Coding/Billing
March 2018 www.aapc.com
Nail the Internal Investigation Process: 16 Favorable outcomes for complaints require a plan Find the Lost Art of Customer Service: 38 To provide excellent service, ask yourself “WWAD?” Watchful Waiting of Newborns: 52 Sometimes conditions only require a watchful eye www.aapc.com March 2018 1 Looking to get certified?
AAPC Distance Learning
Students that complete our For more information or courses are TWICE AS LIKELY to enroll visit: aapc.com/exam-prep to pass the certification exam. CPC COC CIC CRC CPB CPMA CPPM CPCO Healthcare Business Monthly | March 2018
COVER | Coding/Billing | 30 Give Your Provider a Risk Adjustment PEP Talk By Meera Mohanakrishnan, MS, CPC, COC, CPC-P, CRC, CPC-I, CCS, PAHM [contents] ■ Coding/Billing ■ Auditing/Compliance ■ Practice Management
20 Fortify Your Understanding 16 Establish Best Practices 38 Rediscover the Lost of Bone Marrow Coding for Conducting Internal Art of Customer Service Artemio B. Castillejos, CPC, CPMA, Investigations Chelle Johnson, CPC, CPMA, CPPM, CCVTC, CCS, CL6SGB Erica Lindsay, PharmD, MBA, Esq. CPCO, CEMC, AAPC Fellow [continued on next page]
www.aapc.com March 2018 3 Healthcare Business Monthly | March 2018 | contents
14 ■ Added Edge 14 5 Tips to Get a Job Melissa L. Kirshner, MPH, CPC, CRC, CPC-I, AAPC Fellow 50 Remote Coding/Billing: Is It Right for You? Robin Moore, CPC, CCMA
■ Coding/Billing 22 New vs. Established Patients: Who’s New to You? Lori Cox, MBA, CPC, CPMA, CPC-I, CEMC, CHONC, AAPC Fellow
40 24 Send a Comprehensive Patient Statement for Collecting Payment Tameka J. Duncan, CPC, CPB, CPPM 26 Bariatric Surgery: A Personal Perspective Wanda Battle, CPC, CANPC, AAPC Fellow All-in-one 42 Clarify Mitral and Aortic Valve Coding Confusion Debra Mariani, CPC, CGSC Compliance For All. 44 Documenting Opioid Dependence and Abuse Colleen Gianatasio, CPC, CPC-P, CPMA, CPC-I, CRC 46 When Sleep Tests Are Covered 42 Cindy Harms, CPC, CPC-I, CPPM 48 2018 Brings New Focus to E/M Services Amy C. Pritchett, BSHA, CPC, CPMA, CPC-I, CEDO, CANPC, CASCC, CEDC, CRC, CCS, ICDCT-CM/PCS 52 Watchful Waiting: Collecting Newborn Information Jeanne Yoder, RHIA, CPC, CCS-P
■ Practice Management 40 HIM: Work Inside or Outside of the Box? Jen B. Flohr, RHIT, COC, CPMA, CPCO, CDIP, CCS, CAPM, ICD-10 Certified Trainer
COMING UP: DEPARTMENTS 66 Minute with a Member •• G Codes 7 Letter from Membership Leader EDUCATION •• NAB 2018-2021 9 HBM Feedback 59 Newly Credentialed Members •• Hyberbaric Oxygen Therapy 9 Healthcare Business News •• Endovascular 10 AAPC National Advisory Board We reinvented compliance management through a complete, flexible solution •• Scribes 12 AAPC Chapter Association that complies with all seven OIG recommendations to ensure you’re compliant, 13 Chapter News even when audited. On the Cover: Meera Mohanakrishnan, MS, CPC, COC, CPC-P, CRC, 34 I am AAPC Online Test Yourself – Earn 1 CEU CPC-I, CCS, PAHM, explains why it’s important to initiate a physician 35 Quick Tip education program (PEP) talk to explain compliant documentation and better https://www.aapc.com/resources/publications/ record-keeping. Cover design by Mahfooz Alam. 56 Member Experience healthcare-business-monthly/archive.aspx HEALTHICITY.COM/COMPLIANCEMANAGER 4 Healthcare Business Monthly All-in-one Compliance For All. AAPC Healthicity
We reinvented compliance management through a complete, flexible solution that complies with all seven OIG recommendations to ensure you’re compliant, even when audited.
HEALTHICITY.COM/COMPLIANCEMANAGER Serving 172,000 Members – Including You! Go Green! HEALTHCARE Why should you sign up to receive Healthcare Business Monthly in digital format? BUSINESS MONTHLY Coding Billing Auditing Compliance Practice Management Here are some great reasons: March 2018 • You will save a few trees. Director of Publishing • You won’t have to wait for issues to come in the mail. Brad Ericson, MPC, CPC, COS • You can read Healthcare Business Monthly on your computer, tablet, or [email protected] other mobile device—anywhere, anytime. Managing Editor • You will always know where your issues are. John Verhovshek, MA, CPC • Digital issues take up a lot less room in your home or office than paper [email protected] issues. Executive Editors Go into your Profile on www.aapc.com and make the change! Michelle A. Dick, BS [email protected] Renee Dustman, BS, AAPC MACRA Proficient HealthcareBusinessOffice, LLC...... 35, 65 [email protected] www.HealthcareBusinessOffice.com Graphic Design The Coding Institute...... 45 Mahfooz Alam www.codinginstitute.com/csg2018 Advertising Sales ZHealth ...... 41 Corey Stilson www.zhealthpublishing.com [email protected] (385) 207-2322
AdvertiserIndex Address all inquires, contributions, and change of address notices to: Healthcare Business Monthly PO Box 704004 Salt Lake City, UT 84170 (800) 626-2633 ©2018 Healthcare Business Monthly. All rights reserved. Reproduction in whole or in part, in any form, without written permission from AAPC® is prohibited. Contributions are welcome. www.aapc.com/medical-coding-jobs/project-xtern/ Healthcare Business Monthly is a publication for members of AAPC. Statements of fact or opinion are the responsibility of the authors alone and do not represent an opinion of AAPC, or sponsoring organizations. CPT® copyright 2017 American Medical Association. All rights reserved. Need Help? Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT®, and the AMA is not recommending their use. The Visit our Frequently Asked Questions (FAQ) page at AMA does not directly or indirectly practice medicine or dispense medical services. The AMA www.aapc.com/master-faq.aspx. assumes no liability for data contained or not contained herein. FAQs are categorized under the following topics: The responsibility for the content of any “National Correct Coding Policy” included in this • Membership • ICD-10 Training • Project Xtern product is with the Centers for Medicare and Medicaid Services and no endorsement • Certification Exams • CEUs • Forums by the AMA is intended or should be implied. The AMA disclaims responsibility for any • Training • CEU Vendors • Books consequences or liability attributable to or related to any use, nonuse or interpretation of • ICD-10 • HEALTHCON • Practicode information contained in this product. CPT® is a registered trademark of the American Medical Association. Still not finding what you’re looking for? Search our entire database of FAQs (http://aapc.force.com/knowledgebase). Volume 5 Number 3 March 1, 2018 For coding questions, please use our forums (www.aapc.com/memberarea/ Healthcare Business Monthly (ISSN: 23327499) is published monthly by AAPC, 2233 South Presidents Drive, Suites F-C, Salt Lake City UT 84120-7240, for its paid members. Periodicals Postage Paid forums/) or Ask an AAPC Expert service (www.aapc.com/resources/ask-an- at Salt Lake City UT and at additional mailing office. POSTMASTER: Send address changes to: expert/ask-an-expert-purchase.aspx). Healthcare Business Monthly c/o AAPC, 2233 South Presidents Drive, Suites F-C, Salt Lake City UT 84120-7240.
