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Tips to Consider When Performing a Self-Audit

To avoid a possible error, providers should ensure they are billing the appropriate code for the service(s) being billed. We encourage you to conduct self audits to identify coverage and coding errors. A few tips to consider:

  • Make sure level of service is determined by the care rendered, and not by volume of documentation.
  • Does the documentation support the level of service reported?
  • Does the documentation include evidence of a face-to-face visit when appropriate?
  • Is it clear who performed the work?
  • Make sure all documentation is legible?
  • Have all records been signed (handwritten or electronic)?
  • Are all orders documented and signed?
  • Are all lab results in the patient's chart?

Remember: Medical necessity is the primary criterion for payment of statutorily covered services.

For determining the appropriate E&M code, providers are encouraged to review CGS Online Education Center modules (a series of 3) on Evaluation & Management visits.

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