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Evaluation & Management 2.0
2021 E/M Guidelines for Orthopaedics


  • Time pressed surgeons will find distance learning keeps them abreast of up to date coding and documentation rules.
  • With travel limitations, this is a great option.
  • Earn 3.0 CEU credits. 
  • Get KZA’s expert coding education from the comfort of your own home or office.
  • Participate live by submitting questions to speakers and participating in polling.


Evaluation & Management 2.0 Workshop
2021 E/M Guidelines for Orthopaedics

Saturday, December 5 | 7:00 – 10:00 AM Central


Thursday, December 10 | 1:00 – 4:00 PM Central


Tuesday, December 15th | 12:00 – 3:00 PM Central


Thursday, December 17th | 1:00 – 4:00 PM Central

The Course

This live three-hour course analyzes the 2021 CPT E/M guidelines and presents them in the distilled understandable format that is KZA’s signature.

Building on what providers are currently doing, the restructured elements of medical decision making (MDM) are broken down and thoroughly explained.

By limiting enrollment and allowing for Q&A, participants will have the opportunity to confirm their understanding and leave empowered with a “To Do List” for successful transition.


The flashcards serve 3 functions—education, documentation, and building customizable templates. Photograph these concise, colored flash cards on your phone to assist you in learning how to adapt the 2021 documentation requirements for medical decision making.

Audit Tool

The audit tool is an edited version of the CPT guidelines restructured for easy use and education. During the course, we will use the tool to review notes and ‘score” them based on the MDM that is documented.

Downloadable Handout

The flash cards, audit tool, and important 2021 definitions are part of the 15 page handout that is included in the course price. A link will be emailed following registration. The handout must be printed by the participant before the course to achieve the maximum educational benefit.

Learning Objectives

  • Name three elements required for MDM in 2021 for new and established patient visits
  • Differentiate time ranges and requirements in the current and 2021 guidelines
  • Apply the correct guidelines depending on the category of E/M service

*You will receive and initial confirmation email after registering and the login information for the meeting approximately 1 week in advanced. Please email education@karenzupko.com if you have questions.

$499 per participant

2020 AAPC Accreditation

This program has the prior approval of AAPC for 3.0 continuing education hours. Granting of prior approval in no way constitutes endorsement by AAPC of the program content or the program sponsor. 

Credit is available after the completion of an evaluation.

The workshop content is copyrighted property of KarenZupko & Associates, Inc.  Any rebroadcast, reproduction, or other use of the pictures, content and accounts of this workshop or the accompanying handout without the express written consent of KarenZupko & Associates, Inc. is prohibited.


*agenda subject to change


10 minutes

2021 KZA predictions to focus your documentation

  • Why the overhaul to E/M?

15 minutes

Comparing Original to 2021 Guidelines for New & Established Outpatient Visits

  • Where did this new stuff come from?

75 minutes

2021 Restructured Medical Decision Making Elements
New & Established Outpatient Visits

  • Number and complexity of Problems Addressed
    • Problems, Illnesses & Injuries: how are they defined?
    • How is the complexity of the problem determined
    • Introducing the KZA “complexity of problems” flashcard resource
  • Data to be Reviewed and Analyzed
    • What is “data”?
    • CPT defines terms.
    • How is the analysis documented?
    • Introducing the KZA “data” flashcard resource
  • Risk of Complications and/or Morbidity or Mortality of Patient Management
    • Documentation of management options entertained/selected.
    • CPT defines terms
    • How do comorbidities impact management options?
    • Introducing the KZA “risk” flashcard resource

20 minutes

2021 Time

  • What is included in the new ranges?
  • What work and whose work is counted when time is used?
  • Questions and answers

10 minutes

E/M Guidelines Quiz: Current vs 2021

30 minutes

Case Documentation Review Using 2021 Guidelines

  • Auditing documentation with the new tool

15 minutes

Using Flashcards to assist documentation

  • It is not about adding things to your documentation. It is about documenting the MDM work you already do,

5 minutes

10 Steps to a Successful Transition


Virtual Meeting

July 30 Sold out!
August 19 at 6:00 PM CDT Sold out!
September 23 at 1:00 PM CDT Sold out!
October 1st at 1:00 PM CST Sold out!

October 20 at 2:00 PM CST Sold out!

October 22nd at 2:00 PM CSTSold out!

October 27th at 12:00 PM CST Sold out!

November 4 at 1:00 PM CSTSold out!

November 19 at 1:00 PM CST Sold out!

November 12 at 5:00 PM CST Sold out!

December 3 at 12:00 PM CSTSold out!

December 5 at 7:00 AM CST


December 10 at 1:00 PM CST


December 15th at 12:00 PM CST


December 17th at 1:00 PM CST

Price: $499 per participant


Margi Maley


Consultant and Speaker

Presented by

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