2021 Outpatient Evaluation and Management (E/M) Code and Guideline Changes


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This activity is only offered to the Jefferson community.

This module provides guidance on E/M documentation and coding changes effective January 1, 2021. Upon completion of this module you will:

  • Be able to streamline your documentation for outpatient E/M services;
  • Understand the revised guidelines for using time devoted to patient care to determine the level of service;
  • Make clinically relevant code selection based on the revised criteria.

Successful Completion

To successfully complete this activity, the required evaluation must be completed immediately following the completion of the module in order to receive credit. Thereafter, the evaluation will no longer be available and credits will not be issued.

Target Audience

This program is targeted to physicians, physician assistants, and nurse practitioners.

Learning Objectives

Following the completion of the module, learners will be able to:

  • Design EMR templates with “smart phrases” that contribute to appropriate documentation.
  • Use the revised CMS documentation and coding requirements beginning January 2021.
  • Employ a communication strategy that merges observation, expertise, and decision-making of the healthcare team to optimize patients' care.
Additional information
Jefferson Content Development By: 
Content Areas: 
Family Medicine
Internal Medicine
Primary Care
Teaching Healthcare Professionals
Course Format: 
Online Activity
Course summary
Available credit: 
  • 1.00 AMA PRA Category 1 Credit
  • 1.00 Attendance
  • 1.00 CNE
  • 1.00 PA
Course opens: 
Course expires: 

Commercial/In-Kind Support

This enduring material received no commercial or in-kind support.

Module Outline


To access the module, login into myJeffHub using your campus key and password.

Conflict of Interest

Thomas Jefferson University endorses the ACCME Standards for Commercial Support: Standards to Ensure Independence in CME Activities and the policies that supplement the Standards. All planners, faculty, authors, presenters, and content reviewers are required to disclose any relevant financial relationships with ACCME defined commercial interest entities within the past 12 months. Any conflict of interests have been resolved prior to this educational activity.

All faculty/presenters/authors at Thomas Jefferson University sponsored events are required to disclose whether or not their content contains information of commercial products/devices that are unlabeled for use or investigational uses of products not yet approved.  Product(s) is/are not included in the labeling approved by the US FDA for the treatment of disease(s). 

Such disclosures will be available prior to the start of the activity. ​Jefferson Conflict of Interest resolution process may result in changes to the program agenda.

Faculty/Planning Committee

No member of the faculty/planning committee have any conflict of interest to disclose.

Janis Donaghy, BS, CPC, CHC-Activity Director
Katelyn Conners, MSOD
Bracken Babula, MD
Kiersten LeBar, DNP, MMHC, CPNP-AC
Alice Isidro, MS PA-CA

Content Reviewers

Neither one of the content reviewers have any conflict of interest to disclose.

Gretchen Segado, MS, CPC
Jessica Haberli


In support of improving patient care, Thomas Jefferson University is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.


Credit Designation

Physicians: The Thomas Jefferson University designates this educational activity for a maximum of 1.0 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Physician Assistants:
Thomas Jefferson University has been authorized by the American Academy of PAs (AAPA) to award AAPA Category 1 CME credit for activities planned in accordance with AAPA CME Criteria. This activity is designated for 1.0 AAPA Category 1 CME credits. PAs should only claim credit commensurate with  the extent of their participation.


Nurses: This activity awards 1.0  nursing contact hours.

Release/Expiration Dates

Release Date: December 3, 2020

Expiration Date:  December 2, 2022

Available Credit

  • 1.00 AMA PRA Category 1 Credit
  • 1.00 Attendance
  • 1.00 CNE
  • 1.00 PA


Please login or register to take this course.
This activity is only offered to the Jefferson community.

For more information, contact Jefferson's Office of Enterprise Corporate Compliance at compliancequestions@jefferson.edu