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Evaluation and Management

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12 Credit Hours

 *CE Credits are for Doctors of Chiropractic.

 **CME Credits are for Medical Doctors and Doctors of Chiropractic

***Please note this course is only approved for 10 CE credits in the state of Texas.

****Please note this course is only approved for 5 CE credits in the state of New Hampshire.

The Evaluation and Management course has been engineered to allow the doctor to understand how to document the initial, re-evaluation and visit encounters. These educational modules were created to help you understand how to be compliant in covering the required elements based upon the level of evaluation and subsequently billed.  This program offers a single solution for all financial classes (Fee for Service, Personal Injury, Workers Compensation, Medicare and Managed Care) as they all need similar required elements predicated on the level of service billed.

Module 1: An Introduction to documentation. This section discusses why note taking is critical to tell the story of your patient’s condition at the time of your eval uation, inclusive of co-morbidities, pre-existing conditions, family and social considerations and medical-legal implications. It also covers hand written notes vs. electronic medical records and the importance of documenting at the academic standard.

Module 2: Reviews on how to conclude a chief complaint, history and what needs to be considered in a physical examination. This covers in dept the required elements for chief complain, history of present illness, review of systems, and past, family, and/or social history. This module also covers the following components of a physical examination: observation, palpation, percussion, and auscultation.

Module 3: Coding and Spinal Examination: This module covers 99202-99205 and 99212-99215 inclusive of required elements for compliant billing. It reviews the elements for an extensive review of systems, cervical and lumbar anatomy and basic testing. The course also covers the basics of vertebra-basilar circulation orthopedic assessment.

Module 4: Neurological Evaluation: This module covers a complete motor and sensory evaluation inclusive of reflex arcs with an explanation of Wexler Scales in both the upper and lower extremities. The course breaks down testing for upper and lower motor neuron lesions along with upper and lower extremity motor and sensory testing examinations.

Module 5: Documenting Visit Encounters: This module covers the S.O.A.P. note process for visit encounters. It discusses the necessity for clinically correlating symptoms, clinical findings and diagnosis with the area(s) treated. It also discusses how to modify treatment plans, diagnosis, document collaborative care and introduce test findings between evaluations.

Module 6: Case Management and Treatment Orders: This module discusses how to document a clinically determined treatment plan inclusive of both manual and adjunctive therapies. It discusses how to document both short-term and long-term goals as well as referring out for collaborative care and/or diagnostic testing.  It also includes how to prognose your patient and determine when MMI (Maximum Medical Improvement) has been attained.

Objective: To get the doctor to understand how to create a clinically accurate evaluation and management document that accurately reflects the coding level billed.

Mark Studin DC, FASBE(C), DAAPM, DAAMLP, Chiropractor

Michael Barone DC, DISCN, DIBE

Bryan Weissman DC

Instructions: Once you purchase the course online, it will be immediately active in your account. If you have any issues, please contact Cara 631-804-2845 or CaraRoss220@Gmail.com

 Troubleshooting Suggestions: 

  1. This course is supported by PC's and Mac devices
  2. Minimum 20mbs download speed
  3. Mobile device are not ideal as tracking is automated and often not mobilized

This course is Pace approved by the Federation of Chiropractic Licensing Boards.


This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of the University at Buffalo Jacobs School of Medicine and Biomedical Sciences and Cleveland University Kansas City, College of Chiropractic, Post-Graduate Department.

The University at Buffalo Jacobs School of Medicine and Biomedical Sciences is accredited by the ACCME to provide continuing medical education for physicians.


The University at Buffalo Jacobs School of Medicine and Biomedical Sciences designates this live activity for a maximum of 12.0 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.


The Accreditation Council for Continuing Medical Education (ACCME) and the University at Buffalo Jacobs School of Medicine and Biomedical Sciences Standards for Commercial Support require that presentations are free of commercial bias and that any information regarding commercial products/services be based on scientific methods generally accepted by the medical community. The following planners and presenter(s) have disclosed financial interest/arrangements or affiliations with organization(s) that could be perceived as a real or apparent conflict of interest in the context of the subject of their presentation(s). Only the current arrangements/interests are included. *Planning Committee

Activity Director and Instructor:

Mark Studin DC, FASBE(C), DAAPM  – Nothing to Report

Michael Barone DC, DISCN, DIBE - Nothing to Report

Bryan Weissman DC - Nothing to Report

ACCME Standards of Commercial Support of CME require that presentations be free of commercial bias and that any information regarding commercial products/services be based on scientific methods generally accepted by the medical community. When discussing therapeutic options, faculty are requested to use only generic names. If they use a trade name, then those of several companies should be used. If a presentation includes discussion of any unlabeled or investigational use of a commercial product, faculty are required to disclose this to the participants.

