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99202 CPT Code: New patient appointment at least 15 min.

Dr. Claire Dave

A physician with over 10 years of clinical experience, she leads AI-driven care automation initiatives at S10.AI to streamline healthcare delivery.

TL;DR Unlock the essentials of CPT code 99202 for new patient visits. Our guide covers documentation, time vs. MDM billing, common mistakes, and reimbursement. Master the 2025 guidelines for accurate, compliant coding.
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How Can We Accurately Define CPT Code 99202 for a New Patient Visit?

CPT code 99202 is designated for an office or other outpatient visit for the evaluation and management of a new patient. This code is utilized when the visit requires a medically appropriate history and/or examination and straightforward medical decision making. A key component of this code is the time element; when using time for code selection, a minimum of 15 minutes must be met or exceeded on the date of the encounter. Think of it as the CPT code equivalent of a "getting to know you" appointment for a new patient with a relatively simple health concern. It’s the foundational visit where a clinician establishes a relationship with a new patient and addresses a health issue that isn't overly complex. According to the American Medical Association (AMA), a "new patient" is an individual who has not received any professional services from the physician or another physician of the same specialty who belongs to the same group practice within the last three years. This distinction is crucial for accurate coding and billing. For instance, if a patient saw a cardiologist in a multi-specialty group three years ago and is now seeing a dermatologist in the same group for the first time, they would be considered a new patient to the dermatologist. This is a frequent point of confusion that can be clarified by using practice management software like Kareo or AdvancedMD to track patient encounter histories.

 

What Are the Essential Documentation Requirements for CPT Code 99202?

Accurate and thorough documentation is the cornerstone of appropriate CPT code 99202 usage. While the 2021 E/M coding changes have shifted the focus away from rigid counting of history and exam elements, the documentation must still clearly support the medical necessity of the visit. The key is to paint a clear picture of the patient's presenting problem and the cognitive effort required to address it. For a 99202 visit, the documentation should include a medically appropriate history, which encompasses the chief complaint, a brief history of present illness, and a relevant review of systems. The examination should also be medically appropriate and focused on the presenting problem. For example, for a patient presenting with a minor skin rash, the history would focus on the onset, duration, and symptoms of the rash, and the exam would be limited to the affected area. The medical decision making for 99202 is straightforward, which means the number of diagnoses or management options is minimal, the amount and/or complexity of data to be reviewed is minimal, and the risk of complications and/or morbidity or mortality of patient management is low. Consider using a tool like Grammarly to ensure your documentation is clear, concise, and free of errors that could lead to confusion during an audit.

 

How Do Time and Medical Decision Making (MDM) Influence the Use of 99202?

With the 2021 E/M guideline changes, clinicians now have the flexibility to choose whether to bill based on the total time spent on the encounter on the date of service or the complexity of the medical decision-making (MDM). For CPT code 99202, the time requirement is 15-29 minutes of total time spent on the date of the encounter. This includes both face-to-face and non-face-to-face time spent by the clinician on the same day, such as reviewing tests, obtaining or reviewing separately obtained history, performing a medically appropriate examination or evaluation, and counseling and educating the patient/family/caregiver. It's like a running clock that starts when you begin preparing for the patient's visit and stops at the end of the day when you've completed all tasks related to that encounter. On the other hand, MDM for 99202 is characterized by a straightforward level of complexity. This typically involves a self-limited or minor problem, such as a common cold or a simple strain. The number of possible diagnoses and the amount of data to be reviewed are minimal. For example, a patient presenting with symptoms of a viral upper respiratory infection would likely fall into the straightforward MDM category. Explore how AI scribes, like S10.AI, can help you accurately track time and document the key components of MDM, ensuring you select the appropriate code for every visit.

 

What Are the Most Common Mistakes to Avoid When Billing CPT Code 99202?

Even seasoned clinicians can fall into common traps when billing for E/M services. One of the most frequent errors with CPT code 99202 is using it for an established patient. Remember, this code is exclusively for new patients. Another common pitfall is inadequate documentation. If your notes don't clearly support the time spent or the straightforward nature of the MDM, you're opening yourself up to a potential audit. Think of your documentation as the evidence that justifies your billing. If it's weak or incomplete, your claim can be denied. Over-coding is another issue, where a clinician might bill a higher-level code for a visit that only meets the criteria for 99202. This can happen if the complexity of the visit is overestimated. For instance, a patient with a simple urinary tract infection that is easily diagnosed and treated with a standard antibiotic would not warrant a higher-level code. Conversely, under-coding can also be a problem, where a clinician might default to 99202 for all new patients, even if the visit was more complex and warranted a higher-level code. Consider implementing a peer-review process within your practice to audit a small sample of charts regularly. This can help identify and correct coding errors before they become a systemic problem. 

 

How Does 99202 Compare to Other New and Established Patient E/M Codes?

Understanding the nuances between different E/M codes is essential for accurate billing. CPT code 99202 is the lowest level of care for a new patient office visit. As the complexity of the visit and the time spent increases, so does the level of the CPT code. Here's a simple breakdown of the new patient E/M codes:

 

CPT Code     Level of MDM Time Requirement
99202 Straightforward 15-29 minutes
99203 Low 30-44 minutes
99204 Moderate 45-59 minutes
99205 High 60-74 minutes

For established patients, a different set of codes is used. The most common code for an established patient visit is 99212, which is for a straightforward visit, similar to 99202 but for a patient who has been seen within the last three years. It's like having a different set of tools for different jobs. You wouldn't use a sledgehammer to hang a picture frame, and you wouldn't use 99202 for a complex new patient visit that takes over an hour. Learn more about the full range of E/M codes on the AMA and CMS websites to ensure you're always selecting the most appropriate code for the services you provide.