6 Healthcare Business Monthly Letter from Membership Leader
GOALS, TEAMWORK, AND DEDICATION SUM UP OUR PAST THREE YEARS t is hard to believe this will be my last article • Angela Clements CPC, CPC-I, Ifor Healthcare Business Monthly as president CEMC, CGSC, COSC, CCS, AAPC of AAPC’s National Advisory Board (NAB). Fellow – member relations I want to reflect on the past three years and The officers and myself relied heavily on the thank the membership for taking the time expertise of the board members to bring new to read these articles and for supporting the ideas and vision to the table. We asked them mission of AAPC. Most importantly, I want to report on how AAPC members would to express my gratitude to the individuals react to changes, and what changes the mem- who have served and worked with me over bership would like to see in the future. The the last three years. NAB and AAPC representatives addressed these issues and formed committees to delve Set Goals with Membership in Mind deeper into the topics. The energy, thoughts, When I accepted the position three years and guidance provided by the NAB has been • Angela Jordan CPC, COBGC, overwhelming. ago at HEALTHCON 2015, I addressed the AAPC Fellow – *NAB Awareness, membership and called on each member to Let’s recognize each one of our 2015-2018 Thought Leadership, Exam look inside themselves to determine how far NAB members and thank them for their • Lori Cox, MBA, CPC, CPMA, they wanted to go in their healthcare career. hard work and invested time over the past CPC-I, CEMC, CHONC, AAPC I urged each member to make that change three years (*indicates they are chair for that Fellow – NAB Awareness, *Specialty to achieve their goals. My commitment was committee): Credential, *Exam to work with the NAB and AAPC to provide • Colleen Gianatasio, CPC, CPC-P, • Angela (Annie) Boynton, MSJ, each member with the best products and ser- CPMA, CRC, CPC-I, AAPC Fellow vices to help them along the path to their goal. RHIT, CPC, COC, CPCO, CPC-P, – Hospital, *Thought Leadership CPC-I, CCS, CCS-P – *Social Media, It Takes Teamwork to Be Successful • Ellen Maura Wood, CPME, CPC, Thought Leadership, Military, *Exam CPMA – Hospital, Member of the Kimberly Reid, CPC, CPMA, I’m extremely fortunate to have had the • Year, Military, Exam CPC-I, CEDC, CEMC, COPC privilege of working alongside incredible • Christina LaRosse, CPC, AAPC – *Mentorship officers who shared the vision to recognize Fellow – Member of the Year, Exam what members needed to reach their goals. • Glenda Hamilton, CPC, COC, The NAB would not have accomplished • Sharlene Scott, RHIT, CPC, CPC-P, CPMA, CEMC, MCS-P, so many projects and tasks had it not been COC, CPC-I, CPMA, CDEO AAPC Fellow – NAB Awareness, Exam for hard-working individuals. The officers CCS-P, CCP-P – Hospital, Specialty • Angelica Stephens, COC, CPC, provided oversight to all our committees and Credential CPMA, CPC-I, CIMC, COSC, provided support and guidance to me as I • Brian Boyce, BSHS, CPC, CPC-I, AAPC Fellow – NAB Awareness, struggled with decisions and direction. CRC, CTPRP – Military, Social Media Mentorship Each NAB officer made a tremendous con- • Caren Swartz, CPC, COC, CPC-I, • Boyd Murayama, CPC, CPC-I – tribution to both the NAB and the organiza- CPMA, CPB, CRC – Thought Specialty Credential, Mentorship tion we represent; and for that, I owe special Leadership, Mentorship, *Military, • Jonnie Massey, CPC, CPC-P, thanks to: Exam CPMA, CPC-I – NAB Awareness • Michael Miscoe, JD, CPC, CASCC, • Leonta (Lee) Williams RHIT, CUC, CCPC, CPCO, CPMA, CPCO, CCDS, CCS, CPC, CEMC, So Much to Do, So Little Time CEMA, AAPC Fellow – president CHONC – *Hospital, Specialty Many issues we identified over the last three elect Exam, Military, Exam- years do not have a simple answer, not all • Ann Bina, CPC, COC, CPC-I, • Shelley Garrett, CPC – *Advocacy, items on our extensive “To Do” list had a COPC, AAPC Fellow – secretary Military, Social Media conclusion. Many issues that were addressed
www.aapc.com March 2018 7 Letter from Membership Leader will carry forward to the next NAB term. Realize that we have worked hard on the following projects over the last three years. It is an amazing list! 1. Helped with and presented at three HEALTHCON events and provided solid feedback to the conference committee 2. Spoke at and helped with more than six AAPC Regional Conferences 20. Provided input — with the assistance • Executive Assistant Rachel Momeni 3. Recognized a Member of the Year for of the Advocacy Committee — to help • Director of Events Melanie Mestas write a letter as comment to proposed two years, and formed committee to • Director of Publishing Brad Ericson, changes of documentation guide- update policy MPC, CPC, COSC 4. Provided many articles for Healthcare lines by the Centers for Medicare & Medicaid Services (CMS). • Senior Marketing Communications Business Monthly through our NAB Manager Alex McKinley (AAPC Alex) awareness committee 21. Discussed: A special thank you goes to Rhonda 5. Recognized the need to create • Use of Professional Medical Buckholtz. CPC, CDEO, CPMA, CRC, an easier way to verify member’s Coding Curriculum (PMCC) CPC-I, CENTC, COBCG, COPC, credentials when the member ID is outside of identified scope CPEDC, who volunteered her time and ex- not available • AAPC’s international presence pertise to the NAB, long after it was expected. 6. Prompted a Hospital Committee and 22. Supported local chapters by being I extend a huge thank you to Michelle A. Dick brought awareness of the credential guest speakers and the editorial team at Healthcare Business Monthly. They took my words, cleaned them 7. Created a Military Committee 23. Fostered Mentorship program up, and made them presentable. Thank you 8. Assisted in making decisions about 24. Explored new ways to improve our ICD-10 proficiency testing also to the AAPC Chapter Association for testing methods and content through working with the NAB on many projects. 9. Held many discussions to find a resolu- our Exam Committee. Together we reached many members and had tion for members with the “A-status.” 25. Attended three retreats to provide a lot of fun along the way. 10. Recognized the need for more AAPC with feedback on issues oversight for social media. of interest to various internal The Torch Is Passed 11. Formed a Social Media Committee to departments to the 2018-2021 NAB recognize potential areas of concern, 26. Helped with AAPC Coder It’s been an incredible adventure and I’ve such as how to improve social media improvements absolutely loved all of it! Keep believing in use and use it more effectively. 27. Helped with PMCC accreditation yourself. Only you can make the changes 12. Reviewed specialty exams. Provided 28. Helped with international coding necessary to reach your goals. feedback. Sunset some specialty exams. education 13. Provided educational ideas for Healthcare Business Monthly, work- Accolades to Our Friends Take care, shops, and webinars in the National Office 14. Updated meeting frequencies The board would not have direction if it were 15. Updated responsibilities for officers not for the individuals at AAPC who guided 16. Helped contribute many ideas us and provided support to our committees. for AAPC through the Thought Thank you for leading us and helping the Jaci Johnson Kipreos, CPC, COC, CPMA, Leadership Committee. NAB accomplish so many goals: CPC-I, CEMC, AAPC Fellow 17. Provided input and feedback on cur- • CEO Jason VandenAkker President, NAB rent and potential products. • President Bevan Erickson 18. Provided input and feedback on the • VP, Member and Certification recognition program Development Raemarie Jimenez, 19. Provided input for suggestions on CPC, CDEO, CPB, CPMA, CPPM, next healthcare system…the good/ CPC-I, CANPC, CRHC, CCS, bad of Affordable Care Act. AAPC Fellow
8 Healthcare Business Monthly HBM FEEDBACK ■ 3 Ways to Contribute to Healthcare Business Monthly
ll AAPC members receive Healthcare Sharing your expertise helps others; ABusiness Monthly exclusively, and it’s being published can advance your always been a publication by and for mem- career; and it’s an economical way February 2018 www.aapc.com bership. Our goal is to publish articles and to earn CEUs. You don’t have to other content that will make your career be an English major; we’ll make and membership journey more successful sure you put your best foot forward and satisfying. But we can’t do it without while sharing your knowledge and you. Here are three ways you can help: experience. Go to www.aapc.com/ • Take our survey: Go to www. resources/publications/healthcare-business- surveymonkey.com/r/HBM-survey and tell us monthly/contribute.aspx to find out how to what you think about the magazine. contribute. • Comment: Send feedback Healthcare Business Monthly helps you stay about the articles we publish to in touch with what’s happening in the [email protected]. You industry while connecting you with AAPC can also email any of the editorial and our members. Reach out and help us staff listed on page 6. We’re always make the magazine your best resource. Break the Cycle: 14 Putting an end to poor documentation starts with you glad to hear from you. Help Fight the Opioid Crisis: 42 Raise red flags when patient abuse is present Win at Your Audit Proposal: 52 • Submit an article: Writing for Map a course for compliance and healthy revenue www.aapc.com February 2018 1 the magazine is very rewarding.
