LOD - Evaluation and management training

Thank you for visiting First Coast Service Options' Medicare provider website. This website is intended exclusively for Medicare providers and health care industry professionals to find the latest Medicare news and information affecting the provider community.

To enable us to present you with customized content that focuses on your area of interest, please select your preferences below:

Select which best describes you: Health Care Professional Person(s) with Medicare

Select your location: Florida Puerto Rico U.S. Virgin Islands

Select your line of business: Part A Part B

By clicking Continue below you agree to the following:

LICENSE FOR USE OF "PHYSICIAN'S CURRENT PROCEDURAL TERMINOLOGY" (CPT), FOURTH EDITION End User/Point and Click Agreement: CPT codes, descriptions and other data only are copyright 2022 American Medical Association (AMA).

All Rights Reserved (or such other date of publication of CPT). CPT is a trademark of the AMA.
You, your employees, and agents are authorized to use CPT only as contained in the following authorized materials:
Local Coverage Determinations (LCDs),
Local Medical Review Policies (LMRPs),
Bulletins/Newsletters,
Program Memoranda and Billing Instructions,
Coverage and Coding Policies,
Program Integrity Bulletins and Information,
Educational/Training Materials,
Special mailings,
Fee Schedules;

internally within your organization within the United States for the sole use by yourself, employees and agents. Use is limited to use in Medicare, Medicaid, or other programs administered by the Centers for Medicare and Medicaid Services (CMS), formerly known as Health Care Financing Administration (HCFA). You agree to take all necessary steps to insure that your employees and agents abide by the terms of this agreement. Any use not authorized herein is prohibited, including by way of illustration and not by way of limitation, making copies of CPT for resale and/or license, transferring copies of CPT to any party not bound by this agreement, creating any modified or derivative work of CPT, or making any commercial use of CPT. License to use CPT for any use not authorized here in must be obtained through the AMA, CPT Intellectual Property Services, 515 N. State Street, Chicago, IL 60610. Applications are available at the AMA website. Applicable FARS/DFARS restrictions apply to government use.

AMA Disclaimer of Warranties and Liabilities CPT is provided "as is" without warranty of any kind, either expressed or implied, including but not limited to, the implied warranties of merchantability and fitness for a particular purpose. No fee schedules, basic unit, relative values or related listings are included in CPT. The AMA does not directly or indirectly practice medicine or dispense medical services. The responsibility for the content of this file/product is with CMS and no endorsement by the AMA is intended or implied. The AMA disclaims responsibility for any consequences or liability attributable to or related to any use, non-use, or interpretation of information contained or not contained in this file/product. This agreement will terminate upon notice if you violate its terms. The AMA is a third party beneficiary to this agreement.

CMS Disclaimer: The scope of this license is determined by the AMA, the copyright holder. Any questions pertaining to the license or use of the CPT must be addressed to the AMA. End Users do not act for or on behalf of the CMS. CMS DISCLAIMS RESPONSIBILITY FOR ANY LIABILITY ATTRIBUTABLE TO END USER USE OF THE CPT. CMS WILL NOT BE LIABLE FOR ANY CLAIMS ATTRIBUTABLE TO ANY ERRORS, OMISSIONS, OR OTHER INACCURACIES IN THE INFORMATION OR MATERIAL CONTAINED ON THIS PAGE. In no event shall CMS be liable for direct, indirect, special, incidental, or consequential damages arising out of the use of such information or material.

AMA - U.S. Government Rights

This product includes CPT which is commercial technical data and/or computer data bases and/or commercial computer software and/or commercial computer software documentation, as applicable which were developed exclusively at private expense by the American Medical Association, 515 North State Street, Chicago, Illinois, 60610. U.S. Government rights to use, modify, reproduce, release, perform, display, or disclose these technical data and/or computer data bases and/or computer software and/or computer software documentation are subject to the limited rights restrictions of DFARS 252.227-7015(b)(2)(June 1995) and/or subject to the restrictions of DFARS 227.7202-1(a)(June 1995) and DFARS 227.7202-3(a )June 1995), as applicable for U.S. Department of Defense procurements and the limited rights restrictions of FAR 52.227-14 (June 1987) and/or subject to the restricted rights provisions of FAR 52.227-14 (June 1987) and FAR 52.227-19 (June 1987), as applicable, and any applicable agency FAR Supplements, for non-Department Federal procurements.

