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New Patient vs Established Patient Visits Decision Tree

Respond to the questions below to determine whether a patient is New or Established.
Flowchart Icon View the Diagram of the Flowchart [PDF]
 

Has the patient received any professional services, Evaluation and Management (E/M) service or other face-to-face service from the provider or another provider (same exact specialty and subspecialty) in the same group within the previous three years?

   

Are the Providers the same Specialty?

   

The patient is a New Patient.

Are the Providers the same Subspecialty?

   

The patient is a New Patient.

The patient is an Established Patient.

The patient is a New Patient.

 

Last Updated Aug 07, 2017