Online Training Course

Prod ID: 254
E/M Chart Auditing Workshop

A proactive stance is your best defense against an audit. You can pay a consultant to do it, wait for an audit letter, or take a proactive stance and implement your own self-audit procedures. This course will expand your knowledge of evaluation and management coding audits including auditing according to the latest set of Evaluation and Management guidelines for Office and Other Outpatient Services effective January 1, 2021.




320 min



Continued scrutiny from the OIG, government-contracted and third-party auditors make practice self-checks more important than ever. Avoid audit triggers by improving Evaluation and Management (E/M) audit proficiency for more accurate claims submission. Gain hands on practice auditing cases to improve comprehension and verify that chart documentation supports the claims submitted.

5 Reasons to Attend

  1. Adopt a comprehensive self-audit system used by professional auditors.
  2. Review essential coding guidelines for E/M services to ensure proper claims submission
  3. Discover missed revenue opportunities when auditing charts based on documentation.
  4. Receive professional tips and auditing tools to help you audit like a pro.
  5. Benefit from practical application with hands on case exercises to improves comprehension.


Linda D'Spain


Linda is President of her medical practice management consulting firm, D'Spain Consulting. She travels the country conducting national seminars, workshops and webinars and consulting with physician practices, hospitals and medical societies on healthcare reimbursement, documentation guidelines, procedural and diagnostic coding, financial management, human resources, medical office management and compliance with fraud and abuse, OSHA, and HIPAA. She has also served as an Independent Review Organization (IRO) for the Office of the Inspector General and consulted for the Texas Medical and Dental Boards.

With more than 30 years of experience in medical practice management, Linda has managed cardiology, cardiothoracic, vascular surgery, physical therapy, orthopedics, pediatric orthopedics, gynecology and reproductive endocrinology and large multispecialty group practices. She maintained broad responsibilities in business and clinical operations, financial management, governance and organizational dynamics, human resource management, marketing, customer service, compliance, information system management, mergers and acquisitions and risk management.

Linda has attained all five PMI certifications. She also has a degree in Business Administration and is a Board Certified Medical Practice Executive through the American College of Medical Practice Executives, a member of the San Antonio Medical Group Managers Association (MGMA) and has served as an advisory board member with PMI.

This program is designed for coders, auditors, providers, clinical and practice staff involved in medical coding. Consultants, compliance officers and office managers may also benefit.

It is a matter of "when" not "if" your medical practice will be the target of an audit. Be prepared to defend your practice and code to the letter of the law. This Chart Audit Workshop is a must on your annual training list. This interactive workshop walks you through the audit process by covering the details of key elements of the history, exam, medical decision making for both inpatient and outpatient evaluation and management code.

Linda L. D'Spain, CMPE, CMCO, CMC, CMIS, CMOM, CMCA-E/M, Instructor / Compliance Officer

This is an intermediate level course. Content assumes a working knowledge of medical charts and coding of E/M claims. Students must have access to current CPT®, ICD-10-CM, and HCPCS manuals to receive maximum benefit from this course.

Ongoing scrutiny of E/M claims by the OIG, government-contracted and third-party payer auditors make practice self-checks essential. Improve your audit proficiency to reduce practice risk and promote accurate claim submission.


  • Create a systematic approach to cross-checking records so you can code E/M encounters with confidence
  • Improve communication with providers and staff about chart documentation
  • Understand the role of history and exam per guideline
  • Expand your knowledge of the criteria used in selecting the appropriate level of medical decision-making
  • Identify areas of risk leading to E/M over or under coding
  • Ensure that chart documentation supports the claim submitted
  • Receive expert guidance on potential problem areas


Self-paced online program includes unlimited review of previously recorded instruction and digital course materials for 6 months.

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