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Using Handheld Technology to Make Evaluation & Management Coding Work For CliniciansIs Evaluation & Management (E&M) coding a problem for your practice? Of course, it is. Private and government health plans are finding that office visits, consultations, inpatient visits etc. are a lucrative area for auditing and downcoding services retroactively. Some clinicians are chronically vulnerable to retrospective coding audits due to insufficient documentation. Others routinely undercode their services, accepting significantly lower reimbursement for fear of being penalized in the future.
E&M coding is both a compliance and a revenue problem for most physician practices. Most clinicians tend to undercode established patient visits and overcode new patient visits (J Am Board Fam Prac. 2001; 14:184-192). Even determining the extent of the problem can be expensive. Coding experts often charge $25 - $35 per chart to audit E&M documentation. This software can be purchased for less than the cost of auditing a few charts. It will run on a PDA that costs as little as $99 (see compatibility page).
STAT E&M Coder is a unique handheld tool that efficiently helps the motivated clinician take the guesswork out of the coding and documentation process. This versatile electronic template has been developed by a practicing physician to automate the complex HCFA 1995 or 1997 coding algorithms at the time of dictation. It counts the documentation elements, keeps score in real-time, and navigates the complex HCFA documentation rules to show the clinician exactly where they stand in terms of documenting outpatient, consult, emergency department, and inpatient visits correctly. Best of all, this software runs on your Palm OS PDA, available to you no matter where you are.
STAT E&M Coder works like an interactive E&M checklist carried in your pocket. There are four main input screens: History; Exam A; Exam B; MDM (Medical Decisionmaking). Each button represents a documentation element. As you are dictating your note, click off the items that you are documenting. There are 17 different visit types to choose from (office visits, consults, inpatient, etc.) and 11 types of exams to choose from: the general multi-system exam and ten organ-specific exams. Many clinicians do not realize that the organ-specific exams are available for any clinician to use, not just those in a particular subspecialty.
The scoreboard at the top of the screen indicates the level of documentation achieved for the history, exam, and medical decisionmaking sections (i.e. Problem focused, Expanded problem-focused, Detailed, or Comprehensive) . The last box suggests a CPT code (i.e. 99XXX). If counseling & coordination comprise more than half of an encounter, click the time spent on the last screen and a level will be suggested. A unique feature of STAT E&M Coder is the "coding ladder" display. Selecting the STATUS button at any time graphically displays available coding levels and the documentation levels that you have achieved. It also displays the applicable Work RVU and Total RVU values for each E&M CPT Code. A new feature also displays a hint as to what elements are needed to improve the coding level. A memo pad record documenting coding levels can be generated for record-keeping & audit purposes. This memo will synchronize to a PC along with other Palm OS memo files. Tapping the MENU icon will display text from the HCFA 1997 documentation guidelines. Each organ system label, when tapped, opens up to display the specific documentation guidelines for that system.
Since STAT E&M Coder only guides the documentation and coding process for the clinician, it can be used during any dictation process regardless of the setting. No interface to electronic medical record systems or billing systems are required. The end result is a precisely documented and accurately coded encounter that is uniquely worded in the clinician's own words avoiding the problematic "boiler-plate" appearance that can raise questions about the veracity of medical documentation. The use of STAT E&M Coder is completely transparent during a chart audit. STAT E&M Coder is compatible with all Palm OS handhelds. As of July 2001, HCFA development of new E&M guidelines have been scrapped. No new guidelines are in the works. The HCFA 1995 and 1997 guidelines currently used in STAT E&M Coder will be in effect for the foreseeable future. Read this link for more information.
Key Benefits
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Contains all HCFA organ-specific exams and all services in | |
Ensures accurate coding | |
Avoids template/checklist appearance of documentation | |
Facilitates more efficient documentation - it tells you what counts | |
Provides feedback about documentation elements that may | |
Is intuitive and easy to learn | |
With experience, is actually needed less and less - coding correctly | |
Completely portable - carried in your pocket on your Palm OS handheld device | |
Low implementation costs - pays for itself on the first day of use | |
Proprietary, field-tested coding algorithms not found in any other software on any other device |
| Description | Period | Price |
|---|---|---|
| Fully Functional Demo | 30 Uses | Free |
| Single PDA License | 2 Years | $75 |
| License Renewal | 2 Years | $25 |
| 10 or More | 2 Years | Contact Us |
Demo this software free of charge. It's fully functional for dozens of cycles. | |
Registration is $75 per user for a two year license. There are no other fees. |

Rapidly and accurately document all types of | |
Code to meet either HCFA 1995 or HCFA 1997 | |
Learn the type of documentation required for higher | |
Utilize the components of any organ specific exam regardless | |
Document more completely by prompting relevant history | |
Ensure appropriate reimbursement while minimizing | |
Mitigate the effects of insurer's downcoding techniques by |
Runs on any Palm OS handheld device | |
Uses only about 180K of Palm memory | |
Single file download & install. No other programs or runtime engine are required. | |
Only three or four input screens: History, Exam (1 or 2), and MDM | |
Extensive text of the HCFA 1997 E&M coding documentation guidelines are included in the software | |
Feedback in graphic form regarding what has been documented and, specifically, what has to be done to achieve a given coding/reimbursement level | |
Detailed record-keeping is synchronized to a PC for audit purposes using the standard Palm OS memo function (see example) | |
Software may be installed and updated via infra-red beaming from one unit to another and conveniently registered via this web page. | |
All instructions are found within the software itself. There is no external manual. |

HCFA 1995 | |
HCFA 1997 General Multisystem | |
Cardiovascular | |
Ears, Nose, Mouth and Throat | |
Eyes | |
Genitourinary (Female) | |
Genitourinary (Male) | |
Hematologic/Lymphatic/Immunologic | |
Musculoskeletal | |
Neurological | |
Psychiatric | |
Respiratory | |
Skin |

Office or Other Outpatient Services | |
Hospital Observation Services | |
Hospital Inpatient Services | |
Consultations | |
Emergency Department Services | |
Nursing Facility Services | |
Domiciliary, Rest Home (eg, Boarding Home), or | |
Home Services |
Each user must have an understanding of the applicable documentation guidelines as this is simply a reference tool. | |
Nothing replaces periodic internal coding audits. | |
Coding to a higher level simply because the documentation guidelines appear to support it is improper. | |
There are some excellent links listed on this site regarding E&M coding issues. |
| Integrate E&M coding into EMR. Software development services available. Contact Us. |
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