Effective January 1, 2013, Medicare and other payers will pay for two new CPT codes (99495 and 99496) that are used to report physician or qualifying non-physician practitioner transitional care management (TCM) service for patients, following a discharge from a:
- Hospital
- Skilled Nursing Facility (SNF)
- Community Mental Health Center (CMHC)
- Outpatient observation
- Partial hospitalization

and including a transition to:
- Home
- Domiciliary
- Rest Home
- Assisted Living
These two codes require the medical decision-making to be of moderate to high complexity. Each code encompasses one face-to-face visit and non face-to-face services, for instance, arranging home health agencies for patient care.
Codes are selected based on medical decision-making associated with the patients condition, the time when the communication is initiated with the patient, and the time when the face-to-face encounter occurs following discharge. The first face-to-face encounter is included. The codes may be reported only once per 30 calendar days. See the full code description at the end of this article.
The following are FAQs on the codes with answers provided by CMS.
Q: What date of service should be used on the claim?
A: The 30-day period for the TCM service begins on the day of discharge and continues for the next 29 days. The reported date of service should be the 30th day.
Q: What place of service should be used on the claim?
A: The place of service reported on the claim should correspond to the place of service of the required face-to-face visit.
Q: If the codes became effective on Jan. 1 and, in general, cannot be billed until 29 days past discharge, will claims submitted before January 29th with the TCM codes be denied?
A: Because the TCM codes describe 30 days of services and because the TCM codes are new codes beginning on January 1, 2013, only 30-day periods beginning on or after January 1, 2013 are payable. Thus, the first payable date of service for TCM services is January 30, 2013.
Q: The CPT book describes services by the physician’s staff as “and/or licensed clinical staff under his or her direction.” Does this mean only RNs and LPNs, or may medical assistants also provide some parts of the TCM services?
A: Medicare encourages practitioners to follow CPT guidance in reporting TCM services. Medicare requires that when a practitioner bills Medicare for services and supplies commonly furnished in physician offices, the practitioner must meet the incident to requirements described in Chapter 15 Section 60 of the Benefit Policy Manual 100-02.
Q: Can the services be provided in a Federally Qualified Health Center (FQHC) or Rural Health Clinic (RHC)?
A: While FQHCs and RHCs are not paid separately by Medicare under the Physician Fee Schedule (PFS), the face-to-face visit component of TCM services could qualify as a billable visit in an FQHC or RHC. Additionally, physicians or other qualified providers who have a separate fee-for-service practice when not working at the RHC or FQHC may bill the CPT TCM codes, subject to the other existing requirements for billing under the MPFS.
Q: If the patient is readmitted in the 30-day period, can TCM still be reported?
A: Yes, TCM services can still be reported as long as the services described by the code are furnished by the practitioner during the 30-day period, including the time following the second discharge. Alternatively, the practitioner can bill for TCM services following the second discharge for a full 30-day period as long as no other provider bills the service for the first discharge. CPT guidance for TCM services states that only one individual may report TCM services and only once per patient within 30 days of discharge. Another TCM may not be reported by the same individual or group for any subsequent discharge(s) within 30 days.
Q: Can TCM services be reported if the beneficiary dies prior the 30th day following discharge?
A: Because the TCM codes describe 30 days of care, in cases when the beneficiary dies prior to the 30th day, practitioners should not report TCM services but may report any face-to-face visits that occurred under the appropriate evaluation and management code.
Q: Medicare will only pay one physician or qualified practitioner for TCM services per beneficiary per 30 day period following a discharge. If more than one practitioner reports TCM services for a beneficiary, how will Medicare determine which practitioner to pay?
A: Medicare will only pay the first eligible claim submitted during the 30 day period that commences with the day of discharge. Other practitioners may continue to report other reasonable and necessary services, including other E/M services, to beneficiaries during those 30 days.
