Medicare Physician Fee Schedule Lookup tools, analyzer
Medicare E&M Coding Audit Tool This E & M CPT® Coding Review and Audit Tool is intended for use by medical professionals and coding experts to review the accuracy of coding and/or the adequacy of medical record documentation of Evaluation and Management services. The tool can be used to investigate specific encounters or to profile the coding and documentation patterns of individual physicians. If used for physician profiling, a random sample of encounters should be reviewed. We recommend a sample size of at least 10 encounters.

The E & M CPT Coding Review and Audit Tool calls for information as documented in the medical record for the encounter and assigns a CPT code based on this information. If this code differs from the code that was billed for the encounter, a coding and/or documentation problem (or a problem pattern) has been revealed. Further investigation and corrective action can then be undertaken as part of the practice's compliance program.

MDTools has tested and used this E & M CPT Coding Review and Audit Tool extensively, and we believe that will provide reliable and accurate results.

CPT Coding Review Audit Tool

Date of Visit
Initial Client E&M Code
Chart ID
ICD9 Reference
Select one of the following:
Is Chief Complaint documented?

( Check ALL elements documented for parts A, B, and C.)

A. History of Present Illness(HPI) ( Describes the development of patient's illness.)
Location Quality* Severity Duration
*Quality=the special attribute which makes it unlike anything else
Timing Context* Mod Factors Signs & Symptoms
*Context=interrelated conditions in which exists or occurs.

Please list any chronic or inactive conditions that were addressed during this visit:

B. Review of Systems(ROS) (Inventory of body systems/areas, may be completed by patient)
Constitutional Eyes E,N,M,T
Cardio. Respir. Gastro. Genitour
Musculo. Integu. Neuro. Psych.
Endo. Hemo./Lymph. All./Immune
All others negative

None (no systems addressed)
Problem Pertinent (system directly related to illness)
Extended (2 - 9 systems)
Complete (10 or more systems)

C. Past, Family, Social History (PFSH) (Review patient's history - new patients require all 3, established patients require 2)
Past History
Family History
Social History

None (No PFSH addressed)
Pertinent (specific info. from 1 area)
Complete (specific info. from 2 for established, 3 for new)

Notes on History

You should use both the 1995 and the 1997*** Guidelines.

Head Abdomen Genitalia
Extremities Back Neck Chest

Const. E,N,M,T Respir.
Cardio Gastro. Genito. Hem/Lymph/Imm
Musculo. Skin. Neuro. Psych.
Eyes Endo.
  • Was a complete exam of one system documented? 
  • Focused ('95 = 1 area or system) ('97 = 1 - 5 elements)
    Expanded ('95 = Limited exam of 2 -7 areas or systems) ('97 = 6 elements)
    Detailed ('95 = "Extended" exam of 2 - 7 areas or systems) ('97 = 12 elemets)
    Comprehensive ('95 = Complete exam of 1 sys. for specialists or 8 or more systems)
    ('97 = multisystem - 2 elements in each of 9 systems)

    Was this an Expanded or Detailed exam? 
    Detailed exam is defined as an "Extended" examination. Verify with your medicare carrier its definition of "Expanded" versus "Detailed." If carrier specifies "Detailed" is 5-7 areas or systems, choose the "Detailed" option in the dropdown box.

    Select your exam form:
    Notes on Exam


    Identify the problems mentioned in record. Enter the # of problems in each category in column 2 ( note the maximum number of problems recognized in "self-limiting" and "New problem" categories). Do NOT categorize the problems if the encounter is dominated by counseling or coordination of care and the duration of time is not specified (if this is the case, enter 3 for the Total).
    Self-Limiting or minor; stable/improving (Max 2)1
    Established problem; stable/improved1
    Established problem; worsening2
    New problem; no additional work up planned (Max 1)3
    New problem; additional work up planned4

