How should a visit be billed for a new Medicare patient seen to establish care who requires baseline lab work?

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Last updated: October 3, 2025View editorial policy

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Billing for a New Medicare Patient Requiring Baseline Lab Work

For a new Medicare patient seen to establish care who requires baseline lab work, you should bill the visit using the appropriate Evaluation and Management (E/M) code (99201-99205) based on the complexity of the visit, and separately bill for any laboratory tests ordered using the appropriate CPT codes.

Evaluation and Management (E/M) Coding

  • For new Medicare patients, use the appropriate new patient E/M codes (99201-99205) based on the complexity of the visit, documentation requirements, and time spent 1.
  • The level of E/M service should reflect the complexity of medical decision-making, history, and examination performed during the visit, not just the need for laboratory tests 1.
  • Medicare recognizes physicians, physician assistants, nurse practitioners, clinical nurse specialists, and other qualified healthcare professionals as providers who can bill for these services 1.

Laboratory Test Billing

  • Laboratory tests should be billed separately from the E/M service using the appropriate CPT codes for each test ordered 1.
  • When ordering baseline laboratory work during an initial visit, the tests are considered distinct services and should not be bundled into the E/M code 1.
  • Document the medical necessity for each laboratory test ordered to support proper reimbursement 1.

Documentation Requirements

  • Ensure your documentation supports the level of E/M service billed by including appropriate elements of history, examination, and medical decision-making 1.
  • For a new patient visit, documentation should fulfill the need for continuity of care and demonstrate the complexity of the encounter 1.
  • Include clear documentation of the rationale for ordering baseline laboratory tests as part of establishing care 1.

Common Pitfalls to Avoid

  • Avoid "upcoding" by selecting a higher E/M level than supported by documentation, as nearly 26% of E/M claims for Medicare patients are incorrectly upcoded 1.
  • Don't "downcode" out of fear of audit, as approximately 14.5% of E/M claims are incorrectly downcoded, potentially leading to lost revenue 1, 2.
  • Don't include the laboratory tests as part of the E/M service; they should be billed separately 1.

Special Considerations

  • If the patient requires additional follow-up specifically to review laboratory results, this may be billable as a separate encounter depending on the complexity and timing 3.
  • For Medicare patients, be aware that certain preventive laboratory tests may be covered under Medicare's preventive benefits and should be coded accordingly 1.
  • Remember that accurate coding is essential, as studies show family physicians are generally accurate in their billing procedures with concordance rates around 55% 2.

By following these guidelines, you can ensure appropriate reimbursement while providing quality care to your new Medicare patients requiring baseline laboratory work.

References

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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