HBM_Feb2018.indd 1 11/01/18 2:34 PM Healthcare Business News
OIG Creates an Active, More Transparent Work Plan You can use the items listed on their Work Plan as an auditing tool to compare and review your own pro- If you are wondering why Healthcare Business Monthly hasn’t pub- vider billing activities and compliance plans. The Active lished articles about 2018’s Office of Inspector General (OIG) Work Work Plan items added in January under investigation Plan this year, it’s because the U.S. Department of Health and for Centers for Medicare & Medicaid Services (CMS) Human Services (HHS) announced in June 2017 that it would are: update the OIG Work Plan monthly as an Active Work Plan to enhance transparency. • Financial Impact of Health Risk Assessments and Chart Reviews on Risk Scores in Medicare Here is summary of the purpose of the OIG Work Plan, according Advantage to their website: • OIG Toolkit to Identify Patients at Risk of The OIG Work Plan sets forth various projects including OIG Opioid Misuse audits and evaluations that are underway or planned to be ad- • Potential Abuse and Neglect of Medicare dressed during the fiscal year and beyond by OIG’s Office
Beneficiaries NEWS of Audit Services and Office of Evaluation and Inspections. Projects listed in the Work Plan span the Department and in- • Questionable Billing for Off-the-Shelf Orthotic clude the Centers for Medicare & Medicaid Services (CMS), Devices public health agencies such as the Centers for Disease Control • Status Update on States’ Efforts on Medicaid-Provider and Prevention (CDC) and National Institutes of Health Enrollment (NIH), and human resources agencies such as Administration • Hospitals Billing for Severe Malnutrition on Medicare Claims for Children and Families (ACF) and the Administration on You can view the OIG Work Plan archives and monthly updates all the Community Living (ACL). OIG also plans work related to is- way back to 1997 at: https://oig.hhs.gov/reports-and-publications/archives/workplan/ sues that cut across departmental programs, including state index.asp. Be sure to check the site monthly to find the most recent OIG and local governments’ use of federal funds, as well as the func- targets that apply to your practice (https://oig.hhs.gov/reports-and-publications/ tional areas of the Office of the Secretary of Health & Human workplan/active-item-table.asp). Services (HHS). Some Work Plan items reflect work that is stat- utorily required. www.aapc.com March 2018 9 ■ AAPC NATIONAL ADVISORY BOARD By Angela Jordan, CPC, COBGC, AAPC Fellow
Reflections from the Former National Advisory Board Lasting friendships, personal growth, accomplishment, and satisfaction are the legacy they leave to our next leaders.
his year’s HEALTHCON will be bittersweet for those who have ideas. It’s not often that you get the opportunity to sit around a table Tserved on the National Advisory Board (NAB). It is a transition with people who work in a facility, payer system, education, legal year, when we welcome new members and say goodbye to those field, and consulting and range from CEOs, administrators, auditors, completing their term. There is so much that goes into serving and educators. I highly recommend it and encourage you to consider
AAPC and our members while in the NAB. The knowledge gained, applying for the NAB the next time nominations are open. iStockphotogianliguori / the new skills developed, the personal growth spurred by working If you have a few years under your belt and experience, share it! with a diverse group, and the friendships built along the way are all We each have a responsibility to help those who want to make this invaluable. profession their chosen career. Pay it forward; you won’t regret it. I Some NAB members, including myself, took a moment to share also hope you take advantage of all the tools, resources, education, sentiments about their experiences on the NAB. and local chapter opportunities AAPC offers.
ANGELA JORDAN ANGELA (ANNIE) BOYNTON CPC, COBGC, AAPC FELLOW MSJ, RHIT, CPC, COC, CPCO, CPC-P, CPC-I, CCS, CCS-P I look back on the past three years with My experience on the NAB has been one amazement. Opportunities, such as of the most positive professional experi- participating in HEALTHCON, speak- ences in my career. I love the joy and sat- ing at regional conference, visiting local isfaction of giving back to my profession chapters, and attending other organiza- and the unique opportunity to explore tion meetings, have allowed me to meet avenues of healthcare growth and profes- so many members and make new friend- sional development that might not other- ships . The stories shared, the tears shed wise have been afforded to me. I am over accomplishments, and the calls re- amazed at the wealth of talent and ceived when a member needed a little knowledge that surrounds me as a mem- encouragement and support have left a ber of the NAB. It’s a privilege and an permanent impression on my heart. honor to collaborate with such amazing Thank you for all you’ve shared. professionals. Every meeting, confer- The phenomenal, diverse group of professionals I’ve been honored to ence, and NAB conference call presents another opportunity to learn serve alongside made for an excellent collaborative environment for something new from these talented professionals.
10 Healthcare Business Monthly Reflections
ANGELA CLEMENTS ELLEN MAURA WOOD CPC, CPC-I, CEMC, CGSC, COSC, CCS, AAPC FELLOW CPME, CPC, CPMA As I reflect on the last five years as a I didn’t know what to expect when I NAB member, I think about all of the applied for the NAB. I just wanted to amazing AAPC members I’ve met. I give back to an organization that has
made many new NAB friends while given me a lot. That might sound corny, NAB AAPC serving two terms. I also made new but it’s true. I’ve been an AAPC mem- friends attending HEALTHCON, re- ber for many years and it’s because of gional conferences, and local chapter my certification that I have felt valued, meetings. I have had the opportunity to important, and respected. All that present at several local chapter meet- AAPC offers — regional and national ings that I probably would not have at- conferences, local chapter events and tended, otherwise. The members were meetings, continuing education unit amazing. I enjoyed speaking with ev- opportunities, networking, and educa- eryone who crossed my path. I appreci- tion galore — is over and above what ate the positive stories and opportunities members shared with me most organizations offer their membership. Being on the NAB has that I brought back to the board on their behalf. I am grateful for been icing on the cake for me. being given the opportunity to represent AAPC membership. I en- I learned that the people who serve on the NAB are just like you and courage you to get involved in your local chapter, and then look to me: They represent various regsions of the United States; they have get involved at the national level. incredible experience and insight; and they are all accomplished I am grateful for the members who welcomed me into their network professionals. I learned that my opinion matters. And I learned that circle. Healthcare is so topsy-turvy, no one can survive it alone, AAPC directors and corporate executives truly care about the coder which is why networking is such a huge part of our profession. To in the trenches and want to help each succeed. expand your network circle, attend your local chapter meetings. I walk away from this experience with lifelong friends and a sense One day a month is worth the investment in your growth. If there of real accomplishment with my participation. I’m sad to see it end. is another local chapter within driving distance, attend once a year Many thanks for allowing me to participate and represent Region and expand your circle even more. 1 - Northeast. It’s been a real pleasure. Thank you for the opportunity to serve. My term is up, but I’m sticking around so I can continue to expand my network circle. I walk away from this experience with
GLENDA HAMILTON lifelong friends and a sense of real CPC, COC, CPC-P, CPMA, CEMC, MCS-P, AAPC FELLOW accomplishment with my participation. When I was appointed to the NAB in 2015, I didn’t know what to expect. Much to my surprise, these three years brought me fantastic new friendships, which will continue long after our ten- ure on the NAB. The other members who shared a wealth of knowledge and professional ideas are always there for support and willing to give uncondi- tionally of themselves. Being able to interact with AAPC staff members, who can’t do enough and always have a smile on their face, makes me proud to Angela Jordan, CPC, COBGC, AAPC Fellow, is senior managing consultant at Soerries be part of this organization. I am thankful that the AAPC gave me Coding and Billing Institute. Her 25 years’ experience includes coding and compliance management for a large physician network, and coding auditor for a nationwide hospital the opportunity to meet and work side by side with such a wonderful management organization. Jordan speaks at regional and national AAPC conferences, writes group of professionals. for coding publications, and develops coding workshops. She is a member of AAPC’s NAB, has Have a blessed new year. served on the AAPC Chapter Association, and was the 2012 chair. She is a member and past president of the Kansas City, Mo., local chapter.