Open Door Forum Call Including TCM Code Information
CMS is holding a Open Door Forum on Tuesday, March 12, 2013, at 2:00 p.m. Eastern (ET) which will include some information about TCM codes, and an opportunity for listeners to ask individual questions of the presenters.
CALL AGENDA: (subject to change)
I. Opening Remarks
- Chair Stewart Streimer (CM)
- Co-Chair Dr. William Rogers (OPE)
- Moderator Barbara Cebuhar (in lieu of Matthew Brown, OPE)
II. Announcements & Updates
- Physician Compare Website Redesign
- DMEPOS Competitive Bidding
- Ordering & Referring
- Transitional Care Management:
- Health Insurance Marketplace
III. Open Q&A
Open Door Participation Instructions:
To participate by phone:
Dial: 1-800-837-1935 & Reference Conference ID: 78871126. Call in 15 minutes before the start of the call.
Persons participating by phone do not need to RSVP
TTY Communications Relay Services are available for the Hearing Impaired. For TTY services dial 7-1-1 or 1-800-855-2880. A Relay Communications Assistant will help.
Encore: 1-855-859-2056; Conference ID: 78871126.
Encore is an audio recording of this call that can be accessed by dialing 1-855-859-2056 and entering the Conference ID.This recording will be accessible beginning 2 hours after the ODF and expires after 3 business days.
99495 – 99496 Management Of Transitional Care Services
These codes include:
- Moderate to high complexity medical decision making needs during care transition
- First interaction (can be face-to-face, by telephone, or electronic) with patient or his/her caregiver and must be done within 2 working days of discharge. If two separate attempts are made in a timely manner, but are unsuccessful and other TCM criteria are met, the service may be reported. Medicare, however, expects attempts to communicate to continue until they are successful.
- Initial face-to-face interaction within described time frame (99495 = 14 days and 99496 = 7 days) and include medication management
- All services from the discharge day up to 29 days post-discharge
Examples of non face-to-face services provided by physicians and non-physician providers included in TCM codes are:
- Arrangement of follow-up and referrals with community resources and providers
- Contacting qualified health care professionals for specific problems of patient
- Review of discharge information
- Need for follow-up care review based on tests and treatments
- Patient, family and caregiver education
Note that the non-physicians who may bill TCM codes are Nurse Practitioners (NPs), Physician Assistants (PAs), Clinical Nurse Specialists (CNSs), and Certified Nurse Midwives (CNMs), unless they are otherwise limited by their state scope of practice.
Physicians reporting TCM codes are most likely to be primary care physicians, however other specialties may report them. Both CPT and Medicare prohibit a physician who reports a service with a global period of 10 or 90 days from also reporting the TCM service.
Examples of non face-to-face services provided by staff under the guidance of physicians and non-physician providers included in TCM codes are:
- Caregiver education to family or patient, addressing independent living and self-management
- Communication with patient and all caregivers and professionals regarding care
- Determining which community and health resources would benefit the patient
- Providing communication with home health and other patient-utilized services
- Support for treatment and medication adherence
- The facilitation of services and care
These TCM codes do not include (and may be billed separately):
- E/M services after the first face-to-face visit
- Tests and procedures
The following services cannot be billed during the time period covered by transitional care:
- care plan oversight services (99339, 99340, 99374 – 99380)
- prolonged services without direct patient contact (99358, 99359)
- medical team conferences (99366 – 99368)
- end stage renal disease services (90951 – 90970)
- online medical evaluation services (98969, 99444)
- education and training (98960 – 98962, 99071, 99078)
- anticoagulant management (99363, 99364)
- telephone services (98966 – 98968, 99441 – 99443)
- preparation of special reports (99080)
- analysis of data (99090, 99091)
- complex chronic care coordination services (99481X – 99483X)
- medication therapy management services (99605 – 99607)
99495 – Transitional Care Management Services (Medicare reimburses $163.99 for non-facility) with the following required elements:
- Communication (direct contact, telephone, electronic) with the patient and/or caregiver within 2 business days of discharge.
