General Surgery Coding Alert

General Coding:

Take a Deep Dive Into Category II CPT® Codes

Using these codes can bring more context to claims.

CPT® Category II codes provide clinicians, coders, and organizations a way to show that they’re meeting quality metrics and offering comprehensive, patient-centered care.

Using these codes regularly can help ease administrative burden by providing payers with the information and data they want or need upfront instead of scrambling to accommodate record requests.

Keep reading for expert insight into CPT® II code use from Corella Lumpkins, CPC, CPCO, CDEO, CPB, CPMA, CPPM, CRC, CVBA, CPC-I, CEMC, CCS, CCS-P, CHC, via her HEALTHCON 2026 presentation “CPT® Category II: Coding for Quality and Value-Based Contracts.”

Send Information With Each Claim Instead of Facing Record Requests

Patients get their vitals taken at every visit, but how much of that information actually makes its way to payers?

Codes that refer to blood pressure are some of the most commonly used Category II codes.

“We have a CPT® II code just to say we measured the blood pressure. Because remember, even though we take blood pressure and have vitals on every note, they don’t go out the door. They don’t get sent out with a claim. So, the insurance company doesn’t really know if we even took the blood pressure,” Lumpkins said.

Using a relevant CPT® II code can show that blood pressure was taken. Depending on the patient’s condition, blood pressure readings can be important context for how their condition is being managed.

Male patient having consultation with doctor or psychiatrist who working on diagnostic examination

“We want to make sure that we can document if the blood pressure’s elevated, if there’s a plan of care documented for that, as well as the actual vital from the blood pressure. What was the actual systolic and diastolic blood pressure? Everyone one of our payer plans wants this information —if you’re not reporting it right now, you’re getting the 900 record requests at the end of the year,” she said.

She warned that, with these requests, insurance companies often want the patient’s entire record of service for the whole year, but by including the blood pressure information via CPT® II codes, the carrier already has that more complete picture.

Similarly, for patients with diabetes, their payer knows the patient is diabetic and needs A1C readings, and may even be able to see that the patient is getting the blood test because they can see the lab data on the claims. However, none of this information depicts the actual A1C value, she said.

Lumpkins explained that carriers want this information, and providing it via CPT® II codes is a proactive step toward that end.

Use CPT® II Codes to Demonstrate Quality Metrics

Many health plans are interested in data regarding immunization; they’ll look at a patient’s record to see if they were immunized or advised to get a certain vaccine as part of quality metrics, she said.

With CPT® II codes, there’s a code to say a vaccine was recommended, codes to say that a vaccine was ordered or administered, and a code to say a vaccine was administered previously.

“We want to utilize those codes to report the quality performance metric during that patient encounter. It should go out the door with the E/M [evaluation and management] code, or whatever billable service is on the same claim,” she said.

Savvy use of CPT® II codes can convey pertinent information for quality metrics regarding immunization status, A1C and cholesterol levels, body mass index (BMI) values, diagnostics and screenings, and even fall risk.

Most medical record systems automatically calculate BMI when height and weight are entered, but unless it’s coded, it’s not reported on the claim. CPT® II codes allow you to show that you have that information.

Similarly, with lipid panel results, screening mammogram and colorectal cancer screening results, or depression screenings, reporting CPT® II codes allow you to show that the screening results were documented and reviewed.

“We want to tell the insurance plans that we’re doing these services; that’s part of our contracts,” she said. “This eliminates the record request of them seeing or them checking to see if we’re doing it.”

Most of the data regarding patients’ health doesn’t leave the provider’s office because it’s not always reportable. Less than 5-10 percent of your records are actually leaving your offices or organizations and going to the payer, she said. Payer plans are only asking for records when there’s an issue or in regular reviews, so we want to give them as much information as possible in the claims data because that’s what they’re using.

Think of CPT® II as Painting a More Complete Picture

Providers are following requirements and providing comprehensive, patient-centered care when performing screenings and other services, but they cannot always show the extent of their work via ICD-10-CM and CPT® Category I codes.

Medicare and other payers want information regarding patient tobacco use, including whether there’s secondhand smoke exposure, whether they smoke or use smokeless tobacco, whether they’re interested in stopping their tobacco use, and whether they’ve pursued any tobacco cessation education. While there are billable tobacco use cessation codes, many of them have time minimums, and a conversation with a patient about stopping smoking may be as brief as the doctor saying, “You need to stop smoking” and the patient replying, “No.” With the correct CPT® II code, you can still report that an attempt at counseling cessation was made.

Other conditions or situations you can address more fully with CPT® II codes include, but are not limited to, depression, end-stage renal disease, fistula, dialysis, prenatal and postpartum care, pharmacological therapy, back pain, and transitional care management.

The following CPT® II-specific modifiers are also available to provide additional context about performance measures:

  • 1P (Performance measure exclusion modifier due to medical reasons)
  • 2P (Performance measure exclusion modifier due to patient reasons)
  • 3P (Performance measure exclusion modifier due to system reasons)
  • 8P (Performance Measure Reporting modifier - action not performed, reason not otherwise specified)

Lumpkins acknowledged that there are a myriad of religious, social, and economic reasons for patient choices, but those shouldn’t necessarily impact a provider getting credit for their work.

CPT® II codes fill the gaps, she said, ultimately easing administrative burden and providing a more comprehensive picture of patients’ conditions and care.

Rachel Dorrell, MA, MS, CPC-A, CPPM, Production Editor, AAPC