, including initial plans to address any neuropsychiatric symptoms, neurocognitive symptoms, functional limitations, and referral to community resources as needed (eg, rehabilitation services, adult day programs, support groups) shared with the patient and/or caregiver with initial education and support
    Typically, 50 minutes are spent face to face with the patient, family, or caregiver
    For detailed information see: https://www.alz.org/careplanning/downloads/cms-consensus.pdf
    • View popup
    TABLE 7

    Billing and documentation criteria for preventive services

    ServiceCPT codeRVUsTime (minutes)Recommended diagnosisRequired intervalOther requirements
    Cognitive assessment994833.44NoneNone180 daysCognitive Assessment Template
    Not the same cognitive assessment described in the AWV
    Advance care planning99497
    99498
    1.5
    1.40
    15–45
    > 45
    NoneNoneDocument discussion, outcomes, and signed forms
    Depression screeningG04440.18≤ 15713.31: Encounter for screening for depression365 days
    Smoking cessation99406
    99407
    0.24
    0.50
    3–10
    > 10
    Severala
    Alcohol screeningG04420.18> 15Any alcohol use code365 daysPatient must be having adverse effects from use
    Alcohol counselingG04430.45> 15Any alcohol use code4 sessions per yearPatient must have positive alcohol screen
    STD counselingG04450.45> 30Severalb180 daysDocument education and skills provided
    Cardio-vascular counselingG04460.45> 15713.6: Screening for cardiovascular disease365 daysMust include intensive behavioral counseling to promote a healthy diet for adults with hyperlipidemia, hypertension, advancing age, and other known risk factors for cardio-vascular and diet-related chronic diseases
    If a patient has a current diagnosis of hyperlipidemia and/or hypertension, the diagnosis codes for these diseases should be used instead of Z13.6; screening codes cannot be used if the patient already has a confirmed diagnosis
    Weight counselingG04470.45> 15BMI > 30.0 kg/m2 and weight-related diagnosis must be documentedMonth 1: weekly
    Months 2–6: biweekly
    Monthly thereafter
    Goal-oriented behavior
    • ↵a For example, F17.210: Nicotine dependence, cigarettes, uncomplicated; F17.220: Nicotine dependence, chewing tobacco, uncomplicated; Z87.891: Personal history of nicotine dependence.

    • ↵b For example, Z11.3: Encounter for screening for sexually transmitted infection; Z11.59: Encounter for screening for other viral disease; Z72.89: Other problems related to lifestyle; Z72.51: High-risk heterosexual behavior; Z72.52: High-risk homosexual behavior; Z72.53: High-risk bisexual behavior.

    • For detailed information see: https://www.cms.gov/Medicare/Coding/MedHCPCSGenInfo/index.

    • View popup
    TABLE 8

    Time attestation for 2 services

    Advance care planning
    This is a time code. You must enter in the number of minutes spent on advance care planning.
    Example: “I spent ___ minutes with the patient on advance care planning.”
    You may also state “I have spent > 16 minutes on advance care planning.”
    Template suggestion: “I spent ___ minutes with the patient in counseling and discussion of goals of care, code status, and advance directives as detailed in the assessment and plan (excluding visit time and annual wellness visit time).”
    Depression screening
    This is a time code. You must enter in the number of minutes spent on depression screening
    Example: “ ___ minutes were spent on depression screening.”
    You must enter in the minutes on each patient.
    Template suggestion: ”I spent ___ minutes with the patient on screening and counseling about depression (excluding advance care planning and annual wellness visit time).”
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Cleveland Clinic Journal of Medicine: 87 (7)
Cleveland Clinic Journal of Medicine
Vol. 87, Issue 7
1 Jul 2020
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Optimize your documentation to improve Medicare reimbursement
Ecler Ercole Jaqua, Robert Chi, Wessam Labib, Marcos Uribe, Juan Najarro, Mary Hanna
Cleveland Clinic Journal of Medicine Jul 2020, 87 (7) 427-434; DOI: 10.3949/ccjm.87a.19116

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Optimize your documentation to improve Medicare reimbursement
Ecler Ercole Jaqua, Robert Chi, Wessam Labib, Marcos Uribe, Juan Najarro, Mary Hanna
Cleveland Clinic Journal of Medicine Jul 2020, 87 (7) 427-434; DOI: 10.3949/ccjm.87a.19116
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  • Article
    • ABSTRACT
    • OVERVIEW OF GENERAL MEDICAL BILLING IN OUTPATIENTS
    • GERIATRIC BILLING: DETERMINING THE VISIT TYPE
    • THE ANNUAL WELLNESS VISIT
    • COGNITIVE ASSESSMENT
    • MAXIMIZING PREVENTIVE SERVICES
    • DOCUMENTING FOR PREVENTIVE VISITS
    • REIMBURSEMENT FOR CARE PROVIDED
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