Use this checklist before finalizing code assignment to help ensure coding accuracy, complete documentation
support, and compliance with official coding guidelines. Each item is intended to support a consistent,
defensible coding review before claim submission.
Patient & Encounter Verification
- ✓Correct patient selected
- ✓Correct date of service
- ✓Correct rendering provider
- ✓Correct place of service
- ✓Correct encounter type
Documentation Review
- ✓Provider documentation is complete and authenticated
- ✓Chief complaint or reason for the encounter is documented
- ✓Assessment and plan support reported diagnoses
- ✓Procedures and services performed are clearly documented
- ✓Documentation is clear, complete, and internally consistent
- ✓No conflicting or contradictory documentation exists
ICD-10-CM Coding
- ✓Every diagnosis code is supported by provider documentation
- ✓Highest level of specificity is assigned
- ✓Laterality is reported correctly
- ✓Combination codes are used when applicable
- ✓Symptoms are not coded separately when integral to a confirmed diagnosis
- ✓History, status, follow-up, and screening codes are assigned appropriately
- ✓Official ICD-10-CM Coding Guidelines have been followed
CPT® & HCPCS Level II Coding
- ✓Reported procedures accurately reflect documented services
- ✓Documentation supports every CPT® and HCPCS Level II code assigned
- ✓Units of service are accurate
- ✓Supplies, medications, and devices are appropriately documented
- ✓Add-on codes are paired with the appropriate primary procedure
- ✓Bundled services are not reported separately
- ✓Current CPT® and HCPCS Level II code sets are used
Evaluation & Management (E/M)
- ✓Correct E/M category is selected
- ✓Medical decision-making supports the reported level
- ✓Time-based coding requirements are met, when applicable
- ✓A separately identifiable E/M service supports Modifier 25 when reported
Modifier Validation
- ✓Every modifier is supported by documentation
- ✓Modifier 25 is used appropriately
- ✓Modifier 59 or X{EPSU} modifier is supported
- ✓Bilateral and anatomical modifiers are accurate
- ✓Assistant surgeon modifiers are appropriate
- ✓No modifier is used solely to bypass an edit
Sequencing Review
- ✓Principal or first-listed diagnosis is correct
- ✓Secondary diagnoses are appropriately sequenced
- ✓Procedure sequencing follows official coding guidelines
Medical Necessity
- ✓Diagnoses support the medical necessity of reported services
- ✓Documentation supports the level of service billed
- ✓Services provided are reasonable and medically necessary
Final Quality Check
- ✓Diagnosis and procedure codes match the provider documentation
- ✓Code descriptions have been verified
- ✓Applicable payer or organizational coding policies have been reviewed
- ✓No unsupported diagnoses or procedures have been reported
- ✓Claim is ready for submission
Final Self-Assessment
- ✓Does the documentation support every reported code?
- ✓Have I followed the official coding guidelines?
- ✓Are all diagnoses and procedures coded to the highest appropriate specificity?
- ✓Are modifiers accurate and fully supported?
- ✓Is the sequencing correct?
- ✓Does the documentation support medical necessity?
- ✓Would I be able to confidently defend these code assignments during an audit?
Best Practice Reminder
Code what is documented—not what is assumed.
If it's not documented, it's not supported.
Disclaimer: This educational resource is intended as a coding quality reference and should be used
in conjunction with the current ICD-10-CM Official Guidelines for Coding and Reporting, CPT®, HCPCS Level II,
CMS guidance, National Correct Coding Initiative (NCCI) edits, applicable payer policies, and organizational standards.