- Medical decision making of at least moderate complexity during the service period
- Face-to-face visit within 14 calendar days of discharge
99496 – Transitional Care Management Services (Medicare reimburses $231.36 for non-facility) with the following required elements:
- Communication (direct contact, telephone, electronic) with the patient and/or caregiver within 2 business days of discharge.
- Medical decision making of high complexity during the service period
- Face-to-face visit within 7 calendar days of discharge (note that discharge and TCM may not be billed on the same day.)
What questions do you need to answer in your practice to insure you are correctly using the TCM codes?
- Have you spoken with all payers to determine which ones will reimburse you for TCM codes?
- If you do not see your patient in the hospital, how will you know your patient is in the hospital? Most hospitals/facilities should call you to schedule a follow-up visit for the patient, triggering a TCM event. If this is not being done, how will you know your patient has been discharged? Hospitals have a vested interest in making this work as they want to prevent readmissions, so they should be helpful in working on a communication plan.
- Who in your practice has primary responsibility for managing the discharged patients and triggering the first contact and face-to-face visit within the time frames? What manual or electronic tickler system will be used to alert staff?
- What forms for a paper chart or templates for an EMR will be needed for documentation of all services provided?
- Do your providers know the difference between moderate and high complexity medical decision making? If not, get them up to speed.
- Will your billing system flag the claim with the TCM code to be dropped at 30 days, or will you need an alert system to be sure the claim is dropped appropriately? Can your billing system be programmed to hold charges to review for TCM patients that will not be paid during the TCM period in addition to the TCM code? If not, what’s your plan?

In your Q & A above there is a slight error
Q: Can the services be provided in a Federally Qualified Health Center (FQHC) or Rural Health Center (RHC)?
The correct terminology is Rural Health Clinic (RHC) per CMS.
Gerald,
Thanks so much for catching that – I’ll correct it!
Best wishes,
Mary Pat
Good evening Mary –
I’m trying to confirm two (2) questions regarding these new TCM codes/services:
1. Can physicians write-off the co-pays?
2. Can these services be provided in a SNF? I’ve read some conflicting information regarding this item, but most of the information that I’ve found say NO. Please advice and if you have the actual Medicare ruling on this that would be helpful.
Thank you!
Cynthia
Hi Cynthia,
Nice to hear from you!
1. The only way that I know of that physicians could/should write off co-pays/co-insurance is through a financial assistance program that facilitates write off for financial hardship. You need to develop hardship criteria and apply the same criteria to all patients. The key here is detailed documentation of the program and its application.
2. From the FAQs I provided, Medicare does not indicate that the transition services are for transition from an inpatient hospital to a SNF, but from skilled care to a home or community based care such as assisted living. I have not seen this addressed anyplace directly from CMS.
Best wishes,
Mary Pat
Q: What place of service should be used on the claim?
A: The place of service reported on the claim should correspond to the place of service of the required face-to-face visit.
Can you elaborate on the answer as I don’t fully understand? Can the provider bill POS 11?
Hi LaDawn,
Great clarifying question!
The Transitional Care Management services include one face-to-face visit during the 30-day post-discharge period. Depending on where that face-to-face visit takes place, you would use the appropriate POS. The possibilities include POS 11 (office), POS 22 (outpatient hospital), POS 12 (home), POS 13 (assisted living facility), POS 50 (FQHC), or POS 72 (RHC).
For a patient visit in a physician practice, you would use POS 11.
Best wishes,
Mary Pat
Thank you for this info! May I run scenario by you? The patient presents for the face-to-face visit included in TCM. During the visit the patient reveals a new problem – unrelated to the reason for the hospitalization. The provider performs a seperately identifiable EM service along with the TCM visit. Can the EM related to the new problem be billed with -25 modifier and this still count as the face-to-face under TCM?
Hi Karen,
CMA states: Yes, other reasonable and necessary Medicare services may be reported during the 30 day period, with the exception of those services that cannot be reported according to CPT guidance and Medicare HCPCS codes G0181 and G0182.”
