MCCG 240 Week 5 Portfolio Project - Level of EM Service - Medical Decision Making and Time
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Nov 24, 2024
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Uploaded by cece25820
Ciara Santos
11/26/2023
MCCG240
Week 5:
Portfolio Project - Level of E/M Service –
Medical Decision Making and Time
Levels of E/M Services
Within each category or subcategory of E/M service based on MDM or time, there are three to
five levels of E/M services available for reporting purposes. The levels of E/M services are not
interchangeable among the different categories or subcategories of service. For example, the first
level of E/M services in the subcategory of office visit, new patient, does not have the same
definition as the first level of E/M services in the subcategory of office visit, established patient.
Each level of E/M services may be used by all physicians or other qualified health care
professionals.
Guidelines for Selecting Level of Service Based on Medical
Decision Making
Four types of MDM are recognized: straightforward, low, moderate, and high. The concept of the
level of MDM does not apply to 99211, 99281.
MDM includes establishing diagnoses, assessing the status of a condition, and/or selecting a
management option. MDM is defined by three elements. The elements are:
■ The number and complexity of problem(s) that are addressed during the encounter.
■ The amount and/or complexity of data to be reviewed and analyzed. These data include
medical records, tests, and/or other information that must be obtained, ordered, reviewed, and
analyzed for the encounter. This includes information obtained from multiple sources or
interprofessional communications that are not reported separately and interpretation of tests that
are not reported separately. Ordering a test is included in the category of test result(s) and the
review of the test result is part of the encounter and not a subsequent encounter. Ordering a test
may include those considered but not selected after shared decision making. For example, a
patient may request diagnostic imaging that is not necessary for their condition and discussion of
the lack of benefit may be required.
Alternatively, a test may normally be performed, but due to the risk for a specific patient it is not
ordered. These considerations must be documented. Data are divided into three categories:
● Tests, documents, orders, or independent historian(s). (Each unique test, order, or
document is counted to meet a threshold number.)
● Independent interpretation of tests (not separately reported).
● Discussion of management or test interpretation with external physician or other
qualified health care professional or appropriate source (not separately reported).
■ The risk of complications and/or morbidity or mortality of patient management. This includes
decisions made at the encounter associated with diagnostic procedure(s) and treatment(s). This
includes the possible management options selected and those considered but not selected after
shared decision making with the patient and/or family. For example, a decision about
hospitalization includes consideration of alternative levels of care. Examples may include a
psychiatric patient with a sufficient degree of support in the outpatient setting or the decision to
not hospitalize a patient with advanced dementia with an acute condition that would generally
warrant inpatient care, but for whom the goal is palliative treatment.
Shared decision making involves eliciting patient and/or family preferences, patient and/or
family education, and explaining risks and benefits of management options.
MDM may be impacted by role and management
responsibility.
When the physician or other qualified health care professional is reporting a separate CPT
code that includes interpretation and/or report, the interpretation and/or report is not counted
toward the MDM when selecting a level of E/M services. When the physician or other qualified
health care professional is reporting a separate service for discussion of management with a
physician or another qualified health care professional, the discussion is not counted toward the
MDM when selecting a level of E/M services.
The Levels of Medical Decision Making (MDM) table (Table 1) is a guide to assist in
selecting the level of MDM for reporting an E/M services code. The table includes the four levels
of MDM (ie, straightforward, low, moderate, high) and the three elements of MDM (ie, number
and complexity of problems addressed at the encounter, amount and/or complexity of data
reviewed and analyzed, and risk of complications and/or morbidity or mortality of patient
management). To qualify for a particular level of MDM, two of the three elements for that level
of MDM must be met or exceeded.
The examples in the table may be applicable to specific settings of care. For example, the
decision to hospitalize applies to the outpatient or nursing facility encounters, whereas the
decision to escalate hospital level of care (eg, transfer to ICU) applies to the hospitalized or
observation care patient. See also the introductory guidelines of each code family section.
