Surgery Documentation Requirements

It is expected that patient's medical records reflect the need for care/services provided. Such records are not routinely submitted; however, they must be available upon request. They shall include:

 

Check Brief Description
  Procedure note or documentation for the service(s) rendered
  Relevant and/or current records from the physician's office, e.g., office notes, history and physical, labs, etc. as supporting documentation of medical necessity for the service that was provided
  Documentation to support the indications and/or criteria as specified in Local Coverage Determinations (LCDs), National Coverage Determinations (NCDs), or coverage article for the service(s) billed, if applicable
  Evidence of conservative measures, if applicable
  Correct Beneficiary and Date of Service
  Advance Beneficiary Notice of Noncoverage (ABN), if applicable
  Documentation contains valid signature of Physician (legible and complete)
  Completed Noridian Part B Signature Attestation Statement [PDF] or Signature Log for illegible signature, if applicable

 

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.

View the Surgery webpage for additional information and resources.

 

Last Updated Dec 09 , 2023