www.aapc.com March 2018 11 AAPC Chapter Association By Lance Smith, MPA, RHIT, COC, CPMA, CEMC, CHC, CCS-P
Explore the Other Side of HIPAA in Your Newsletter
A local chapter shares the importance of the HIPAA Security Rule to help healthcare organizations. iStockphotoNicoElNino /
monthly newsletter is an excellent tool Safeguards Overview is flood-proof along with other protec- A many local chapters use to provide their Administrative safeguards refer to a tions. If your paper records are still members with area healthcare news, chapter covered entity’s policies and procedures stored in a cabinet or on shelves, they are events, job postings, and announcements. that address the security of ePHI. These subject to the physical safeguards under The New Windsor, N.Y., local chapter went can be anything from documentation of the Security Rule, as well. A covered en- one step further in the January edition of software that protects the information, tity should review these safeguards regu- their newsletter by incorporating an educa- to the risk management policies that larly and update them as they upgrade tional article on HIPAA security. address reviewing and maintaining this their electronic health record systems. In security. What constitutes a violation doing this, you can feel secure knowing The Other Side of HIPAA of these security standards and the that compliance with the Security Rule While most of us think of privacy when consequences of such actions are also is maintained in your office. we hear the acronym HIPAA, that is examples of administrative safeguards. only half the story. There is the Privacy Technical safeguards refer to the protec- Stop the Presses! Rule that is (hopefully) near and dear to tions put in place to protect ePHI. These A monthly newsletter is a great way to share all healthcare professionals’ hearts, but include tools we use every day, such as tidbits of healthcare business professional there is another side to HIPAA that ad- complicated passwords we must change expertise that runs rampant within your lo- dresses the security of protected health every 30 to 90 days, firewalls, and data cal chapter. Encourage officers and members information (PHI). The Security Rule encryptions. Controls are also part of to submit content for your local chapter was enacted in 2005 to protect the then- these technical safeguards, such as setting newsletter. You never know: It may prompt a growing field of electronic PHI (ePHI). up users to access only certain data to discussion at your next chapter meeting. There are three major areas of safeguards perform their tasks. Although this is dis- a covered entity must ensure are in place cussed in the Privacy Rule, the means to Lance Smith, MPA, RHIT, COC, CPMA, CEMC, CHC, to comply with the Security Rule. These CCS-P, is the director of HIM at HealthAlliance Hospital accomplish this is a technical safeguard. in Kingston, N.Y. He has spent 20 years in healthcare are administrative, technical, and physi- Physical safeguards refer to the physical functions, including HIM, compliance, revenue integrity cal safeguards. safety of all types of PHI. Computers audits, hospital and physician practice coding, and should be locked in a safe space that third-party billing. Smith has taught coding classes and medical terminology. He is the former secretary of the Ellenville, N.Y., local chapter.
12 Healthcare Business Monthly Chapter News By Marcia Maar, COC, CPC, CRC, AAPC Fellow Flower City Professional Coders Raise $4K for Project AAPC n 2010, the AAPC Chapter Association Coders' members and the 2017 officers who helped make it happen: I(AAPCCA) created a charity to help • Marcia Maar, COC, CPC, CRC AAPC Fellow, MACRA victims of catastrophic disasters. The Proficient – president AAPCCA continues to challenge local • Debra J. O'Connell, COC, CPC – vice president/secretary chapters to collect monetary donations in creative ways to benefit worthy causes. • Georgia A. Schmidt, CPC-A – treasurer This year, during the Fall Into Coding • Kristine Seely, CPC – membership development officer conference in Rochester, N.Y., my chap- • Trina F. Haggerton, CPC – education officer ter held a silent auction and collected Project AAPC is an inspiration; and our chapter is delighted to over $1,000. Each officer created two or not only support it, but to also spread the word about how AAPC iStockphoto / ipopba / iStockphoto more baskets to be auctioned off to the empowers members to reach out and help others. highest bidder. Due to the turn out, we We hope our contribution provides hurricane disaster relief and helps also passed around a collection bucket and collected several hundreds those in need to restore faith, home, and security. of dollars from members in attendance. It was also decided, due to such success, that the chapter would match the donations. Learn how your chapter can participate in Project AAPC at: www.aapc. com/memberarea/chapters/projectaapc.aspx. In total, the Flower City Professional Coders of Rochester, N.Y., is donating $4,000 to Project AAPC. For a chapter who regularly has Marcia A. Maar, COC, CPC, CRC, AAPC Fellow, works in risk adjustment for a local not-for-profit health between 40-50 attendees at meetings, this amount is something our insurance company in Rochester, N.Y. She is the president of the Flower City Professional Coders, Rochester, N.Y., chapter is very proud of. Thanks to the Flower City Professional local chapter.
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www.aapc.com March 2018 13 ■ ADDED EDGE By Melissa L. Kirshner, MPH, CPC, CRC, CPC-I, AAPC Fellow iStockphotoRawpixel/ With a little persistence and a lot of networking, that dream coding job could be yours. ou spend months studying and taking notes, preparing for the doesn’t mean you must run out and hire a professional photographer, YCertified Professional Coder (CPC®) exam. You spend 5 hours but ensure your photos reflect your professional self in all social and 40 minutes taking the exam. And then, it happens. After hitting media. Keep the selfies, pictures of your kids, pets, and party photos refresh on the AAPC website about one hundred times, your results private. Wear a suit and be well groomed. are finally here. And, you PASSED! Now what? “Hiring managers have turned down people who present themselves Here are the next five steps to help you find a job, with advice from an online looking unkempt,” Bidwell continued. “Who are you and expert in job placement, Account Executive Stephanie Bidwell for what do you want? Are you looking to impress people who you want Arrow Strategies, a nationwide talent acquisition agency. to date or are you looking to impress a hiring manager? We have aggressively gone after candidates who present themselves profession- ally when looking for work.” MAKE YOUR ONLINE 1 PRESENCE PROFESSIONAL TAKE ADVANTAGE OF “Many times, we are not able to set up a face-to-face meeting with 2 AAPC LOCAL CHAPTER BENEFITS candidates we are interviewing. In those cases, we turn to social me- dia: Facebook, Google, LinkedIn. We have disqualified candidates AAPC members can attend chapter meetings anywhere; you are not due to their Facebook photos,” Bidwell says. limited to only your chapter. Attend as many chapter meetings as you Most hiring managers turn to social media to vet who you are before can before and after certification. Every time you go, you’ll gain edu- they ever interview you. Decide in advance how you want them to see cation for which you might earn continued education units. Meetings you. For example, your profile picture should be professional. This are also opportunities to network with the others in attendance.
