Sample Board Record-Keeping Requirement

Download Reference Documents Here we provide a sample from the Colorado State Board that provides the record-keeping requirements (including the minimum documentation expectations) for this state for both Initial and established patient visits. This resource is an example of similar resources that should be available in each state. We recommend that you locate and become...
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Initial Visit Documentation Reference Documents

Download Reference Documents These Reference Documents are helpful tools as you continue to get familiar with and follow the rules of documentation of initial visits. First, you’ll find the official document from the American Medical Association (AMA) laying out the new 2021 Evaluation and Management (E/M) updated guidelines for coding your E/M services. This document...
Oops, your level of membership doesn’t include access to these advanced materials. They are reserved for members working 1-on-1 with our specialists for analysis and training. Please reach out to the HelpDesk to learn more about accessing these materials. Click here to learn more.