Table 1: Levels of Medical Decision Making (MDM)
Elements of Medical Decision Making
Level of MDM
(Based on 2 out
of 3 elements of
MDM)
Number and
Complexity of
Problems
Addressed at the
Encounter
Amount and/or
Complexity of Data to be
reviewed and analyzed
Each unique test,
order, or document
contributes to the C.
Combination of 2 or
combination of 3 in
Category 1 below
Risk of
Complications
and/or Morbidity
or Mortality of
Patient
Management
Straightforwar
d
Minimal
1 Self-limited
or minor
problem
Minimal or None
Minimal risk of
morbidity from
additional
diagnostic testing or
treatment
Low
Low
2 or more
self-limited
or minor
problems;
Or
1 stable,
chronic
illness;
Or
1 acute,
uncomplicate
d illness or
injury
Or
1 stable,
acute illness;
Or
1 acute,
uncomplicate
d illness or
injury
Limited
(Must meet the
requirements pf at least 1
out of 2 categories)
Category 1: Tests and
documents
Any combination of 2
from the following:
Review of prior
external note(s)
from each unique
source;
Review of the
result(s) of each
unique test;
Ordering of each
unique test;
Or
Category 2: Assessment
Low risk of
morbidity from
additional diagnosis
testing or treatment
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requiring
hospital
inpatient or
observation
level of care
requiring an independent
historian(s)
(For the categories of
independent interpretation
of tests and discussion of
management or test
interpretation, see moderate
or high)
Moderate
Moderate
1 or more
chronic illnesses
with
exacerbation,
progression, or
side effects of
treatment
2 or more stable,
chronic illnesses
1 undiagnosed
new problem
with uncertain
prognosis
1 acute illness
with systemic
symptoms
1 acute,
complicated
injury
Moderate
(Must meet the
requirements of at least 1
out of 3 categories)
Category 1: Tests,
documents, or
independent historian(s)
Any combination of 3
from the following:
-Review of prior
external note(s) from
each unique soure;
-Review of the result(s)
of each unique test
-Ordering of each
unique test;
-Assessment requiring
an independent
historian(s)
Category 2: Independent
interpretation of tests
Independent
interpretation of a test
performed by another
physician/other
qualified health care
professional (not
separately reported)
Category 3: Discussion of
management or test
interpretation
Discussion of
management or test
interpretation with
external physician/other
Moderate risk of
morbidity from
additional diagnosis
testing or treatment
Examples only:
Prescription drug
Management
Decision
regarding minor
surgery with
identified patient
or procedure risk
factors
Decision
regarding
elective major
surgery without
identified patient
or procedure risk
factors
Diagnosis or
treatment
significantly
limited by social
determinants of
health
qualified health care
professional
/appropriate source (not
separately reported)
High
High
1 or more
chronic
illnesses with
severe
exacerbation,
progression,
or side effects
or treatment
Extensive
(Must meet the
requirements of at least 2
out of 3 categories)
Category 1: Tests,
documents, or
independent historian(s)
Any combination of 3 from
the following:
Review or prior
external note(s)
from each unique
source
Review of the
result(s) of each
unique test
Ordering of each
unique test
Assessment
requiring an
independent
historian(s)
Category 2: Independent
interpretation of tests
Independent
interpretation of a
test performed be
another
physician/other
qualified health care
professional (not
separately reported)
Category 3: Discussion of
management or test
interpretation
Discussion of
management or test
interpretation with
High risk of
morbidity from
additional
diagnostic testing or
treatment
Examples only:
Drug therapy
requiring
intensive
monitoring
for toxicity
Decision
regarding
elective
major surgery
with
identified
patient or
procedure
risk factors
Decision
regarding
emergency
major surgery
Decision
regarding
hospitalizatio
n or
escalation of
hospital-level
care
Decision not
to resuscitate
or to de-
escalate care
because of
poor
prognosis.
Parental
external
physician/appropriat
e source (not
separately reported)
controlled
substances
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