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A summary of the documentation requirements for medical decision making based on the 1997 Evaluation and Management Services Guidelines. This is an excerpt from the Demystifying Medical Documentation presentation.
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Created by The Lung Doctor for e-Medtools
Documentation of Documentation of Medical Decision Medical Decision
MakingMaking
Created by The Lung Doctor for e-Medtools
Elements of Medical Decision MakingElements of Medical Decision Making
• Number of diagnoses or Management Options• Amount or Complexity of data to be reviewed• Risk of Complications, Morbidity or Mortality
Created by The Lung Doctor for e-Medtools
Complexity of Medical Decision MakingComplexity of Medical Decision Making
Number of DiagnosesOr Management Options
Amount or Complexity of Data to be Reviewed
Risk of Complications Morbidity or Mortality
Complexity of Decision Making
Minimal Minimal or None Minimal Straightforward
Limited Limited Low Low
Multiple Moderate Moderate Moderate
Extensive Extensive High High
2 out of 3 elements must be met2 out of 3 elements must be met 1997 Guidelines for Evaluation & Management Services1997 Guidelines for Evaluation & Management Services
Created by The Lung Doctor for e-Medtools
WorksheetsWorksheetsCalculating Documentation LevelsCalculating Documentation Levels
Adapted fromHGSAdministrators Documentation Worksheet
CMS Medicare Part B
Adapted fromHGSAdministrators Documentation Worksheet
CMS Medicare Part B
Created by The Lung Doctor for e-Medtools
HistoryHistoryHPI: Status of chronic conditions□1 condition □2 conditions □3 conditions
□1-2
□3
HPI elements□Location □Severity □Timing □Modifying factors
□Quality □Duration □Context □Associated signs & symptoms
□Brief1-3
□Extended4 or more
Review of Systems□Constitutional □ENT □GI □Skin, Breast □Endo/Lymph □Eyes
□CV □MS □Neuro □Aller/Immun □Resp □Psych
□All others negative
□None
□Pertinent to
Problem1 system
□Extended
2-9 Systems
□Complete
10 or more Systems
PFSH□Past History □Family History □Social History
□None
□Pertinent
1
□Complete
2 or 3
Problem Focused
Expanded Problem Focused
Detailed Comprehensive
Adapted from CMS Medicare Part B HGSAdministrators Documentation WorksheetAdapted from CMS Medicare Part B HGSAdministrators Documentation Worksheet
Created by The Lung Doctor for e-Medtools
ExaminationExaminationBody Areas□Head, Face □Chest, Breasts, Axilla
□Abdomen □Neck □Back, Spine
□Genitalia, Groin, Buttocks □Each Extremity
Organ Systems□Constitutional □ENT □Resp □MS □GI □Skin
□GU □Psych □CV □Eyes □Heme/Lymph □Neuro
□1
Body Areaor
System
□Up to 7
Body Areas or
Systems
□Up to 7Body Areas
orSystems
□8 or more
Body Areasor
Systems
Problem Focused
ExpandedProblem Focused
Detailed Comprehensive
Adapted from CMS Medicare Part B HGSAdministrators Documentation WorksheetAdapted from CMS Medicare Part B HGSAdministrators Documentation Worksheet
Created by The Lung Doctor for e-Medtools
Medical Decision MakingMedical Decision Making
Reminder:There are 3 components used to determine the complexity of medical decision making
• Number of diagnoses or Management Options• Amount or Complexity of data to be reviewed• Risk of Complications, Morbidity or Mortality
Created by The Lung Doctor for e-Medtools
Number of Diagnoses or Treatment OptionsNumber of Diagnoses or Treatment OptionsComplexity of Medical Decision MakingComplexity of Medical Decision Making
A B x C = DProblem status Number Points Result
Self-limited or minor Max = 2 1Established problem (to examiner)
Stable or improved1
Established problem (to examiner)Worsening
2
New problem (to examiner)No additional workup planned
Max = 1 3
New problem (to examiner)Additional workup planned
4
Total
Adapted from CMS Medicare Part B HGSAdministrators Documentation WorksheetAdapted from CMS Medicare Part B HGSAdministrators Documentation Worksheet
Created by The Lung Doctor for e-Medtools