14 Healthcare Business Monthly Get a Job
Most hiring managers turn to social media to vet who you are before they ever interview you. Decide in advance how you want them to see you. 4 GET YOUR FOOT IN THE DOOR
At one of my recent chapter meetings, a person was chatting with her Entry-level, part-time, and seasonal jobs in any setting are great places friend about an open position in her company. An officer overheard to start. the conversation and made an introduction to someone who recently “There are many remote coding opportunities available for coders earned her CPC® and was looking for work. Fast-forward three weeks: in HEDIS season, which runs from January to May every year,” said The Certified Professional Coder-Apprentice (CPC-A®) was hired at Bidwell. “Every insurance company looks for coders for these five the company and is on her way to a new career. months for full-time work doing record extraction and data entry. I Local chapters are also great resources for finding available positions like these positions for newer coders because the team is larger and in your local area. My chapter frequently notifies its members of new led by seasoned coders and nurses who help to guide the newer coder.” positions in the area via email and through the local chapter forums Most companies hire from within. Getting your foot in the door, on AAPC’s website. learning the business, and proving you are hard-working and dedi- cated may be your opportunity to land a permanent coding job down the road. 3 MAKE THE RIGHT CONNECTIONS
Many chapters have developed relationships with local employment 5 GAIN EXPERIENCE WITH AN EXTERNSHIP agencies such as Arrow Strategies. Recruiters can help job seekers in so many ways. My chapter has done several events with Arrow. Their A great way to get your foot in the door and earn experience is to take focus with our members has been on interviewing techniques and advantage of AAPC’s Project Xtern (www.aapc.com/medical-coding-jobs/ resume writing. Bidwell said, “I look at a resume for about 5 seconds. project-xtern/). Many newly certified CPCs® report they are unable How do you make an impact in 5 seconds? Does your resume read to land that first job due to their lack of experience. Project Xtern correctly?” Coordinator Ashlyn McGlone reports there are now more than 300 Recruiters can help you to polish your resume, as well as prepare project sites located across the United States. you for the interview. When you do get the interview, be prepared. “The program provides our members valuable work experience that Research the company and have a few questions ready. The candidate can be applied to resumes and toward the removal of apprentice status who has no questions will not likely get a call back, according to [Project Xtern alone will not remove the apprentice designation from Bidwell. Questions about the company show that you are interested your credential],” McGlone said. “The experience also aids members and invested in the company already. Before you leave, ask the in- with finding employment. Project Xtern is an ideal way to get your terviewer what the next steps are. And always ask the interviewer for first taste of real-world knowledge and experience in the medical their business card. Email a thank you note that same day. Do not coding field and gives potential employers an opportunity to see make the interviewer wait for “snail mail” to arrive. you in action. It builds confidence and improves your research and Bidwell advises, “Do not be afraid to follow up. As a recruiter, the ones analytical skills.” who follow up with me regularly are the ones I remember and will There are plenty of opportunities and possibilities for finding em- likely recommend for a position.” ployment after you have earned your certification.
Melissa Kirshner, CPC, CRC, CPC-I, AAPC Fellow, is executive director of a physician organization in Southeast Michigan. She has more than 30 years of healthcare experience in billing, coding, compliance, education, and software development. As a certified PMCC instructor, she teaches billing and coding classes to prepare students for the CPC® exam. Kirshner is a founding member of the Novi, Mich., local chapter, and serves as treasurer.
www.aapc.com March 2018 15 ■ AUDITING/COMPLIANCE By Erica Lindsay, PharmD, MBA, Esq. Establish Best Practices for Conducting Internal Investigations
Favorable outcomes require a Evaluate the Need for an Investigation The first step is to establish a complaint review policy. This will bring
plan for gathering information, consistency to the way in which complaints are handled in your iStockphotonyul/ conducting interviews, and organization. An internal investigation usually starts when an employee makes bringing in legal counsel. a verbal or written complaint to management or the compliance department, or irregular activity is discovered. Complaints should be reviewed and prioritized based on severity, complexity, and resources available. After reviewing the complaint, if it is determined that a policy breach or unlawful behavior has occurred, conduct a timely investigation. o maintain effective compliance, healthcare entities may have Tto conduct internal investigations. To ensure efficiency in the Acting quickly to secure information and evidence will improve process and consistency in the results, you’ll need a solid and enforce- the results of the investigation and the facility’s credibility with law able company policy for compliance. Let’s review the process of an enforcement and government agencies. internal investigation from start to finish, and consider best practices If the complaint is unfounded or frivolous, the investigation may be you might incorporate into your organization’s plan. closed. ■ ■ ■ 16 Healthcare Business Monthly Coding/Billing Auditing/Compliance Practice Management Investigation
Your healthcare organization should create a customized
investigation plan that contains an outline of the issue, a AUDITING/COMPLIANCE witness list, and sources for information and evidence.
Initiating an Investigation • Should not have a personal relationship with the involved parties. If an investigation is determined to be appropriate, there are key questions that need to be addressed, including: • Should be able to build a rapport and be perceived as non-biased. • What is the issue (e.g., unlawful conduct, noncompliance, abnormal activity)? • Should be open minded and make decisions based on presented facts — not jump to conclusions prior to • Who should conduct the investigation (e.g., legal, completing the investigation. compliance, third party, outside department, management)? There should be at least two people present to conduct • Should know when to involve legal counsel. interviews, one being the interviewer. Legal counsel should always be notified of an issue. They can • Where should the meetings take place (e.g., conference room, help to determine if they should conduct the investigation, if they off site)? should delegate someone to conduct the investigation, etc. If legal counsel conducts or delegates the investigation, there are legal • Who should be interviewed? Identify all persons involved, protections — including attorney/client privilege and work-product including witnesses. immunity — that can be implemented to protect the entity. • How should the investigation be conducted (e.g., in person Your healthcare organization should create a customized investiga- [preferred], phone, conference)? tion plan containing an outline of the issue, a witness list, and The Society for Human Resource Management recommends in sources for information and evidence. The interviewer should “How to Conduct a Workplace Investigation,” the following seven follow a documentation process that’s consistent throughout the steps: organization. Goals of the interviewers include: 1 Ensure Confidentiality • Contacting all witnesses; • Providing details regarding the complaint to the accused; The employee disclosing the information should be protected; and however, there may be extreme circumstances where an individual’s • Allowing the accused the opportunity to respond before identity may be revealed during the investigation. The investigator issuing discipline. should aim to protect the identity of the discloser as much as possible. The interviewer should create questions prior to the interview based on the type of information required. The Association of 2 Provide Interim Protection International Certified Professional Accountants (AICPA) explains in “Conducting Effective Interviews” (Forensic and Valuation If unlawful behavior is occurring, discuss with human resources Services Section), the different types of interview questions: the need to immediately remove the employee from the premises to prevent further criminal activity and to reduce the risk to the • Informational questions are non-confrontational, designed organization. When the investigation is completed, and the find- to gather information, and should be non-biased. ings are confirmed, the employee, if cleared, can return to work, or • Open-ended questions are best (e.g., who, what, when, other arrangements may be made through human resources. where, how?). Open-ended questions require the responder to elaborate, which can uncover many facts from the 3 Organize and Collect Information incident. Selecting a neutral investigator is key to a successful investigation. • Closed-ended questions may not be as revealing. They Important factors weigh into the decision of who in your organiza- usually require a “yes” or “no” answer, and can be used to tion should be chosen. Most important, the investigator: confirm previously answered facts.
www.aapc.com March 2018 17 Discuss this article or topic in a forum at Investigation www.aapc.com
• Leading questions provide an answer as part of the • Interview the accused. When interviewing the accused, question. These types of questions are used when the facts are the objective is to allow them to respond to allegations and already known, and are used for confirmation. to obtain their version of the events. Do not interrogate • Double-negative questions should be avoided because they the accused; allow them to discuss the facts in an open can be confusing and lead to inaccurate information (e.g., the environment. The accused may respond in either oral or results are not inconclusive). written form and may also have legal counsel present. If legal counsel is present, establish the role of the attorney before the • Attitude questions are when the interviewer interjects their interview. opinion, which can be interpreted as biased, into the question. • Interview all witnesses until complete. If an additional day is • Admission-seeking questions are when the interviewer needed, immediately schedule the interviews for the next day. uses direct accusations in a statement as a definitive fact, not as a question. Do not use this approach unless there is actual TIP: Consider starting the interview process either on a Monday or Tuesday. If interviews start on evidence of the wrongdoing (e.g., a recording of the drug Friday, the investigation may lose momentum by waiting until Monday to schedule an additional day. diversion from the pharmacy). • Between each interview, review and complete notes and AUDITING/COMPLIANCE 4 Conduct Interviews prepare for the next interview. This allows questions to evolve Reserve a conference or meeting room to conduct interviews. It’s so the interviewer can capture the most information. best to have at least two interviewers present: one to ask questions, • When all witnesses are interviewed, review all notes and the other to take notes. This allows for multiple witnesses, which evidence. If a witness needs to be questioned again for is especially important if the accused admits to wrongdoing. All clarification, conduct the subsequent interview immediately. interviews should be documented in writing, including an admis- sion to wrongdoing. Audio or video recording of the interview is an 5 Collect all information and analyze option; however, it requires reliable equipment and chain of custody Prepare a report for upper management with a final resolution. for the recording to ensure it’s not tampered with. Spread out the interviews with time in between and have inter- 6 Conclude viewees leave promptly when finished. This will help to ensure Determine an outcome resulting from the evidence. Determine interviewees leaving the meeting room do not have an opportunity disciplinary actions, warnings, or memos with the assistance of to interact with other interviewees entering the meeting room. human resources. Hold separate meetings with the reporter and the Consider holding the interviews on the same day, if possible. The accuser, providing them with the results of the investigation. interview should be held in a logical order and should begin as soon as possible to avoid prejudice and evidence or witness loss. For example, the order of an interview process may be: 7 Close and Document • Interview the person who reported the incident. This will Lastly, you must: allow the interviewer to identify the issue, clarify facts, • Close the investigation; identify and gather evidence, and identify additional • Prepare an investigation report; and witnesses. • Present it to the appropriate personnel.
