JARALL Medical Management
2026 Reference Guide

E&M Coding Quick Reference

Select the correct office/outpatient E&M code using Medical Decision Making (MDM) or total time on the date of the encounter. Based on AMA CPT guidelines.

How MDM Works

Medical Decision Making is determined by evaluating three elements. The overall MDM level is set by the 2 highest of the 3 elements.

Problem Complexity

Number and complexity of problems addressed during the encounter

Data Reviewed

Amount and complexity of data to be reviewed and analyzed

Risk Assessment

Risk of complications and/or morbidity or mortality of patient management

Meet 2 out of 3 elements to determine the MDM level

MDM by Level

Each level defines the qualifying criteria for problems, data, and risk. New patient codes are listed first, established patient codes second.

N/A

99211 Est.

May not require the presence of a physician or other qualified health care professional. All three MDM elements are not applicable.

Straightforward

99202 New99212 Est.

Problems Addressed

Minimal

1 self-limited or minor problem

Data Requirements

Minimal or none

Risk of Morbidity

Minimal risk of morbidity from additional diagnostic testing or treatment

Low

99203 New99213 Est.

Problems Addressed

Low

  • 2 or more self-limited or minor problems
  • 1 stable chronic illness
  • 1 acute, uncomplicated illness or injury
  • 1 stable acute illness
  • 1 acute, uncomplicated illness or injury requiring hospital or observation level of care

Data Requirements

Limited

Must meet 1 of 2 categories

Category 1: Tests & Documents

Any combination of 2 from:

  • Review of external prior note(s) from each unique source
  • Review of the result(s) of each unique test
  • Ordering of each unique test

Category 2: Independent Historian

Assessment requiring an independent historian(s)

Risk of Morbidity

Low risk of morbidity from additional diagnostic testing or treatment

Moderate

99204 New99214 Est.

Problems Addressed

Moderate

  • 1 or more chronic illnesses with exacerbation, progression, or side effects of treatment
  • 2 or more stable chronic illnesses
  • 1 undiagnosed new problem with uncertain prognosis
  • 1 acute illness with systemic symptoms
  • 1 acute complicated injury

Data Requirements

Moderate

Must meet at least 1 of 3 categories

Category 1: Tests, Documents, or Historians

Any combination of 3 from:

  • Review of prior external note(s) from each unique source
  • Review of the result(s) of each unique test
  • Ordering of each unique test
  • Assessment requiring an independent historian(s)

Category 2: Independent Interpretation

Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)

Category 3: Discussion of Management

Discussion of management or test interpretation with external physician/other qualified health care professional/appropriate source (not separately reportable)

Risk of Morbidity

Moderate risk

Examples:

  • Prescription drug management
  • Decision regarding minor surgery with identified patient or procedure risk factors
  • Decision regarding elective major surgery without identified patient or procedure risk factors
  • Diagnosis or treatment significantly limited by social determinants of health

High

99205 New99215 Est.

Problems Addressed

High

  • 1 or more chronic illnesses with severe exacerbation, progression, or side effects of treatment
  • 1 acute or chronic illness or injury that poses a threat to life or bodily function

Data Requirements

Extensive

Must meet at least 2 of 3 categories

Category 1: Tests, Documents, or Historians

Any combination of 3 from:

  • Review of prior external note(s) from each unique source
  • Review of the result(s) of each unique test
  • Ordering of each unique test
  • Assessment requiring an independent historian(s)

Category 2: Independent Interpretation

Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)

Category 3: Discussion of Management

Discussion of management or test interpretation with external physician/other qualified health care professional/appropriate source (not separately reportable)

Risk of Morbidity

High risk

Examples:

  • Drug therapy requiring intensive monitoring for toxicity
  • Decision regarding elective major surgery with identified patient or procedure risk factors
  • Decision regarding emergency major surgery
  • Decision regarding hospitalization or escalation of hospital level of care
  • Decision not to resuscitate or to de-escalate care because of poor prognosis
  • Parenteral controlled substances

* Each unique test, order, or document contributes to the combination of 2 or combination of 3 in Category 1.

Time-Based Coding

E&M codes may alternatively be selected based on total time spent on the day of the encounter.

New Patient

CodeMDM LevelTotal Time
99202 Straightforward15 min
99203 Low30 min
99204 Moderate45 min
99205 High60 min

* If 75 minutes or longer, use code for Prolonged Services

Established Patient

CodeMDM LevelTotal Time
99211 MinimalN/A
99212 Straightforward10 min
99213 Low20 min
99214 Moderate30 min
99215 High40 min

* If 55 minutes or longer, use code for Prolonged Services

Prolonged Services

Code 99417 — Prolonged office or other outpatient E&M service(s) beyond the total time of the primary procedure, each 15 minutes. May only be reported in conjunction with 99205 or 99215 if codes were selected based on time alone and not MDM. A service of less than 15 minutes should not be reported.

New Patient Level 5 (99205)

Total DurationCodes
< 75 minutesNot reported
75–89 minutes99205 + 99417 (1x)
90–104 minutes99205 + 99417 (2x)
105+ minutes99205 + 99417 (3x+)

Established Patient Level 5 (99215)

Total DurationCodes
< 55 minutesNot reported
55–69 minutes99215 + 99417 (1x)
70–84 minutes99215 + 99417 (2x)
85+ minutes99215 + 99417 (3x+)

JARALL Medical Management Consulting offers this document solely for guidance and offers no assurances or guarantees regarding payment. Always check with your third-party payer.

CPT is a registered trademark of the American Medical Association. Copyright 2019 American Medical Association. All rights reserved.

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