What is the appropriate billing level for a 44-year-old patient with private insurance (Private Insurance) new to establishing care?

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Billing Level for a 44-Year-Old New Patient Establishing Care with Private Insurance

For a 44-year-old patient with private insurance establishing care, bill CPT code 99386, which covers comprehensive preventive medicine services for new patients aged 40-64 years. 1

Primary Billing Code Selection

  • Use CPT 99386 for this new patient preventive wellness visit, as this code specifically covers comprehensive age and gender-appropriate history, examination, counseling/anticipatory guidance, risk factor reduction interventions, and ordering of appropriate immunizations and laboratory/diagnostic procedures for new patients in the 40-64 age range. 1

  • Age-based coding is determined by the patient's age on the date of service, so verify the patient is 44 years old at the time of the visit. 1

Private Insurance Coverage Expectations

  • Private insurance must cover this preventive wellness visit at 100% with no copayment or coinsurance when billed with the appropriate preventive medicine code (99386), as mandated for USPSTF "A" or "B" recommended preventive services. 1

  • Private payers historically follow Medicare's lead in coverage decisions, though reimbursement rates may differ. 2

Billing for Additional Services During the Same Visit

  • If you identify and address a significant, separately identifiable problem beyond the scope of the preventive visit, bill an additional evaluation and management service using CPT codes 99201-99205 (for new patients) with modifier -25 appended. 1, 3

  • Documentation must clearly distinguish between the preventive service and the separate problem being addressed to justify billing both codes on the same day. 1

  • The -25 modifier allows for same-day treatment of issues that would otherwise require another separate healthcare visit, representing an important window of opportunity for addressing problems in a timely manner. 3

Required Documentation Elements

  • Document all required elements to support CPT 99386, including: 1
    • Comprehensive age-appropriate history
    • Comprehensive examination
    • Counseling/anticipatory guidance
    • Risk factor reduction interventions
    • Immunization status review
    • Any screening tests performed or ordered during the visit

Additional Billable Services

  • Bill vaccine administration codes (90460-90461) and vaccine product codes separately if immunizations are administered during the wellness visit. 1, 3

  • Age-appropriate cancer screenings discussed or ordered during the visit should be billed with their specific CPT codes. 1

Critical Pitfalls to Avoid

  • Never use standard office visit codes (99201-99205) for routine wellness visits, as these are intended for problem-oriented visits and will result in inappropriate patient cost-sharing that should not apply to preventive care. 1, 3

  • Do not upcode by selecting a higher level code than supported by your documentation, as this can lead to claim denials and potential audit issues. 1

  • Ensure proper use of Place of Service codes and any required modifiers for your specific payer, as billing requirements vary by insurance carrier. 2

References

Guideline

Billing Guidelines for Preventive Wellness Visits

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Billing and Coding Guidelines for 18-Year-Old New Patients Establishing Care

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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