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General Preamble – Assessments (GP21 - GP39): General, Periodic, Specific & Paediatric Assessments – Definitions and Limits

Summary / Description
This article explains OHIP “General Preamble” assessment types defined on pages GP21–GP39, including general, specific, paediatric, chronic disease, newborn and e-assessments, plus detention, ambulance detention and organ transport time. It is a quick reference for Ontario physicians and billing staff.

What assessment types does the OHIP General Preamble define?

How do general assessments, periodic health visits and general re-assessments work?

General assessment

  • Performed at a place other than the patient’s home.

  • Requires a full history (presenting complaint, family, past, social, functional inquiry) and exam of all body parts and systems, except breast/genital/rectal when not indicated or refused.

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  • Limit:

    • 1 per patient per physician per 12-month period.

    • Up to 2 per 12 months if:

      • the second visit is for a clearly different, unrelated diagnosis, or

      • ≥90 days have elapsed and the second is a hospital admission assessment.

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  • Claims beyond the limit are down-coded to a lesser assessment fee.

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Periodic health visit (PHV)

  • Patient has no acute physical or mental illness at the visit.

  • Must include an intermediate assessment, level 2 paediatric assessment, or partial assessment focused on age and gender-appropriate history, exam, screening and counselling.

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  • Limit: 1 PHV per patient per physician per 12-month period.

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  • PHVs beyond this limit are not insured.

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  • Billed using K-codes such as K017 child, K130 adolescent, K131 adult 18–64, K132 adult 65+, K133 adult with IDD, or paediatric PHV codes K267/K269, depending on age and specialty.

General re-assessment

  • Includes all services of a general assessment, but the history need not repeat all prior details.

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  • Limit:

    • 2 general re-assessments per patient per physician per 12 months, except when done for hospital admissions.

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  • Excess services are adjusted to a lesser assessment fee.


How do specific, medical specific and complex medical specific assessments work?

Specific assessment & medical specific assessment

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  • Specialist services (not in patient’s home).

  • Require a full history of the presenting complaint and a detailed exam of affected part(s)/region(s)/system(s) to diagnose, exclude disease or assess function.

Frequency rules

  • 1 per patient per physician per 12 months, increased to 2 if:

    • the second visit is for a clearly different diagnosis, or

    • for medical specific, ≥90 days have elapsed and the second is a hospital admission assessment.

  • Any combination of medical specific assessments + complex medical specific re-assessments is limited to 4 per patient per physician per 12 months; excess is down-coded.

Specific re-assessment & medical specific re-assessment

  • Specialist services requiring a full relevant history and physical exam of one or more systems.

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  • Limit: up to 2 per patient per physician per 12 months, except when used as hospital admission assessments (which are treated specially).

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Complex medical specific re-assessment

  • Re-assessment due to complexity, obscurity, or seriousness of the condition.

  • Must include all the requirements of a medical specific re-assessment and a written report to the patient’s primary care physician; otherwise it is down-coded.

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  • Limit: 4 per patient per physician per 12 months.

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What is a partial assessment and when does the Chronic Disease Assessment Premium apply?

Partial assessment

  • A limited service that includes:

    • history of the presenting complaint,

    • necessary physical exam,

    • advice to the patient, and

    • appropriate record.

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Chronic Disease Assessment Premium

  • Payable in addition to the eligible assessment fee when all criteria are met:

    1. Assessment type is one of:

      • medical specific assessment,

      • medical specific re-assessment,

      • complex medical specific re-assessment,

      • partial assessment, or

      • level 2 paediatric assessment.

    2. Physician specialty is one of:

      • 07 (Geriatrics), 15 (Endocrinology & Metabolism), 18 (Neurology), 26 (Paediatrics),

      • 28 (Pathology), 31 (Physical Medicine), 34 (Therapeutic Radiology), 44 (Medical Oncology),

      • 46 (Infectious Disease), 47 (Respiratory Disease), 48 (Rheumatology), 61 (Haematology), 62 (Clinical Immunology).

    3. Service is rendered in an office or out-patient hospital clinic (not ED).

    4. Patient has an established chronic disease diagnosis documented in the chart.

  • The SoB lists diagnostic codes that must accompany the claim (e.g., 250 Diabetes mellitus, 428 Congestive Heart Failure, 343 Cerebral Palsy, etc.).

  • Not payable to:

    • in-patients,

    • patients in long-term care,

    • patients in an emergency department, and

    • cases where the diagnosis has not yet been established.


How do paediatric, intermediate and minor assessments work?

What is a periodic oculo-visual assessment and how often is it insured?

Periodic oculo-visual assessment

  • Eye and vision exam rendered primarily to determine if the patient has a simple refractive error (myopia, hypermetropia, presbyopia, anisometropia, astigmatism) in patients ≤19 or ≥65.

  • Includes history, visual acuity, ocular motility, slit lamp exam, ophthalmoscopy, tonometry, advice and written prescription if needed.

  • Limit: 1 per patient per 12 months, regardless of whether billed by an optometrist or physician.

  • Not insured for patients aged 20–64, or when frequency limit exceeded.

  • For non-ophthalmologists, no other insured service is payable same day to the same patient.

  • Re-assessment after a periodic oculo-visual assessment should be billed with a lesser assessment fee and diagnostic code 367.


How does detention (K001) work with assessments?

Detention (K001) is a time-based add-on when a physician must provide considerable extra time in active treatment and/or monitoring of a patient, to the exclusion of all other work, after another insured service.

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  • Billed as K001 per full 15-minute unit.

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  • A table lists minimum times required for the “base” service before detention is payable (e.g., 30 minutes for minor/partial/multiple systems/paediatric level 1 and 2/intermediate or subsequent hospital visit; 40 minutes for general or specific re-assessment; 60–180 minutes for various consultations and complex assessments).

