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How to Bill 03.04A
Comprehensive Assessment — In Office

Comprehensive in-office assessment requiring a complete history and a complete physical examination. Use only when documentation actually supports a full workup.

Reference: SOMB 2026 §03.04A — Comprehensive Assessment (In Office)

Overview

SOMB code 03.04A is paid for a comprehensive in-office assessment that includes a complete history (past medical, surgical, family, social) and a complete multi-system physical examination. It is not a default upgrade from 03.03A — Alberta Health auditors compare the chart against the comprehensive-assessment definition in the SOMB. Bill 03.04A only when the encounter genuinely met both the complete-history and complete-exam requirements.

Billing Requirements

  • Complete history: presenting problem(s), past medical, surgical, family, and social history
  • Complete multi-system physical examination
  • In-office, face-to-face encounter
  • Assessment and management plan documented

Common Audit Traps

⚠️ Alberta Health auditors specifically look for these mistakes when reviewing 03.04A claims:

  • Billing 03.04A for focused follow-ups that do not include a complete history and full physical
  • Upgrading 03.03A encounters to 03.04A without supporting documentation
  • Billing 03.04A more than once for the same issue when no change in clinical status justifies it

Clinical Example

New patient intake with multiple concerns. Complete history taken; HEENT, CV, respiratory, abdominal, MSK, and neurological exams performed and charted. Bill 03.04A.

Documentation Tips (Audit-Proof)

  • Explicitly document each component of the complete history
  • Chart all systems examined during the physical exam, not only abnormal findings
  • State the clinical reason a comprehensive assessment was required

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