Erica Lindsay, PharmD, MBA, Esq., is a healthcare attorney practicing in Chicago at 10 Investigation Errors to Avoid Lindsay Law, Chicago. She specializes in contract and qui tam cases. Lindsay is an instructor Ten common investigation mistakes, according to the Society for Human Resource for the University of Wyoming School of Pharmacy and has recently published Protect and Empower: The Career Survival Guide for Healthcare Professionals. She can be contacted at Management (“How to Conduct a Workplace Investigation”) are: [email protected]. 1. Failing to plan (you should already have an investigation procedure in place) 2. Ignoring complaints 3. Delaying investigations 4. Losing objectivity 5. Being distracted during interviews 6. Using overly aggressive interview tactics Resources 7. Not conducting a thorough investigation 8. Failing to reach a conclusion Society for Human Resource Management, “How to Conduct a Workplace Investigation:” 9. Failing to create a written report www.shrm.org/hr-today/news/hr-magazine/pages/1214-workplace-investigations.aspx 10. Failing to follow up with those involved Conducting Effective Interviews: AICPA – Forensic and Valuation Services Section
18 Healthcare Business Monthly AAPC Webinars ■ CODING/BILLING By Artemio B. Castillejos, CPC, CPMA, CCVTC, CCS, CL6SGB Fortify Your Understanding of BONE MARROW CODING Reimbursement for aspiration and biopsy and harvesting of bone marrow rely on knowing current CPT®, Medicare, and NCCI guidance.
s of Jan. 1, health information professionals may select specific Example 1: The donor for a 50-year-old patient with aplastic Acodes for bone marrow aspiration based on purpose. Here’s what anemia was brought to the operating room and general anesthesia you need to know to apply these codes correctly. was provided. To collect bone marrow from the posterior iliac crest, the provider administered approximately 400 needle sticks. After Be Aware of 2018 Code Changes the marrow was aspirated, the needle was removed immediately. To reflect standard of care changes, CPT® code descriptors for 38220 Blood was given to the donor as support, and as needed. At the end Diagnostic bone marrow; aspiration(s) and 38221 Diagnostic bone of the procedure the donor was transferred to the recovery room. marrow; biopsy(ies) were revised, and new codes 38222 Diagnostic In this example, it is appropriate to report CPT® code 38230 Bone bone marrow; biopsy(ies) and aspiration(s) and +20939 Bone marrow marrow harvesting for transplantation; allogeneic. You would not aspiration for bone grafting, spine surgery only, through separate skin or fascial incision (List separately in addition to code for primary procedure) were created to describe services more accurately. Per the Centers for Medicare & Medicaid Services (CMS), the deletion of HCPCS Level II code G0364 is final. Instead of reporting 38221 and G0364 for bone marrow aspiration and biopsy, you should report 38222 Diagnostic bone marrow; biopsy(ies) and aspiration(s). Code 2018 Changes Remarks +20939 Bone marrow aspiration for bone grafting, spine surgery only, Added code through separate skin or fascial incision (List separately in addition to code for primary procedure) 38220 BoneDiagnostic bone marrow; aspiration only(s) Revised code 38221 BoneDiagnostic bone marrow; biopsy, needle or trocar(ies) Revised code 38222 Diagnostic bone marrow; biopsy(ies) and aspiration(s) Added code G0364 Bone marrow aspiration performed with bone marrow biopsy Deleted code through the same incision on the same date of service.
Let’s look at coding rules and patient scenarios to better understand how to apply these codes correctly. Understand Bundling Rules for Testing Bone marrow aspiration and biopsy often are performed together at the same surgical site. Obtaining bone marrow by aspiration or sampling, described by 38220 and 38221, is for testing only, and does not include transplant purposes. When harvesting bone marrow for transplantation is done at the same time as the aspiration and biopsy, the code for bone marrow aspiration and biopsy are not separately reportable. iStockphotoShidlovski /
■ ■ ■ 20 Healthcare Business Monthly Coding/Billing Auditing/Compliance Practice Management Discuss this article or topic in a forum at www.aapc.com Bone Marrow
report the bone marrow aspiration, described by CPT® code 38220, Differentiate Separate Incisions concurrently with 38230. Aspiration and biopsy may be reported together only when they are performed in different bones, via a separate skin incision for the NCCI Rules for Procedures Performed Alone same bone, or at a separate patient encounter by the same physician Report 38220 when bone marrow aspiration is performed alone, on the same date of service. Modifier 59 Distinct procedural service CODING/BILLING and 38221 when bone marrow biopsy is performed alone. According indicates that the physician aspirated or took samples from separate to National Correct Coding Initiative (NCCI) Policy Manual for sites. Medicare Services, Chapter 5, Section E1, codes 38220 and 38221 Example 3: The provider performs a bone aspiration and bone are reported one time only, even if the provider performs multiple biopsy on a 45-year-old male patient. After informed consent, a aspirations or scrapings at the same insertion site. bone marrow is aspirated to the posterior iliac and sent for analysis. The provider performs a bone marrow sampling in the sternum, which is sent for analysis. Because the bone marrow aspiration and bone marrow biopsy are performed at different sites on the same date of service, report 38221 and 38220, and append modifier 59 to identify the procedure is separate and distinct from the primary procedure. According to an excerpt in the NCCI Policy Manual for Medicare Service, Chapter 5, Section E1, “CPT codes 38220 and 38221 may only be reported together if the two procedures are performed at separate sites or at separate patient encounters. Separate sites include bone marrow aspiration and biopsy in different bones or two separate skin incisions over the same bone.” Use 38222 for Same Bone, Same Incision When a sequenced bone marrow biopsy (38221) and bone marrow aspiration (38220) are performed through the same bone or the same skin incision over the same bone, report 38222. Example 4: A provider performs a bone marrow biopsy and aspira- tion for a 77-year-old patient. Code 38222 represents the bone marrow aspiration procedure with a bone marrow biopsy through the same incision, in the same bone, on the same date of service.
Artemio Castillejos, CPC, CPMA, CCVTC, CCS, CL6SGB, is a healthcare information management professional, a license financial consultant, and an AHIMA World Congress Board Member with more than four years of experience in outsourced or offshored projects. He is a medical coding trainer at UST Global Manila Philippines. Castillejos is specialized in cardiology, cardiothoracic and vascular, evaluation and management, and surgical coding. He is a member of the Makati, Philippines, local chapter.
