How to report E/M office codes when the physician is new but the patient is not

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains how new-versus-established patient status is determined for office E/M reporting when a physician joins a new group and sees patients from a previous practice. It focuses on the three-year rule, how same-specialty group relationships affect classification, and why correct patient-status determination matters for billing accuracy and audit risk. The content is aimed at coders, billers, and practice staff who handle office visit evaluation and management reporting.

Why This Topic Matters

Correctly identifying new and established patients affects office E/M code selection, claim accuracy, and compliance. The article helps readers understand how practice changes and physician continuity can affect billing decisions.

What You Will Learn

  • How patient status is determined for office E/M reporting
  • How the three-year rule affects new versus established classification
  • Why physician specialty and group practice relationships matter
  • How practice staff can apply consistent patient-status checks

Who Should Read This

  • Medical coders
  • Medical billers
  • Physician office staff
  • Practice managers
  • Compliance staff

Codes Discussed

Code Ranges Discussed


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