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Official Description

Occupational therapy evaluation, high complexity, requiring these components:

  • An occupational profile and medical and therapy history, which includes review of medical and/or therapy records and extensive additional review of physical, cognitive, or psychosocial history related to current functional performance;
  • An assessment(s) that identifies 5 or more performance deficits (ie, relating to physical, cognitive, or psychosocial skills) that result in activity limitations and/or participation restrictions; and
  • Clinical decision making of high analytic complexity, which includes an analysis of the patient profile, analysis of data from comprehensive assessment(s), and consideration of multiple treatment options. Patient presents with comorbidities that affect occupational performance. Significant modification of tasks or assistance (eg, physical or verbal) with assessment(s) is necessary to enable patient to complete evaluation component.
Typically, 60 minutes are spent face-to-face with the patient and/or family.

© Copyright 2025 American Medical Association. All rights reserved.

Common Language Description

Occupational therapy evaluation, high complexity, is a comprehensive assessment process designed to evaluate a patient's functional abilities and limitations. This evaluation is crucial for developing a tailored treatment plan that addresses the specific needs of the patient. The procedure begins with the collection of an occupational profile and a thorough medical and therapy history, which involves reviewing existing medical and therapy records. Additionally, there is an extensive examination of the patient's physical, cognitive, and psychosocial history, all of which are pertinent to understanding their current functional performance. The occupational therapist identifies five or more performance deficits that may relate to physical, cognitive, or psychosocial skills, which can lead to activity limitations or participation restrictions in daily life. The evaluation process also requires high-level clinical decision-making, characterized by the analysis of the patient profile and data derived from comprehensive assessments. This analysis takes into account the patient's comorbidities, which can significantly impact their occupational performance. The complexity of the evaluation is further heightened by the necessity for significant modifications of tasks or assistance, whether physical or verbal, to enable the patient to complete the evaluation components effectively. Typically, this evaluation process involves approximately 60 minutes of face-to-face interaction with the patient and/or their family, ensuring a thorough understanding of the patient's needs and circumstances.

© Copyright 2025 Coding Ahead. All rights reserved.

1. Indications

The occupational therapy evaluation, high complexity, is indicated for patients who present with a variety of conditions that may affect their ability to perform daily activities independently. The following are specific indications for this procedure:

  • Comorbidities Patients with multiple health conditions that impact their occupational performance.
  • Performance Deficits Individuals exhibiting five or more performance deficits related to physical, cognitive, or psychosocial skills.
  • Activity Limitations Patients experiencing limitations in their ability to perform activities of daily living (ADLs) or participate in social and community activities.
  • Need for Comprehensive Assessment Situations where an extensive review of the patient's medical and therapy history is necessary to inform treatment planning.
  • Significant Modification Requirements Cases where substantial modifications or assistance are needed for the patient to engage in the evaluation process.

2. Procedure

The procedure for conducting a high complexity occupational therapy evaluation involves several detailed steps:

  • Step 1: Occupational Profile and History Review The occupational therapist begins by gathering an occupational profile, which includes a comprehensive medical and therapy history. This step involves reviewing existing medical records and conducting an extensive assessment of the patient's physical, cognitive, and psychosocial history as it relates to their current functional performance.
  • Step 2: Assessment of Performance Deficits The therapist conducts assessments to identify five or more performance deficits. These deficits may pertain to physical abilities, cognitive functions, or psychosocial skills that hinder the patient's ability to engage in daily activities. This step is critical for understanding the specific challenges the patient faces.
  • Step 3: Clinical Decision Making High-level clinical decision-making is employed, which includes analyzing the patient profile and the data obtained from the comprehensive assessments. The therapist considers multiple treatment options based on the analysis of the patient's needs and comorbidities, ensuring that the treatment plan is tailored to the individual.
  • Step 4: Task Modification and Assistance During the evaluation, the therapist may need to provide significant modifications to tasks or offer physical or verbal assistance to enable the patient to complete the evaluation components. This ensures that the assessment accurately reflects the patient's capabilities and limitations.
  • Step 5: Face-to-Face Interaction The entire evaluation process typically involves approximately 60 minutes of direct interaction with the patient and/or their family, allowing for a thorough understanding of the patient's situation and needs.