Resources Federal Register - The Daily Journal of the United States Government - A rule by CMS, Nov. Example 2: A 50-year-old male patient with history of leukemia 15, 2017, “Medicare Program, Revision to Payment Policies Under the Physician Fee Schedule presents to the facility and Dr. Smith performs a bone marrow and Other Revision to Part B for CY 2018; Medicare Share Savings Program Requirements; and aspiration in the left side posterior iliac crest. At the completion Medicare Diabetes Prevention Program.” https://federalregister.gov/d/2017-23053 of the procedure, the specimen is sent for analysis. The patient Decision Health Part B News [online]. Breaking news: returns one week later and Dr. Smith performs a bone marrow CPT® 2018 update delivers 4 new E/M codes, mass revisions and updates: core biopsy in the left posterior iliac crest. https://pbn.decisionhealth.com/Blogs/Detail.aspx?id=200623 Report the first visit using 38220 for bone marrow aspiration NCCI Policy Manual for Medicare Services, Effective Jan. 1, 2016, Chapter 5, §E1 performed alone. Report the second visit using 38221 for bone American Medical Association, 2018 CPT® Professional Edition marrow biopsy.
www.aapc.com March 2018 21 ■ CODING/BILLING By Lori Cox, MBA, CPC, CPMA, CPC-I, CEMC, CHONC, AAPC Fellow New vs. Established Patients: WHO’S NEW TO YOU? Billing for new patients requires three key elements and a thorough knowledge of the rules.
persistent concern when reporting evaluation and management sional or another physician/ A(E/M) services is determining whether a patient is new or estab- qualified health care pro- lished to the practice. New patient codes carry higher relative value fessional of the exact same units (RVUs), and for that reason are consistently under the watchful specialty and subspecial- eye of payers, who are quick to deny unsubstantiated claims. Here ty who belongs to the same are some guidelines that will ensure your E/M coding holds up to group practice, within the claims review. past three years. In addition to this definition, Be Sure New vs. Established Applies the Centers for Medicare & Not all E/M codes fall under the new vs. established categories. For Medicaid Services (CMS) example, in the emergency department (ED), the patient is always adds in Medicare Claims new and the provider is always expected to get the patient’s history to Processing Manual, Chapter diagnose a problem. 12 - Physicians/Nonphysician In the office setting, patients see their provider routinely. The pro- Practitioners (30.6.7): vider knows (or can quickly obtain from the medical record) the An interpretation of a diagnostic test, reading an X-ray or patient’s history to manage their chronic conditions, as well as make EKG etc., in the absence of an E/M service or other face-to- medical decisions on new problems. face service with the patient does not affect the designation A provider seeing a new patient may not have the benefit of knowing of a new patient. the patient’s history. Even if the provider can access the patient’s medical record, they will probably ask more questions. Define “New” Let’s break down the three key components that make up the new What’s New? patient definition: The definition of a new patient is listed in the CPT® code book: Professional Service: When physician coders see this, we automati- A new patient is one who has not received any profession- cally think of modifier 26 Professional services. This leads us to think al services from the physician/qualified health care profes- that if the provider bills a claim for radiology or labs, and sees the patient face to face, an established patient office visit must be billed. This is not true, per the aforementioned CMS guidance. If the provider has never seen the patient face to face, a new patient code should be billed. The general rule to determine if the Example: A patient presents to the ED with chest pain. The ED phy- sician orders an electrocardiogram (EKG), which is interpreted by the patient is “new” is that a previous, cardiologist on call. The cardiologist bills 93010 Electrocardiogram, routine ECG with at least 12 leads; interpretation and report only. The face-to-face service (if any) must have patient is sent home and asked to follow up with the cardiologist next week for coronary artery disease. At that visit, the cardiologist bills occurred at least three years from the a new patient visit because he only interpreted the EKG, but did not see the patient face to face. date of service. ■ ■ ■ 22 Healthcare Business Monthly Coding/Billing Auditing/Compliance Practice Management Discuss this article or topic in a forum at www.aapc.com New vs. Established
matter. The provider has already seen these patients and has established a history. He cannot bill a new patient code just because he’s billing in a different group. • If a doctor of medicine (MD) or doctor of osteopathy sends a
patient to a mid-level provider (i.e., nurse practitioner (NP) CODING/BILLING or physician assistant (PA)) and the visit does not fall under incident-to, the NP or PA could bill a new patient code if they are a different specialty with different taxonomy codes. If the MD is a family practice provider and the NP sees hematology patients, for example, the specialty is different and a new patient code can be billed. But if the NP is also considered family practice, it would not be appropriate to bill a new patient code. • If one provider is covering for another, the covering provider must bill the same code category that the “regular” provider would have billed, even if they are a different specialty. For example, a patient’s regular physician is on vacation, so she sees the internal medicine provider who is covering for the family practice doctor. The internist must bill an established patient code because that is what the family practice doctor would have billed. Know the Exceptions There are some exceptions to the rules. For example: • Some Medicaid plans require obstetric providers to bill an Three-year rule: The general rule to determine if a patient is “new” initial prenatal visit with a new patient code, even if they have is that a previous, face-to-face service (if any) must have occurred seen the patient for years prior to her becoming pregnant. at least three years from the date of service. Some payers may have • Medicare considers hospitalists and internal medicine different guidelines, such as using the month of their previous visit, providers the same specialty, even though they have different taxonomy numbers.
iStockphoto / megaflopp / iStockphoto instead of the day. Example: A patient is seen on Nov. 1, 2014. He moves away, but returns to see the provider on Nov. 2, 2017. Because it has been three Know When to Appeal years since the date of service, the provider can bill a new patient If a new patient claim is denied, look at the medical record to see if E/M code. the patient has been seen in the past three years by your group. If so, Different specialty/subspecialty within the same group: This check to see if the patient was seen by the same provider or a provider area causes the most confusion. For Medicare patients, you can use of the same specialty. Confirm your findings by checking the NPI the National Provider Identifier (NPI) registry to see what specialty website to see if the providers are registered with the same taxonomy the physician’s taxonomy is registered under. For payers, this usually ID. If it’s a commercial insurance plan, check with the credentialing is determined by the way the provider was credentialed. department, or call the payer, to see how the provider is registered. If your research doesn’t substantiate the denial, send an appeal. Those who are part of the credentialing process must understand how important it is to get the provider enrolled with the payer Lori Cox, MBA, CPC, CPMA, CPC-I, CEMC, CHONC, AAPC Fellow, is regional director for correctly. Denials will ensue if this is not done correctly. Healthicity Audit Services. She has 20 years of experience in multiple areas of healthcare including auditing and compliance. Cox has been certified since 2002 and is a member of the New to Whom? Quincy, Ill./Hannibal, Mo., local chapter. She is the Region 5 AAPC National Advisory Board representative. Problems begin when doctors switch practices, send patients to mid-levels, and cross-cover for each other. Here are some examples of these situations: Resource • If a doctor changes practices and takes his patients with Medicare Claims Processing Manual, Chapter 12 - Physicians/Nonphysician Practitioners (30.6.7): him, the provider may want to bill the patient as new based www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/clm104c12.pdf on the “new” tax ID. This is incorrect. The tax ID does not
www.aapc.com March 2018 23 ■ CODING/BILLING By Tameka J. Duncan, CPC, CPB, CPPM Send a COMPREHENSIVE PATIENT STATEMENT for Collecting Payment Clear and precise patient statements will get you paid faster.
ccounts receivable collections on patient balances are vital to Athe sustainability of any physician’s office. Although it’s best practice to collect co-pays, co-insurance, deductibles, and self- pay payments up front — either during the check-in or check-out process — practices rarely collect all money due. When patients are not able to pay in full, or the front desk clerk does not collect payments in full, the office must send out billing statements. Whether your office collects payment via this method depends on if your billing statement has all the elements it needs, and if it is easy for your patients to understand. Generally, if patients understand what they owe and why, they will pay. For best results, make sure to include the following information on your billing statements: 1. A clear title such as: “Statement,” “Patient Statement,” “Statement of Account.” It should be clear that this is a bill. 2. Date the statement was printed and payment due date 3. Office information that includes: • Name of the office 12. Amount due or pending by the insurance company or third- party payer • Physical and mailing address 13. Current and/or past due amounts
• Phone and fax number iStockphotosturti/ • E-mail and web address 14. Types of payment accepted at the practice 4. Name and mailing address of the payment guarantor 15. Date further action will be taken if the balance is not paid and what that action will be 5. Name of the physician or other qualified health professional who provided the service 16. Note of thanks to the patient for “prompt payment” and encouragement to contact the practice with questions or 6. Name of the patient who received the service concerns 7. Date(s) of service, a brief description of the service provided, When your patients are clear about what they owe and why, they will and the charge amount be more likely to make payments in full, or at least set up a payment 8. Date(s), amount, and payment(s) previously made by patient agreement (if your office offers this option). If you’re spending a lot 9. Adjustments made by the practice, including the description of time and money mailing patients numerous statements, or losing and amount 20 to 40 percent to collection agencies, it’s time to take action. Take a better look at your billing statement. 10. Payment amounts made by the insurance company or third- party payer Tameka J. Duncan, CPC, CPB, CPPM, has over 10 years of medical billing experience, and is passionate about a healthy patient-physician relationship. As a member of AAPC, she wants to 11. Notes from the insurance company or third-party payer such start a local chapter in the U.S. Virgin Islands. Duncan works in an obstetrics/gynecology office, as the deductible amounts, coverage termination, coordina- and has plans to start a medical billing practice and become a patient advocate. tion of benefits needed, etc. ■ ■ ■ 24 Healthcare Business Monthly Coding/Billing Auditing/Compliance Practice Management Accurate Coding Results. Best Encoder Value.
