Use these FAQs to achieve level 5. How can a coder decide on the history level for this ED E/M service? Knowing an important exception to the HPI rules in ED settings will help you accurately report these incidents. . When a physician documents that an HPI [history of present illness] is unobtainable due to patient condition, you can invoke the caveat, explains Lori Bettencourt, CPC, PCS, coder at Pro-Medbill LLC in Hampton N.H. Benefit: What Are the Caveat Basics? "In real life, ED physicians are not always able to obtain a complete history from a patient. Of course the physician should always document any history they can obtain from the patient, family or friends, EMS, nursing home, etc.," says Michael Lemanski, MD, ED billing director at Baystate Medical Center in Springfield, Mass. If the history is limited, however, the caveat "allowsthe physician to receive 'full-credit' for even a comprehensive history - if you document why the history could not be obtained," Lemanski stresses. "The caveat is a CPT exception unique to emergency medicine 99285 services. It provides an exception to the E/M content requirements when the physician is unable to obtain the required [history] information," relays Caral Edelberg, CPC, CPMA, CCS-P, CHC, president of Edelberg Compliance Associates in Baton Rouge, La. This could be due to the urgency of the patient's condition or the physician's mental status. For instance: How About a Clinical Example? Consider this potential ED caveat scenario, courtesy of Edelberg: A 64-year-old patient presents to the ED with altered mental status and left-sided facial droop. The physician examines the patient, but the patient cannot provide any useful history information. The physician orders a CT scan of the head, the patient is admitted to rule out a stroke. Notes indicate that the physician performed a comprehensive exam and high MDM. In this scenario, you might be able to invoke the ED caveat if the physician documented her inability to obtain a full history, and report 99285 for the encounter. How Can I Spot Potential Caveat Claims? In a perfect world, the physician would stamp "ED caveat" on each relevant claim, but coders will have to be good spotters to make the caveat work for them. How? Other possible keys: How Do I Document the Caveat Situation ? In order to submit a successful caveat claim, however,you need to include two specific pieces of information. "The physician needs to indicate that the required elements could not be obtained and reference thecondition; it's not enough to document UTO [unable to obtain] without some reference to the condition," Edelberg says. Good examples: "UTO due to patient's severe respiratory distress." "UTO due to severity of patient's stroke. "Physicians should document whatever elements of the history are obtainable, but it's nearly impossible to perform a complete review of systems on an unresponsive patient even if a family member is there," laments Lemanski. Best practice: History unobtainable secondary to: ____________