Are You Confident in Your “Incident To” Billing Practices — or Could Compliance Gaps Be Costing You?

Accurate “Incident To” billing remains one of the most challenging areas in Medicare reimbursement. Join us for an in-depth training session that demystifies these complex rules and helps you ensure full compliance while maximizing reimbursement.

This essential webinar is specifically designed for billing professionals, coders, providers, and compliance teams who want to eliminate uncertainty and strengthen their organization’s Medicare billing accuracy. You’ll gain a clear understanding of how and when services may be billed under a supervising physician’s NPI and how to maintain the required documentation and supervision standards.

Our expert-led session will dissect the latest CMS guidelines—covering scope of practice, supervision levels, and the exact situations when services no longer qualify as “Incident To.” Through practical examples and detailed instruction, you’ll learn how to differentiate “Incident To” encounters from split/shared visits, avoid common pitfalls, and safeguard your organization against costly denials and audit exposure.

Whether your practice is in primary care, a multi-specialty group, or an outpatient clinic, you’ll walk away with actionable strategies, compliance checklists, and workflow tools that can be implemented immediately.

Protect your revenue and compliance reputation — make sure your “Incident To” billing meets current Medicare standards.

Key Learning Outcomes

By the end of this webinar, attendees will be able to:

• Clearly define “Incident To” services and determine when they may be billed under a supervising physician’s NPI.

• Understand the fundamental CMS rules regarding scope of practice, supervision requirements, and service settings.

• Distinguish between “Incident To” and split/shared visits and know when each billing method applies.

• Identify documentation gaps and common mistakes that lead to claim denials or compliance violations.

• Explain supervision levels and apply them correctly in team-based or collaborative care settings.

• Apply compliant coding procedures for auxiliary personnel working under a physician’s plan of care.

• Recognize when a service no longer meets “Incident To” criteria and transition billing appropriately.

• Implement documentation and workflow best practices to maintain compliance across the billing and care delivery teams.

Topics Covered

• Definition and Overview of “Incident To” Services

• Detailed Review of CMS Regulations and Terminology

• Medicare Eligibility and Approved Service Settings

• Supervision Requirements: Direct, General, and Virtual

• Documentation Standards and Common Errors

• Scenarios That Invalidate “Incident To” Claims

• Frequent Coding and Billing Mistakes

• Comparison: Split/Shared Visits vs. “Incident To”

• Coding Tips and Modifier Use for Accuracy

• Audit Prevention and Risk Mitigation Strategies

• Team-Based Workflow Optimization

• Interactive Q&A with the Expert

Who Should Attend

This program is ideal for professionals involved in Medicare billing and compliance, including:

• Physicians and Advanced Practice Providers

• Medical Coders and Billers

• Compliance and Audit Specialists

• Practice Administrators and Managers

• Revenue Cycle and Reimbursement Staff

• Clinical Documentation Improvement (CDI) Specialists

• Office Managers and Front Desk Supervisors

• Hospital and Health System Billing Teams

• Legal and Compliance Officers

• Consultants and Billing Companies

• Educators, Trainers, and Compliance Instructors

• Staff at FQHCs, RHCs, and Outpatient Facilities

About the Presenter

Keisha Wilson, CCS, CPC, CPCO, CPMA, CRC, CPB, AAPC-Approved Instructor
Founder and CEO, KW Advanced Consulting

With over two decades of healthcare experience, Keisha Wilson is an accomplished leader in coding, billing compliance, and revenue cycle optimization. Her professional background spans major teaching hospitals, acute care systems, and consulting firms, where she has held key roles such as Compliance Director, Coding Manager, and Clinical Documentation Improvement (CDI) Specialist.

As a nationally recognized expert and educator, Keisha specializes in compliance strategy, risk-based auditing, evaluation and management reviews, and telehealth coding. She has developed numerous training programs and compliance documentation frameworks used by healthcare organizations nationwide.

Keisha is also a respected contributor to professional publications, including AAPC Magazine and Primary Care Coding Alerts. In addition to leading KW Advanced Consulting, she serves on the Board of Directors for an outpatient mental health clinic and participates in various national committees focused on telehealth and compliance innovation.

Her extensive expertise and passion for education make her a trusted voice in compliance, coding, and healthcare operations.