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A. TUCKER GLEASON, Ph.D. Assistant Professor of Clinical Otolaryngology Director, Vestibular & Balance Center University of Virginia Health System, Charlottesville, VA Dr. Gleason is an Audiologist
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To fill out evaluation and management of, follow these steps:

01
Gather all necessary information: Collect relevant medical records, test results, and any other documentation related to the patient's medical history.
02
Identify the chief complaint: Determine the primary reason for the patient's visit or encounter.
03
Evaluate the patient's history: Obtain a comprehensive history regarding the patient's current condition, previous illnesses, surgeries, allergies, medications, and family medical history.
04
Perform a physical examination: Conduct a thorough physical examination based on the patient's chief complaint and medical history. Document any findings or abnormalities.
05
Assess the patient's medical decision-making: Evaluate the complexity of the patient's case and the level of medical decision-making required. Consider factors such as the number of diagnoses, the amount of data to review, and the risk of complications.
06
Choose the appropriate evaluation and management code: Select the correct code that best reflects the level of complexity and resources utilized during the visit. Use the appropriate documentation guidelines provided by the coding system, such as the Current Procedural Terminology (CPT) codes or Evaluation and Management (E&M) guidelines.
07
Document the encounter: Thoroughly document all relevant information, including the patient's chief complaint, history, physical examination findings, medical decision-making, and any additional details pertaining to the visit. Ensure your documentation supports the selected evaluation and management code.
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Review and verify: Carefully review your documentation for accuracy, completeness, and consistency. Make any necessary revisions or additions to ensure clarity and compliance.

Who needs evaluation and management of?

Evaluation and management is required for various healthcare professionals, including physicians, nurse practitioners, physician assistants, and other healthcare providers involved in patient care. It is essential for accurately assessing and managing a patient's medical condition, determining appropriate treatment plans, and ensuring optimal patient outcomes. All healthcare professionals involved in direct patient care can benefit from the evaluation and management process.
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Evaluation and management (E/M) refers to the process of determining the level of service provided during a patient visit by healthcare professionals.
Healthcare professionals, such as physicians and nurse practitioners, are required to file evaluation and management reports for each patient visit.
Evaluation and management reports can be completed by documenting the patient's history, performing a physical exam, and assessing medical decision-making.
The purpose of evaluation and management is to accurately capture the complexity of patient visits and justify the level of service provided for reimbursement.
Important information to report includes the patient's medical history, current complaints, physical exam findings, and the medical decision-making process.
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