3. Post-Procedure

After the high complexity occupational therapy evaluation, the occupational therapist will analyze the collected data and develop a comprehensive treatment plan tailored to the patient's specific needs. This plan may include recommendations for therapy interventions, adaptive equipment, and strategies to overcome identified barriers in the patient's environment. The therapist will also schedule follow-up appointments to monitor the patient's progress and make necessary adjustments to the treatment plan based on the patient's response to therapy and any changes in their condition or environment. Continuous evaluation and re-evaluation are essential to ensure that the treatment remains effective and aligned with the patient's goals for independent functioning.

Short Descr OT EVAL HIGH COMPLEX 60 MIN
Medium Descr OCCUPATIONAL THERAPY EVAL HIGH COMPLEX 60 MINS
Long Descr Occupational therapy evaluation, high complexity, requiring these components: An occupational profile and medical and therapy history, which includes review of medical and/or therapy records and extensive additional review of physical, cognitive, or psychosocial history related to current functional performance; An assessment(s) that identifies 5 or more performance deficits (ie, relating to physical, cognitive, or psychosocial skills) that result in activity limitations and/or participation restrictions; and Clinical decision making of high analytic complexity, which includes an analysis of the patient profile, analysis of data from comprehensive assessment(s), and consideration of multiple treatment options. Patient presents with comorbidities that affect occupational performance. Significant modification of tasks or assistance (eg, physical or verbal) with assessment(s) is necessary to enable patient to complete evaluation component. Typically, 60 minutes are spent face-to-face with the patient and/or family.
Status Code Active Code
Global Days XXX - Global Concept Does Not Apply
PC/TC Indicator (26, TC) 7 - Physical Therapy Service, for which Payment may not be Made
Multiple Procedures (51) 5 - Special payment adjustment rules on the RVU practice expense component of multiple therapy service applies...
Bilateral Surgery (50) 0 - 150% payment adjustment for bilateral procedures does NOT apply.
Physician Supervisions 09 - Concept does not apply.
Assistant Surgeon (80, 82) 0 - Payment restriction for assistants at surgery applies to this procedure...
Co-Surgeons (62) 0 - Co-surgeons not permitted for this procedure.
Team Surgery (66) 0 - Team surgeons not permitted for this procedure.
Diagnostic Imaging Family 99 - Concept Does Not Apply
APC Status Indicator Service Paid under Fee Schedule or Payment System other than OPPS
Type of Service (TOS) 1 - Medical Care
Berenson-Eggers TOS (BETOS) M5D - Specialist - other
MUE 1
GO Services delivered under an outpatient occupational therapy plan of care
KX Requirements specified in the medical policy have been met
95 Synchronous telemedicine service rendered via a real-time interactive audio and video telecommunications system: synchronous telemedicine service is defined as a real-time interaction between a physician or other qualified health care professional and a patient who is located at a distant site from the physician or other qualified health care professional. the totality of the communication of information exchanged between the physician or other qualified health care professional and the patient during the course of the synchronous telemedicine service must be of an amount and nature that would be sufficient to meet the key components and/or requirements of the same service when rendered via a face-to-face interaction. modifier 95 may only be appended to the services listed in appendix p. appendix p is the list of cpt codes for services that are typically performed face-to-face, but may be rendered via a real-time (synchronous) interactive audio and video telecommunications system.
59 Distinct procedural service: under certain circumstances, it may be necessary to indicate that a procedure or service was distinct or independent from other non-e/m services performed on the same day. modifier 59 is used to identify procedures/services, other than e/m services, that are not normally reported together, but are appropriate under the circumstances. documentation must support a different session, different procedure or surgery, different site or organ system, separate incision/excision, separate lesion, or separate injury (or area of injury in extensive injuries) not ordinarily encountered or performed on the same day by the same individual. however, when another already established modifier is appropriate it should be used rather than modifier 59. only if no more descriptive modifier is available, and the use of modifier 59 best explains the circumstances, should modifier 59 be used. note: modifier 59 should not be appended to an e/m service. to report a separate and distinct e/m service with a non-e/m service performed on the same date, see modifier 25.