Amount and/or Complexity of Data ReviewedAmount and/or Complexity of Data ReviewedComplexity of Medical Decision MakingComplexity of Medical Decision Making
Reviewed Data Points ResultClinical lab tests reviewed and/or ordered 1
1
1
1
1
2
2
Review and/or order of tests from radiology section of CPT
Review and/or order of tests from medicine section of CPT
Discussion of test results with performing physician
Decision to obtain history from source other than patient
Review and summarization of history obtained from source other than patient
Independent visualization of image, tracing or specimen (NOT reviewing report)
TOTAL
Adapted from CMS Medicare Part B HGSAdministrators Documentation WorksheetAdapted from CMS Medicare Part B HGSAdministrators Documentation Worksheet
Created by The Lung Doctor for e-Medtools
Guide to Determining Guide to Determining Risk of ComplicationsRisk of ComplicationsComplexity of Medical Decision MakingComplexity of Medical Decision Making
Risk Presenting Problem Dx Procedure Ordered Management Options SelectedMinimal -1 self-limited or minor problem -Venipuncture
-X-rays-EKG-EEG-Urinalysis-ECHO
-Rest-Gargles-Elastic bandages
Low -2 or more self-limited or minor problems-1 stable, well- controlled chronic illness-Acute uncomplicated illness or injury
-Physiologic tests NOT under stress i.e., PFTs-Noncardiovascular imaging studies + contrast
Barium enema-Superficial needle biopsies-Clinical lab tests requiring arterial puncture-Skin biopsies
-OTC drugs-Minor surgery without identified risk factors-Physical therapy-Occupational therapy-IV fluids without additives
Moderate -Mild exacerbation of 1 or more chronic illnesses-2 or more stable, chronic illnesses-Previously undiagnosed NEW problem with uncertain prognosis (i.e., breast lump)-Acute illness with systemic symptoms-Acute complicated injury
-Physiologic tests under stressCardiac stress testCardiopulmonary exercise test
-Diagnostic endoscopies with NO risk factors-Deep needle or incisional biopsy-Cardiovascular imaging studies with contrast
NO identifiable risk factorsCardiac catheterization
-Obtaining body cavity fluidThoracentesis
-Minor surgery WITH identified risk factors-Elective major surgery with NO identified risk factors-Prescription drug management-Therapeutic nuclear medicine-IV fluids with additives-Closed treatment of fracture
High -Severe exacerbation or progression of 1 or more chronic illnesses
-Acute or chronic illness or injury that threatens life or limb
-Abrupt change in neurologic status
-Cardiovascular imaging studies + Risk factors -Cardiac electro-physiologic tests-Diagnostic endoscopies + Risk factors -Discography
-Elective surgery + Risk factors-Emergency Major surgery-Parenteral controlled substances-Drug therapy requiring intensive monitoring-Decision to not resuscitate or to de-escalate care due to poor prognosis
The highest level in ANY category determines the overall riskThe highest level in ANY category determines the overall risk 1997 Guidelines for Evaluation & Management Services1997 Guidelines for Evaluation & Management Services
Created by The Lung Doctor for e-Medtools
Final Determination Final Determination Complexity of Medical Decision MakingComplexity of Medical Decision Making
A Number of diagnoses or treatment options
≤ 1Minimal
2Limited
3Multiple
≥4Extensive
B Highest risk Minimal Low Moderate High
≥4Extensive
High Complexity
C Amount and complexity of data reviewed
≤ 1Minimal or Low
2Limited
3Multiple
Type of decision making Straightforward Low Complexity
Moderate Complexity
Circle the appropriate descriptions for Rows A, B, CThe Column with 2 or 3 circles determines the final Complexity of Medical Decision Making
Circle the appropriate descriptions for Rows A, B, CThe Column with 2 or 3 circles determines the final Complexity of Medical Decision Making
Adapted from CMS Medicare Part B HGSAdministrators Documentation WorksheetAdapted from CMS Medicare Part B HGSAdministrators Documentation Worksheet