Online Training Course

Prod ID: 278
Mastering E/M Coding

E/M lays the groundwork for the reimbursement process. It is also a well-known audit trigger. This course provides the knowledge and tools needed to internally monitor billing compliance.




180 min



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Documentation deficiencies and improper level of service selection can be a tremendous liability. Improve confidence working with provider documentation and E/M codes and ensuring they meet the guidelines for accurate reimbursement. Learn to relate accurate code selection to proper reimbursement. Receive a comprehensive explanation of E/M coding and documentation guidelines and identification of accurate, adequate and clinically useful information...

Jan Hailey


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.

 This course provides the knowledge and tools needed to internally monitor billing compliance. 

This content covered in this course assumes a basic level understanding of E/M coding and documentation.


  • Step-by-step explanation of documentation guidelines
  • The down side of using EMR templates for E/M code selection
  • Select proper E/M code for location and type of service provided to the patient
  • Explanation of proper add-on code usage
  • Look at appropriate codes for work performed by ancillary providers
  • Instruction of diagnosis codes indicating level of necessity
  • E/M coding grids to aid in accurate level of service selection
  • Documentation necessity in the medical record
  • Correct use of Level II CPT modifiers
  • How documentation is used to record the complexity of medical decision making
  • The role of history and exam
  • Review examples of chart notes to identify potential problem areas

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