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Name of Manual - Blue Cross and Blue Shield of Minnesota

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Evaluation <strong>and</strong><br />

Management (E/M)<br />

Coding Policies <strong>and</strong> Guidelines (Medical Services)<br />

Evaluation <strong>and</strong> management (E/M) services refer to visits <strong>and</strong><br />

consultations furnished by physicians or other qualified<br />

practitioners.<br />

The E/M section <strong>of</strong> the CPT manual is divided into broad<br />

categories such as <strong>of</strong>fice visits, hospital visits, <strong>and</strong> consultations.<br />

Each section has basic guides or requirements for selection, such<br />

as new versus established patient, or <strong>of</strong>fice versus hospital based<br />

services.<br />

Evaluation <strong>and</strong> Management Basics<br />

<strong>Blue</strong> <strong>Cross</strong> <strong>and</strong> <strong>Blue</strong> <strong>Shield</strong> <strong>of</strong> <strong>Minnesota</strong> <strong>and</strong> <strong>Blue</strong> Plus (<strong>Blue</strong><br />

<strong>Cross</strong>) would like to clarify <strong>and</strong> exp<strong>and</strong> on our requirements for<br />

E/M services. The following guides cover how <strong>Blue</strong> <strong>Cross</strong> treats<br />

preventive <strong>and</strong> illness E/M services <strong>and</strong> what <strong>Blue</strong> <strong>Cross</strong> expects<br />

for documentation if the claim is appealed.<br />

Documentation<br />

<strong>Blue</strong> <strong>Cross</strong> requires reasonable documentation that services are<br />

consistent with the health plan coverage provided, that services are<br />

medically necessary, <strong>and</strong> appropriate diagnostic <strong>and</strong>/or therapeutic<br />

services are provided <strong>and</strong>/or the services furnished have been<br />

accurately reported. Documentation does not need to be submitted<br />

with every claim; however, it must be readily available on request<br />

or submitted, as appropriate, with an appeal or replacement claim.<br />

It is important to note that even if all requirements <strong>of</strong> a code are<br />

documented, if medical necessity is not established, the service<br />

may be denied.<br />

The principles <strong>of</strong> documentation listed below are applicable to all<br />

types <strong>of</strong> medical <strong>and</strong> surgical services in all settings. For E/M<br />

services, the nature <strong>and</strong> amount <strong>of</strong> physician work <strong>and</strong><br />

documentation varies by type <strong>of</strong> service, place <strong>of</strong> service <strong>and</strong> the<br />

patient's status. The general principles listed below may be<br />

modified to account for these variable circumstances in providing<br />

E/M services.<br />

<strong>Blue</strong> <strong>Cross</strong> <strong>and</strong> <strong>Blue</strong> <strong>Shield</strong> <strong>of</strong> <strong>Minnesota</strong> Provider Policy <strong>and</strong> Procedure <strong>Manual</strong> (06/20/12)<br />

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