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Home > Audio Learning Center > Documentation and Compliance Protocol for E/M

Documentation and Compliance Protocol for E/M

Date:Thursday, August 16, 2018
Time:12 noon to 1:00 p.m. Central Time
Course fee:SPECIAL $99 1 HR WEBINAR
Presented by: Regina Mixon Bates, IRO, CPC, CPC-I, CMC, CMOM, CMIS, TPA

Webinar/Audio Conference FAQs

Join this 60-minute "Lunch and Learn" session with IRO and auditing expert, Regina Mixon Bates.

Increase your knowledge of proper billing practices for Evaluation and Management (E/M) services. E/M error rates have historically been high. Does your office have a plan to improve E/M error rates in EHRs?

It is inappropriate to bill a higher level when a lower level code is warranted. While copying and pasting data is not always a negative, the data must be reviewed for accuracy. You must have protocols in place that stipulate a provider must review any imported data, make necessary corrections, and add their signature attesting that they reviewed the imported data and found it to be correct or made necessary modifications. Your policy should also stipulate the chief complaint must be compared to the treatment plan and all issues must be addressed.

Providers are responsible for billing the appropriate E/M code to Medicare. CMS encourage its contractors to review billing for E/M services and contracts with Recovery Audit Contractors (RAC) to conduct postpayment reviews to identify and correct improper payments. Another contractor produces comparative billing reports, which show a physician’s billing pattern for various procedures or services and compares that physician’s billing pattern to those of his or her peers. Regina will show you how to bill appropriately and protect your practice from undue risks in this audit-intensive healthcare climate.


  • Understand why the chief complaint should show correlation between HPI/exam findings
  • Learn what is documented for medical decision making to show medical necessity appropriately
  • Identify common E/M documentation errors
  • Know the key elements needed in your medical decision making

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 1 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.

Please read below before completing your webinar registration.

Have you heard about PMI's TOTAL ACCESS Webinar subscription program? TOTAL ACCESS puts a full library of training in the hands of your entire staff for a monthly fee of just $249. TOTAL ACCESS is the newest way to develop your own talent, without leaving the office to attend training classes. It's also the fastest way to bring both experienced and new staff up-to-date on current issues.

Sign up now and you'll receive this webinar plus the following benefits for as long as you subscribe: access codes to all upcoming live webinars and unlimited access to the TOTAL ACCESS Library, more than 300 hours of on-demand, pre-recorded training sessions on over 100 topics relevant to medical office coding, billing, compliance, management, front desk, and much more. It's a GREAT VALUE!

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About the Presenter

Regina Mixon Bates has 33 years of healthcare experience with 20+ years as a public speaker. She is the CEO of The Physician Practice S.O.S. Group®, a healthcare consulting and educational firm. Through Regina’s leadership, the company has helped healthcare providers across the country streamline their business processes, improve practice operations and keep current with the ever-changing state and federal compliance guidelines. She leads a team of award winning professionals who provide extensive quantitative analysis that generates comprehensive reports to help identify the practice problem areas, as well as opportunities for expansion. She is the host of Fix My Practice TV and the author of her upcoming book Against the Odds - How A Mother’s Spirit Gives A Daughter The Determination To Prevail. HOME | Curriculum | Locate a Class | Online Training Center | Discussion Forum | Sitemap | Policies | Contact Us!

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