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Consultation Codes: A Quick
Reminder on How to Bill
www.CaptureBilling.com
703.327.1800
Definition of Consultation Codes
 A consultation, as defined by the CPT manual, is a
evaluation and management service provided at the
request of another physician or appropriate source to
either recommend care for a specific condition or
problem, or to determine whether to accept
responsibility for ongoing management of the patient’s
entire care or for the care of a specific condition or
problem.
www.CaptureBilling.com
703.327.1800
When to Bill for a Consultation
 Consultations can only be billed out when requested
by another physician or appropriate source.
 A consultation requested by a patient is not reported
by using consultation codes; rather, it is reported by
using the appropriate E/M code.
 A patient requesting a second opinion or consultation
does not meet the CPT definition of a consultation
code.
www.CaptureBilling.com
703.327.1800
Documentation Requirements
 Documentation of the written or verbal request for the consult from the requesting
physician must be in the patient’s medical record and provided on the encounter form.
 The requesting physician’s name must be referenced on the CMS 1500 claim form.
 The consultant’s opinion and any services that were ordered or performed must also be
documented in the patient’s medical record and must be communicated by written
report to the requesting physician or other appropriate source and recorded in the chart
note.
www.CaptureBilling.com
703.327.1800
Selecting the Appropriate Consultation Code
 In the hospital or nursing facility setting, the consulting physician should use the
appropriate inpatient consultation code for the initial encounter, and then hospital or
nursing facility care codes for subsequent encounter(s).
 In the office setting, the physician should use the appropriate office or other
outpatient consultation codes.
www.CaptureBilling.com
703.327.1800
Consultations for Established Patients
 A consultation code may be billed out for an
established patient as long as the criteria for a
consultation code are met.
 There must be a notation in the patient’s medical
record that a consultation was requested and a
notation in the patient’s medical record that a written
report was sent to the requesting physician.
www.CaptureBilling.com
703.327.1800
Do not use Consultation Codes for
Medicare Patients
 As Medicare no longer accepts consultation codes (effective January 1, 2010), the appropriate E/M
code should be used for patients who have Medicare as their primary insurance.
 Note that there are specific coding requirements for patients who have Medicare as secondary
insurance coverage, which we will handle accordingly.
 To watch a video on billing consultation codes to Medicare
CLICK HERE
 If the criteria for a consultation code is not met, do not bill a consultation code. Instead, select the
appropriate E/M.
www.CaptureBilling.com
703.327.1800
About the Author:
Manny Oliverez
Manny Oliverez, CPC, is a 20-year healthcare
veteran and the CEO and co-founder of Capture
Billing, a medical billing services company located
outside of Washington, D.C. He teaches the nation’s
physicians, administrators, and medical practices
how to maximize billing and revenue cycle
management processes. Manny also frequently
posts articles and videos on his award-winning
healthcare blog. For more information on Manny
and his company, please visit his website, or call
(703)327-1800. And if you’re on LinkedIn, please look
for him there too. READ MORE
www.CaptureBilling.com
703.327.1800

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Consultation Codes

  • 1. Consultation Codes: A Quick Reminder on How to Bill www.CaptureBilling.com 703.327.1800
  • 2. Definition of Consultation Codes  A consultation, as defined by the CPT manual, is a evaluation and management service provided at the request of another physician or appropriate source to either recommend care for a specific condition or problem, or to determine whether to accept responsibility for ongoing management of the patient’s entire care or for the care of a specific condition or problem. www.CaptureBilling.com 703.327.1800
  • 3. When to Bill for a Consultation  Consultations can only be billed out when requested by another physician or appropriate source.  A consultation requested by a patient is not reported by using consultation codes; rather, it is reported by using the appropriate E/M code.  A patient requesting a second opinion or consultation does not meet the CPT definition of a consultation code. www.CaptureBilling.com 703.327.1800
  • 4. Documentation Requirements  Documentation of the written or verbal request for the consult from the requesting physician must be in the patient’s medical record and provided on the encounter form.  The requesting physician’s name must be referenced on the CMS 1500 claim form.  The consultant’s opinion and any services that were ordered or performed must also be documented in the patient’s medical record and must be communicated by written report to the requesting physician or other appropriate source and recorded in the chart note. www.CaptureBilling.com 703.327.1800
  • 5. Selecting the Appropriate Consultation Code  In the hospital or nursing facility setting, the consulting physician should use the appropriate inpatient consultation code for the initial encounter, and then hospital or nursing facility care codes for subsequent encounter(s).  In the office setting, the physician should use the appropriate office or other outpatient consultation codes. www.CaptureBilling.com 703.327.1800
  • 6. Consultations for Established Patients  A consultation code may be billed out for an established patient as long as the criteria for a consultation code are met.  There must be a notation in the patient’s medical record that a consultation was requested and a notation in the patient’s medical record that a written report was sent to the requesting physician. www.CaptureBilling.com 703.327.1800
  • 7. Do not use Consultation Codes for Medicare Patients  As Medicare no longer accepts consultation codes (effective January 1, 2010), the appropriate E/M code should be used for patients who have Medicare as their primary insurance.  Note that there are specific coding requirements for patients who have Medicare as secondary insurance coverage, which we will handle accordingly.  To watch a video on billing consultation codes to Medicare CLICK HERE  If the criteria for a consultation code is not met, do not bill a consultation code. Instead, select the appropriate E/M. www.CaptureBilling.com 703.327.1800
  • 8. About the Author: Manny Oliverez Manny Oliverez, CPC, is a 20-year healthcare veteran and the CEO and co-founder of Capture Billing, a medical billing services company located outside of Washington, D.C. He teaches the nation’s physicians, administrators, and medical practices how to maximize billing and revenue cycle management processes. Manny also frequently posts articles and videos on his award-winning healthcare blog. For more information on Manny and his company, please visit his website, or call (703)327-1800. And if you’re on LinkedIn, please look for him there too. READ MORE www.CaptureBilling.com 703.327.1800