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REVISED TEACHING PHYSICIAN DOCUMENTATION REQUIREMENTS

CMS revised the teaching physician (TP) guidelines and rules November 22, 2002. These revised guidelines and rules reduced the amount of E & M documentation by the TP when a resident is involved in providing the service (jointly). However, the new guidelines and rules still require that the TP personally perform critical or key portions of the E & M service in order to bill.

The Teaching Physicians do not have to repeat the documentation of the resident when they see the patient.

Listed below is the minimum documentation required by the TP when the services to a patient involves a resident:

1. The TP must document that he/she personally saw the patient.
2. The TP must document that he/she participated in the management of the patient, and
3. The TP must document that he/she reviewed the resident’s note and/or discussed the case with the resident.

Example #1: “I saw and evaluated the patient. Discussed with resident and agree with Dr. X’s (the resident) findings and plan as documented in Dr. X’s note.”

Example #2: “I saw and evaluated the patient. I reviewed the resident’s note and agree except that………

The following are examples of unacceptable documentation.

“Agree with above”
“Rounded, review, agreed.”
“Discussed with resident. Agree.”
“Seen and agree”
“Patient seen and evaluated”
Signature alone

· Note: No changes were made to documentation requirements for any other services, including the Primary Care Exception rule.

If you have any questions, you may contact
Ms. Sarita Cathcart at 404-756-1353 or by e-mail – scathcart@msm.edu

Rosie Callender
rcallender@msm.edu

For Medicare’s Carrier Manual Memorandum released 11/22/2002
click Teaching Documentation Guidelines - Medicare

or for a local copy please click here
Local Copy - Teaching Documentation Guidelines - Medicare

For revised and New VA requirements for Resident Supervision, please go to "In the Spotlight" Resident Supervision Handbook -
click- http://www.va.gov/oaa/

 

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