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E/M Chart Auditing for Physician Services
Are your Evaluation and Management (E/M) auditing skills up to par? Don't skimp on self-checks of E/M coding and documentation in your practice. Attend this session to review the basics of level-of-service audits and learn a step-by-step process to implement your own internal audit program. Understand key terms and concepts to effectively communicate with providers and staff about chart documentation. Learn how to identify and avoid common pitfalls and uncover revenue holes that can improve the practice’s bottom line.
E/M services claims are often under scrutiny by the OIG, government-contracted and third-party payers. Improve your knowledge of E/M auditing to reduce practice risk and promote accurate claims submissions on the first pass. You can pay a consultant to do it, wait for an audit letter, or take a proactive stance and adopt a systematic approach to cross-checking records that will ensure you know where you stand.
Highlights
- Receive guided instruction on conducting an internal E/M chart audit
- Gain tips for staying in compliance and avoiding audit triggers
- Review coding and documentation guidelines for E/M services including split or shared visits and prolonged services
- Know how to determine whether appropriate levels of service are billed based on time or medical decision-making (MDM)
- Understand the elements of MDM and the criteria for selecting a level of service
- Apply knowledge to case scenarios to ensure correct assignment of E/M codes
Full Schedule
Program times are Central unless otherwise noted.
| Session | Date | Time | Instructor | |
| 1 | September 30, 2025 | 11.00 am - 2.00 pm | Jan Hailey | |
| Fee: $239.00 | Register | |||
CEUs:
| PMI | 3 |
Target Audience
Beginning and certified medical coders alike will benefit from participating in this program. The class is relevant for providers, clinical, and practice staff involved in diagnostic and procedural coding. Consultants and practice managers may also benefit from this training.
Self-provided Resources
Current CPT® and ICD-10-CM code set manuals are required to fully participate in the audit practice exercises.
PMI's new Virtual Classroom experience allows for optimal interaction. Get your questions answered by the instructor in real time and build a network with your peers.
Registration includes live instructor led classroom instruction plus companion digital materials. A meeting link will be provided by email 2 or 3 days prior to the event.
About the Presenter
Jan Hailey MHL, CMC, CMCO, CMIS, CMOM, CMCA E/M
Jan Hailey has more than 30 years of experience in healthcare. She is proficient in administration, coding, and billing roles, and teaches medical office professionals around the country how to excel in their careers. Jan has also been instrumental in the development of PMI's Workforce Initiatives program.
Jan's affinity for teaching has helped countless healthcare providers and medical office professionals over the years. During her expansive career, she has served as Director of Quality for Saint Joseph Physician Network located in Mishawaka, IN, and Director of Care Management with Select Health Network, an entity of Saint Joseph Health System. As Care Management Director, Jan led the physician network and comprehensive interdisciplinary team across the health system working closely with providers, management, staff, community, and payers to develop strategies for process improvement, gap closures, and patient experience. She developed a documentation improvement program and a Hierarchical Condition Category (HCC) coding education program to predict future healthcare utilization by accurately reporting patient complexity.
Prior to joining Saint Joseph, Jan was the Director of Quality, Coding, and Compliance for one of the largest health systems in Northern Indiana. She has a Master of Health Leadership and four professional certifications in office management, coding, insurance processing, and compliance. She is a member of WPS Government Health Administrators (Medicare) Provider Outreach and Advisory Group.