Compliant Billing of Pre-Operative Clearance Visit

Jill M. Young

Jill M. Young

Jill M Young is the Principal of Young Medical Consulting, LLC. A company founded 18 years ago to meet the education and compliance needs of physicians and their staff Jill has over 40 years of medical experience working in all areas of the medical practice including clinical, billing and rounding with physicians. Her unique style of working...
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November 06, 2025
01:00 PM ET | 12:00 PM CT
60 Mins

Offices find themselves charged with operative “clearance” visits on their patients. Many providers wonder what compliant documentation for these visits is. Staff members wonder what compliant billing looks like. This Webinar will explain what CPT and CMS guidelines state for these visits. Specific step-by-step guidance on what diagnoses should be used and in what order to satisfy the rules is needed for the special visits.

In addition to presentation handouts, all attendees will get copies of the ICD-10 Guidelines on Preoperative Visits. 

Webinar Objectives

The objective of this conference is to give attendees specific direction on what the guidelines say is required for a pre-operative visit from an Evaluation and Management (E&M) code selection standpoint. The selection and ordering of a correct diagnosis is just as important in the process. Involvement of your front desk staff is also a part of this compliance process in identifying what you are being asked to see the patient for.

Webinar Agenda

  •  Intake of patient information
    • identifying why your provider is being asked to see the patient in compliant terms
  • Provider documentation
    • identifying and documenting why the provider is seeing the patient in compliant terms 
    • documenting E&M elements of the visit 
    • identifying and documenting diagnoses in classifying this as a pre-operative clearance
  • Billing and Coding of Visit
    • what information is needed and in what order for claim form
  •  Q&A  - bring your tough questions to the webinar

Webinar Highlights

  • ICD-10-CM Guidelines for pre-operative clearance visit
    • What diagnoses are required
    • What order should those diagnoses be listed in the documentation and on the claim form
  • CMS Guidelines for a pre-operative clearance visit
  • E&M documentation for pre-operative visit
  • Completing the compliant claim form
  • Q&A

Who Should Attend

Coders, Billers, Auditors, Office Managers, Office Administrators, Physician Assistants, Physicians


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