Last updated October 18, 2026

Medical Coding Pre-Op Visits | Coding Clarified

Medical Coding Pre-Op Visits

By By Janine Mothershed

Medical Coding and Billing for Pre-Operative Visits: Guidelines and Best Practices

Pre-operative visits confirm that patients are medically ready for surgery. They also make sure the care team completes any necessary evaluations, tests, and discussions before the procedure. For healthcare providers, accurate medical coding for pre-op visits are crucial for proper reimbursement and compliance with payer requirements. However, coding and billing for pre-operative visits can be complex. It involves understanding what is medically necessary and distinguishing between different types of visits. It also requires correct documentation.

In this blog, we’ll explore the key guidelines and best practices for coding and billing pre-operative visits. We’ll cover common codes, what services the visit can include, and how to avoid errors.

What Constitutes a Pre-Operative Visit?

A pre-operative visit typically occurs within a specific time frame before a scheduled surgery. It serves several purposes:

  • Evaluation of the patient’s medical status to assess their readiness for surgery.
  • Review of the patient’s history and potential risks associated with the upcoming procedure.
  • Required testing or lab work to ensure the patient is in optimal condition.
  • Patient education on what to expect before, during, and after surgery.

Payers generally consider pre-operative visits a standard part of the surgical process. However, the level of service can vary depending on the patient’s medical history, the type of surgery, and the surgeon’s evaluation.

Key Coding and Billing Guidelines for Pre-Operative Visits

CPT Codes for Pre-Operative Visits

The primary coding for a pre-operative visit falls under the Evaluation and Management (E/M) codes for office or outpatient visits. The level of service and the complexity of the visit determine the appropriate E/M code.

  • CPT 99202-99215 (E/M Office or Other Outpatient Visits): Coders use these codes to report office or other outpatient visits for new patients (99202-99205) and established patients (99211-99215). They are not consultation codes. Office consultations use 99242-99245, and Medicare does not pay consultation codes. The specific level depends on medical decision making or total time on the date of the visit.
  • CPT 99499: Unlisted evaluation and management service. Use it only when no other E/M code describes the service. However, most pre-operative visits fit a standard office visit code instead.
  • CPT 99381-99397: You may use these preventive medicine services codes (for new or established patients) if the visit includes a wellness checkup. They also apply to preventative health measures. These codes generally reflect a more comprehensive visit rather than a focused pre-op assessment.

CPT Steps to code Medical Coding Steps For CPT

ICD-10 Codes for Pre-Operative Visits

Coders use ICD-10 codes to document the reasons for the pre-operative visit. These codes should reflect the patient’s medical conditions or any underlying health concerns that are relevant to the planned surgery.

  • Z01.810: Encounter for preprocedural cardiovascular examination. Use this code when the pre-op visit is for cardiac clearance. Sequence the Z01.81- code first, then code the reason for surgery and any findings.
  • Z01.811: Encounter for preprocedural respiratory examination. Use this code when the visit is for pulmonary clearance.
  • Z01.812: Encounter for preprocedural laboratory examination. Use this code when the encounter is only for pre-op lab work.
  • Z01.818: Encounter for other preprocedural examination. This is the common code for a general pre-op exam that does not fit the codes above.
  • Z00.00 or Z00.01: You may use these codes when the pre-operative visit also serves as a routine examination. In other words, the provider identifies no known medical problems but conducts an overall assessment.

ICD-10 Steps to Code Medical Coding Steps For ICD-10-CM

Modifier Use in Pre-Operative Visits

Modifiers can play a key role in billing pre-operative visits. This is especially true when the provider performs multiple services or when the visit is part of a broader surgical process. Common modifiers include:

  • Modifier 25: Indicates a separate and distinct E/M service on the same day as a minor surgical procedure. This might apply if the pre-operative visit involves an evaluation that is independent of the surgery itself.
  • Modifier 57: Applies when an E/M service on the day before or the day of a major surgery results in the decision for surgery. Without it, payers treat that visit as part of the global package.

CPT Modifiers CPT Medical Modifiers

What Services Can a Pre-Operative Visit Include?

The level of detail and scope of services provided during a pre-operative visit will dictate the code selection. Common elements of a pre-operative visit may include:

  • History and Physical Examination: A thorough review of the patient’s health history. This includes any comorbid conditions, prior surgeries, allergies, medications, and family medical history. This is essential for determining the risks associated with the upcoming surgery.
  • Risk Assessment: The physician may assess the risks related to anesthesia, bleeding, infections, and other potential complications. This assessment depends on the patient’s health status.
  • Laboratory Tests and Diagnostics: The provider may order laboratory tests such as blood work, EKGs, or imaging studies. These tests assess the patient’s fitness for surgery, depending on the type of surgery and the patient’s age or health conditions.
  • Patient Education: The surgeon or medical professional will often educate the patient about the surgical procedure and expected recovery time. In addition, they review pre-surgical instructions (such as fasting or medication adjustments) and post-operative care.
  • Medication Adjustments: Some patients may need medication changes or temporary cessation of certain medications (like blood thinners) prior to surgery.

When to Bill for the Pre-Operative Visit

It is essential to know when to bill for a pre-operative visit:

  • Separate Billing: You can bill a pre-operative visit separately if it is a distinct service from other services on the same day. For example, it must be distinct from the surgical procedure itself. This requires documentation supporting the need for an independent evaluation.
  • Bundling: When the surgeon sees the patient on the day before or the day of a major surgery, the global surgical package includes that visit. For minor procedures, an E/M visit on the day of the procedure is included unless it is significant and separately identifiable (modifier 25). In that case, no separate billing is necessary. However, a pre-op clearance by a different physician, such as the primary care provider, is not part of the surgeon’s package.

Documentation Requirements for Pre-Operative Visits

Accurate documentation is critical for justifying the billing of a pre-operative visit. The medical record must clearly support the following:

  • Reason for the visit: Documentation should show that the visit was specifically for a pre-operative evaluation. It should not serve another purpose.
  • Services provided: Include detailed records of the physical examination, risk assessment, testing, and any other services provided.
  • Decision-making process: Note any discussions about the surgery, the patient’s health status, or the need for additional medical interventions. These notes show the complexity of the visit.

Common Mistakes in Pre-Operative Coding and Billing

  1. Incorrect Use of E/M Codes: Selecting an E/M code that does not match the level of service can lead to claim denials or audits. Examples include overcoding or undercoding.
  2. Failure to Use Modifiers: Omitting the correct modifiers (e.g., Modifier 25 or Modifier 57) when necessary can result in incorrect payments or rejected claims.
  3. Bundling Errors: Sometimes, coders incorrectly bundle pre-operative visits into the global surgical fee when they should bill them separately. Alternatively, coders may incorrectly unbundle them, which leads to duplicate charges for the same service.
  4. Inadequate Documentation: Without proper documentation, you may not be able to substantiate the need for the pre-operative visit. The same applies to the services provided during it.

Proper coding and billing for pre-operative visits are essential. They help healthcare providers ensure accurate reimbursement and compliance with payer rules. Providers should understand the correct use of E/M codes, ICD-10 codes, and modifiers. They should also keep documentation clear and comprehensive. As a result, they can avoid billing errors and reduce the risk of audits or claim denials. Finally, following these guidelines supports the financial health of the practice. It also ensures that patients receive the highest level of care before their surgery.

CMS global surgery booklet

tebra.com: How To Code Pre Op CPT

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