ADA CURRENT DENTAL TERMINOLOGY, (CDT)
End User/Point and Click Agreement: These materials contain Current Dental Terminology (CDTTM), Copyright Â© 2016 American Dental Association (ADA). All rights reserved. CDT is a trademark of the ADA.

THE LICENSE GRANTED HEREIN IS EXPRESSLY CONDITIONED UPON YOUR ACCEPTANCE OF ALL TERMS AND CONDITIONS CONTAINED IN THIS AGREEMENT. BY CLICKING ON THE BUTTON LABELED "ACCEPT", YOU HEREBY ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD AND AGREED TO ALL TERMS AND CONDITIONS SET FORTH IN THIS AGREEMENT.

IF YOU DO NOT AGREE WITH ALL TERMS AND CONDITIONS SET FORTH HEREIN, CLICK ON THE BUTTON LABELED "DECLINE" AND EXIT FROM THIS COMPUTER SCREEN.

IF YOU ARE ACTING ON BEHALF OF AN ORGANIZATION, YOU REPRESENT THAT YOU ARE AUTHORIZED TO ACT ON BEHALF OF SUCH ORGANIZATION AND THAT YOUR ACCEPTANCE OF THE TERMS OF THIS AGREEMENT CREATES A LEGALLY ENFORCEABLE OBLIGATION OF THE ORGANIZATION. AS USED HEREIN, "YOU" AND "YOUR" REFER TO YOU AND ANY ORGANIZATION ON BEHALF OF WHICH YOU ARE ACTING.

Subject to the terms and conditions contained in this Agreement, you, your employees and agents are authorized to use CDT only as contained in the following authorized materials and solely for internal use by yourself, employees and agents within your organization within the United States and its territories. Use of CDT is limited to use in programs administered by Centers for Medicare & Medicaid Services (CMS). You agree to take all necessary steps to ensure that your employees and agents abide by the terms of this agreement. You acknowledge that the ADA holds all copyright, trademark and other rights in CDT. You shall not remove, alter, or obscure any ADA copyright notices or other proprietary rights notices included in the materials.

Any use not authorized herein is prohibited, including by way of illustration and not by way of limitation, making copies of CDT for resale and/or license, transferring copies of CDT to any party not bound by this agreement, creating any modified or derivative work of CDT, or making any commercial use of CDT. License to use CDT for any use not authorized herein must be obtained through the American Dental Association, 211 East Chicago Avenue, Chicago, IL 60611. Applications are available at the ADA website.

Applicable Federal Acquisition Regulation Clauses (FARS)\Department of restrictions apply to Government Use.

ADA DISCLAIMER OF WARRANTIES AND LIABILITIES: CDT is provided "as is" without warranty of any kind, either expressed or implied, including but not limited to, the implied warranties of merchantability and fitness for a particular purpose. No fee schedules, basic unit, relative values or related listings are included in CDT. The ADA does not directly or indirectly practice medicine or dispense dental services. The sole responsibility for the software, including any CDT and other content contained therein, is with (insert name of applicable entity) or the CMS; and no endorsement by the ADA is intended or implied. The ADA expressly disclaims responsibility for any consequences or liability attributable to or related to any use, non-use, or interpretation of information contained or not contained in this file/product. This Agreement will terminate upon notice to you if you violate the terms of this Agreement. The ADA is a third party beneficiary to this Agreement.

CMS DISCLAIMER: The scope of this license is determined by the ADA, the copyright holder. Any questions pertaining to the license or use of the CDT should be addressed to the ADA. End Users do not act for or on behalf of the CMS. CMS DISCLAIMS RESPONSIBILITY FOR ANY LIABILITY ATTRIBUTABLE TO END USER USE OF THE CDT. CMS WILL NOT BE LIABLE FOR ANY CLAIMS ATTRIBUTABLE TO ANY ERRORS, OMISSIONS, OR OTHER INACCURACIES IN THE INFORMATION OR MATERIAL COVERED BY THIS LICENSE. In no event shall CMS be liable for direct, indirect, special, incidental, or consequential damages arising out of the use of such information or material.

End Disclaimer

Home ► Online learning ► LOD - Evaluation and management training

Last Modified: 5/29/2025 Location: FL, PR, USVI Business: Part A, Part B

Learning On Demand – Evaluation and management training

Join our live training events

Want to participate in one of our live educational events?

