You can view the details of a patient's visit, medical decision making (MDM), and evaluation and management (E&M) coding guidelines.
 
  The fields on the IORTS EM History 2021 and E&M History templates are read-only, and you can view the details from the Billable Visit template on these templates.
 
 
  - On the Billable Visit template, select the appropriate visit type in the History panel.
 
  - Click the E&M Coding link.
   
    The E&M history template opens as follows: 
    
     - If the 2023 E&M coding guidelines are applicable, the IORTS EM History 2021 template opens for the NP, Est, and Consult options. 
      
      
Note: You can configure the effective date for 2023 guidelines in the 
E&M Coding panel on the 
Practice Configuration template. 
For more information, go to NextGen Healthcare Success Community, and download the 
Configuration Guide forNextGen®Orthopedic Suite.
      
  
     - If the 2023 E&M coding guidelines are not applicable, and the NP or Est option is selected as visit type, the IORTS EM History 2021 template opens. 
      
 
     - If the 2023 E&M coding guidelines are not applicable, and the Consult option is selected as visit type, the E&M History template opens. 
      
 
    
    
  - To view the details of visit time, history, exams, or MDM, expand the appropriate panel.
 
  - To view the E&M coding guidelines, expand the corresponding panel.
   
    The E&M coding guidelines are displayed as follows: 
    
     - If the 2023 E&M coding guidelines are applicable, the 2023 guidelines for the NP, Est, and Consult options are displayed in the E&M Coding 2023 Guidelines panel of the IORTS EM History 2021 template. 
      
 
     - If the 2023 E&M coding guidelines are not applicable, and the NP or Est option is selected as visit type, the 2021 guidelines for the NP and Est options are displayed in the E&M Coding 2021 Guidelines panel of the IORTS EM History 2021 template. 
      
 
     - If the 2023 E&M coding guidelines are not applicable, and the Consult option is selected as visit type, the 1997 guidelines for the Consult option are displayed in the E&M Coding Guidelines panel of the E&M History template. 
      
 
    
    
  - Click Close to return to the Billable Visit template.