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Pre-op CPT codes: Guidelines on how to properly code preoperative exams

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 Master pre-op CPT codes for preoperative exams. Our clinical guide covers correct coding for surgeon-requested clearances, ICD-10 sequencing, and essential documentation to ensure accurate reimbursement.
Expert Verified

How do you correctly code for a preoperative clearance requested by a surgeon?

When a surgeon requests a preoperative clearance, the consulting physician must use specific CPT and ICD-10 codes to accurately reflect the service provided. This scenario is common in clinical practice, and clinicians often seek clarity on this exact issue. The key is to use Evaluation and Management (E/M) codes for the office visit, with the specific code selection depending on the complexity of the patient's condition and whether they are a new or established patient.

For instance, if a pulmonologist is asked to clear a patient with COPD for knee surgery, the pulmonologist would report an E/M code for the office visit. The choice of E/M code (from the 99201-99215 series for office visits) depends on the level of service and the intricacy of the medical decision-making involved.

It's crucial to pair the E/M code with the correct ICD-10 codes. The primary diagnosis code should be from the Z01.81- subcategory, which denotes an encounter for a preprocedural examination. For the aforementioned patient with COPD, the appropriate ICD-10 codes would be Z01.811 (Encounter for preprocedural respiratory examination), followed by the diagnosis for the surgery (e.g., M17.11 for unilateral primary osteoarthritis of the right knee), and finally the condition being evaluated (e.g., J44.1 for COPD with acute exacerbation). This detailed coding tells the payer the full story of the encounter.

 

What is the difference between a preoperative clearance and a visit for the decision for surgery?

A common point of confusion is the distinction between a preoperative clearance and a visit where the decision for surgery is made. The two are coded differently and understanding this difference is vital for compliance and proper reimbursement.

A preoperative clearance is a consultation requested by a surgeon to assess a patient's fitness for a planned procedure, typically performed by a specialist or primary care physician. As discussed, this is coded using standard E/M codes and specific Z codes.

In contrast, a visit for the decision for surgery is when the surgeon, after evaluating the patient, decides to proceed with a major surgical procedure. This visit is billed with an E/M code appended with modifier -57 (Decision for Surgery). This modifier is used when the E/M service occurs on the day of or the day before a major surgery. If the decision for surgery is made in an encounter that takes place earlier, modifier -57 is not necessary.

Think of it this way: the preoperative clearance is like getting a second opinion on the patient's overall health, while the decision for surgery visit is the surgeon's final determination to proceed with the operation.

 

Are consultation codes still valid for preoperative examinations?

The use of consultation codes (99241-99245 for outpatient and 99251-99255 for inpatient) for preoperative examinations is a topic of ongoing discussion, particularly as payer policies vary. While these codes can more accurately describe the service of a preoperative evaluation and are often reimbursed at a higher rate, their acceptance is not universal.

Many commercial payers still recognize and reimburse for consultation codes. However, Medicare and Medicare Advantage plans do not. For these payers, clinicians should use the standard new or established patient office visit codes (99201-99215) or initial hospital care codes (99221-99223) for inpatients. It's essential to check with each payer to determine their specific guidelines.

To simplify this, consider using a tool like a billing code validator or consulting with a billing specialist to ensure you are using the correct codes for each payer. This can help avoid denials and streamline the billing process.

 

What are the documentation requirements for a preoperative visit?

Thorough documentation is the cornerstone of accurate coding and billing for preoperative visits. Without it, you risk claim denials and audits. Your documentation should paint a clear picture of the medical necessity for the visit and the services provided.

Key elements to include in your documentation are:

  • The reason for the visit: Clearly state that the visit is for a preoperative evaluation at the request of the surgeon.
  • A comprehensive history and physical examination: Detail the patient's medical history, including comorbidities, previous surgeries, allergies, and current medications.
  • Risk assessment: Document your assessment of the risks associated with anesthesia, bleeding, and other potential complications.
  • Medical decision-making: Explain the complexity of your decision-making process, including any discussions with the patient about the surgery and their health status.
  • Clearance statement: Explicitly state whether the patient is cleared for surgery and the reasons for your decision. If the patient is not cleared, outline the necessary steps for clearance.

To streamline this process, consider implementing a standardized preoperative evaluation template in your EHR. This can help ensure that all necessary information is captured consistently. Explore how AI scribes can further enhance the accuracy and efficiency of your documentation.

 

How should you sequence ICD-10 codes for a preoperative exam?

The order in which you list ICD-10 codes on a claim for a preoperative exam is critical for communicating the purpose of the visit to payers. The primary diagnosis code should always be the Z code that indicates a preprocedural examination.

Following the Z code, you should list the diagnosis code for the reason the surgery is being performed. Finally, list the diagnosis codes for any conditions that are being evaluated as part of the clearance.

Here is a table illustrating the correct sequencing of ICD-10 codes for a preoperative exam:

 

 

Order Code Type Example
1 Preprocedural Examination Z01.810 (Encounter for preprocedural cardiovascular examination)
2 Reason for Surgery K80.20 (Calculus of gallbladder without cholecystitis without obstruction)
3 Condition Being Evaluated I10 (Essential (primary) hypertension)

 

 

By following this sequence, you provide a clear and accurate narrative of the patient encounter, which can help to prevent claim denials and ensure timely reimbursement. Learn more about how to optimize your billing and coding workflows to improve your practice's financial health.

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People also ask

What is the correct way to bill for a preoperative evaluation versus the visit for the decision for surgery?

This is a common point of confusion. A preoperative evaluation, requested by a surgeon, is billed by the consulting physician using standard E/M codes (e.g., 99202-99215) paired with a primary ICD-10 code from the Z01.81- series. In contrast, the visit where the surgeon makes the final decision to perform a major procedure is billed by the surgeon using an E/M code with modifier -57 (Decision for Surgery) attached. Differentiating these two encounters is crucial for compliance and avoiding claim denials. Consider implementing standardized documentation templates to clearly distinguish the purpose of each visit.

How do you properly sequence ICD-10 codes for a preoperative clearance exam to ensure payment?

Proper ICD-10 sequencing for a pre-op exam is critical for communicating medical necessity. The first-listed diagnosis must be the Z code that describes the pre-procedural encounter (e.g., Z01.810 for a pre-procedural cardiovascular examination). This should be followed by the ICD-10 code for the condition necessitating the surgery (e.g., M17.11 for knee osteoarthritis). Finally, list the codes for any chronic conditions being managed or evaluated (e.g., I10 for hypertension). Getting this order right provides a clear narrative to the payer. Explore how AI-powered coding tools can help automate and verify correct sequencing for your claims.

Can I still use consultation codes for a preoperative clearance requested by a surgeon, especially for Medicare patients?

While consultation codes (99241-99255) accurately describe the nature of a preoperative clearance, their use depends entirely on the payer. Many commercial and private payers still accept and reimburse for consultation codes. However, CMS has not recognized them for Medicare claims since 2010. For Medicare patients, you must use the appropriate new or established patient office visit E/M codes (99202-99215) or initial hospital care codes for inpatients. Always verify payer-specific guidelines to prevent rejections. Learn more about how integrated billing platforms can help manage payer-specific coding rules automatically.

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