Evaluation and Management (E/M) Paper

Evaluation and Management (E/M) Paper

Pathways Mental Health

Psychiatric Patient Evaluation

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Instructions

  Use the following case template to complete Week 2 Assignment 1. Assign DSM-5-TR diagnoses and ICD-10 codes to the services documented in the case scenario. You will add your narrative answers to the assignment questions to the bottom of this template and submit them together as one document.

Identifying Information

  Identification was verified by stating their name and date of birth.

Time spent for evaluation: 1103am-1151am

Chief Complaint

  “My primary doctor thinks I need more help than she can give me now.”

HPI

  42 young female was evaluated for psychiatric evaluation and referred by her primary care provider for worsening depression and panic symptoms. She is currently prescribed escitalopram 5mg po daily for depression, alprazolam 1mg po daily for anxiety.

Today, the client reported symptoms of worsening in the past month for depression with anergia, anhedonia, motivation, reports anxiety, frequent worry, reports feeling restlessness, palpitations, “feels like everything is closing in on me, can’t focus, hard time breathing,” no reported obsessive/compulsive behaviors. Client reported feeling like wanting to sleep and never wake up. There is no evidence of psychosis or delusional thinking.  Client denied past episodes of hypomania, hyperactivity, erratic/excessive spending, involvement in dangerous activities, self-inflated ego, grandiosity, or promiscuity. Client reports increased irritability and is easily frustrated. Has low frustration tolerance, sleeping 10-12 hrs/24hrs, appetite decreased. She has somatic concerns with GI upset and headaches. Client denied any current binging/purging behaviors, denied withholding food from self, or engaging in anorexic behaviors. No self-mutilation behaviors.

Diagnostic Screening Results

  Screen of symptoms in the past week:
Severity Measure for Panic Disorder = Total Score 38

Past Psychiatric and Substance Use Treatment

  ·         Entered mental health system when she was age 29 after a family suicide.

·         Previous Psychiatric Hospitalizations:

·         Previous Detox/Residential treatments:

·         Previous psychotropic medication trials: sertraline (became suicidal), trazodone (worsened nightmares), bupropion (became suicidal)

·         Previous mental health diagnosis per client/medical record:

Substance Use History

 

Have you used/abused any of the following (include frequency/amt/last use):

Substance Y/N Frequency/Last Use
Tobacco products N  
ETOH Y last drink 2 weeks ago, reports drinking 2 times weekly, one drink
Cannabis N  
Cocaine N  
Prescription stimulants N  
Methamphetamine N  
Inhalants N  
Sedative/sleeping pills N  
Hallucinogens N  
Street Opioids N  
Prescription opioids N  
Other: specify (spice, K2, bath salts, etc.) Y reports one-time ecstasy use as a teenager

 

Any history of substance-related:

·         Blackouts:  –

·         Tremors:   –

·         DUI: –

·         D/T’s: –

·         Seizures: –

Longest sobriety

Psychosocial History

  Client was raised by single mother.   She is married; has 2 children.

Employed at local day care as administrative assistant.

Education: High School Diploma

Denied current legal issues.

Suicide / Homicide Risk Assessment

  Suicide Inquiry: Denies active suicidal ideations, intentions, or plans.

Mental Status Examination

   

She is a 42 yo Hispanic female who looks her stated age. She is cooperative with examiner. She is disheveled, dressed appropriately. There is psychomotor restlessness. Her. Her mood is anxious and mildly irritable. She denies any auditory or visual hallucinations. There is no evidence of any delusional thinking. She denies any current suicidal or homicidal ideation.

Clinical Impression

  The client is a 42 yo Hispanic female who presents with a history of treatment for depression and panic symptoms.

Moods are anxious and irritable. She has reported symptoms related to her depression and panic. No evident mania/hypomania, no psychosis, denied current cravings for drugs/alcohol, exhibits no withdrawal symptoms, has somatic concerns of GI upset and headaches.

At the time of disposition, the client adamantly denies SI/HI ideation, plans, or intent, is able to distinguish right from wrong, and can anticipate the potential consequences of behaviors and actions.