FR The supervising practitioner was present through two-way, audio/video communication technology
97 Rehabilitative services: when a service or procedure that may be either habilitative or rehabilitative in nature is provided for rehabilitative purposes, the physician or other qualified health care professional may add modifier 97 to the service or procedure code to indicate that the service or procedure provided was a rehabilitative service. rehabilitative services help an individual keep, get back, or improve skills and functioning for daily living that have been lost or impaired because the individual was sick, hurt, or disabled.
GW Service not related to the hospice patient's terminal condition
25 Significant, separately identifiable evaluation and management service by the same physician or other qualified health care professional on the same day of the procedure or other service: it may be necessary to indicate that on the day a procedure or service identified by a cpt code was performed, the patient's condition required a significant, separately identifiable e/m service above and beyond the other service provided or beyond the usual preoperative and postoperative care associated with the procedure that was performed. a significant, separately identifiable e/m service is defined or substantiated by documentation that satisfies the relevant criteria for the respective e/m service to be reported (see evaluation and management services guidelines for instructions on determining level of e/m service). the e/m service may be prompted by the symptom or condition for which the procedure and/or service was provided. as such, different diagnoses are not required for reporting of the e/m services on the same date. this circumstance may be reported by adding modifier 25 to the appropriate level of e/m service. note: this modifier is not used to report an e/m service that resulted in a decision to perform surgery. see modifier 57 for significant, separately identifiable non-e/m services, see modifier 59.
77 Repeat procedure by another physician or other qualified health care professional: it may be necessary to indicate that a basic procedure or service was repeated by another physician or other qualified health care professional subsequent to the original procedure or service. this circumstance may be reported by adding modifier 77 to the repeated procedure or service. note: this modifier should not be appended to an e/m service.
96 Habilitative services: when a service or procedure that may be either habilitative or rehabilitative in nature is provided for habilitative purposes, the physician or other qualified health care professional may add modifier 96 to the service or procedure code to indicate that the service or procedure provided was a habilitative service. habilitative services help an individual learn skills and functioning for daily living that the individual has not yet developed, and then keep and/or improve those learned skills. habilitative services also help an individual keep, learn, or improve skills and functioning for daily living.
AK Non participating physician
CC Procedure code change (use 'cc' when the procedure code submitted was changed either for administrative reasons or because an incorrect code was filed)
CO Outpatient occupational therapy services furnished in whole or in part by an occupational therapy assistant
CR Catastrophe/disaster related
F9 Right hand, fifth digit
GA Waiver of liability statement issued as required by payer policy, individual case
GP Services delivered under an outpatient physical therapy plan of care
GT Via interactive audio and video telecommunication systems
GV Attending physician not employed or paid under arrangement by the patient's hospice provider
GY Item or service statutorily excluded, does not meet the definition of any medicare benefit or, for non-medicare insurers, is not a contract benefit
GZ Item or service expected to be denied as not reasonable and necessary
KY Dmepos item subject to dmepos competitive bidding program number 5
Q1 Routine clinical service provided in a clinical research study that is in an approved clinical research study
RT Right side (used to identify procedures performed on the right side of the body)
U8 Medicaid level of care 8, as defined by each state
XE Separate encounter, a service that is distinct because it occurred during a separate encounter
XU Unusual non-overlapping service, the use of a service that is distinct because it does not overlap usual components of the main service
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2017-01-01 Added Added
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