E&M Coding Guidelines

For 2021, the E&M coding guidelines changed, this link has a lot of great information:

https://www.ama-assn.org/practice-management/cpt/implementing-cpt-evaluation-and-management-em-revisions

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23-Apr-2024
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Office Codes(1)
E&M(1)
Coding(1)
Billing(30)

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Adding a Provider Signature on Orders
Adjusting Printer Settings / Margins for Printing HCFA 1500 Claim Forms
Appointment Types
AP Status Definitions
Billing Provider Overrides - How to change certain values
Can I Delete a Patient Entered in Error?
Can Patients Pay their Bill Online
Can We Show More Details of Health Maintenance Updated in Encounter Summary
CCM Time Tracker
Correcting Trizetto Rejections - Claims Errors on Clearinghouse
Do Document Notes Get Included with a Patient Medical Record Export
Entering NDC Codes for CPT Codes
EPCS - Can I use a pre-existing ID.Me account?
Error with eVerification: No Providers Configured
Getting Error When Trying to Delete Patient Insurance that was Entered Incorrectly
Getting Medication error: "We are unable to check the Scheduled Drug Information for this Medication ..."
Having issues with EPCS ID.ME Authenticator App
Hierarchical Condition Categories
How are Patient Portal Messages Attached to Patient Charts
How Can I add Saved Phrases or Paragraphs for my Encounter Plan
How Can I Bill Under a Different Provider if the Rendering Provider is not Credentialed
How Can I Change a Charge Amount Just for this Patient/Date of Service?
How Can I Change the Date of Service for a Line Item / Single Charge Code?
How Can I Delete a Message Sent in Error / For the Wrong Patient
How can I document a medication side effect as opposed to an allergic reaction?
How can I enter Medical History without an Encounter?
How can I look up a Previously Payment made by a Patient?
How Can I Make an Appointment Type Always be Non Billable
How can I make sure a Fax was Sent?
How Can I Open Two or More Charts at a Time?
How Can I Print Claims Status for Appeal?
How Can I Request an Interface to my Lab, Immunization Registry, or other Organization?
How can I see all Claims that Billed a Particular CPT Code
How Can I See if an Appointment was Deleted and if so, the person that Deleted it
How can I see patient's DOB from Refill Requests
How Can I See Who Added and/or Deleted a CPT/Charge Code to a Claim?
How can I send a Lab Order ahead of the Office Visit?
How Can I Tell if a Patient Received a Reminder Call / Text / or Email
How Can I Tell When a Patient Received a Statement Last
How do I add Allergy to Latex, Pollen, etc? How to add missing reactions?
How do I add a new Provider in the system?
How Do I Change the Value of CMS1500 Accept Assignment Field (Block 27)
How Do I Delete a Patient Document Attached in Error
How do I find ReLi Med's ONC Certification ID
How do I know what pharmacy my refill will go to?
How do I Post Date a Prescription?
How do we create encounters which can be closed by Non-Providers?
How Do You Delete the Claim Rebill or Correction Code
How to activate EPCS for a Provider
How to add a charge for things like Medical Records or Forms for Self Pay?
How to Add a New Document Type / Folder
How to Add a New Phone to ID.ME for EPCS
How to add a new Privilege Group and Assign Privileges
How to add a new Referral Provider
How to Add an Itemized bill to Patient Portal
How to Add a Note to a Claim Before Transmitting
How to Add Medications if its not available to search and select.
How to adjust Default Sections Selected for Importing from a Previous Encounter
How to Adjust Scheduler Resources (columns) to see less of them
How to adjust work hours for a particular provider
How to allow a patient to see a document on their patient portal?
How to apply a credit from one claim to another claim for a patient
How to block a Holiday/All day closed event to not show as Available on the Patient Portal for Self Scheduling
How to block off dates/times on the Scheduler
How to Control Signature for Blocks 12 and 13 on 1500 Claim Form
How to Default Document Uploads to NOT Send a Message
How to Edit an Employee / Personnel
