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JotPsych Notes
JotPsych Notes: from the Medical Group Management Association conference

Diagnosis coding do's and don'ts for follow-up visits

Code the conditions that require or affect today's care, under the ICD-10-CM Official Guidelines for Coding and Reporting, and leave the rest of the chart's list off the claim.

Your follow-up note lists four chart diagnoses. You raised the sertraline for depression and decided against a benzodiazepine because of an alcohol use disorder in early remission. The other two never came up. Your claim carries all four.

Diagnosis coding do's and don'ts for a follow-up visit
which chart diagnoses go on today's claim, and in what order
Do

Code what required or affected today's care

Write how each diagnosis shaped the visit

Mark a diagnosis resolved once the condition ends

Avoid

Pulling in diagnoses from your last note

Listing a secondary diagnosis before the main diagnosis

Coding a "rule out" diagnosis

From Sections IV.G, IV.H, and IV.J of the fiscal year 2027 ICD-10-CM Official Guidelines for Coding and Reporting and a coding consultant's list of downcode triggers. A diagnosis that didn't require or affect today's care stays in the chart and off today's claim.

Three do's for today's claim

  • Code each condition that required or affected today's care. Check each chart diagnosis against Section IV.J of the ICD-10-CM Official Guidelines, which says to code conditions that "require or affect patient care, treatment or management." For your follow-up, you'd code the depression you treated and the alcohol use disorder that made you decide against a benzodiazepine.
  • Write how each diagnosis shaped today's visit. Each diagnosis on your claim needs a line in today's note: a dose change, a new plan, a drug you decided against. "If it's not addressed in this encounter, it doesn't belong in this encounter," said Kem Tolliver, a coding and documentation consultant.
  • Mark a diagnosis resolved once the condition ends. Section IV.J also says not to code "conditions that were previously treated and no longer exist." The same section lets you add a history code, Z80 to Z87, as a secondary code when a past condition or a family history affects today's care.
Four chart diagnoses, checked against one follow-up visit's note
an illustration of Sections IV.G and IV.J of the ICD-10-CM Official Guidelines
Chart diagnoses
DiagnosisToday's noteOn today's claim
Major depressive disorderRaised sertralineYes, listed first
Alcohol use disorder, in early remissionDecided against a benzodiazepineYes
Attention deficit hyperactivity disorderNot in today's noteNo
InsomniaNot in today's noteNo

Sections IV.G and IV.J applied to one follow-up visit. Two diagnoses go on the claim, the main diagnosis first, and the other two stay in the chart.

Three don'ts for today's note and claim

  • Don't pull in diagnoses from your last note. Tolliver lists a diagnosis mismatch, a diagnosis code that doesn't match the care you provided, as a downcode trigger to expect from payers. She sees clinicians "pulling in diagnoses from the last visit." Your note template may copy the chart's whole list into every visit. Review your template.
  • Don't list a secondary diagnosis before the main diagnosis. Section IV.G says to list first the diagnosis "chiefly responsible for the services provided." Tolliver often sees diagnosis codes "sequenced incorrectly."
  • Don't code a "rule out" diagnosis. Section IV.H says not to code a diagnosis documented as "probable," "suspected," or "rule out." Code what you're sure of that day, such as a symptom.

Palmetto GBA, a Medicare contractor, defines cloning as copying "previously recorded information from a prior note into a new note." Palmetto warns that identifying cloned documentation "will lead to denial of services for lack of medical necessity and recoupment of all overpayments made." Recoupment means the payer takes back money it already paid you.

Take your last five notes. Match each diagnosis on the claim to a line in that day's note. Leave the rest in the chart.

Mark resolved in JotPsych takes a diagnosis off your note template's list and keeps it in the chart as history.

See JotPsych
Sources:
  1. Kem Tolliver, chief executive officer of Medical Revenue Cycle Specialists, “Strategic Revenue Cycle Workplan Design for High-Impact Payer Engagement,” workshop WS1, Medical Group Management Association (MGMA) 2026 Annual Conference, San Antonio, September 27, 2026.
  2. Centers for Medicare & Medicaid Services and the National Center for Health Statistics, ICD-10-CM Official Guidelines for Coding and Reporting, fiscal year 2027, Sections IV.G, IV.H, and IV.J, for October 1, 2026, to September 30, 2027.
  3. Palmetto GBA, “Medical Record Cloning”, October 8, 2024.