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Quick Check

Five answers, one screen, and the code updates as you tap. It checks the time path and the decision-making path at the same time and tells you which one holds — then lists the least your note has to show to defend it, with the payer document each line comes from.

Office and outpatient visits only (99202–99215). For emergency, inpatient, telehealth or psychotherapy codes use the full calculator. No patient information is entered here and nothing is stored.

The visit

Patient

minutes

The practitioner's own time on that date, face-to-face and not — not the length of the appointment slot, and not staff time.

Problems addressed

Data reviewed

Risk of the management chosen

Supported code

99214

on decision making

Decision making

99214

Total time

The least this note has to show

  1. 1.The correct patient and the correct date of service on the note.First Coast, Checklist: Evaluation and management (E/M) services, April 30, 2026
  2. 2.The note is complete, legible, and signed and dated by the practitioner who performed the service. An AI or human scribe does not change this — the practitioner signs.First Coast, Checklist: Evaluation and management (E/M) services, April 30, 2026
  3. 3.Why the visit was medically reasonable and necessary — stated, not implied. Medical necessity is the overarching criterion, above the level of service.CMS IOM Pub. 100-04, Claims Processing Manual, Chapter 12, Section 30.6
  4. 4.Problems addressed: the chronic illness with exacerbation, the two or more stable chronic illnesses, the undiagnosed new problem with uncertain prognosis, or the acute illness with systemic symptoms addressed.AMA 2021 Office/Outpatient E/M Guidelines — medical decision making table
  5. 5.Data reviewed: each test or document reviewed, plus any independent interpretation or discussion of management with another practitioner, named individually.AMA 2021 Office/Outpatient E/M Guidelines — medical decision making table
  6. 6.Risk: the moderate-risk management — most often prescription drug management, named drug by drug with the decision that was made.AMA 2021 Office/Outpatient E/M Guidelines — medical decision making table
  7. 7.Two of those three have to reach moderate. Yours are carried by the two above; Problems was the lowest of the three and was dropped, so nothing rests on it.AMA 2021 Office/Outpatient E/M Guidelines — medical decision making table
The full payer checklists
What this does not do
  • No time was entered, so only the decision-making path was checked. If the visit ran long and the time is in the note, enter it — time alone can support a higher code.
  • This checks the level the encounter supports. It does not read your note, so it cannot confirm the note actually says these things — that is what the list above is for.
  • Medical necessity is a clinical judgement. A level the elements support can still be denied if the visit was not necessary.