Establish new patient care for 99202

roarney

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Hello, I am just wondering if anyone can provide me additional insight (I cant seem to find a prior thread that asks the same thing, but I apologize if I overlooked it).

For a New patient billing either 99202 or 99203 (based on time per company), does the note need to include a second chief complaint either follow up on X chronic dx (if known) or c/o new symptom (if they have one).

Company treats the initial visit as more of a meet and greet to be able to collect ROI, and review records, order initial labwork (not completed that visit), and explain all the departments people have access too, general workflow of future visits, etc. its not fully geared to start full treatment planning out the gate (caveats of course).

The full coding team is not directly connected and everyone I work with is not on the coding/billing/auditing side to further discuss with. They have both said yes you need it and no you do not at different times but cannot provide any real clarity as to why. I have been trying to read up, though I have not been fully successful in a direct answer with a reliable source yet. I have been trying to use both AAPC forums, the educational section, blogs, etc plus perusing CMS (though maybe I just need to spend time figuring out how to better navigate the site in general).

One thing I saw from a coding perspective reported the CC would not be needed if its being billed with a preventive service? unable to double confirm that at present. If that is true to the collective, we were also told NOT to check of the Z00.00/ Z00.01 codes as that gets attached to the Wellness review visit which is the second visit in the journey where we spend time going over all the preventives and providing updated scripts or devising plans and so on.

thank yee for any insight or direction to look more into in advance!
 
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