That would leave us to believe that a sick visit ties to a separate diagnosis would be paid in conjunction wit the TCM, however, I have not seen your particular question answered by any reputable source. Until someone has tested it the old-fashioned way – by sending a claim out – we may not know the answer to that question. Different Medicare carriers may also have set up their claims systems differently, so one person using a carrier in one state may get a different answer from a different carrier in a different state. You might end up having to send in the medical record to substantiate the second service, or file an appeal.
Have any other reader learned the answer to Karen’s question?
Thank you,
Mary Pat
Hi Mary,
We are very confused on these new codes.My question is what date to use to file 99495 and 99496? I know we need to see patient within 7 days or 7-14 days after discharge but we assume you cant use that date to file codes on 30th day. Also my question is do we file an E/M on the day we see them in the time frame of 7-14 days?
Hi Tammy,
These new codes are confusing!
You are using the date of the 30th day of the TCM period for your date of service. Here’s an example:
Mrs. Jones was discharged from the hospital on March 3, 2013. You contacted her on March 5th (within 2 days of discharge) to make sure things were going well with her transition and that she was following the discharge instructions given to her at the hospital. You scheduled her appointment with the physician at the practice for March 12th (within 14 days of discharge.) On April 1st, you process the claim for TCM services provided between March 3rd and April 1st, using the CPT code 99495 and date of service 4/1/2013. You do not use the E/M code for the visit during the 14 days, as that is included as part of the 99495.
I hope this clarifies the process.
Best wishes,
Mary Pat
We are contacting the patients within 2 days, scheduling the patient to be seen within 7 or 14 cays. This is my DOS, however we are holding our claims and releasing for claim submission on the 29th day for reimbursment. Would it not be considered Fraud to use the 30th day as your DOS when you actually saw the patient in the 7-14 days required on this code ???
Second question, exactly how detailed does the documentation have to be for the 2 day communication via phone ??
Thank you, Carmen Davis
Hi Carmen,
I agree with you that it is strange that the date for the claim is not the date of the face-to-face visit with the provider, but that is the instruction Medicare has given us.
The documentation for the 2-day communication can be relatively simple, but should state that the staff person covered the discharge instructions from the hospital to make sure the patient or caregiver is following all instructions and has filled any new or changed medications. Also, if the patient or caregiver has any questions or concerns, these should be documented as well. of course, the date, who was spoken to and any follow-up needed would also be documented. Something as follows would be fine on a paper or electronic record:
Patient Name, Date of Birth or other identifier
Date of Service
Who Spoke With
Patient Status
Discharge Instructions Followed
Questions or Concerns
Signature of Staff
Best wishes,
Mary Pat
My question is billing for a patient that was readmitted in the 30-day period. My example:
The patient was discharged on 2/6/13 and we contacted him within 2 days of discharge and he came to the office within 7 days to meet with the doctor. The patient was readmitted to the hospital and discharged on 3/3/13, again we contacted him within 2 days and he came to the office to meet with the doctor within the 14 days. Can we only bill for one TCM at the end of the 30 days after the second discharge?
Hi Linda,
Each discharge has its own 30-day care period.
2/16/13 – first discharge – Bill for first 30-day period – date of service for claim would be 2/16/13 + 29 days.
3/3/13 – second discharge – Bill for second 30-day period – date of service for claim would be 3/3/13 + 29 days.
You can bill a TCM for each of the 30-day periods.
Best wishes,
Mary Pat
WIth the transition of care, do you bill the date of service that the patient comes in to the office 7 or 14 days from discharge date? Or do you have to hold the claim and bill with the date of service on the 30th day after discharge even though you did not actually see them on that date?
Hi Susan,
Although it goes against billing rules that we have adhered to for years, the correct date to use for the date of service on the TCM code is the 29th day after the patient’s discharge date. Count the date of discharge as Day One of the 30-day period.