Diagnostic Impression

 

Primary Diagnosis
Major Depressive Disorder, recurrent episode, moderate – ICD-10 Code: F33.1

The patient reports symptoms consistent with major depressive disorder, including anhedonia, decreased motivation, hypersomnia with sleep lasting ten to twelve hours daily, reduced appetite, fatigue, irritability, and difficulty concentrating. The history also indicates worsening depressive symptoms over the previous month and a prior history of depression that required psychiatric treatment beginning at age twenty-nine. The recurrence of depressive symptoms combined with functional impairment and absence of manic or hypomanic episodes supports the diagnosis of recurrent major depressive disorder according to DSM-5-TR diagnostic criteria (American Psychiatric Association, 2022).

Secondary Diagnosis

Panic disorder – ICD-10 Code: F41.0

The patient describes recurrent panic symptoms, including palpitations, shortness of breath, restlessness, and feelings that “everything is closing in.” These symptoms are accompanied by intense anxiety and impaired concentration. The severity scale for panic disorder shows a total score of thirty-eight, which indicates significant panic symptom severity. The recurrent panic attacks and persistent anxiety symptoms support the DSM-5-TR diagnosis of panic disorder.

Treatment Plan

  1)       Medication:

·         Increase escitalopram 10mg po daily

·         Continue with alprazolam
Instructed to call and report any adverse reactions.

 

2)       Order labs

 

3)       Patient has emergency numbers: Emergency Services 911, the national Crisis Line 800-273-TALK, the MHC Crisis Clinic. Patient was instructed to go to the nearest ER or call 911 if they become actively suicidal and/or homicidal.

 

4)      Time allowed for questions and answers provided. Provided supportive listening.

 

5)       RTC in 30 days

 

6)       Follow up with PCP for GI upset and headaches

   

Narrative Answers

  The most appropriate reimbursement billing code for this psychiatric encounter is CPT code 90792, which represents a psychiatric diagnostic evaluation that includes medical services. This code applies when a psychiatric provider completes a comprehensive mental health assessment and performs medical management such as medication review or medication adjustment. The case scenario supports this billing code because the visit includes evaluation of depressive symptoms, panic symptoms, and functional impairment. The encounter also includes a mental status examination, suicide risk assessment, and review of past psychiatric treatment. Medication management occurred during the visit because the escitalopram dose increased from 5 mg to 10 mg daily while alprazolam treatment continued for anxiety. Psychiatric diagnostic evaluation codes apply when assessment of psychiatric disorders occurs together with treatment decisions that involve medications or other medical interventions (American Medical Association, 2024). The recorded encounter time shows 45 minutes, which falls within the typical time range for psychiatric diagnostic evaluations. Documentation that reflects diagnostic assessment and pharmacologic decision making supports the use of CPT code 90792 for reimbursement.

Complete documentation must support DSM-5-TR diagnosis, ICD-10 diagnostic coding, and CPT billing claims. Psychiatric records should include a detailed history of present illness that explains symptom onset, duration, severity, and effects on daily functioning. Documentation should also contain psychiatric treatment history, medical history, medication history, and substance use history. The mental status examination must describe appearance, behavior, speech, mood, affect, thought process, cognition, insight, and judgment. Suicide and homicide risk assessment represent essential components of psychiatric evaluation and must appear in the documentation. Psychosocial factors such as family relationships, occupational functioning, and environmental stressors should also be documented in the record, as they influence mental health outcomes. Diagnostic reasoning must explain how reported symptoms meet DSM-5-TR diagnostic criteria for conditions such as major depressive disorder or panic disorder (American Psychiatric Association, 2022). Clear clinical reasoning supports correct ICD-10 coding and confirms medical necessity for psychiatric services. Accurate and detailed documentation strengthens reimbursement claims and demonstrates that the evaluation meets professional practice standards.

Several important documentation elements are missing from the case scenario, limiting accurate coding and billing decisions. The record does not include a complete family psychiatric history, which helps identify genetic risk factors for mood and anxiety disorders. A detailed medical history, including chronic illnesses such as endocrine disorders or neurological conditions, is also absent. The documentation lacks allergy information and a complete medication list, including non-psychiatric medications. Vital signs and physical health findings do not appear in the record, even though psychotropic medication management occurred. A review of systems that evaluates physical symptoms associated with psychiatric disorders is also missing. Documentation does not include a detailed trauma history, social determinants of health assessment, or description of occupational functioning and role performance. The suicide risk assessment lacks documentation of protective factors and coping strategies. The record also lacks documentation of informed consent for medication adjustments. Diagnostic reasoning that explains how symptoms meet DSM criteria does not appear. Missing information may affect insurance reimbursement because payers require documentation that clearly supports medical necessity (Centers for Medicare and Medicaid Services, 2023).

