Exam Documentation
The following exam records must be maintained:
- All exam, diagnostic, and treatment procedures should be filed in your patient’s chart.
- Descriptive or quantitative data for all tests. Check marks or slash lines made on your patient’s chart are not acceptable as evidence of test results, unless you check specific conditions/structures. We’ll accept checking “lens, disc (with numerical cup-to-disc ratio at a minimum for each eye), fovea, and media” if the check indicates the structure has a normal appearance and function, but won’t accept checking ophthalmoscopy if no results are provided.
- An itemized record of charges made to your patients for copays, eyewear overages, and contact lens overages. Keep these records in some form (paper copy, CD, electronic health records, etc.). Financial records are kept on your patient’s record card, a separate ledger card, or a fee slip.
- Per HIPAA Rules, medical records must be retained and accessible for six years (ten years for Medicare managed care program providers) or as required by federal/state law, from the date of its creation or the date when it last was in effect, whichever is greater.
Acceptable VSP Exam Documentation
Actual findings for each patient must be recorded on medical exam records. All records submitted for evaluation must contain true findings. You can’t alter, falsify, or add to records in any way.
Doctors using electronic record-keeping systems must record the actual results of tests and procedures done for each patient on the date of service. We won’t accept computerized “default” entries. This standard applies to patients of all ages and exams of all levels.
Below, you’ll find descriptive recording standards for adult (19 years and older), intermediate and comprehensive eye exams, and pediatric comprehensive exams. For pediatric exams (patients up to 18 years and 11 months), refer to Pediatric Eye Exams.
You can find a sample Patient Exam Form in the Practice Administration section under the Administration area on VSPOnline on eyefinity.com.
Our guidelines for examination procedure and documentation requirements will supersede any specific state minimum requirements for care provided to VSP patients, except to the extent
expressly limited by law.
Note:
Reimbursement of a comprehensive service relies on the proper recording of all testing included in the comprehensive exam. Document the reason for any exam components that were attempted but could not be performed or the exam will be considered deficient.
The medical record should be complete and legible, and each encounter should include the date of service and legible identity of the provider performing the service and their signature or electronic identifier. The patient’s medical record is considered incomplete without the doctor’s authentication that the information is a true and accurate representation of the service provided.
Procedure |
Recorded Data |
Case History (Hx) |
|
Ophthalmoscopy |
At minimum, a nerve head assessment, including a numerical cup-to-disc ratio or hand-drawing of cupping is required to satisfy this requirement. If the C/D ratio is the same for each eye, indicate OU. If different for each eye, document OD and OS accordingly. Ophthalmoscopy may be done with or without diagnostic pharmaceutical agents (DPAs)*. In addition, we advise you record the following:
*Note: We consider Fundus photos and Optomap retinal exams separate procedures. They’re not acceptable in lieu of performing direct or indirect ophthalmoscopy. |
Neurological Integrity |
Record descriptions of normal pupillary reflexes, such as “equal, round, reactive to light and accommodation (PERRLA),” WNL, pupils R&R (round and reactive), -APD, Ø APD, direct and consensual, and/or -Marcus-Gunn. Also, clearly record deviations from normal responses with diagnostic impressions. Measurement and documentation of pupil size in one level of illumination alone is not acceptable. |
Versions |
Record assessments of extraocular muscle motility, such as “full and smooth,” FROM (full range of motion), SAFE, 1-4+, unrestricted, etc., describing any deviations from normal. Must be documented separately from binocularity testing results. |
External/Adnexa Exam |
Record lids, lacrimal apparatus, sclera and conjunctiva as “clear,” describing any deviations from normal in the ocular adnexa. |
Biomicroscopy (SLE) |
When recording slit lamp exam, include a description of anterior segment, corneal clarity, media clarity or anterior chamber angle quantification. Anterior segment photos are separate procedures. They’re not acceptable in lieu of biomicroscopy without separate documentation of anterior segment findings. |
Screening Visual Fields |
Gross visual fields or confrontation testing is acceptable for the comprehensive level of service. Record any depressions found in the gross visual fields or confrontation testing. Record a normal finding as “negative, WNL, FTFC (full to finger count), full in all quadrants, etc.” or taken from automated visual field printouts. At minimum, a tangent screen is an acceptable device used to get gross visual fields. For visual field screening, at minimum, evaluate and record at least two meridians of visual field. Vision screeners that only test or measure single meridian fields won’t be accepted. |
Tonometry |
Record a numerical pressure measurement for each eye, type of instrument, date and time performed. Tactile estimations of intraocular pressure are only acceptable if there’s a documented reason for not having done a quantitative measurement. If tonometry is omitted for any reason on an adult, bill a lesser level of service. For pediatric patients, tonometry is a guideline, not a requirement. Attempt tonometry, either applanation or noncontact, at the earliest age the child is cooperative. |
Visual Acuity (VA) |
Record monocularly as:
|
Subjective Refraction |
Determination of refractive state with best corrected visual acuities (recorded monocularly). Testing may be delegated to qualified staff under the supervision of a licensed VSP Network Doctor (as permitted by state regulation) and may be done with or without DPA's (diagnostic pharmaceutical agents) Subjective refraction must be performed without spectacle or contact lenses. The only exceptions to this rule are:
For the above exceptions, indicate why you couldn’t perform the subjective Rx. |
Accommodative Function |
Accommodative Function is a guideline based on the doctor's professional judgment and not an exam requirement. Any near point accommodation testing (pediatric and adult exams) is performed when clinically indicated. |
Diagnosis |
Document the diagnosis on the exam chart. The diagnosis must be supported by the documented clinical findings. Any charge to your patient for special testing procedures must be supported by a recorded diagnosis. Diagnoses, either written or coded, must have an ICD-9-CM billable code. Always code to the highest degree of specificity when indicating diagnosis. A diagnosis taken from an eClaim printout, CMS-1500 Form, WellVision Savings Statement, or a superbill isn’t acceptable unless it’s signed, initialed, or has some unique identifer by the doctor. Subjective Rx findings, a written Rx copy, or optical materials order are not acceptable in lieu of the written diagnosis. *Note: Z01.00 and Z01.01 are not acceptable as the sole diagnosis with a date of service on and after 10/1/15 if there is another more appropriate refractive or medical diagnosis to use. V72.0 is not acceptable as the sole diagnosis with a date of service on and before 9/30/15 if there is another more appropriate refractive or medical diagnosis to use. |
Treatment Plan |
The treatment plan should be consistent with the diagnosis and/or reflect the clinical findings. The treatment plan/therapies can include specific treatments or documentation that no therapy was needed. Documentation of a treatment plan by the doctor is required in the patient’s chart notes. Record the instructions provided to your patient. |
Submitting Patient Conditions Requirement
Doctors are required to submit patient conditions through eClaim on eyefinity.com, practice management software, or paper claims. Patient condition submission is monitored as part of the Quality Assurance (QA) Program and results are provided in the QA Review Summary.
VSP offers additional reimbursement* when you include diagnosis codes for patients with chronic conditions.
For each patient identified, you can earn:
- $5 for reporting diabetes and/or diabetic retinopathy.
- $2 for reporting hypertension and/or high cholesterol.
Note:
Payment won’t exceed $5 and isn’t cumulative. If a $5 condition and a $2 condition are checked, then $5 is paid. If two $2 conditions are checked, $2 is paid. The patient’s medical record must include the applicable condition that is submitted on a claim.
Please refer to the following sections for more information on submitting patient conditions.