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Get Your Free 14-Day Trial at www.aapc.com/coder ■ CODING/BILLING By Wanda Battle, CPC, CANPC, AAPC Fellow Coder’s Voice BARIATRIC SURGERY: A PERSONAL PERSPECTIVE Gain compassion for patients by understanding the choices they make. decided to have a laparoscopic vertical sleeve gastrectomy (VSG) • Ulcer, gallstones, bowel obstruction, and reflux Iafter going in for a routine check of my blood pressure. I was told Risks and disadvantages associated with VSG may include: I was pre-diabetic. My grandmother became diabetic later in life • Bleeding, infection, and blood clots and died of diabetic complications. I was 50-years-old and possibly looking at the same fate. Although my high blood pressure was under • Stomach leakage along the stapled edge control, I battled with my weight. I had tried every diet I could find: • Nonreversible pills, shakes, Weight Watchers®, Jenny Craig®, Nutrisystem®, etc. • Might not be covered by certain insurance companies because Some helped me to lose weight, but then I’d gain it back. My doctor it’s considered investigational or experimental told me to just stop eating. Really! Because I had high blood pressure, obstructive sleep apnea, hiatal hernia, polycystic ovary syndrome, and knee pain, my insurance A Tough Choice agreed to cover the procedure after six months on a physician- I researched both the gastric sleeve and bypass bariatric surgery supervised diet. options. Even though both have risks, the bypass was more invasive and had a few more risks than the sleeve. Positive Outcome Risks and disadvantages associated with gastric bypass may include: The vertical gastric sleeve was the best thing I’ve ever done. I’m happier, • Bleeding, infection, and blood clots healthier, and more confident and self-aware than I’ve ever been. When • Stomach leakage along the stapled line I want to indulge, I think about my husband and my sons and being around for my future grandchildren. I am so proud of how far I’ve come • Complex, invasive surgical procedure and I don’t let momentary lapses get me down and keep me from my • Dumping syndrome goals. This is a lifelong journey, not a race to the finish line. I learned in • Potential nutritional deficiency the support groups that they fix your stomach, not your head. iStockphotobearsky23 / ■ ■ ■ 26 Healthcare Business Monthly Coding/Billing Auditing/Compliance Practice Management Discuss this article or topic in a forum at www.aapc.com Gastric Sleeve
My journey has inspired several others to look in to the procedures and make a lifestyle change for their health. CODING/BILLING
The weight loss has been slow, and there are times when I feel Wanda H. Battle, CPC, CANPC, AAPC Fellow, has over 20 years’ experience in the medical frustrated. At those times, I remind myself the surgery was not field, from patient registration, to account representative, to case management. She became about size; it was about me, and changing a lifetime of bad eating certified in 2004 and earned her specialty credential and AAPC Fellow recognition in 2017. habits. No matter what you do, people always judge you and have She works for Children’s Healthcare of Atlanta. Battle served as vice president of the Marietta, Ga., local chapter in 2017. something to say. Whatever you do, do it for you and no one else. I’ve lost 50 pounds so far! My journey has inspired several others Resource to look in to the procedures and make a lifestyle change for their http://guidedoc.com/gastric-sleeve-vs-gastric-bypass-surgery health. #LOVE YOURSELF
Coding Laparoscopic placed in the right upper quadrant to work with and a 12 mm trocar was inserted left upper quadrant and an additional 5 mm port was placed in the left abdomen. A subxiphoid incision Vertical Sleeve Gastrectomy was made through which the Nathanson retractor was inserted, elevating the left lateral This is the operative report from Wanda Battle’s surgery. Can you code it properly? Go segment of the liver to the anterior abdominal wall. We inspected her hiatus and she did online (www.aapc.com/resources/publications/healthcare-business-monthly) and take have a hiatal hernia. It was 2-3 cm. We mobilized the hiatus anteriorly. The hiatus was re- the Healthcare Business Monthly Test Yourself quiz for this issue to find out. You’ll earn one approximate with a single figure of eight suture using 0-silk. The closure was not too tight, continuing education unit for your effort. as we could easily pass out instruments between the closure and the esophagus with the EGD scope down. We then turned our attention to the sleeve gastrectomy. The short gastric Operative Report arteries were divided using Ligasure starting along the greater curve, working proximally Procedure: for some distance. We then worked back toward the pylorus. All the short gastrics were 1. Laparoscopic sleeve gastrectomy. divided. We measured approximately 4 cm from the pylorus itself and then began the 2. Hiatal hernia repair (2 cm anterior mobilization and repair with 0-silk xl). sleeve gastrectomy by firing an angled green staple load toward the lesser curvature. All 3. Upper endoscopy to rule out leak (negative). staple loads in this case were reinforced with Gore Seamguard for staple line reinforcement. We ensured that this was not too tight by examining anteriorly and posteriorly. A second Aesthesia: GETA green load stapler was then applied to the stomach along the lesser curve. I then adjusted Estimated Blood Loss: <10 mL our staple load to make the sleeve gastrectomy at the appropriate size based on the bougie. Specimen: Sleeve stomach The endoscope is 32F, so we did not hug it tightly, aiming for bougie size of 40F. It tool Drains: None approximately 6 firings of the stapler to reach the angle of His (2 green, 2 gold, 2 blue). Indications for Procedure: The patient has been evaluated during the bariatric preoperative We placed the stomach in the lower abdomen and observed the staple line. The endoscope process for surgery. The patient has preoperative co-morbidities and BMI indications was then used to evaluate both for bleeding and a leak. Fluid was instilled in the abdomen as documented in the chart. They understand the inherent risks of this procedure as along the staple line to observe for bubbles. None were seen. We were advanced the scope documented in detail in the clinic chart. through the sleeve gastrectomy and visualize the pylorus. There was no active bleeding within the gastric pouch. There was a small ooze from the proximal stomach posteriorly and Procedure in Detail: The patient was given Ancef 3 g and Flagyl 500 mg 20 minutes before this was clipped. No other pathology was noted in the abdomen. the incision and SCD boots were placed for the DVT prophylaxis bilaterally. After induction of general anesthesia, the abdomen was prepped and draped in sterile fashion. Pt was The omentum was draped over the staple line to cover it. The liver retractor was removed. strapped and secured to the table in multiple locations. A footboard was also used. The A 15 mm endocatch bag was inserted after enlarging it a little bit with a Kelly clamp. endoscope was then inserted into the stomach and towards the pylorus to serve as a The remnant stomach was then pulled through this port and sent to pathology. The bougie. The cap was taken off to emit the insufflation and decompress the stomach. The right upper quadrant port site was closed with an interrupted 0 Vicryl suture placed in a scope was turned off. figure-of-eight fashion with the suture-passing device. The abdomen was inspected and We made an incision 18 cm down from the xiphoid, left of the midline. A radially dilating no other pathology was noted. The ports were removed from the abdomen. The abdomen trocar was inserted in the abdomen under direct vision and the abdomen was inspected. No was desufflated of air and the skin incisions were closed with running 4-0 monocryl sutures. abnormal pathology was noted. Three additional trocars were then placed. A 15 mm was Dermabond was applied.
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