Tips

 CMS

ICD-10 Transition Checklist

 

The following is a checklist of ICD-10 tasks, including estimated timeframes for each task.

Depending on your organization, many of these tasks can be performed on a compressed timeline or performed at the same time as other tasks.
This checklist is designed to provide a viable path forward for organizations just beginning to prepare for ICD-10.


Planning, Communication, and Assessment


Actions to Take Immediately


To prepare for testing, make sure you have completed the following activities. If you have already completed these tasks, review the information to make sure you did not overlook an important step.

  • Review ICD-10 resources from CMS, trade associations, payers, and vendors
  • Inform your staff/colleagues of upcoming changes (1 month)
  • Create an ICD-10 project team (1-2 days)
  • Identify how ICD-10 will affect your practice (1-2 months)
  • How will ICD-10 affect your people and processes? To ind out, ask all staff members how/where they use/see ICD-9 
  • Include ICD-10 as you plan for projects like meaningful use of electronic health records
  • Develop and complete an ICD-10 project plan for your practice (1-2 weeks)
  • Identify each task, including deadline and who is responsible
  • Develop plan for communicating with staff and business partners about ICD-10
  • Estimate and secure budget (potential costs include updates to practice management systems, new coding guides and superbills, staff training) (2 months) 
  • Ask your payers and vendors — software/systems, clearinghouses, billing services—aboutICD-10 readiness (2 months) 
  • Review trading partner agreements

Ask about systems changes, a timeline, costs, and testing plans Small and Medium Practices ICD-10 Transition Checklist.