Question: I have trouble keeping up with the little rules about whether a patient is new or established. Is there an easy way to figure this out? Answer: The AMA, which publishes the CPT codes, offers these five questions to determine whether you should treat a patient as new or established for E/M coding purposes. 2. Has the patient received any professional service from a particular physician within the past three years, who is now reporting a service? 5. Does the current providing physician have the same tax ID as the physician who provided a separate service within the past 36 months? Note: You can also find a similar flowchart on page 2 of the "Evaluation and Management (E/M) Services Guidelines" portion of the CPT 2007 Professional Edition, published by the AMA.
Arizona Subscriber
1. Has the patient ever received any professional services from any physician in this group?
No: The patient is "new."
Yes: Go on to question #2.
Yes: The patient is "established."
No: Go on to question #3.
3. Has the patient received any professional service* from a physician in the group of the same specialty, within the past three years?
(*In the context of deciding between new and established, CPT defines a professional service as "those face-to-face services rendered by a physician and reported by a specific CPT code." In other words, just interpreting films doesn't count as a prior professional service because the radiologist wasn't face-to-face with the patient.)
No: The patient is "new."
Yes: Go on to question #4.
4. Has the patient received care from a physician of the exact same specialty within the past three years, or is a physician of a different subspecialty now providing care?
The providing physician is of the same specialty: The patient is "established."
The providing physician is of a different subspecialty: Go on to question #5.
Yes: The patient is "established."*
No: The patient is "new."
*Medicare allows reporting of new patients for physicians in the same group but of different specialties, such as pulmonology and radiology.)