Ideally, a request for a visit to establish care will be evaluated by nonclinical staff who are charged with pre-visit verification of benefits to verify that a preventive E/M service would not be covered until a later date. If patients will not have coverage for a preventive E/M service within a short time, it is important to establish whether there are any current complaints or chronic conditions for which medication refills or other management requires evaluation. If the patient presents with any signs, symptoms, or acute or chronic illness for which E/M is clinically indicated, report a problem-oriented new patient visit (99202–99205). Otherwise, a “get to know you” visit policy should be determined for those occasions where new patients are being seen solely to establish a connection prior to the need for care. See more discussion of this topic in the article “Get-to-Know-You Visits: Coding Begins With Scheduling”...

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