Legal and ethical concerns may occur when inaccurate billing practices appear in healthcare documentation. Overbilling occurs when services billed exceed the care actually provided. Upcoding occurs when a higher-level billing code is assigned even when documentation supports a lower-level service. Fraudulent billing occurs when false claims are made to obtain reimbursement from insurance programs. These practices violate federal healthcare regulations and may result in financial penalties, legal action, or disciplinary action by professional organizations. Ethical practice requires billing codes that accurately represent the evaluation and treatment documented in the medical record. Two strategies can promote ethical coding practices in psychiatric practice. First, healthcare professionals should participate in ongoing education regarding CPT coding guidelines, ICD diagnostic coding, and documentation requirements. Continuing education improves understanding of billing regulations and reduces documentation errors (Rhee et al., 2024). Second, healthcare organizations should implement routine audits of documentation and compliance reviews. Regular review of clinical records helps identify documentation gaps, improve coding accuracy, and maintain professional accountability. Strong documentation practices support accurate reimbursement and maintain ethical standards in healthcare practice.

 

 

 

References

American Medical Association. (2024). Current procedural terminology (CPT) professional edition. Accessed March 7th 2026 from https://www.ama-assn.org/system/files/revolution-behavioral-cpt.pdf

American Psychiatric Association. (2022). Diagnostic and statistical manual of mental disorders (5th ed., text rev.). Accessed March 7th 2026 from https://www.psychiatry.org/psychiatrists/practice/dsm

Centers for Medicare and Medicaid Services. (2023). Psychiatric services billing guidance. Accessed March 7th 2026 from
https://www.cms.gov/medicare-coverage-database/view/article.aspx?articleId=57520

Rhee, C. H., Brown, J. T., Lang, A., Pentz, R. D., & Nazha, B. (2024). Billing for electronic patient-physician communications: An ethical analysis. JCO Oncology Practice, 20(8), 1040-1045. https://doi.org/10.1200/OP.23.00569

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Insurance coding and billing is complex, but it boils down to how to accurately apply a code, or CPT (current procedural terminology), to the service that you provided. The payer then reimburses the service at a certain rate. As a provider, you will have to understand what codes to use and what documentation is necessary to support coding.

For this Assignment, you will review evaluation and management (E/M) documentation for a case study patient. You will analyze the documentation to formulate DSM-5-TR diagnoses and ICD-10 coding. You will formulate a billing code for reimbursement of the case study. You will consider legal and ethical considerations for coding and billing. You will analyze and consider the documentation necessary to support accurate billing and coding procedures.

To Prepare

  • Review this week’s Learning Resources on coding, billing, reimbursement.
  • Review the E/M patient case scenario provided.

The Assignment

  • Assign DSM-5-TR diagnoses, ICD-10, and reimbursement codes to services based on the patient case scenario.

Then, in 2-3 pages, address the following. You will add your narrative answers to these questions to the bottom of the case scenario document and submit them altogether as one document.

  • What reimbursement billing code would you use for this session? Provide your justification for using this billing code.
  • Explain what pertinent information is required in documentation to support your chosen DSM-5-TR diagnoses, ICD-10 coding, and billing code.
  • Explain what pertinent documentation is missing from the case scenario and what other information would be helpful to narrow your coding and billing options. (There are at least 12 missing pertinent components of documentation).
  • Discuss legal and ethical dilemmas related to overbilling, upcoding, and fraudulent practices. Propose 2 strategies for promoting legal and ethical coding and billing practices within your future clinical roles.
  • Finally, explain how to improve documentation to support coding and billing for maximum reimbursement.