Best wishes,
Mary Pat
Since we are to bill the TCM visit with the DOS of discharge date +29, how will the insurance company know if the patient was seen within 7 days or 14 days (99495 vs 96) without auditing?
Hi Nicole,
You are right! Just like the payer doesn’t know if the provider did the work of a 99213 or a 99214 when s/he bills it, the payer won’t know if you followed the requirements of a 99495 or a 99596 when you bill it without auditing.
Best wishes,
Mary Pat
Should these codes be use only for hospitalization discharge or can they be use for outpatient procedure too?
Hi Karen,
Outpatient procedures are usually not of the severity level that a transition back into the community is required. The description of the transition codes includes “moderate to high complexity decision making”, so I do not think outpatient procedures would typically qualify for use of the code.
Readers, any examples that are exceptions?
Best wishes,
Mary Pat
Mary Pat:
Simple question. Today is May 1st. Do you know of any practices that have actually received payment from Palmetto yet?
We haven’t, and can’t get any answers by phone.
Jim Stackhouse, MD
Goldsboro Medical Specialists
So if a patient was discharged on May 1st and seen on May 6th, the TCM code (99496)
would be submitted on the 30th. For the face to face visit on the 6th, do you use an E/M code or is this reimbursed by the TCM? I have heard some people say that you can get a E/M for the face to face AND a TCM code too…
Hi Somali,
For the face-to-face visit on the 6th, you will use the TCM code with the date of service of the 29th day after discharge. If you see the patient again during those 29 days after discharge, you can charge the E/M code with the exact date of service.
You cannot bill the TCM code and the E/M code for the same single visit.
Best wishes,
Mary Pat
Hi Jim,
I have not heard of anyone getting paid by Palmetto yet. I have heard that a number of practices have TCM claims on hold with Palmetto, but are not sure why they are pending.
I’ve not heard of any other MACs paying yet either.
Best wishes,
Mary Pat
so far i have 2 denials for bundling from anthem, stating service included in another procedure?? one of the claims is from anthem mcr ppo plan?? any suggestions??
Hi Peggy,
Did you call Anthem and ask for specifics about the bundling? I would do that first to understand what they think the TCM codes are bundled into, so as not to assume anything about why they denied it.
Please let me know what they say.
Thanks,
Mary Pat
I was told there is a problem if the patient has not been processed as discharged from their respective facility and the discharge is in CMS records that transitional care management reimbursement will be denied on the EOB with code N357 stating Time frame requirements between this service/procedure/supply and a related service/procedure/ supply have not been met. Can you explain what this means and what an appropriate means of correction would be so that a physician could qualify for these reimbursement codes?
Please advise.
Thank you.
I have seen numerous denials from Anthem Medicare Plans and I have spoken to numerous reps trying to get a clear answer about why they consider this global. Claims are going out with the correct post discharge dates, but they told me that since they fall into global status it’s not payable. My question is….global to what? This is not a procedure, and its after 30 days. Help!!!…a large number of our senior patients are Anthem Sr/Medicare and all are denied with these codes.Traditional Medicare and other Medicare products are paying with no problem….Why is Anthem the only Medicare payer kicking these back. Are any commercial carriers paying?
Hi Vickie,
I believe this means that the facility has not filed their services yet, so without a date of discharge, the payer is not able to confirm that your services were filed with a date of service 29 days after discharge.
You should be able to refile the services just as soon as the hospital files its services – the question is, when will that be? Some offices have access to hospital billing records (this is approved under HIPAA) and could confirm that, others may have to get the information from the hospital.
Best wishes,
Mary Pat
Hi Karla,
I am hearing of very few practices actually getting paid yet on the TCM codes, but yours is the first report of any payers denying the services as part of a global service.
Nothing comes to mind as to what the justification would be for the denial, but maybe others readers have an idea.
I would definitely escalate this, either through your state medical society, state MGMA, state insurance commissioner, or with as many local managers having the same problem as you taking this issue to the Anthem powers-that-be.
Best wishes,
Mary Pat