Foundations for Charting and Coding

Join us every other Friday as AABC leaders and experienced billers Nancy Koerber and Marnie Cabezas guide you session-by-session through the mechanics of modern documentation and billing, establishing a rock-solid foundation for your practice’s financial health now and for years to come.

This series builds upon the AABC webinar "Notes that Pay Off." We highly recommend viewing this introductory webinar to get the most out of this series. 

Access the Recording


Session 1: Evaluation & Management (E&M) Foundations

  • Friday, July 17 at 1:00pm ET – LIVE
  • Tuesday, July 21 at 1:00pm ET – Encore with Live Q&A

An in-depth look at E&M guidelines, standard documentation elements, and navigating patient complexity using frameworks like the ACOG prenatal complexity pyramid.

Register Now for Session 1


Session 2: Diagnosis Codes, Sequencing & Multiple-Code Claims

  • Friday, July 31 at 1:00pm ET – LIVE
  • Tuesday, August 4 at 1:00pm ET – Encore with Live Q&A

Strategies for navigating complex visits (such as dual preventive and problem-focused care), pairing ICD-10 diagnosis codes with CPT codes, using EGA Z-codes, and addressing patient financial responsibility.

Register Now for Session 2


Session 3: Strategic Code Selection

  • Friday, August 14 at 1:00pm ET – LIVE
  • Tuesday, August 18 at 1:00pm ET – Encore with Live Q&A

A practical guide to choosing the correct procedure codes and accurately determining the appropriate level for E&M CPT codes.


Session 4: Facility-Based Services

  • Friday August 28 at 1:00pm ET – LIVE
  • Tuesday, September 1 at 1:00pm ET – Encore with Live Q&A

A comprehensive review of tracking and documenting non-E&M services specific to office, home, and clinic settings.


Session 5: Procedures, Ultrasounds & Lab Services

  • Friday, September 11 at 1:00pm ET – LIVE
  • Tuesday, September 15 at 1:00pm ET – Encore with Live Q&A

Key clinical workflows for specialized services, highlighting the critical differences between traditional E&M charting and procedural documentation requirements.


Session 6: Labor & Delivery Documentation

  • Friday, September 25 at 1:00pm ET – LIVE
  • Tuesday, September 29 at 1:00pm ET – Encore with Live Q&A

Best practices for mapping the intrapartum period, comparing standard clinical charting against specific procedural documentation rules.


Session 7: Telehealth Services

  • Friday, October 9 at 1:00pm ET – LIVE
  • Tuesday, October 13 at 1:00pm ET – Encore with Live Q&A

How to accurately chart virtual care encounters, with a focus on compliance and how telehealth documentation differs from standard procedural or in-person E&M records.


Session 8: Supplies, Pharmaceuticals & Durable Medical Equipment (DME)

  • Friday, November 13 at 1:00pm ET – LIVE
  • Tuesday, November 17 at 1:00pm ET – Encore with Live Q&A

A targeted session on tracking, documenting, and capturing revenue for clinical supplies, administered medications, and patient DME.


Session 9: Front Desk 101 & Patient Navigation

  • Friday, December 4 at 1:00pm ET – LIVE
  • Tuesday, December 8 at 1:00pm ET – Encore with Live Q&A

Optimizing your administrative front line, including scheduling workflows, annual visit booking, transparent patient financial responsibility discussions, and effective communication strategies for both patients and providers.