Primary Care Coding Alert

Medicare:

Revisit ‘MWV’ Coding With Help From These FAQs

Also, gain insight on using modifier 52.

As primary care coders, you see patient records from all demographics, and keeping all the rules straight can be a challenge. And that’s why “Medicare Wellness Visits” can be confusing to coders.

If you find yourself frequently questioning your own judgment when it comes to coding for the various visits under the mantle of MWVs, this FAQ is for you.

Question: Aren’t Preventive and “Medicare Wellness Visits” the Same Thing?

Answer: No, they’re different. “There’s a huge misconception that they are both the same thing, but they have different purposes,” said Kaitlyn Brack, CPC, CEMC, CFPC, CPEDC, AAPC Approved Instructor, Medicare Quality Coding Analyst at AAPC during her presentation titled The Ins and Outs of Medicare Wellness at HEALTHCON 2023 in Nashville, Tennessee.

Critical: But it’s important to remember that the title “Medicare Wellness Visit” (MWV) is a colloquial term that encompasses three different visits, according to the Centers for Medicare & Medicaid Services (CMS). Though MWV might be used to refer to a specific exam in a clinical setting and by coders, Medicare doesn’t see it that way — and that’s where confusion sets in. CMS lists its “Welcome to Medicare Visit” also knows as the Initial Preventive Physical Exam (IPPE), the Annual Wellness Visit (AWV) both initial and subsequent, and physical exams under the umbrella of MWVs, the agency notes in the MLN release “Medicare Wellness Visits” (https://www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/MLNProducts/preventive-services/ medicare-wellness-visits.html).

Additionally, IPPEs and AWVs — due to the typical Medicare billing nuances associated with them — are perennial audit favorites and sit atop Recover Audit Contractors’ (RACs), Targeted Probe and Educate (TPE) reviewers’, and Comprehensive Error Rate Testing (CERT) auditors’ to-do lists.

Essentially, the preventive visit is an age and gender appropriate history and hands-on physical exam with counseling/anticipatory guidance/risk factor reduction interventions and the ordering of laboratory/diagnostic procedures as needed. “It is the physical exam that tends to distinguish a preventive visit from an MWV,” says Kent Moore, senior strategist for physician payment at the American Academy of Family Physicians. A physical exam is part of MWV, also, but it tends to be much more limited than that done as part of a preventive evaluation and management service, only including things like height, weight, body mass index (BMI) (or waist circumference, if appropriate), and blood pressure. “Medicare wellness is aimed more toward evaluating the patients and how they live. This includes their social surroundings, whether they can take care of themselves, those types of things,” Brack said.

Here’s a quick breakdown of what each entails.

Preventive: This is a history and exam performed with a focus on a patient’s overall health without relationship to treatment or diagnoses for a specific illness, symptom, complaint, or injury. This is a service that’s routinely covered by commercial, Medicaid, and Medicare advantage plans. Traditional Medicare does not cover routine preventive physical exams. These are annual visits based on the date of the patient’s last visit. Coding is structured according to patient age and whether they’re new or established.

For preventive exams, you’ll choose from the following code sets:

  • 99381-99387 (Initial comprehensive preventive medicine evaluation and management of an individual… new patient; infant (age younger than 1 year)/ early childhood (age 1 through 4 years)/late childhood (age 5 through 11 years)/ adolescent (age 12 through 17 years)/18-39 years/40-64 years/65 years and older)
  • 99391-99397 (Periodic comprehensive preventive medicine reevaluation and management of an individual… established patient; infant (age younger than 1 year)/early childhood (age 1 through 4 years/late childhood (age 5 through 11 years)/ adolescent (age 12 through 17 years)/18-39 years/40-64 years/65 years and older)

Medicare Wellness Visits: These visits are designed to prevent disease and disability for future medical issues based on the beneficiary’s health and risk factors that are measured with a variety of tools. These are covered service by all Medicare payers.

For MWV options, you’ll choose from the following code sets:

  • G0402 (Initial preventive physical examination; face-to-face visit, services limited to new beneficiary during the first 12 months of Medicare enrollment)
  • G0438 (Annual wellness visit; includes a personalized prevention plan of service (PPS), initial visit)
  • G0439 (Annual wellness visit… subsequent visit)
  • G0468 (Federally qualified health center (FQHC) visit, ippe or awv; a FQHC visit that includes an initial preventive physical examination (IPPE) or annual wellness visit (AWV)…)

Note that because G0402, which is also known as the “Welcome to Medicare” visit is limited to a beneficiary’s first 12 months of Medicare enrollment, Medicare beneficiaries are limited to one in their lifetime.

Code G0468 is for an FQHC visit that includes an IPPE or AWV and includes a typical bundle of Medicare-covered services that would be furnished per diem to a patient receiving an IPPE or AWV. For additional information on when to bill G0468, consult the Medicare Claims Processing Manual, Chapter 9, Section 60.2 (www.cms. gov/regulations-and-guidance/guidance/manuals/downloads/ clm104c09.pdf)

Question: What are the Documentation Requirements for the various types of visits?

Answer: There are distinct components that must be fulfilled and therefore documented to bill for MWVs. Most of the components are the same for IPPE and AWV, although they are described differently in some cases. Common components include:

  1. A review of the patient’s medical and social history
  2. A review of the patient’s potential risk factors for depression and other mood disorders.
  3. A review of the patient’s functional ability and safety level, which may encompass daily activities, fall risk, and home safety evaluation.
  4. Measurement of vital signs, including blood pressure, height, weight, and body mass index (BMI) (or waist circumference, if appropriate). The IPPE also includes a visual acuity screen on this list.
  5. Review of current opioid prescriptions
  6. Screen for potential substance use disorders
  7. A personalized prevention plan that includes a written schedule for preventive services and referral for appropriate preventive services, such as screenings, immunizations, etc.
  8. Establish a list of risk factors and conditions for which the patient needs primary, secondary, or tertiary intervention.
  9. Documentation of the patient’s advance care planning status or the provision of resources to assist with advance care planning, at the patient’s discretion.

AWVs include three additional components:

  1. Perform a Health Risk Assessment
  2. Establish current providers and suppliers list
  3. Detect any cognitive impairment patients may have

If any of the components are not met, query the provider for additional details.

Question: If a component is missing from one of the visits under the Medicare Wellness Visit list, is it billable with modifier 52 (Reduced services)?

Answer: No. While you might think that using modifier 52 would be appropriate for missing components of the IPPE or AWV, it is not recommended.

Modifier 52 is used to indicate that a service or procedure was partially reduced or eliminated at the physician’s discretion. A Medicare Wellness Visit has specific elements that must be completed for it to be billed. If any of these components are missing or incomplete, it might not fulfill the intent of the service, and therefore, it may not be billable.

Instead of using modifier 52, it’s crucial to ensure all the necessary components of the wellness visit are completed for proper billing. If a portion of the wellness visit was not performed, it’s best to review the guidelines for billing and ensure the service provided aligns with those requirements.

Look to future issues of Primary Care Coding Alert as we take a more in-depth look at the documentation requirements for accurately reporting MWVs and tips on how to help educate your provider.