NE - Understanding Your Audience is Vital in Documenting an Initial Visit

This will be a live virtual event offered during the NE 2022 Regional - Virtual Event.

Documentation for an initial visit or new episode shouldn't take all day! But how do you know what is too much and what isn't enough? With increased regulations and policies, your documentation can take more time than the time spent with the patient. We all know that more patient visits equal increased revenue and feeling like you must write the next best-selling novel only keeps you from reaching your fullest potential. Knowing your audience will often guide you through the level of documentation needed. Many offices fail to understand that documentation plays one of the most critical roles in their practice finances. We hear it all the time, "I don't have a problem with my documentation; I am getting paid for everything I am doing." But we wonder if they have looked to make sure. 

We'll identify which missing components can become critical issues for your practice, along with the steps you can take immediately to better communicate through documentation to provide better protection for your practice and your patients.

Target Audience

Doctor of Chiropractic
Certified Chiropractic Physician's Assistant

Learning Objectives

  • Learn to identify payer requirements as part of your documentation standards
  • Identify and apply concepts that differentiate types of initial visits - new patients and updated episodes
  • Produce documentation of initial visits that comply with the Medicare requirements for chiropractors
  • Summarize documentation requirements as they apply to the new initial Evaluation and Management guidelines set forth January 1, 2021
  • Establish medical necessity for your care and know with surety that initial visit documentation is complete
  • Explain and apply Medicare's PART process of examination to document the presence of a subluxation
Course summary
Available credit: 
  • 2.00 Doctor of Chiropractic (DC) CE
    • 2.00 Documentation & Record Keeping (DOC) credit
Course opens: 
Course expires: 
FCA Member cost:


April Lee, DC, CPCO

Dr. April Lee graduated cum laude from Palmer West Chiropractic College and began her chiropractic career in Carlsbad, California. She practiced as an Associate Doctor for three years prior to opening her own practice in Niceville, Florida in 2008. Opening a practice increased her responsibility for both business and clinical decisions and revealed a need for additional guidance. As the good book says, ‘where there is a multitude of counselors, there is success.’ In keeping with this advice, she enlisted the expert services of KMC University to assist her with building a compliant and successful cash -based clinic. For over fourteen years she specialized in treating pediatric patients and pregnant mothers.  In 2020 she sold her practice and joined the KMC University family as a consultant, focusing on helping other doctors to benefit from the many resources at KMC University. In 2021, she earned a certification as a Certified Professional Compliance Officer (CPCO) and was promoted to Director of Education for KMC University. She now lives in Florida with her husband who recently retired from the United States Marine Corp after 23 years of service. She enjoys spending time on the water and scuba diving in her free time.

Available Credit

  • 2.00 Doctor of Chiropractic (DC) CE
    • 2.00 Documentation & Record Keeping (DOC) credit


FCA Member cost:
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