 

Who Can Bill for CPT Code 99202?

A wide range of healthcare professionals can bill for CPT code 99202, as long as they are providing evaluation and management services to a new patient in an office or other outpatient setting. This includes:

  • Family medicine physicians
  • Internists
  • Pediatricians
  • Specialists (e.g., cardiologists, dermatologists, etc.)
  • Psychiatrists
  • Nurse practitioners
  • Physician assistants

The key is that the provider must be licensed to perform the services and the services must be within their scope of practice. For example, a psychiatrist seeing a new patient for an initial evaluation of anxiety could bill 99202 if the visit lasts 20 minutes and the MDM is straightforward. Similarly, a family medicine physician seeing a new patient for a routine check-up with no significant health issues could also use this code. Consider implementing a team-based approach to care, where different members of the care team can contribute to the patient's visit. This can help ensure that the patient receives the most appropriate level of care and that the billing is accurate. You can use project management tools like Asana or Trello to coordinate care and track tasks related to each patient visit.

 

What Is the Typical Reimbursement for CPT Code 99202?

Reimbursement rates for CPT code 99202 can vary significantly depending on a number of factors, including the patient's insurance plan, the geographic location of the practice, and the specific fee schedule of the payer. For example, Medicare reimbursement rates are determined by the Centers for Medicare & Medicaid Services (CMS) and are updated annually. Commercial insurance companies, on the other hand, negotiate their own rates with providers, which can result in a wide range of reimbursement amounts. It's like the price of a gallon of milk; it can vary from one grocery store to another and from one state to another. To get a better understanding of the reimbursement rates in your area, you can consult the fee schedules of your major payers or use online tools that provide reimbursement data. It's also a good idea to regularly review your remittance advice to ensure you are being reimbursed correctly for the services you provide. If you notice any discrepancies, you should follow up with the payer immediately. Explore how a medical billing service can help you navigate the complexities of reimbursement and ensure you are being paid accurately and on time for the services you provide.

 

How Can AI Scribes Help with 99202 Documentation and Billing?

In today's fast-paced healthcare environment, clinicians are often bogged down by administrative tasks, including documentation and billing. This is where AI scribes can be a game-changer. AI scribes are tools that use artificial intelligence to automatically generate clinical notes from a conversation between a clinician and a patient. This can save clinicians a significant amount of time and effort, allowing them to focus on what they do best: providing high-quality patient care. An AI scribe can help with 99202 documentation by capturing the key elements of the visit, including the chief complaint, history of present illness, review of systems, and physical exam findings. It can also help with time-tracking, which is essential for billing based on time. By automating the documentation process, an AI scribe can help ensure that your notes are accurate, complete, and compliant with all coding guidelines. This can help reduce the risk of audits and claim denials. Consider implementing an AI scribe, like S10.AI, in your practice to see how it can help you streamline your workflow, improve your documentation, and optimize your billing.

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People also ask

What specific documentation is needed if I bill 99202 based on time versus medical decision making (MDM)?

When billing CPT code 99202 based on the 15-29 minutes of total time, your documentation must meticulously reflect all activities contributing to that time on the date of the encounter. This includes face-to-face time, as well as non-face-to-face activities like reviewing prior medical records, ordering tests, and communicating with other healthcare professionals. A simple statement of "15 minutes spent" is insufficient; best practice is to detail how that time was utilized. Conversely, if you're billing based on straightforward MDM, your documentation needs to clearly outline the minimal number of diagnoses considered, the limited amount and complexity of data reviewed, and the low risk of complications or morbidity. For instance, a note for a patient with an uncomplicated skin rash would describe the focused history and exam, the straightforward diagnosis, and the simple treatment plan. Consider implementing AI scribes that can automatically capture and timestamp these details, ensuring your documentation is robust enough to withstand an audit.

Can I use CPT code 99202 for a new patient telehealth visit, and are there any special considerations?

Yes, CPT code 99202 can be used for new patient telehealth visits, provided the service meets the same requirements as an in-person visit. The key is that the telehealth encounter must be for the evaluation and management of a new patient, with a medically appropriate history and/or examination and straightforward medical decision making, or it must meet the 15-29 minute time requirement. It is crucial to ensure your telehealth platform is HIPAA-compliant and that you document the patient's consent for a virtual visit. Additionally, be mindful of payer-specific telehealth policies, as some may have unique documentation requirements or modifier usage. For example, you may need to append a specific modifier to indicate the service was provided via telehealth. Explore how integrating your EHR with a telehealth platform can streamline this documentation process and ensure you're meeting all compliance requirements.

How do I differentiate between a 99202 and a 99203 visit when the patient's condition seems to be on the borderline of straightforward and low complexity?

Differentiating between CPT codes 99202 and 99203 can be challenging, especially in borderline cases. The primary distinction lies in the complexity of the medical decision making (MDM) or the total time spent. For 99202, the MDM is straightforward, typically involving a self-limited or minor problem. For 99203, the MDM is of low complexity, which might involve a stable chronic illness or an acute uncomplicated illness or injury. If you're using time as the determining factor, 99202 is for visits lasting 15-29 minutes, while 99203 is for visits of 30-44 minutes. When in doubt, carefully review the AMA's E/M guidelines and consider the cognitive effort required to manage the patient's condition. If you find yourself consistently struggling with this distinction, it may be beneficial to conduct an internal audit of your coding practices or seek additional training for your clinical team. Learn more about how AI-powered coding tools can analyze your documentation and suggest the most appropriate E/M code, reducing the risk of upcoding or downcoding.

99202 CPT Code: New patient appointment at least 15 min.