SOAP Note Best Practices Introduction: Evaluation & Management Guidelines


ON DEMAND – Recorded Webinar

No CEU is offered at this time for this 5-hour-long recorded webinar



This class will introduce new guidelines for Evaluation & Management (E/M) visits effective 01/2021. We will navigate how Medical Decision-Making affects practice of ancient medicine in the modern world. This class presents the TCM practitioner viewpoint for note-taking, enhances the efficiency of TCM clinical practice, and facilitates the accuracy of TCM pattern differentiation diagnosis.

COURSE LEARNING OUTCOMES:  Through the successful completion of this course, each student will be able to:

  • Understand the importance of Medical Decision Making (MDM).
  • Understand and apply MDM Elements for most effective time management.
  • Select appropriate Evaluation and Management (E/M) visit CPT Code, specific to acupuncture or herbal service.
  • Determine level of subjective and objective data necessary to support the diagnosis.
  • Identify elements of Assessment that justify medical necessity.
  • Learn how to think on paper.
  • Parallel current ICD-10 and/or future ICD-11 billable diagnosis to NON-billable Traditional Medicine (TM1) pattern diagnosis.
  • Understand and apply legal language in SOAP.
  • Formulate and reassess treatment goals.
  • Learn proper recording of administered treatment,
  • Learn proper recording of home going instructions, recommendations,  ordered labs, and referrals.
  • Explore in details real SOAP notes.

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