Laboratory and Pathology Documentation Requirements - JE Part B
Laboratory and Pathology Documentation Requirements
It is expected that patient's medical records reflect the need for care/services provided. The listing of records is not all inclusive. Providers must ensure all necessary records are submitted to support services rendered. They may include:
| Check box if submitted | Requested Records (as applicable) |
|---|---|
| Beneficiary identification, date of service, and provider of the service should be clearly identified on each page of the submitted documentation | |
| Diagnostic/other tests and results | |
| Physician/Non Physician (NPP) order or evidence of intent to Order | |
| Physician referral (prescription, treatment or diagnostic test) | |
| Signed requisitions for lab services | |
| Clinical information supplied to the lab by the ordering physician, including diagnosis codes and narratives | |
| Documentation from the prescribing/ordering physician | |
| History and Physical reports (include medical history and current list of medications) | |
| Interpretive statement, which specifically explains the test results and how it will be used in the beneficiary's care | |
| Documentation that supports the clinical significance of the test performed | |
| You may utilize the "Dear Ordering Referring Physician" letter to obtain records from an outside facility. The letter is located within our Medical Review Educational Resources. | |
| Documentation supporting the diagnosis code(s) required for the item(s) billed | |
| Documentation to support the code(s) and modifier(s) billed | |
| List of all non-standard abbreviations or acronyms used, including definitions | |
| Any other supporting/pertinent documentation |
Multiple CMS contractors are charged with completing reviews of medical records. See Identifying Which Entity Completed a Part B Claim Review for detailed information about each of these contractors.
Documentation Submission
Once a provider compiles all the necessary documentation, it is important to submit them to the appropriate contractor according to the request received. Select the request below to view the appropriate submission instructions.
- Noridian Medical Review - Automated Development System (ADS) Letter
- Comprehensive Error Rate Testing (CERT) - CID Request
- Level One Appeal - Redetermination Request
View the Laboratory webpage for more information and resources.
Documentation Requirements Disclaimer
The documentation requirements contents/references provided within this section were prepared as educational tools and are not intended to grant rights or impose obligations. Use of these documents are not intended to take the place of either written law or regulations.
The listing of records is not all inclusive. Providers must ensure all necessary records are submitted to support services rendered.
Important that physician intent, physician decision and physician recommendation to provide services derived clearly from the medical record and properly authenticated.
The submission of these records shall not guarantee payment as all applicable coverage requirements must be met.
