How to Properly Document Time Spent With a Patient

The accurate recording of time spent with a patient has evolved from a simple scheduling function into a fundamental requirement for healthcare reimbursement and compliance. For many medical services, particularly Evaluation and Management (E/M) visits, the total time a provider dedicates to a patient on the date of service is now the primary factor determining the level of complexity and, consequently, the financial payment for the encounter. This shift necessitates a precise, defensible method of capturing and documenting all qualifying activities. A clear understanding of what constitutes billable time and how to record it is paramount to ensuring that the documented record supports the medical necessity and level of service claimed.

Defining Billable Patient Time

The definition of time used for billing E/M services is the total time spent by the physician or other qualified health care professional (QHP) on the date of the encounter. This total time includes both face-to-face time (direct interaction with the patient or family) and non-face-to-face time spent personally by the provider on that same day. This expanded definition recognizes the intellectual work performed outside of the examination room as a core part of patient care.

Qualifying activities cover the entire scope of the patient’s care for that day. These include preparing to see the patient, such as reviewing prior test results and medical history, and performing a medically appropriate examination and evaluation. Time dedicated to counseling and educating the patient or their caregiver about the diagnosis, prognosis, or treatment plan is fully counted. Other qualifying work includes ordering medications, tests, or procedures, referring the patient to, and communicating with other health care professionals when that communication is not separately reported. Documenting the clinical information in the electronic health record (EHR) is also included.

Time spent on general administrative tasks, travel, or teaching that is not specific to the management of the patient’s condition does not count toward the billable total. Furthermore, time spent by clinical staff, such as medical assistants or nurses who are not Qualified Health Care Professionals, is not included when the service level is determined by time. The time counted must be the personal time of the provider who is billing for the service.

Essential Documentation Mechanics

When documenting time as the basis for an E/M service, the medical record must contain a clear statement of the total time spent. A best practice is to record the start time, the stop time, and the resulting total time dedicated to the patient’s care on the date of service. This method provides an easily auditable trail supporting the total duration claimed.

The documentation must also include a brief narrative summary of the activities performed during the documented time. Merely stating the total duration is insufficient to justify the complexity and level of service. For example, the note should specify, “Total time of 42 minutes spent, including 15 minutes of face-to-face counseling on new diabetes management plan and 27 minutes of non-face-to-face time reviewing recent lab results and coordinating specialist referral.”

For most office and outpatient E/M codes, the full time threshold associated with a specific code level must be met. The concept of a “midpoint rule” does not apply when time is the basis for code selection; the entire time range must be completed. Providers must be meticulous in their time tracking to ensure the documented total time aligns with the code selected.

The time entry and the corresponding narrative summary must be clearly associated with the provider’s signature and the date of the encounter. This linkage confirms that the time was personally spent by the billing provider or QHP on the day the service was rendered. Accurate, detailed, and signed documentation is the provider’s defense against compliance inquiries.

Translating Time into Billing Codes

Once the total time has been accurately documented, it is used to select the appropriate Evaluation and Management code. For office or other outpatient services (codes 99202–99215), CPT guidelines provide specific, non-overlapping time ranges for each code level. The total time documented must meet or exceed the minimum time specified for the chosen code.

For instance, an established patient visit might require a minimum of 20 minutes of total time to qualify for CPT code 99213, while a higher-level code like 99214 would require 30 minutes. The provider selects the highest code level for which their documented time completely fulfills the minimum requirement.

The concept of the “more than 50% rule,” where counseling or coordination of care had to dominate the encounter, is no longer applicable for determining the level of office and outpatient E/M services based on time. However, this rule may still apply to certain other categories of E/M services, such as hospital inpatient or nursing facility visits, when time is used for code selection. The specific rules for the setting must be confirmed before billing.

When the total time spent exceeds the maximum time designated for the highest-level E/M code (e.g., CPT 99205 or 99215), the provider may be able to report additional time using a prolonged service code. For office and outpatient E/M, this is typically done using CPT code 99417, an add-on code for each additional 15 minutes of service beyond the maximum time of the base code. Medicare and other payers may utilize specific HCPCS G-codes for reporting prolonged services, making it necessary to know the payer’s specific requirements.

Documentation must independently support the medical necessity of the service provided, regardless of the time spent. Spending a long duration on a service that was not medically appropriate for the patient’s condition will not justify the use of a higher-level code. Time serves as the measure of intensity, but medical necessity remains the overarching criterion for payment.