Answer the new-or-established question correctly every time with this tool No: The patient is new. Yes: Go on to question #2. Yes: The patient is established. No: Go on to question #3. No: The patient is new. Yes: Go on to question #4. The providing physician is of the same specialty: The patient is established.
Take the AMA's advice and answer these five questions to determine definitively if you should treat a patient as new or established for coding purposes.
1. Has the patient ever received any professional services from any physician in this group?
2. Within the past three years, has the patient received any professional service from a particular physician, who is now reporting a service?
3. Has the patient received any professional service from a physician in the group of the same specialty, within the past three years? (CPT defines professional services as those face-to-face services rendered by a physician and reported by a specific CPT code.)
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 a different subspecialty: Go on to question # 5.
5. Does the current providing physician have the same tax ID as the physician who provided a separate service with in the past 36 months?
Yes: The patient is established. No: The patient is new.
Note: You can also find a similar flow chart on page 2 of the Evaluation and Management (E/M) Services Guidelines portion of CPT 2007: Professional Edition, published by the AMA.