The documentation must support the work, time, MDM, etc. of each code billed. You don't really need detailed info on upcoding, you have to review the documentation and separate out what is being used to support each code. Depending on the payer and/or edits you would probably require a 25 modifier as well, so the documentation would have to support that. Coding based on either time or MDM is completely acceptable since 2021 for office/outpatient, so as advised above you don't have to worry about specific components or elements or "boxes" being checked.
Upcoding means coding a higher level than is documented in the medical record according to the E/M guidelines for the CPT billed. It would be like coding a level five for an office visit that only has either 15 minutes of time documented or is only low MDM. What you are talking about is separately reporting two distinct E/M codes (preventive & office/outpatient) on the same date.
There are lots of resources about this and most payers have it in guidelines.
This regulatory myth examines if physicians should bill for both preventive/wellness and evaluation and management (E/M) services when they are performed during the same visit.
www.ama-assn.org
Documentation is the key to avoiding billing issues. By Kerin Draak, MS, RN, WHNP-BC, CPC, CEMC, COBGC There are two types of office encounters:
www.aapc.com
https://www.uhcprovider.com/content...-Preventive-Medicine-and-Screening-Policy.pdf - "Preventive Medicine Service and Problem Oriented E/M Service A preventive medicine CPT or HCPCS code and a problem-oriented E/M CPT code may both be submitted for the same patient by the Same Specialty Physician or Other Qualified Health Care Professional on the same date of service. If the E/M code
represents a significant, separately identifiable service and is submitted with modifier 25 appended, UnitedHealthcare will reimburse the preventive medicine code plus 50% of the problem-oriented E/M code. UnitedHealthcare will not reimburse a problem-oriented E/M code that does not represent a significant, separately identifiable service and that is not submitted with modifier 25 appended."