Overview
SOMB code 03.01AD is paid for advice given to a patient or their agent, as defined in the Personal Directives Act, via telephone. It covers substantive clinical advice — not appointment scheduling, general information, or courtesy callbacks. Eligibility and frequency rules apply; read the current SOMB text before billing.
Billing Requirements
- Telephone call involving the patient or their designated agent
- Substantive clinical advice provided
- Chart note documenting the clinical content
Common Audit Traps
⚠️ Alberta Health auditors specifically look for these mistakes when reviewing 03.01AD claims:
- Billing 03.01AD for administrative or scheduling calls
- Billing 03.01AD when the call was handled entirely by clinic staff
- Billing 03.01AD in addition to 03.03CV for the same encounter
Clinical Example
Physician receives a telephone call from a caregiver acting as the patient's agent regarding a sudden change in condition; provides clinical advice. Bill 03.01AD once documented.
Documentation Tips (Audit-Proof)
- Identify the caller and confirm their relationship to the patient
- Document the clinical concern, advice given, and any follow-up plan
- Review the current SOMB eligibility rules before billing
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Related SOMB Codes
Assessment via Telephone or Secure Videoconference
Assessment of a patient's condition conducted via telephone or secure videoconference. Substantive clinical work only — not for admin or results-only calls.
Read GuidePhysician Telephone Call to Patient — Management or Results
Physician-initiated telephone call directly to a patient to discuss management or diagnostic test results. Subject to SOMB frequency and eligibility rules.
Read Guide