  • Not payable:

    • with diagnostic procedures, obstetrics, or therapeutic procedures where the fee already includes an assessment (e.g., non-IOP surgery),

    • for waiting time,

    • when billed same patient same day as certain comprehensive psychiatry codes (A190, A191, A192, A195, A197, A198, A695, A795, A895).

  • Claims require a written explanation (IC review).

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What are detention-in-ambulance and organ-transport detention services?

Detention-in-Ambulance

  • Constant attendance with a patient in an ambulance, providing all aspects of care.

  • Time is only for the period the physician is in constant attendance in the ambulance.

  • Includes initial exam, ongoing monitoring and all interventions (unless another fee is separately billable).

  • Codes:

    • K101 – ground ambulance transfer with patient, per quarter hour or part thereof.

    • K111 – air ambulance transfer with patient, per quarter hour or part thereof.

    • K112 – return trip without patient after air/ground transfer, per half hour or major part thereof.

  • Claims are IC-assessed and require explanation.

  • K101 is not for attendance in vehicles other than an ambulance; in those cases, K001 may apply.

Detention for the Transport of Donor Organs (K102)

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  • Payable for travel time to and from a donor centre (excluding time in the centre) to collect and transport donor organ(s), including fresh bone.

  • Billed per quarter hour or part thereof, not eligible with K001.

  • Claims are IC-assessed and judged on the most time-efficient means of travel.


How do newborn care, low birth weight baby care and well baby care work?

Newborn care

  • Routine care of a well newborn for up to the first 10 days of life, in hospital or home.

  • Includes an initial general assessment, any needed subsequent assessments, and instructions to caregiver(s).

  • Limit: 1 per patient; can be billed at both hospitals if a well baby is transferred (e.g., due to mother’s health).

  • A special visit premium may be billed in addition if the physician makes an extra hospital visit outside normal rounds to facilitate same-day newborn discharge.

Low birth weight baby care

  • Any assessment of a well newborn/infant weighing <2.5 kg at birth.

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Well baby care

  • Periodic assessment during the first two years of life, including a complete exam with weight and measurements and instructions to parent/representative about health care.

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Enhanced 18-month well baby visit (subset of well baby care)

  • For children 17–24 months.

  • Must include:

    • all services of well baby care,

    • an 18-month age-appropriate developmental screen, and

    • review of a brief standardized tool completed by the caregiver to identify risk of developmental disorders.

  • Medical record must document the screen and concerns from the standardized tool.

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What is a psychiatric assessment under the Mental Health Act?

Psychiatric assessment under the Mental Health Act covers services billed under K620, K623, K624, K629.

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  • Includes appropriate psychiatric history, inquiry and exam to enable completion of the relevant Mental Health Act forms, and notification of patient, family, representative and authorities when appropriate.

  • Separate codes in the Psychiatry section define:

    • K620 – consultation for involuntary psychiatric treatment (time-based units),

    • K623 – application for psychiatric assessment (Form 1),

    • K624 – certification of involuntary admission (Form 3),

    • K629 – re-certification(s) of involuntary admission.


How do e-assessments, repeat, follow-up and minor e-assessments work?

E-assessment (specialist)

  • Performed by a specialist at the request of a primary care physician or nurse practitioner using a secure electronic method (e.g., secure messaging, EMR).

  • Specialist reviews all relevant data (history, labs, diagnostics, images).

  • Must provide an opinion/recommendations to the requester within 30 days.

  • Includes specific elements of assessments (except common elements A & B).

  • Not payable when:

    • used solely to arrange transfer of care,

    • used to arrange a consultation/other assessment/visit/K-time service or diagnostic procedure,

    • the specialist bills a K-prefix time-based service within 30 days, or

    • the physician is otherwise compensated (salary, APP/AFP, etc.).

  • If the specialist later sees the patient face-to-face for the same diagnosis within 60 days, only a specific or partial assessment is payable (not a full consultation).

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Initial e-assessment frequency

  • Limited to 1 per patient per specialist per 12 months,

  • can increase to 2 if a second request is for a clearly different diagnosis unrelated to the first.

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Repeat e-assessment

  • First e-assessment after an initial e-assessment or consultation by the same specialist, for the same diagnosis.

  • Requires review of new/relevant data and an opinion with management advice.

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  • Limited to 1 per patient per physician per 12 months, or 2 if the second relates to a clearly different diagnosis.

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Follow-up e-assessment

  • Limited e-assessment for follow-up by a specialist who has previously rendered any insured service for the same diagnosis.

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  • Time and intensity ~ partial assessment.

  • Limits:

    • 1 per patient per day per physician,

    • 4 per patient per physician per 12 months,

    • 1000 per physician per 12 months total.

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Minor e-assessment

  • Brief e-assessment where the specialist reviews relevant information and answers a specific clinical question from the primary care physician or NP.

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Primary care data-collection premium (K738)

  • Payable to the primary care physician when they must collect additional data (e.g., images) not already in their records to support the e-assessment.

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When is the first-visit-after-hospital-discharge premium (E080) payable?

E080 – First visit after hospital discharge premium

  • Add-on to certain visit/assessment codes for a visit with the patient’s primary care physician in office or patient’s home within two weeks of discharge from an acute care in-patient admission.

  • Not payable if hospital stay was for obstetrical delivery (unless ICU admission), newborn care (unless NICU admission), or day surgery.

  • Only payable when rendered with specific A/K/P codes (e.g., A001, A003, A004, A007, A008, A261–A264, A888, A900, K004–K008, K013, K014, K022, K023, K028–K030, K032, K033, K037, K623, P003, P004, P008).