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Jun 15, 2026 , 01 : 00 PM EST |  3 Days Left

Audit-Proof E/M Coding: Medical Necessity & Documentation Mistakes

Presented by Kate Gilman
Duration - 60 Minutes

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Description

Accurate documentation is more than a regulatory requirement — it is the foundation of medical necessity, compliant coding, and defensible reimbursement. In today’s audit-driven environment, incomplete or nonspecific documentation can lead to denied claims, recoupments, and compliance risk.

Join this comprehensive training designed to strengthen your understanding of medical necessity, Evaluation & Management (E/M) coding principles, and documentation best practices. Led by a nurse, certified professional coder, and ICD-10 trainer, this session bridges the gap between clinical care and coding compliance. You will gain practical insight into best documentation, what auditors look for, and how to ensure your notes accurately support the level of service billed.

This webinar will include real-world documentation examples, common pitfalls, and clear strategies to improve note quality. The session will conclude with a Learning Lab where attendees can apply concepts to sample cases and strengthen their documentation skills in real time.

Whether you are a provider, clinician, coder/biller, compliance office or administrator, this training will equip you with the tools needed to chart with clarity, code with confidence, and reduce compliance risk.

Learning Objectives

  • Define medical necessity and explain its role in supporting compliant reimbursement and audit defensibility.
  • Identify the required components of Evaluation & Management (E/M) documentation under current guidelines.
  • Differentiate between compliant and non-compliant documentation using real-world examples.
  • Demonstrate how to link patient symptoms, assessment findings, and medical decision-making to the level of service billed.
  • Apply ICD-10-CM coding principles to ensure diagnostic specificity and alignment with documented conditions.
  • Analyze common documentation deficiencies that increase audit risk and claim denials.
  • Construct a complete, patient-specific progress note that supports medical necessity, reflects individualized care, and aligns with the assessment and plan.

Areas Covered

  • Understanding medical necessity and how it supports compliant reimbursement.
  • Applying current E/M guidelines to confidently select the correct level of service.
  • Connecting documentation to revenue integrity and audit protection.
  • Identifying common audit red flags and documentation vulnerabilities.
  • Strengthening medical decision making to support billed services.
  • Improving ICD 10 specificity to align diagnoses with clinical findings.
  • Avoiding documentation pitfalls that lead to denials and recoupments.
  • Creating clear, patient specific notes that reflect individualized care.
  • Preparing documentation that stands up to payer and regulatory scrutiny.
  • Participating in a hands-on Learning Lab to apply concepts in real time.
  • Live Q&A Session

Who Should Attend

  • Providers and Physicians
  • Clinicians and Nursing Staff
  • Medical Coders and Billing Specialists
  • Compliance Officers and Risk Managers
  • Practice and Clinic Administrators
  • Revenue Cycle and Operations Teams
  • Documentation Improvement and Quality Staff
  • Federally Qualified Health Center Leaders
  • Rural Health Clinic Teams
  • Clinical Educators and Trainers.

Speaker

Kate Gilman

Kate has almost two decades of experience in the healthcare industry. She is an expert coder, and compliance officer, and trains healthcare providers all over the country. Kate utilizes her expertise to uncover ways to improve billing and coding inefficiencies, training staff, and ensure compliance while achieving maximum results and revenues for her clients.

Kate’s successes include small and large practices, ranging from primary care to specialists and surgeons. She is known for helping providers feel confident in their coding and have peace of mind with their compliance practices.

Kate’s acute attention to detail, deep understanding of coding and billing, and proactive approach make her an indispensable asset to all her clients.