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Conquering ICD-10-CM — Checklist

Transition Planning

  • ☐  Identify an ICD-10 coordinator(s.)
  • ☐  Identify all vendors, systems and staff affected by the change.
  • ☐  Identify all forms and practice templates that need to be updated.
  • ☐  Estimate a budget, including cost associated with software, education.

Get Your Systems Ready

Vendor/Partner Readiness

  • ☐  Communicate with your vendor(s) and upgrade to the version that supports ICD-10.
  • ☐  Confirm vendor(s) have uploaded ICD-10-CM codes.
  • ☐  Confirm that system vendors, clearinghouses and/or billing services will support changes to new code system.
  • ☐  Query your most frequent commercial insurance payers regarding their timing or testing.

Paper Charts or EHR Readiness

  • ☐  Work with vendor to upgrade your claims submission system to support new CMS 1500 form and electronic data interchange (EDI) format.
  • ☐  Participate in ICD-10 test week, March 3-7.
  • ☐  Strikethrough or delete unspecified codes which are not payable codes from system.
  • ☐  Identify opportunities for improved documentation in chart templates and EHR to support ICD-10.
  • ☐  Run diagnosis-productivity report by physician.
  • ☐  Convert most frequently reported codes to ICD-10.

Process and Document Readiness

  • ☐  Order CMS 1500 forms, mandated for April 1 implementation.
  • ☐  Request and review insurance policies and prior-authorization requirements with new ICD-10 codes.
  • ☐  Create electronic libraries of diagnosis code options.
  • ☐  Update all templates and other forms that previously used/followed ICD-9 codes.
  • ☐  Develop superbills or charge sheets.

Physician and Staff Training


  • ☐  At least 30 days prior to implementation, start identifying the appropriate ICD-10 code for each procedure, but submit the ICD-9 code for payment.
          Resource: Review AAOE Q&A section.
  • ☐  Oct. 1, 2015: Begin reporting ICD-10-CM codes.