Check out our events calendar

View our YouTube channel

Title	Line of business	Description	Format	Duration	Links
StayConnected: Critical Care Services	Part B	Stay connected with Medicare Part B updates and requirements by attending the Evaluation and Management (E/M) workshop series. Our next event in the series will focus on critical care E/M services, including coverage, billing and documentation guidelines.	Webinar	Self-paced	View recording Take survey
StayConnected: Outpatient Hospital Care (Emergency Department and Observation)	Part B	Stay connected with Medicare Part B updates and requirements by attending the Evaluation and Management (E/M) workshop series. This webinar will review Medicare coverage guidelines for outpatient emergency department and observation hospital care services performed by physicians and nonphysician practitioners (NPP). We will highlight updated guidelines for "other" E/M visits, including combining hospital inpatient and observation care services into one E/M code family and discuss updated billing and documentation guidelines.	Webinar	Self-paced	View recording Take survey
StayConnected: Integrating Chronic and Other Care Management Services into Patient Care	Part B	The Care Management workshop series supports providers in staying connected with Medicare-covered care coordination services. This webinar will review chronic care management (CCM), principal care management (PCM), principal illness navigation (PIN) and community health integration (CHI) services which are intended to support patients with chronic conditions. We will define each service, outline patient and provider eligibility and review billing and coverage requirements.	Webinar	Self-paced	View recording Take survey
StayConnected: Implementing Advanced Primary Care Management (APCM) Guidelines	Part B	The Care Management workshop series supports providers in staying connected with Medicare-covered care coordination services. This session will review Medicare’s guidelines for a new service that reflects the essential elements of advance primary care: Advance Primary Care Management (APCM). Join us to review the guidelines and components for this new service. We will discuss billing requirements and provide resources to assist in learning more.	Webinar	Self-paced	View recording Take survey
StayConnected: Evaluation and Management (E/M) Services Provided During the Global Surgery Period	Part B	Stay connected with Medicare Part B by attending the Evaluation and Management services workshop series. This webinar will address the guidelines for evaluation and management services performed in the office and outpatient services using CPT codes 99202-99205 and 99211-99215. We will review the contributing components to determine levels of service, address separate E/M modifiers with an emphasis on E/M services during a global surgical period. We will review various online E/M resources to assist you in understanding the requirements for proper coding and billing.	Webinar	Self-paced	View recording Take survey
StayConnected: Office and Outpatient Evaluation and Management (E/M) Services	Part B	Stay connected with Medicare Part B updates and requirements by attending the Evaluation and Management (E/M) workshop series. Our first event will review office and outpatient E/M guidelines, including defining the services and billing requirements, reviewing prolonged services, and concluding with beneficial resources.	Webinar	Self-paced	View recording Take survey
Evaluation and Management Services: The Basics	Part B	This webinar is designed to provide resources for understanding E/M coding and locating the requirements for Medicare. In addition, we'll provide an overview of recent E/M revisions finalized for 2025. This self-help course will assist you in locating readily available information on our E/M Center.	Webinar	Self-paced	View recording Take survey
Evaluation and Management Services: Website References and Worksheet for Office and Outpatient Services	Part B	This course is designed to provide resources to assist in determining outpatient E/M code levels using the interactive worksheet developed by First Coast. We will demonstrate how to find information available on our website.	Webinar	Self-paced	View recording Take survey
Critical care services	Part B	This video will reinforce the guidance to help you avoid coding and documentation errors in Critical Care evaluation and management (E/M) services and get paid right, the first time.	Video	0:11:03	View video Take survey
Chronic Care Management Services (CCM)	Part B	This video looks at what makes up CCM, how to tell if a patient is eligible, and what you need in your patients' medical records.	Video	0:10:22	View video Take survey
Incident-to services	Part B	Many practices are employing mid-level providers or non-physician practitioners to treat more patients effectively. This video covers what you need to know about the specific requirements for performing and billing incident-to services correctly.	Video	0:09:44	View video Take survey

First Coast Service Options (First Coast) strives to ensure that the information available on our provider website is accurate, detailed, and current. Therefore, this is a dynamic site and its content changes daily. It is best to access the site to ensure you have the most current information rather than printing articles or forms that may become obsolete without notice.