NextGen Knowledge Center

View E&M Summary and Coding Guidelines

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.
  1. On the Billable Visit template, select the appropriate visit type in the History panel.
  2. 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.
      IORTS EM History 2021 template with 2023 guidelines

    • 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.
      IORTS EM History 2021 template with 2021 guidelines

    • 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.
      E and M History template

  3. To view the details of visit time, history, exams, or MDM, expand the appropriate panel.
  4. 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.
      E and M coding 2023 guidelines

    • 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.
      E and M coding 2021 guidelines

    • 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.
      E and M coding guidelines

  5. Click Close to return to the Billable Visit template.
View E&M Summary and Coding Guidelines