The Additional Work-Up Planned is a key element for a highly complex E/M service and constitutes any
testing/consultation/referral that is being done beyond that Encounter to assist the provider in medical
decision making. An example of Additional Work-Up Planned is when the provider of service contacts the
patient’s physician or other specialist with recommendations for additional follow-up care and the
discussion is documented in the medical records. A simple instruction to the patient to contact their
primary physician does not constitute Additional Work-up Planned.
The examples below are based on a record review assessment and further illustrate the medical decision
making component scoring above.
Office E/M documentation:
(1) Established Problem- Worsening: An established patient sees his/her gastroenterologist due to
worsening of his/her Crohn’s disease. The physician provides an E/M service and adjusts the
patient’s medication. Two (2) points would be assigned for Established Problem- Worsening
score.
(2) New Problem-Additional Work-up planned: The patient presented to his/her new family
practitioner with symptoms requiring additional tests and/or a referral to a specialist. In addition
the family practitioner contacts the specialist directly to discuss the patient’s case. Four (4)
points would be assigned for New Problem-Additional Work-up Planned score.
Emergency Room/Department E/M documentation:
(1) New Problem- No Additional Work-up Planned: A patient presents with a low grade fever
and pharyngitis. An examination is provided and the patient is sent home with a prescription
and instructed to follow-up with their primary care physician as needed. Three (3) points
would be assigned for New Problem- No Additional Work-up Planned score.
(2) New Problem – Additional Work-up Planned: A patient presents with abdominal pain and
hematuria. The ER/ED physician (or staff) schedules an outpatient MRI and/or
communicates directly with the patient’s primary physician or other specialist after discharge
from the ER/ED and the discussion has been documented in the medical record. Four (4)
points for Additional Work-up Planned would be scored. Credit is not given for Additional
Work-up Planned if the clinical testing/consultation occurred during the ER/ED Encounter or
in the instance when the patient is instructed to contact their primary physician. This
application is consistent with a more complex E/M code level.
When it is determined the documentation does not support the E/M code reported, the E/M code will be
denied and the provider may resubmit the claim with a revised E/M code.
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