    Review each category of data below and circle the number in the points column if applicable. Enter the Total Number of Circled points.
    Review and/or order clinical lab tests
    Review and/or order tests from radiology section of CPT (including nuclear medicine & all imaging, but excluding echocardiography & cardiac caths)
    Review and/or order tests in the medicine section of CPT (EEG, EKG, Echocardiography, cardiac cath, non-invasive vascular studies pulmonary function studies)
    Discussion of test results with performing physician
    Independent review of image, tracing or specimen
    Decision to obtain old records and/or obtain history from someone other than patient
    Review and summarization of old records and/or obtaining history from someone other than patient



    Presenting Problem(s)

    Risk is based on the risk anticipated between current & next encounter
    Diagnostic Procedure(s) Ordered

    Risk is based on the risk during & immediately after procedure or treatment
    Management Options Selected

    Risk is based on the risk during & immediately after procedure or treatment
    • One self-limited or minor problem, e.g. cold, insect bite, tinea corporis
    • Laboratory tests requiring venipuncture
    • Chest x-rays
    • EKG/EEG
    • Urinalysis
    • Ultrasound, e.g. echocardiography
    • KOH prep
    • Rest
    • Gargles
    • Elastic bandages
    • Superficial dressings
    • Drug maintenance (refill meds)
    • Two or more self-limited or minor problems
    • One stable chronic illness, e.g. well controlled hypertension or non-insulin dependent diabetes, cataract, BPH
    • Acute uncomplicated illness or injury, e.g. cystitis, allergic rhinitis, simple sprain
    • Physiologic tests not under stress, e.g. pulmonary function tests
    • Non-cardiovascular imaging studies with contrast, e.g. barium enema
    • Superficial needle biopsies
    • Clinical laboratory tests requiring arterial puncture
    • Skin biopsies
    • Over the counter drugs
    • Minor surgery with no identified risk factors
    • Physical therapy
    • Occupational therapy
    • IV fluids without additives
    • One or more chronic illnesses with mild exacerbation, progression or side effects of treatment.
    • Two or more stable chronic illnesses.
    • Undiagnosed new problem with uncertain prognosis, e.g. lump in breast, rectal bleeding
    • Acute illness with systematic symptoms, e.g. pyelonephritis, pneumonitis, colitis
    • Acute complicated injury, e.g. head injury with brief loss of consciousness
    • Physiologic tests under stress, e.g. cardiac stress test, fetal contraction stress test
    • Diagnostic endoscopies with no identified risk factors
    • Deep needle or incisional biopsy
    • Cardiovascular imaging studies with contrast and no identified risk factors, e.g. arteriogram, cardiac catheterization
    • Obtain fluid from body cavity, e.g. lumbar puncture, thoracentesis, culdocentesis
    • Minor surgery with identified risk factors
    • Elective major surgery (open, percutaneous or endoscopic) with no identified risk factors
    • Prescription drug management or Prescribing new drug (add/change/delete meds)
    • Therapeutic nuclear medicine
    • IV fluids with additives
    • Closed treatment of fracture or dislocation without manipulation
    • One or more chronic illnesses with severe exacerbation, progression or side effects of treatment
    • Acute or chronic illnesses or injuries that pose a threat to life or bodily function, e.g. multiple trauma, acute MI, pulmonary embolus, severe respiratory distress, progressive severe rheumatoid arthritis, psychiatric illness with potential threat to self or others, peritonitis, acute renal failure
    • An abrupt change in neurologic status, e.g. seizure, TIA, weakness or sensory loss
    • Cardiovascular imaging studies with contrast with identified risk factors
    • Cardiac electrophysiological tests
    • Diagnostic endoscopies with identified risk factors
    • Discography
    • Elective major surgery (open, percutaneous or endoscopic) with identified risk factors
    • Emergency major surgery (open, percutaneous or endoscopic)
    • Parenteral controlled substances
    • Drug therapy requiring intensive monitoring for toxicity
    • Decision not to resuscitate or to de-escalate care because of poor prognosis

    Notes on Medical Decisionmaking

    4. Visit/Consultation/Examination Time
    What was the total time of the examination/visit? (minutes)

    Was documentation available indicating that over 50% of the visit was spent in counseling & coordination of care?   

    Auditor's Notes Section


    CPT is a registered trademark of the American Medical Association. CPT copyright 2013 American Medical Association. All rights reserved.

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