I will throw my two pennies in, until Steve gets back to the thread.

For your first question, yes, you are doing it correctly. The doctor can move to a new office every day of the week, if he wanted, but any patients that he has seen FACE TO FACE in the last three years are established.
For the second question, if any doctor in the same practice, SAME SPECIALTY has seen that patient in the last three years, they are established.