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Home > Audio Learning Center > Mastering E/M Coding

Mastering E/M Coding

Instructor:Jan Hailey CMC, CMIS, CMOM, CMCO
Schedule: Two instructor-led, 90-minute live online training sessions: June 4 and 11, 12 noon to 1:30 p.m. Central (10 a.m. Pacific, 1 p.m. Eastern).
NOTE: Live session attendance is optional. See the materials section below for more information. Sessions are recorded and available in PMI’s Online Training Center 2-4 days after the last recording date. Registrants receive access to the session recordings and digital course manual for 6 months.
Online Course Fee:$199 per person*
Target Audience: This training is designed for outpatient medical coding professionals.
Materials: Registration includes a digital course manual
CEUs: PMI certified professionals earn 3 CEUs, emailed with certificate of completion

*This Online Course is not included as part of the Total Access webinar subscription package.

E/M lays the groundwork for the reimbursement process. However, 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 an internal chart documentation training system designed to help staff proactively identify and correct potential problems on an ongoing basis. Receive a comprehensive explanation of documentation guidelines and identification of accurate, adequate and clinically useful information.

  • Relate accurate code selection to proper reimbursement
  • Review sample chart notes
  • 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 necessary 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 in medical decision-making
  • Review examples of chart notes to identify potential problem areas

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 3 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided.


About the Presenter

Jan Hailey has more than 20 years of experience in healthcare with proficiency in administration, coding, and billing roles. She joined Saint Joseph Physician Network located in Mishawaka, IN as the Director of Quality in November 2015. In 2019, her role transitioned into Director of Care Management with Select Health Network, an entity of Saint Joseph Health System. This transition allowed for her expertise to expand beyond the physician network to lead a comprehensive interdisciplinary team across the health system and work closely with providers, management, staff, community and payers to develop strategies on process improvement, gap closures and patient experience. Jan also developed a documentation improvement program and is currently implementing an education program for Hierarchical Condition Category (HCC) coding in order to improve risk scores. She holds four professional certifications in office management, coding, and compliance. She is a member of WPS Medicare’s Provider Outreach and Advisory Group, Indiana Association for Healthcare Quality. Jan has a passion for teaching and facilitates educational programs nationwide. Prior to joining Saint Joseph, Jan was the Director of Quality, Coding and Compliance for one of the largest health systems in Northern Indiana.




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