Incident-To Webinar

This 90 minute webinar will be going into great detail regarding the confusion related to Incident to Services and Shared visits. We will review the guidelines as to when non-physician practitioners can “perform” evaluation and management services and when they cannot. Who can supervise Non-physician practitioners? We will go through multiple examples and specific scenarios and also offer simple common-sense solutions. We will discuss myths versus reality as it relates to Incident to Services and Shared Visits.  We will discuss you how to limit those risks by simply taking proactive steps and utilizing best practices.

Why should you Attend:

  • Eliminate the confusion concerning all of the conflicting information regarding Incident to and Shared Visits!
  • To fully understand what Incident to Services are?
  • To learn the financial impact of incident to reporting and billing.
  • To discover in simple terms what you SHOULD NOT do!
  • Understand the do’s and don’ts of reporting services in multiple setting.
  • Completely understand the difference between Shared Visits and Incident to Service!
  • Learn the importance of the changes in the near future concerning evaluation and management services.  How will these changes impact coding and reporting for Incident to Services and Shared Visits?
  • To understand the signature requirements for Non Physician providers and their supervising physician.
  • Learn how to avoid triggering audits. Learn simple workflows that will limit risk of inappropriate billing and raising red flags to payers.
  • Understand the commercial payers and the unique guidelines with commercial payers vs. those of Medicare and federal entities.
  •  Get practical solutions to problems you are facing in the office setting.
  • To learn the difference in the documentation requirements for Incident to Services vs. Shared Visits.

Who Will Benefit:

  • Practice managers
  • Coding and Reimbursement Specialists
  • Billing Professionals
  • Non Physician providers
  • Consultants


The training format is an online live webinar through GoToTraining platform. A CEU certificate will be issued upon completion of a short quiz.

  • Estimated Length: 1.5 Hour
  • Worth: 3 CEUs
  • Pre-Approval: MMI & AAPC

Click here to view the entire continuing education course listing through MMI.

Details on Training

Course Outline

Incident-To Explanation & Requirements: This section of the course goes over what incident-to means and explains what it is. It also touches on the requirements for incident-to billing and gives examples.

Split/Shared Explanation & Requirements: This section of the course goes over what split/shared billing means and explains what it is. It also touches on the requirements for split/shared billing and gives examples.

Qualifying Physicians & NPPs: This part of the course will explain who qualifying physicians and non-physicians practitioners are in regards to incident-to.

Provider Payment Guidelines: Here you will learn the provider payment guidelines for incident-to and split/shared billing.

Locations: Here you will learn the different locations and examples of how to bill for each location of services.

Exceptions: In this section you will learn about the extenuating circumstances that lead to exceptions for billing incident-to and split/shared visits.

Common Documentation Errors: Here you will learn the common errors in documentation so you can avoid them in your own practice.

About the Instructor

About the Instructor

The Incident-To Webinar was created by Quita Edwards, RMC, REMS, CPC, CPC-I, COSC, CPMA. She has over 30 years of experience in the medical industry, including 22 where she was employed with a multi-physician Orthopaedic Surgery and Rehabilitation Center. She is now owner and CEO of Practice Dynamics, an independent billing company, as well as CASE Contracting Services, where she is an independent contractor for consulting, auditing, and educational services for physicians, their staff, and professionals pursuing certifications through the AAPC. She holds specialty certifications in Orthopaedic Surgery and Medical Auditing.