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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.

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.

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.

Class Highlights

  • 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

Don’t wait until it is too late! Take the steps now to ensure that your coding practices are compliant with the regulations set forth by private and government payors.

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.

Who Should Enroll

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.


This is an intermediate-level course. Content assumes a working knowledge of medical charts and coding of healthcare claims.

Self-supplied Coding References

To receive the maximum benefit from this course, current CPT®, ICD-10-CM, and HCPCS code set manuals are required.

Who Should Attend

This class is ideal for billing and claims processors, physicians, consultants and anyone seeking solutions for claim denials.


The content covered in this course assumes basic to intermediate knowledge of outpatient billing and carrier reimbursement.

Course Materials

A course manual will be supplied. No supplementary materials are required for this course. Bring questions and receive guidance for handling some of your toughest claim denials.

Program Schedule

There are no live classes available at this time. See below for more options.

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 6 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.


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