By Day 7 of Week 2

Resources: Learning Resources

Required Readings

  • American Psychiatric Association. (2024). CPT coding and reimbursementLinks to an external site.. https://www.psychiatry.org/psychiatrists/practice/practice-management/coding-and-reimbursement
  • American Psychiatric Association. (2022). Diagnostic and statistical manual of mental disorders. Section II. In Diagnostic and statistical manual of mental disorders Links to an external site. (5th ed., text rev.). https://go.openathens.net/redirector/waldenu.edu?url=https://dsm.psychiatryonline.org/doi/book/10.1176/appi.books.9780890425787
  • Buppert, C. (2021). Nurse practitioner’s business practice and legal guide  (7th ed.). Jones & Bartlett Learning.
    • Chapter 9, “Reimbursement for Nurse Practitioner Services”
  • Centers for Medicare & Medicaid Services. (2023). Medicare & mental health coverageLinks to an external site.. https://www.cms.gov/files/document/mln1986542-medicare-mental-health-coverage.pdf
  • Centers for Medicare & Medicaid Services. (2023). Your billing responsibilities Links to an external site.. https://www.cms.gov/Medicare/Coordination-of-Benefits-and-Recovery/ProviderServices/Your-Billing-Responsibilities
  • DeNisco, S. M. (2023). Role development for the nurse practitioner (3rd ed.). Jones & Bartlett Learning.
    • Chapter 17, “Reimbursement for Nurse Practitioner Services” (pp. 403-427)
    • Chapter 14, “Concepts and Challenges of the Professional Nurse Practitioner” (pp. 351-362)
    • Chapter 15, “Health Policy and the Nurse Practitioner” (pp. 367-384)
    • Chapter 16, “Mentoring and Lifelong Learning”  (pp. 389-399)
  • Walden University Academic Skills Center. (2017). Developing SMART goals Links to an external site.. https://academicguides.waldenu.edu/ld.php?content_id=51901492
  • Zakhari, R. (2021). The psychiatric-mental health nurse practitioner certification review manual . Springer Publishing Company.
    • Chapter 4 “Neuroanatomy, Physiology, and Mental Illness”

 

 

submission information

Rubric

NRNP_6675_Week2_Assignment1_Rubric

NRNP_6675_Week2_Assignment1_Rubric
Criteria Ratings Pts
This criterion is linked to a Learning OutcomeIn the E/M patient case scenario provided: • Assign DSM-5-TR diagnoses and ICD-10 codes, and reimbursement codes to services based on the patient case scenario. Provides justifications 20 to >17.0 ptsExcellent 90%–100%DSM-5-TR diagnoses, ICD-10, and reimbursement codes assigned to the scenario are accurate. Response is justified and demonstrates critical thinking.

17 to >15.0 ptsGood 80%–89%DSM-5-TR diagnoses, ICD-10, and reimbursement codes assigned to the scenario are mostly correct, with 1-2 minor errors. Response is justified but does not demonstrate critical thinking.

15 to >13.0 ptsFair 70%–79%Missing one of the DSM-5-TR diagnoses, ICD-10, or reimbursement codes assigned to the scenario; contains 2-3 significant errors. Justification is vague or inaccurate.

13 to >0 ptsPoor 0%–69%Missing two or more DSM-5-TR diagnoses, and ICD-10, or reimbursement codes assigned to the scenario; contains 4+ errors, or response is missing. Missing Justification.

20 pts
This criterion is linked to a Learning OutcomeIn 2-3 pages, address the following on the provided template: • Explain what pertinent information is required in documentation to support your chosen DSM-5-TR diagnoses, ICD-10 coding, and billing code. 20 to >17.0 ptsExcellent 90%–100%The response accurately and concisely explains what reimburse pertinent documentation information is required to support DSM-5-TR diagnoses and ICD-10 coding.

17 to >15.0 ptsGood 80%–89%The response accurately explains what pertinent documentation information is required to support DSM-5-TR diagnoses and ICD-10 coding.

15 to >13.0 ptsFair 70%–79%The response somewhat vaguely or inaccurately explains what pertinent documentation information is required to support DSM-5-TR diagnoses and ICD-10 coding.

13 to >0 ptsPoor 0%–69%The response vaguely or inaccurately explains what pertinent documentation information is required to support DSM-5-TR diagnoses and ICD-10 coding, or the explanation is incomplete or missing.

20 pts
This criterion is linked to a Learning Outcome• Explain what pertinent documentation is missing from the case scenario, and what other information would be helpful to narrow your coding and billing options. (There are at least 12 missing pertinent components of documentation). 15 to >13.0 ptsExcellent 90%–100%The response accurately and concisely identifies the pertinent missing information from the case scenario and clearly identifies what additional information would narrow coding and billing options. Discusses at least 7 or more missing components of documentation.

13 to >11.0 ptsGood 80%–89%The response accurately identifies the pertinent missing information from the case scenario and identifies what additional information would narrow coding and billing options. Discusses at least 4-6 missing components of documentation.

