AAPC Knowledge

Login
Home Codify Knowledge Base Coding Tools

    E/M Calculator Guide

    Super Administrator

    Written By Gabrielle Atwood (Super Administrator)

    Updated at September 21st, 2026

    Table of Contents

    E/M Calculator Guide

    E/M Calculator Guide

    The E/M Calculator in Codify helps you work through the key elements used to determine an Evaluation and Management level of service.

    It guides you through encounter information, Medical Decision Making, time-based coding, critical care services, and the final calculated code level.

    How to Access the E/M Calculator

    1. Open the Coding Tools tab in Codify.
    2. Select E/M Calculator.

    Across the top of the calculator, you’ll see five main sections:

    • Encounter Data
    • Medical Decision Making
    • Time-Based Coding
    • Critical Care Services
    • Final Code Level

    Step 1: Enter Encounter Data

    Start on the Encounter Data tab.

    Enter the Date of Service. Once the date is entered, additional options will appear.

    Select the appropriate Type of Service.

    For example:

    Office/Outpatient Visit

    Next, select the appropriate Type of Visit.

    For example:

    New Patient

    Once the encounter information is complete, select Save.

    You can also select Clear at any time to remove the information entered and start again.


    Step 2: Complete Medical Decision Making

    Select the Medical Decision Making tab.

    The Medical Decision Making section is divided into three components:

    • Number and Complexity of Problems Addressed
    • Amount and/or Complexity of Data to be Reviewed and Analyzed
    • Risk of Complications and/or Morbidity or Mortality of Patient Management

    Number and Complexity of Problems Addressed

    Review the conditions addressed during the encounter and select the option or options that best match the documentation.

    Selections range from self-limited or minor problems to chronic or acute illnesses that may pose a threat to life or bodily function.

    Choose the options that reflect the problems addressed during the encounter.

    Amount and/or Complexity of Data to be Reviewed and Analyzed

    Enter the number of unique tests, orders, or documents reviewed or analyzed.

    This can include:

    • Prior external notes
    • Test results reviewed
    • Tests ordered

    You can also select additional data elements when applicable, including:

    • Assessment requiring an independent historian
    • Independent interpretation of a test
    • Discussion of management or test interpretation with an external physician or other qualified health care professional

    The calculator uses the information entered to determine the applicable data level.

    Risk of Complications and/or Morbidity or Mortality of Patient Management

    Use the risk table as a guide and select the factor or factors that best match the documented patient management.

    Risk levels are organized as:

    • Minimal
    • Low
    • Moderate
    • High

    For example, prescription drug management may fall under Moderate risk.

    Examples of High risk include drug therapy requiring intensive monitoring for toxicity or a decision regarding hospitalization.

    The overall risk level is based on the highest applicable selection.

    As you complete the Medical Decision Making section, the calculator displays the resulting MDM complexity.

    For example, the calculated result may display as:

    High Complexity


    Step 3: Use Time-Based Coding

    If the encounter is being coded based on time, select the Time-Based Coding tab.

    Select the appropriate:

    • Type of Service
    • Type of Visit

    The calculator will then ask whether the documentation includes the total time on the date of service.

    Time-based coding is available when this criterion is selected as Yes.

    Complete the applicable time information based on the documentation.


    Step 4: Review Critical Care Services

    If critical care applies to the encounter, select the Critical Care Services tab and complete the applicable information.

    If critical care does not apply, continue to the Final Code Level section.


    Step 5: Review the Final Code Level

    After completing the applicable sections, select Final Code Level.

    This page summarizes the information entered throughout the calculator.

    The results may include:

    • Type of Service
    • Type of Visit
    • Number and Complexity of Problems Addressed
    • Amount and/or Complexity of Data Reviewed and Analyzed
    • Risk of Complications and/or Morbidity or Mortality of Patient Management
    • Medical Decision Making
    • Time information, when applicable

    For example, if the Number and Complexity of Problems Addressed is High and the Risk of Complications and/or Morbidity or Mortality of Patient Management is High, the resulting Medical Decision Making level may display as High Complexity.

    At the bottom of the page, you’ll also find the Reviewer’s Code and the corresponding description when available with your subscription.

    You can download or print the Final Code Level for reference.

    Summary

    The E/M Calculator brings the key elements used to evaluate an E/M service into one guided workflow.

    By moving through Encounter Data, Medical Decision Making, Time-Based Coding, Critical Care Services, and Final Code Level, you can review the information documented for the encounter and see the resulting calculated level in one place.

     

    • management
    • evaluation

    Was this article helpful?

    Give feedback about this article

    Related Articles

    Welcome to the AAPC Help Center!

    We have provided this knowledge base as an option to provide how-to guideance. We are continuously updating this content, if you do not see a guide that would be useful to you please let us know using the contact us form.

    Can't find what you're looking for? Contact us

    Home Login
    Expand