ACCME Original Launch Date: June 18, 2022 Termination Date: June 18, 2025


Plan Name Price
Unlimited: $ 349



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Name Level Release Date
Impairment Rating 2018-02-07 02:09:03
MRI Spine Interpretation BASICS 2018-01-19 20:07:33
MRI Spine Clinical Grand Rounds 2021-01-22 20:08:48
MRI Spine Credentialing 2018-02-09 00:48:34
Orthopedic Testing - Suny B 2022-07-14 16:48:20
Impairment Rating - Suny B Course 2022-07-14 17:15:28
Spinal Trauma Pathology - Suny B. 2022-07-14 17:43:05
Stroke - Suny B. 2022-07-14 18:05:42
Personal Injury Bootcamp - Triaging the Trauma and Non Trauma Patient 2018-03-02 21:55:51
Spinal Biomechanical Engineering 2018-03-13 21:33:29
Accident Reconstruction 2018-03-17 17:35:33
Patient Intake 2018-03-18 01:48:47
Utilizing Research In Clinical Practice 2018-03-23 15:06:32
Diagnosing Webinar 2020-09-14 20:38:09
Spinal Trauma Pathology 2018-05-20 14:55:51
Triaging the Trauma and Non-Trauma Patient 2018-03-23 15:32:17
Mild Traumatic Brain Injury/Traumatic Brain Injury Concussion (MTBI) 2018-04-18 02:59:40
Medical-Legal-Insurance Documentation: Colossus of the Courtroom 2018-04-30 19:38:48
Ramping Up Your Practice Post-Covid 19 2020-06-18 19:45:16
Interprofessional Hospital Based Spine Care 2018-05-01 01:48:52
Primary Spine Care 1 2018-05-03 16:15:27
Primary Spine Care 2 - 2018-05-06 00:39:08
Primary Spine Care 05: Biomechanics, Neurology of the Chiropractic Spinal Adjustment & Documentation in Collaborative Relationships 2018-05-09 21:11:44
Testifying: Documentation & Ethical Medical-Legal Relationships - Part 1 2018-05-23 18:07:59
Orthopedic Testing 2018-05-11 17:52:40
Stroke Anatomy & Evaluation for Chiropractors and Manual Medicine Specialists 2018-05-21 01:37:09
Primary Spine Care 3 - The Neurology of Chiropractic Care and Ligament Pathology from Trauma 2018-05-21 01:48:25
Collision Reconstruction and Biomechanical Engineering 2020-06-09 17:28:39
Spinal Disc and Ligaments; Neurology and Pathology 2018-05-24 01:07:45
Testifying 4: Creating Ethical Financial Relationships 2022-07-05 19:22:15
Primary Spine Care 6 Live Seminar 2018-09-06 16:18:08
Forensic Documentation - Testifying Part 2 2019-02-26 01:33:12
MRI Spine Credentialing - Suny B Fellowship 2022-07-14 16:10:45
Primary Spine Care 07: Spinal Biomechanical Pathology & Collaborative Management Online 2019-03-21 13:45:23
Evaluation and Management 2019-04-24 16:14:33
Electrodiagnostics: Electromyogram/Nerve Conduction Velocity (EMG/NCV) Diagnosis & Interpretation 2019-06-07 17:39:50
Concussion & Traumatic Brain Injury 2019-08-21 13:15:47
Educating the Lawyer Chiropractic-Legal Ethics - Testifying Part 3 2020-03-24 01:23:05
Case Management: Spinal MRI and Documentation 2020-07-22 14:08:10
Extremity, MRI & X-Ray Interpretation 1999-12-01 20:36:54
Pathobiomechanics And Documentation Online 2020-12-08 00:00:00
Primary Spine Care 10: Chiropractic Spine Management Online 2020-12-08 00:00:00
Documenting Clinical Findings and Diagnosing Online 2022-07-06 14:31:48
Mini Fellowship in MRI, X-Ray and CAT Scan Imaging of Extremities 2021-04-19 17:38:23
Demonstrative Documentation and Reporting of Spinal Pathology Webinar 2021-04-07 15:48:18
Spinal Pathology and Documentation Webinar 2021-05-10 14:20:30
Spinal Pathology and Documentation Online 2021-05-14 19:33:11
Primary Spine Care 11 - Coding, Documentation, MRI and Digitizing Online 2021-05-17 13:27:42
Mini Fellowship in Neuroradiology MRI Spine 2021-06-28 12:59:24
Primary Spine Care 12: Case Management & Documentation Webinar 2021-11-15 00:00:00
Primary Spine Care 12: Case Management & Documentation Online 2021-12-08 17:30:01
Spinal Biomechanical Engineering - Suny B Fellowship course 2022-07-14 16:25:31
Documentation Made Easy (Online) 2021-10-18 18:47:21
Diagnosing (Online) 2021-12-14 14:35:26
Demo Course 2021-12-22 17:07:42
Primary Spine Care 11 - Coding, Documentation, MRI and Digitizing Webinar 2021-05-11 17:14:25
Documentation Made Easy Live Webinar 2021-10-08 16:52:10
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