

Understanding Medicare’s ‘Incident To’ Rules: A Practical Guide for Providers
Are you confident your team is billing “Incident To” services correctly or could you be at risk for denials and noncompliance?
Join us for this essential training on Incident To Billing, one of the most commonly misunderstood areas in Medicare reimbursement. This webinar is designed to clarify the requirements, eliminate confusion, and give coders, billers, providers, and compliance professionals the tools they need to bill under a supervising physician’s NPI appropriately.
We’ll break down the key CMS rules, including scope of practice, direct supervision, and when services no longer qualify as “incident to.” You’ll learn the necessary documentation components, how to differentiate between shared/ split visits, and common mistakes that lead to billing errors, audits, and lost revenue.
Whether you're in primary care, multi-specialty, or an outpatient clinic setting, this session will provide real-world examples, checklists, and coding strategies that can be implemented immediately to safeguard your organization.
Don't risk getting it wrong. Stay informed, stay compliant, and ensure your billing aligns with the latest guidelines.
Learning Objectives
Define "Incident To" services and explain when Medicare allows billing under a supervising physician's NPI
Identify the key CMS requirements for billing "Incident To," including scope of practice, direct supervision, and service settings
Differentiate between “Incident To” services and split/ shared visits, and understand when each applies
Recognize common documentation errors that lead to denials or compliance risk in “Incident To” billing
Outline supervision levels required for “Incident To” services and how to ensure compliance in team-based care
Apply correct coding practices for services rendered by auxiliary staff under the physician's plan of care
Understand when services no longer qualify as “Incident To” and how to properly transition billing
Implement documentation and workflow strategies to support compliant “Incident To” billing across provider and billing teams
Areas Covered in the Session
Definition of “Incident To” Services, Overview of CMS guidelines and key terminology
Medicare Requirements for “Incident To” Billing
Eligible Providers and Settings
Supervision Requirements Explained
Documentation Do’s and Don’ts
Scenarios That Disqualify “Incident To” Billing
Common Billing Mistakes and Audit Risks
Split/ Shared Visits vs. Incident To
Coding & Modifier Tips for Accuracy
Best Practices for Teams and Workflows
Live Q&A Session
Suggested Attendees
Healthcare Providers
Coders
Billers
Auditors
Administrative Staff
Hospitals and Health Systems Staff
Physician-Based Practices
Legal
Practice Managers and Administrators
Compliance Officers
Revenue Cycle Managers
Clinical Documentation Improvement (CDI) Specialists
Office Managers and Front Desk Supervisors
Claims Managers and Reimbursement Specialists
Federally Qualified Health Centers (FQHCs)
Rural Health Clinics (RHCs)
Billing Companies and Consultants
Healthcare Educators and Trainers
Anyone Responsible for Medicare Billing Compliance
About the Presenter
Keisha Wilson, CCS, CPC, CPCO, CPMA, CRC, CPB, AAPC Approved Instructor, the founder/ CEO of KW Advanced Consulting, is a seasoned professional with over 20+ years of experience in the healthcare field. Her career in large teaching hospitals and acute ambulatory care systems includes roles such as an outpatient coding specialist, clinical documentation improvement (CDI) specialist, compliance operations coding and billing manager, interim compliance director, and consultant to various coding companies. Her extensive experience is a testament to her leadership and deep understanding of the industry.
Keisha is not just a subject matter expert in Compliance and Revenue Cycle Management but also a dedicated educator and trainer. She excels in Risk-Based Audits, Retrospective, Prospective, Evaluation and Management audits, and auditing and coding of multi specialty, documentation, and coding Telehealth/ Telemedicine services, Risk Adjustment/ HCC provider and coder education/ training and webinars. Keisha has developed and implemented numerous compliance documentation and coding training programs for organizations of all sizes. She is an approved instructor for KW Advanced Consulting and an adjunct instructor for the American Academy for Professional Coders (AAPC), teaching a wide range of compliance and coding courses.
Keisha's dedication to sharing her expertise extends beyond her professional roles. She serves on the Board of Directors for an outpatient mental health clinic and actively participates in various telehealth and compliance committees. As a published author, she regularly contributes coding articles for KW Advanced Consulting, keeping the industry updated with the latest developments. Her collaboration with the AAPC editors on various Primary Care Coding Alerts and AAPC Magazine (formerly Healthcare Business Monthly) is a testament to her commitment to advancing the field.
Additional Information
System Requirement:
Internet Speed: Preferably above 1 MBPS
Headset: Any decent headset and microphone which can be used to hear clearly
Live Course Cancellation Policy: If for any reason Skillacquire need to cancel this program, Skillacquire will notify participants by email of the cancellation no less than 24 hours prior to the expected start time.
For more information, you can reach out to the below contact:
Toll-Free No: 1-302-444-0162
Email: care@skillacquire.com