How to Enter and Authorization Number for Billing
How to Enter and Transmit a Future Lab Order
How to enter other patient genders besides Male and Female
How to enter Workman's Comp or Personal Injury type of Payors
How to Fax Referral or Encounter Summary to a Specialist documented on the Patient Chart
How to find an ICD-10 Code / Diagnosis Code?
How to Fix Immunization Errored Transmissions
How to Fix incorrect Diagnosis Order / Negative Diagnosis Order Number
How to get a List/Count of our Current Active Patients
How to get a list of Encounters closed on a particular date
How to get a list of Patients that have a particular Insurance
How to get Authorization number printed on HCFA 1500
How to get Installation Instruction with Installation Key
How to Handle Lab Orders that Do Not Need to be Sent to the Lab
How to Handle Provider Adjustments
How to Import from a previous encounter
How to Inactivate a User or Employee
How to Include Pictures in the Encounter Summary
How to look up previously uploaded EOB Documents (RCM Clients Only)
How to Make Changes to a Closed Encounter?
How to make the Lab Requisition Report always print to a different printer drawer?
How to Manually add/edit Health Maintenance to Patient Chart
How to mark a patient deceased / transferred
How to Print an Active Medications List for a patient
How to Print and/or Export a Report
How to Print an Itemized Statement for a Patient
How to Print a Paper Claim (CMS 1500 or UB-04)
How to Print Face Sheet or Patient Demographic Sheet
How to Print or Export a List of Claims
How to Record Patient Payments (RCM Clients Only)
How to remove a Diagnosis Code (ICD-10)
How to Remove a Medication from the Encounter Summary When Sent in Error?
How to Remove an Immunization After you have marked it Completed
How to remove saved directions for a medication
How to Reset a Patient's Portal Account Password
How to Restrict Access to Charts
How to Run Credit Card from EMR
How to See How a Payment was Posted / What Claims were Posted for an EOB / Pyament?
How to See Information On a Message
How to Send Billing EOBs or Other Insurance Correspondence (RCM Clients Only)
How to Send Tertiary (or beyond) Claims
How to Set Scheduler Colors
How to Turn On or Off Text / Email / Phone Reminders for Patients
How to update an Employee's Return Email Address for the Contact Support/Billing Services Messages
How to Update Lab Groups
How to View a Patient's Statement that was Sent
How to view Open Charts / Is there a Report for Open Charts
If a patient shows as an Exclusion to a Clinical Quality Measure, why do they still show on the Health Maintenance Due Report?
Increasing Font Size / Making Text Bigger
Medicare as Secondary Payor - MSP
My Messages New Message Count does not Match When I Go To Messages
Patient Reminders without adding an Appointment on the Scheduler
Posting a Refund
Providers List for Patients to pick to send Message from Portal
ReLiMed Fax Feature Information
Remove Restricted Access On Patient Chart
Reset Password
Sending CCDAs or Referral Documents to Providers using Secure Direct Email
Telemedicine / COVID Coding Information
Updating Messages when moving Existing user to a New Privilege Group
Using and Adding Billing Facilities
Viewing a Claim's Status History
What do the Age Gender Classifications mean in ROS and PE Templates?
What do the Claims Generations Errors mean, how do I fix them?
What is the best/easiest way to copy a patient's diagnosis codes to a new encounter?
What is the Best Report for Patient Collections/Balances (RCM Clients Only)
What to do if Zoom asks user to log into account/Invalid Link when a Telemedicine Appointment is started
Why can I not add charges/CPT codes to an Encounter?
Why can I not see a new CPT code on the Charges Screen
Why Can I Only Select 4 Diagnosis (ICD-10) Codes for Diagnosis Pointers
Why Can't I Edit the Start Date/Effective Date of a Patient Insurance Record
Why can't I find a Pharmacy with the Pharmacy Search
Why do I get Error message trying to transmit medication - invalid NDC?
Why do I have to have a patient's vitals to be able to send a prescription
Why is my staff member/personnel not getting the messages?

E&M Coding Guidelines

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