Foundations for Charting and Coding
As the maternity care landscape prepares for the 2027 transition in global billing, building a solid foundation in your documentation is more important than ever.
Join experienced billers Nancy Koerber and Marnie Cabezas for this new bi-weekly educational series. Designed for both clinicians and billing professionals, these sessions offer practical strategies and expert insights to help you navigate modern documentation requirements and maintain sustainable billing practices.
This series builds upon the AABC webinar "Notes that Pay Off." We recommend viewing this introductory webinar to get the most out of this series.
Access "Notes that Pay Off" Recording
Series Schedule:
Join us every other Friday (with an encore presentation and live Q&A the following Tuesday) as you learn the mechanics of modern documentation and billing.
- Live Sessions: Every other Friday
- Recorded Replays & Live Q&A: The following Tuesday
Session 1: Evaluation & Management (E&M) Foundations
An in-depth look at E&M guidelines, standard documentation elements, and navigating patient complexity using frameworks like the ACOG prenatal complexity pyramid.
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.
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: Coding in Layers - Building Beyond the E/M
- Friday August 28 at 1:00pm ET – LIVE
- Tuesday, September 1 at 1:00pm ET – Encore with Live Q&A
Capturing Everything You Actually Did
Building on our coding foundation, this session explores the additional clinical services that frequently occur alongside an E/M visit. We’ll identify the specific charting elements that support these services, best practices for documenting them, and criteria for separate reporting. From wellness and preventive care to in-house testing, labs, and patient counseling, we will connect daily documentation to appropriate CPT® and HCPCS codes while clarifying what is – and is not – separately billable.
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
Documenting Specialized Care
Expanding on core coding principles, this session shifts focus from traditional E/M charting to the specific documentation requirements for specialized procedures, including ultrasounds, and contraceptive care. We’ll identify the key charting elements needed to support these claims, distinguish procedure-specific notes from standard E/M records, and connect clinical care directly to CPT® and HCPCS coding. Finally, we’ll clarify when services are separately billable and how to navigate modifiers, bundling, and payer-specific rules.
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.