When Can the Amount and Complexity of Data Apply to Lab Tests?

April 22, 2024

It’s a great question—and one that generates discussions in almost every medical office. In this issue (and next week’s, too), we’ll examine some scenarios that will help you clarify the rules.1

Preventive Medicine Service Visits (99381-99397)
Generally speaking, labs and other tests ordered during these visits may not be counted toward medical decision-making (MDM). That’s because you use these codes to report preventive services, and the 2021 CPT changes do not apply to these services.

But there are always exceptions to the general rule. For example:

  • During the “preventive” visit, the provider discovers an abnormality that merits enough additional work to meet the criteria for a problem-oriented E/M service; or
  • The provider addresses a pre-existing medical problem during the preventive services visit.

In both of these cases, lab tests could help determine the appropriate level of MDM, and you could apply office codes (99202-99205) or outpatient codes (99211-99215). Additionally, you should include modifier 25 to indicate that you delivered a significant and separately identifiable E/M service on the same day as the preventive service.

Review of Tests or Lab Results from an Outside Specialty Provider
In this case, a provider’s review of test results (e.g., EKG) and a specialist’s notes can apply to the “amount and complexity of data” element in MDM, provided the tests and notes came from a “unique source.” So what counts as a “unique” source? For that, we have to turn to the E/M 2021 Errata and Technical Corrections, CPT 2021. It defines a unique source as a physician or qualified healthcare professional in a distinct group or different specialty or subspecialty, or a unique entity. You can also apply a “unique test,” which is defined by the CPT code set. When you compare results of the same unique test during an E/M, count it as one unique test. The same principle applies with all materials reviewed from a unique source: Count it as one element in MDM.

Next week, we’ll review more scenarios.

1American Medical Association, CPT Evaluation and Management Revisions FAQs: https://www.ama-assn.org/practice-management/cpt/cpt-evaluation-and-management-em-revisions-faqs

Got a question about E/M coding? We’d love to hear from you.

Submit your questions by emailing us at coders@calmwatersai.com

 

Download PDF

Michelle Sergei-Casiano
Michelle Sergei-Casiano
Michelle Sergei-Casiano
CPC, CFPC, CEMC, CPMA Senior Manager, Regulatory and Coding Compliance coders@calmwatersai.com

 

More Coffee & Coding

What, precisely, is a “self-limited” condition?

What, precisely, is a “self-limited” condition? May 6, 2024 This issue is a continuing source of uncertainty for coders and providers alike, especially since we all analyze and apply information differently in medical decision making (MDM). So, how can we bring...

More E/M Coding Questions (and Answers!)

More E/M Coding Questions (and Answers!) April 29, 2024 This week, we pick up where we left off with the last issue of Coffee & Coding, when we addressed questions about how tests and lab work can count toward complexity of data in medical decision-making (MDM).1...

More Pro Tips & Tricks

More Pro Tips & Tricks April 15, 2024 Back by popular demand: We received such a positive response to our “tips and tricks” edition of Coffee & Coding that we’ve decided to make it a recurring feature each quarter. So, we invite you to grab a fresh cup of...

The Problem with Independent Historians

The Problem with Independent Historians April 8, 2024 In most cases, we know who independent historians are: mothers, fathers, guardians, grandparents, or adult children. But we still see many instances when the term is incorrectly applied in the documentation—mostly,...

Making Complexity of Problems a Little Less Complex

Making Complexity of Problems a Little Less Complex April 1, 2024 We see a lot of questions (and confusion) over what constitutes an “acute illness with systemic symptoms.” In fact, according to the American Academy of Pediatrics, “Of the three elements that make up...

Making the Right Choice Between Level 3 and Level 4: Part Two

Making the Right Choice Between Level 3 and Level 4: Part Two March 25, 2024 In last week’s Coffee & Coding, we provided a refresher on key points to remember about coding appropriately for Level 3. This week let’s do the same for Level 4. Level 4 can be a little...

Level 3 or Level 4: Getting It Right

Level 3 or Level 4: Getting It Right March 18, 2024 Guidelines notwithstanding, deciding whether to apply Level 3 or Level 4 to a patient encounter isn’t always easy. In fact, we see a lot of inconsistency and confusion on this point. While many clinicians accurately...

Ending Confusion over Modifier 25

Ending Confusion over Modifier 25 March 11, 2024 It’s a big week here in Boston (my hometown). Sunday, of course, is St. Patrick’s Day. Here in Boston, we also remember March 17 as Evacuation Day—marking the anniversary of the British army leaving the city in 1776....

MDM Level 5: A Quick Refresher on a Complex Subject

MDM Level 5: A Quick Refresher on a Complex Subject March 4, 2024 We continue to see that, across all medical specialties, physicians are still nervous about billing for Level 5 office visits. I consistently find that many (if not most) providers code for Level 4 even...

HIPAA Compliance: Make sure you know ALL the rules

HIPAA Compliance: Make sure you know ALL the rules February 26, 2024 The Health Insurance Portability and Accountability Act (HIPAA) of 1996 is a federal law restricting access to individuals' private medical information. That much, I’m sure, our readers already knew....

Making sense of the new coding-by-time rules for 2024

Making sense of the new coding-by-time rules for 2024 February 19, 2024 We all know that the new year brings changes (some years, more than others). As it turns out, no sooner had we gotten clinicians on track with how much time belongs to the E/M CPT code set than...

How do you code a broken heart?

How do you code a broken heart? Plus: We answer your questions about toxicity monitoring. February 12, 2024 First things first: While remembering to apply the proper codes and include sufficient documentation, providers and coders must not lose sight of one essential...

Documentation Tips and Tricks: How to Avoid Common Mistakes

Documentation Tips and Tricks: How to Avoid Common Mistakes February 5, 2024 Every day we see coding mistakes that affect the accuracy of E/M coding levels. Some of them can be costly. So, in this issue of Coffee & Coding, we’ll look more closely at some of these...

Toxic diagnosis coding: What you may be missing

Toxic diagnosis coding: What you may be missing January 29, 2024 Three quick questions: When did you last look in that little section towards the back of your ICD-10 coding book called the Drug Table? How often have you coded an adverse reaction to a bug bite as...

Why and how to use the new SDOH codes

Why and how to use the new SDOH codes January 22, 2024 Social Determinants of Health (SDOH) have become increasingly important in determining the needs of patients and directing them to the help they need. For 2024, we have both a new diagnosis code as well as a new...

Subscribe to Our Weekly Coffee & Coding Newsletter