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CCA (AHIMA) cheat sheet

CCA · Keep the key ideas within reach.

Quick reference

Health Record Content and Documentation

  • The medical record must be complete, accurate, timely, and authenticated; 42 CFR 482.24 (CMS Conditions of Participation) defines the required content and authentication requirements for hospital records.

  • History and physical: must be completed and documented no more than 30 days before admission, or within 24 hours after inpatient admission, and updated on admission if older than 30 days.

  • A discharge summary is required for every inpatient discharge and must document the reason for admission, significant findings, procedures performed, discharge condition, and discharge instructions or plan of care.

  • Verbal and telephone orders must be documented when received and authenticated by the ordering practitioner within the period set by medical staff bylaws or state law (commonly 24 hours).

  • Corrections are made by dated, timed, authenticated addendum or single-line strike-through with initials; original content is never obliterated and the record must stay legible and auditable.

  • Hospitals must document in the record whether the patient has an advance directive and must not condition care on the presence or absence of one.

  • Every page must carry patient identification, and each entry must be dated, timed, and signed with the author's unique identifier; electronic signatures must be non-repudiable.

  • Documentation must support medical necessity and the codes assigned; copy-and-paste content must be reviewed, verified, and edited by the author before authentication.

  • Retention periods are set by state law, facility policy, and payer contracts; Medicare requires records supporting claims and cost reports be kept at least five years.

Quick reference

Clinical Coding

  • ICD-10-CM codes are 3 to 7 characters; the 7th character, when present, is a placeholder 'X' or an encounter/severity extension (e.g., initial, subsequent, sequela).

  • Excludes1 means NOT CODED HERE (the two conditions cannot occur together); Excludes2 means NOT INCLUDED HERE (both codes may be reported when both conditions are documented).

  • Sequencing: inpatient uses the principal diagnosis (condition after study chiefly responsible for admission); outpatient uses the first-listed diagnosis (reason for the encounter).

  • The Official Guidelines for Coding and Reporting take precedence over the Tabular List and Alphabetic Index; AHA Coding Clinic is the official interpretation for ICD-10-CM/PCS.

  • ICD-10-PCS uses 7 alphanumeric characters with no decimal point; each character is independent: section, body system, root operation, body part, approach, device, qualifier.

  • CPT Category I codes are 5 digits; Category II are 4 digits plus F (performance measures); Category III are 4 digits plus T (emerging technology); HCPCS Level II covers supplies, drugs, and non-physician services.

  • Modifier 25 reports a significant, separately identifiable E/M service on the same day as a procedure by the same physician; modifier 59 reports a distinct procedural service to bypass an NCCI edit.

  • Present on admission (POA) indicators are required on inpatient claims: Y = present when the admission order was written; hospital-acquired conditions with POA = N are excluded from higher payment.

  • Query the physician when documentation is ambiguous, incomplete, or conflicting; never assign a diagnosis or procedure the provider has not documented.

Quick reference

Health Care Data

  • Measurement scales: nominal (named categories, no order), ordinal (ranked, unequal intervals), interval (equal intervals, no true zero), ratio (equal intervals plus true zero).

  • Central tendency: mean for interval/ratio data but sensitive to outliers; median for skewed or ordinal data; mode for nominal data.

  • Rate = (number of events / population at risk) x 100 (or 1,000 or 10,000 as specified).

  • Hospital occupancy rate = (inpatient service days / [bed count x days in the period]) x 100.

  • Case mix index = sum of the relative weights of all DRGs paid in the period / number of discharges; a higher CMI indicates greater resource intensity.

  • UHDDS is the minimum inpatient data set: patient identifier, birth date, sex, race, ethnicity, residence, principal and other diagnoses, procedures, disposition, expected payer, and admission date.

  • AHIMA data quality characteristics include accuracy, accessibility, comprehensiveness, consistency, currency, definition, granularity, precision, relevancy, and timeliness.

  • Other standard data sets: OASIS (home health), MDS (long-term care), HEDIS (NCQA performance measures), and DEEDS (emergency department).

Quick reference

Compliance and Reimbursement

  • The HIPAA Privacy Rule permits use and disclosure for treatment, payment, and health care operations; all other purposes require a valid authorization or a specific regulatory exception.

  • Patients have a right to an accounting of disclosures covering the six years before the request, excluding disclosures for treatment, payment, operations, and to the individual.

  • Breach notification: affected individuals within 60 days of discovery; HHS immediately when 500 or more individuals are affected, annually for smaller breaches; media notice for 500+ in a state or jurisdiction.

  • Core federal fraud and abuse authorities: False Claims Act, Anti-Kickback Statute, Stark Law (physician self-referral), and Civil Monetary Penalties Law.

  • MS-DRG assignment uses the principal diagnosis, procedures performed, secondary diagnoses designated as CC or MCC, discharge disposition, and patient age and sex.

  • IPPS pays a fixed amount per discharge (DRG weight x base rate x wage index, plus IME, DSH, and outlier adjustments); OPPS pays by APC; physicians are paid under the MPFS.

  • MPFS payment = [(work RVU x work GPCI) + (PE RVU x PE GPCI) + (MP RVU x MP GPCI)] x conversion factor.

  • Audit programs: MAC performs claim review and edits, RAC recovers improper payments, CERT measures the fee-for-service error rate, and OIG investigates fraud, waste, and abuse.

  • An Advance Beneficiary Notice (ABN) must be issued before a potentially non-covered Medicare service; when signed, the beneficiary accepts financial liability.

Quick reference

Information Technology

  • HITECH Act (2009) expanded HIPAA enforcement and penalties, added breach notification, and funded EHR incentive programs now known as Promoting Interoperability.

  • Exchange and messaging standards: HL7 v2 (ADT, orders, results), HL7 CDA (clinical documents), FHIR (RESTful APIs), DICOM (imaging), and ASC X12 (administrative transactions).

  • X12 837P and 837I submit professional and institutional claims; 835 is remittance advice; 270/271 is eligibility inquiry/response; 276/277 is claim status.

  • HIPAA Security Rule safeguards are administrative, physical, and technical; required technical controls include access control, audit controls, integrity, person or entity authentication, and transmission security.

  • Access control principles: role-based permissions, unique user IDs, strong authentication, automatic logoff, and an immutable audit trail of protected health information access.

  • Disaster recovery metrics: RPO is the acceptable amount of data loss measured in time (drives backup frequency); RTO is the acceptable downtime before restoration; alternate sites are hot, warm, or cold.

  • The master patient index assigns a unique identifier across the enterprise; duplicates are resolved by merge (survivor and retired record) or unmerge, with the action retained in an audit trail.

  • Computer-assisted coding applies natural language processing to clinical text to suggest codes, but a credentialed coder remains accountable for validating every code assigned.