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Laureen: How to Level an E and M Code:

Q: Would it be possible to briefly go over your E&M leveling tool? Where I work, the providers level the visits. I code all diagnosis codes and add the appropriate modifiers.

So I’m really weak on being able to level E&M.

A: I can’t promise the briefly part, but I will definitely share my technique for doing E&M leveling.

Basically, this is a system I teach, this is actually how I got in doing my “Review Blitz,” I started tutoring people that were struggling with E&M back in the day. I took my exam in 1999, the E&M questions on the board were like 25, now they’re 10. So a lot of people were failing the exam just because of the E&M, so I would do tutoring and then I came up with this system and it really worked and so many students were like, “I finally get E&M!” So, hopefully, you’ll get that “aha!” moment tonight. If not, we do have a three hour class on E&M that’s on “On Demand” and it’s this system that I go over in a little bit slower.

One of the first things that I would teach you to do, if you’re one of my students is to mark up your E&M section of your CPT manual. I’m a very visual learner, I need visual cues to help me; so, I did this to help myself.

So, the four possible letters that you would be writing next to your History Bullet is PEDC and the same for Exam, which stands for Problem Focused, Expanded Problem Focused, Detailed or Comprehensive. And then, SLMH for the Medical Decision Making, which stands for Straightforward, Low, Moderate, High. Then, the other notation that you want to make is whether or not the particular code is a “3 of 3” code or “2 of 3” code. I’m going to explain all this, so if you’re scratching your head, hang with me here.

My system, what I call it is “Locate your HEM and Time.” It’s the little rhyme that I teach my students and I actually tell them on their exam booklets or in real world, a scratch piece of paper, Post-It, or whatever, write this down: Locate ___ (with a line next to it), H, E, M all with their own line, which stands for History, Exam, and Medical Decision Making – which are the three key elements of E&M coding and then Time. Sometimes, Time can be the controlling factor, not the HEM (History, Exam, and Medical Decision Making). The “locate” of course is the category and sub-category of the E&M: Was it an office new patient? Was it a hospital ER? That sort of thing.

So when I do these lectures, I spend an hour-plus just going over the categories and sub-categories because I like to say, “You need to get in the right church and the right pew. You could be in the right pew but the wrong church.” We have to find the right church first for the “locate.” Once we’re there and we’ve narrowed it down, for example, to “office” we know that the location was “office” and now we just need to know is it a new patient or an established, so then we pick accordingly.

Let me show you that. Here’s a blown-up view of one E&M from my manual, and I just picked 99343. We’ve got three bulleted key components here. They always are the same for E&M, History will always be the first bullet, Exam will always be the second bullet, and Medical Decision Making will always be the third bullet; so the type of E&M code that has bullets, they’ll always be in this order.

E&M Medical Coding | How to Level E and M Code – Part 1 – Video

Because this particular code was a Detailed history – I wrote a “D” next to it – the Detailed Exam – so I wrote a “D” next to it – Moderate Medical Decision Making – I wrote an “M.” You got to be careful with the Medical Decision Making because the controlling word is toward the end of the line, so don’t pick “M” for “Medical.” So this one becomes DDM, it’s shorthand. If you were writing this on your exam booklet or on a Post-It note for a real case, now you’re going to start seeing these choices. So here it was DDM, so we would have had a D, a D and an M.

Let’s look at them as a group, so we’ve narrowed it down to we’re dealing with a new patient, so there’s a new office patient. There are only five choices or what people like to call “levels” and that is why this is called “leveling.”

99201 – Also known as level one. If you were to define it using my system, it would be called PPS. Your level two would be an EES (for expanded problem focused, expanded problem focused, straightforward). Your level three would be a DDL (detailed, detailed, low). Your level four would be CCM (comprehensive, comprehensive, moderate). Then your level five would be CCH (comprehensive, comprehensive, high).

So, just looking at the first bullet, you can start to see the hierarchy. You’ve got PEDC and then C again, so of course E&M coding can’t be easy and have four codes because there’s four choices for each History, Exam, and Medical Decision Making. They got to have five levels and that’s not true of all of the categories and subcategories, but for a lot of them it is.

Now, look at the second bullet. This is for the Exam element. We got problem focused, expanded problem focused, detailed, comprehensive, comprehensive. It actually follows the pattern that the History one did. Now, this is what’s it like for a new office patient, but for another category and subcategory that has five levels, it is sometimes different so you can’t even say a problem focused is always a level one. Oftentimes it’s true, but you can’t even have a hard-and-fast set of rules for that, so you really have to do them individually.

Then, the last bullet for Medical Decision Making, always “S” for “straightforward” comes first. Now you’ll notice with this one, the “S” shows up on the level one and the level two and then it goes low, moderate, high. So you need to understand that hierarchy. So PEDC, PEDC, SLMH; and so, when you’re reading a scenario you’re trying to pull out that information that you can add it on these lines.

On the board exam, quite often, it used to be all of them but I think it’s only 8 out of the 10 questions from what I’m hearing from people taking it, where they actually tell you the physician did an expanded problem focused history. So you’re going to circle “E” and exam, so you’ve got EE and made moderate medical decision making – so EEM. You’re going to abstract that information from the scenario. Now, in the real world, physicians don’t do that; but because E&M is so complicated and the CPC exam is testing you on a broad-based of knowledge, they normally will tell you what the history score is or the history level is. They want to see if you were able to figure out the overall level.

Learn More on How to Level E and M Code

E and M Coding – Review of Behavioral Health – Video

AAPC – Teaching E/M Coding to Your Physician: Part 1

How to Level E and M Code

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2016-11-20T23:37:26+00:00

About the Author:

Laureen Jandroep
CPC, COC, CPPM, CPC-I.,Sr. Instructor for CCO.us. Resides in southern New Jersey with her husband of over 20 years Anthony and four children. They are active parents and spend most of their time these days just being parents which they love.

2 Comments

  1. Sheritha Swanagan April 22, 2015 at 11:41 am - Reply

    Good morning I wanted to see if you had the handout from the video available.

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