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A summary of the documentation requirements of the medical exam 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 the Documentation of the Medical ExamMedical Exam
Created by The Lung Doctor for e-Medtools
Recognized Single Organ SystemsRecognized Single Organ SystemsCardiovascularEars, Nose, Mouth, ThroatEyesGenitourinary (Female)Genitourinary (Male)Hematologic/Lymphatic/ImmunologicMusculoskeletalNeurologicPsychiatricRespiratorySkin
DetailedAn extended exam of the affected body area or organs/organ system and another symptomatic or related area
DetailedAn extended exam of the affected body area or organs/organ system and another symptomatic or related area
ComprehensiveA general multi-system examA complete exam of an organ system and
other related body areas or organ systems
Most levels require a minimum of a Detailed ExamMost levels require a minimum of a Detailed Exam
Created by The Lung Doctor for e-Medtools
MultiMulti--organ System Examorgan System ExamDetailed
≥3 vital signsBP, sitting or standingBP, supinePulse, rate and regularityRespirationsTemperatureHeightWeight
≥2 elements* of at least 6 organ systems or body areas examinedOR ≥1 element of at least 12 organ systems
Comprehensive≥2 elements* in at least 9 organ systems or body areas
*Refer to 1997 Guidelines for Evaluation & Management Services*Refer to 1997 Guidelines for Evaluation & Management Services
Created by The Lung Doctor for e-Medtools
Single Organ System ExamSingle Organ System Exam
DetailedDocument ≥12 elements* (NOT Eye and Psychiatric exams)
Eye and Psych exams document ≥9 elements
ComprehensiveDocument ALL elements*
*Refer to 1997 Guidelines for Evaluation & Management Services*Refer to 1997 Guidelines for Evaluation & Management Services
Created by The Lung Doctor for e-Medtools
Elements of Individual Organ SystemsElements of Individual Organ SystemsConstitutional
Vital signsGeneral appearance of patient
Nutrition, Body habitus, Development, Deformities, Grooming
EyesInspection of conjunctivae and lidsExam of pupils and irisesOphthalmoscopic exam of optic discs
Ears, Nose, Mouth and ThroatExternal inspection of ears and noseOtoscopic examAssessment of hearingInspection of nasal mucosa, septum, and turbinatesInspection of lips, teeth and gumsExam of oropharynx
NeckExam of neckThyroid
RespiratoryAssessment of effortPercussion of chestAuscultationPalpation of chest
CardiovascularPalpation of heartAuscultationCarotid artery examAbdominal aorta examFemoral arteries examPedal pulses examExtremities for edema or varicosities
Chest (Breasts)InspectionPalpation
GastrointestinalAbdominal examLiver and spleen examHernia presence or absenceAnus, perineum, rectum examStool for occult blood
1997 Guidelines for Evaluation & Management Services1997 Guidelines for Evaluation & Management Services
Created by The Lung Doctor for e-Medtools
Exam elements, continuedExam elements, continuedLymphatic
NeckAxillaGroinOther
MusculoskeletalGait and stationInspection, palpation digits and nailsExam of bones, joints, muscles AND 1 or more
Inspection or palpationRange of motion and presence/absence of painStabilityMuscle strength and tone
SkinInspectionPalpation
NeurologicCranial nervesDeep tendon reflexesSensation
PsychiatricJudgment and insightOrientation to person, time, placeMemory, recent and remoteMood and affect
Genitourinary
MaleScrotal contentsPenisDigital rectal exam of prostate gland
FemaleExternal genitaliaUrethraBladder examCervixUterusAdnexa/parametria
1997 Guidelines for Evaluation & Management Services1997 Guidelines for Evaluation & Management Services