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  • Recognize the services to which general and specific evaluation and management (E/M) guidelines apply.

  • Understand the concepts of new versus established patient and initial versus subsequent encounter.

  • Learn the Current Procedural Terminology (CPT®) terms and definitions used in determining a level of E/M services based on a physician’s or other qualified health care professional’s (QHP’s) total time on the date of an encounter (regardless of the percentage spent in counseling and/or coordination of care) or on medical decision-making (MDM).

  • Apply the Centers for Medicare & Medicaid Services (CMS) guidelines for reporting services provided as a teaching physician, when applicable.

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