CPT 2007 UPDATE ~ Go With the Flow to Determine 'New' vs. 'Established' Patient Status
Published on Fri Nov 17, 2006
Even if the patient has been to your office before, he might be 'new' Proper coding for various E/M services (such as outpatient visits and rest home services, for example) rests on determining whether a patient is "new" or "established," as defined by AMA guidelines. To make the "new vs. established" decision easier, CPT 2007 includes a helpful flow-chart, making a foolproof decision only a few questions away. Keep Applying the 3-Year Rule If the physician, or any physician of the same specialty billing under a common group number, has never seen a patient before, that patient is automatically categorized as "new." In addition, if the same physician (or, once again, any physician of the same specialty billing under a common group number) hasn't seen the patient within the past 36 months, you may likewise consider the patient "new" from a coding standpoint.
Example: The ophthalmologist meets with a patient in the office at the patient's request (in other words, the service is not a consult). Although the ophthalmologist has seen the patient in the past, the last visit occurred more than four years before.
In this case, the patient is considered new rather than established. Therefore, you would choose an E/M service code from the new patient outpatient services category (99201-99205) rather than from the established patient outpatient services category (99211-99215). Subsequent Visits Require E/M Codes If your physician has billed the patient for a professional service in the past three years, you'll report any subsequent visits as established patient E/M codes (such as 99211-99215), says Beth Janeway, CPC, CCS-P, CCP, president of Carolina Healthcare Consultants in Winston-Salem, N.C.
Don't Factor In Location If the same physician or another physician of the same specialty is billing under the same group number and sees the patient anytime within a three-year timeframe, you must consider the patient to be "established," even if the patient was seen at different locations, says Marvel J. Hammer, RN, CPC, CCS-P, ACS-PM, CHCO, owner of MJH Consulting in Denver.
Tip: These guidelines also apply to a new physician and any patients he sees prior to joining your practice. If the new ophthalmologist has provided professional services to a patient elsewhere, such as in a hospital or other practice, within the last 36 months, the patient is an established patient even if this is his first visit to your practice.
Example: A group practice maintains two offices on separate sides of town. A patient sees ophthalmologist "A" for a complaint of eye pain at location "Y." Six months later, the same patient sees ophthalmologist "B," in the same group practice, for a new complaint at location "Z."
In this case, the patient is established -- even though the encounters took place at separate [...]