2026 Incident-To & Split/Shared E/M Billing Strategies: Documentation, Compliance & Revenue Optimization

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 Outcomes:

• 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
• New direct supervision guidelines for FY 2026
• Split/Shared Visits vs. Incident To
• Coding & Modifier Tips for Accuracy
• Best Practices for Teams and Workflows
• Live Q&A Session

Recommended Participants:

• Healthcare providers
• Medical Coders
• Billers
• Auditors
• Administrative staffs
• Hospitals and Health Systems 
• Physician-based practices 
• Legal and Regulatory Teams 
• Physicians
• Physician Assistants
• Nurse Practitioners
• Certified Nurse Midwives
• Providers
• Medical Billers
• CDI Professionals
• Compliance Officers
• Revenue Cycle Professionals
• Revenue Cycle Staff
• Practice Managers
• Hospital Administrators