11 to >10.0 ptsFair 70%–79%The response somewhat vaguely or inaccurately identifies the pertinent missing information from the case scenario and identifies what additional information would narrow coding and billing options. Discusses at least 2-3 missing components of documentation.

10 to >0 ptsPoor 0%–69%The response vaguely or inaccurately identifies the pertinent missing information from the case scenario or partially identifies what additional information would narrow coding and billing options, or this information is incomplete or missing. Discusses 1 or no conversation of missing components of documentation.

15 pts
This criterion is linked to a Learning Outcome• Discuss legal and ethical dilemmas related to overbilling, upcoding, and fraudulent practices. Propose 2 strategies for promoting legal and ethical coding and billing practices within your future clinical roles. 15 to >13.0 ptsExcellent 90%–100%The response accurately and concisely explains legal and ethical dilemmas with 2 strategy proposals for future clinical practice.

13 to >11.0 ptsGood 80%–89%The response accurately explains but is not concise in explanation of legal and ethical dilemmas with 2 strategy proposals for future clinical practice.

11 to >10.0 ptsFair 70%–79%The response somewhat vaguely or inaccurately explains legal and ethical dilemmas with 1 strategy proposal for future clinical practice.

10 to >0 ptsPoor 0%–69%The response does not or vaguely, inaccurately explains either legal or ethical (not both) dilemmas with 1 or missing strategy proposals for future clinical practice.

15 pts
This criterion is linked to a Learning OutcomeWritten Expression and Formatting – Paragraph Development and Organization: Paragraphs make clear points that support well-developed ideas, flow logically, and demonstrate continuity of ideas. Sentences are carefully focused—neither long and rambling nor short and lacking substance. A clear and comprehensive purpose statement and introduction are provided that delineate all required criteria. 5 to >4.0 ptsExcellent 90%–100%Paragraphs and sentences follow writing standards for flow, continuity, and clarity…. A clear and comprehensive purpose statement, introduction, and conclusion are provided that delineate all required criteria.

4 to >3.5 ptsGood 80%–89%Paragraphs and sentences follow writing standards for flow, continuity, and clarity 80% of the time…. Purpose, introduction, and conclusion of the assignment are stated, yet are brief and not descriptive.

3.5 to >3.0 ptsFair 70%–79%Paragraphs and sentences follow writing standards for flow, continuity, and clarity 60%–79% of the time…. Purpose, introduction, and conclusion of the assignment are vague or off topic.

3 to >0 ptsPoor 0%–69%Paragraphs and sentences follow writing standards for flow, continuity, and clarity <60% of the time…. Purpose statement, introduction, and conclusion were not provided.

5 pts
This criterion is linked to a Learning Outcome• Finally, explain how to improve documentation to support coding and billing for maximum reimbursement. 15 to >13.0 ptsExcellent 90%–100%The response accurately and concisely explains how to improve documentation to support coding and billing for maximum reimbursement.

13 to >11.0 ptsGood 80%–89%The response accurately explains how to improve documentation to support coding and billing for maximum reimbursement.

11 to >10.0 ptsFair 70%–79%The response somewhat vaguely or inaccurately explains how to improve documentation to support coding and billing for maximum reimbursement.

10 to >0 ptsPoor 0%–69%The response vaguely or inaccurately explains how to improve documentation to support coding and billing for maximum reimbursement, or response may be incomplete or missing.

15 pts
This criterion is linked to a Learning OutcomeWritten Expression and Formatting – English Writing Standards: Correct grammar, mechanics, and proper punctuation 5 to >4.0 ptsExcellent 90%–100%Uses correct grammar, spelling, and punctuation with no errors

4 to >3.5 ptsGood 80%–89%Contains 1-2 grammar, spelling, and punctuation errors

3.5 to >3.0 ptsFair 70%–79%Contains 3-4 grammar, spelling, and punctuation errors

3 to >0 ptsPoor 0%–69%Contains five or more grammar, spelling, and punctuation errors that interfere with the reader’s understanding

5 pts
This criterion is linked to a Learning OutcomeWritten Expression and Formatting – The paper follows correct APA format for parenthetical/in-text citations and reference list. 5 to >4.0 ptsExcellent 90%–100%Uses correct APA format with no errors

4 to >3.5 ptsGood 80%–89%Contains 1-2 APA format errors

3.5 to >3.0 ptsFair 70%–79%Contains 3-4 APA format errors

3 to >0 ptsPoor 0%–69%Contains five or more APA format errors

5 pts

 

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