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Solving the Mysteries Around
“Incident to”
&
Shared Care
2
Objectives
• Define QHP providers
• Identify clinical staff and services they can
provide
• Understand which services require orders
• Explore the difference between “incident to”
and shared care services.
• Review specific guideline for each service
• Understand reimbursement issues
• Look at how other payers view these Medicare
policies
Basics
• All physician groups that employ QHPs
may be faced with billing Medicare for their
services.
• The key issue is differences in
reimbursement based on who reports a
service
– Medicare reduces QHP billed services by 15%
of the physician allowed amounts
– Huge compliance issue
QHP/NPP
• A QHP/NPP is a licensed health professional
• Recognized by Medicare as able to evaluate, treat
and be paid for medically necessary services on
the Part B physician fee schedule
– Qualified by education and training
• QHP must meet eligibility requirements to be
credentialed by Medicare and bill independently
• Examples: nurse practitioner, physician assistant,
clinical nurse specialist, certified nurse-midwife
Clinical Staff
• Person who works under the supervision of a
physician or other QHP professional
– Allowed by law, regulation and facility policy to
perform or assist in the performance of a specific
professional services
– 99211 or specific code based on TOS
– Service billed under physician QHP name
• Includes medical assistants, licensed practical
nurse, etc.
Incident to Requirements
• Performed in physician office
• Physician provides direct supervision
o Physician must be present in the office
suite and immediately available to furnish
assistance and direction throughout the
performance of the procedure.
o Supervising physician can be any physician in the
clinic
o Does not have to be physician the initiated care
Documentation
• Identity of performing provider
• Note indicating name of supervising/billing
physician was in the office suite at the time
of the service.
• Preferable to have physician order available
that ordered follow up by QHP or ancillary
service
Split/Shared Care
• Shared or split services are Evaluation and
Management (E/M) services performed
jointly between a physician and a non-
physician practitioner (NPP), in the same
group, in a facility setting.
• May not be performed in office setting (POS 11)
• Services may include both face-to-face and
non-face-to-face activities.
Commercial Payers
• Some may specifically exclude “incident
to”
• Cigna
• Some payers do not credential QHPs and
services should be billed under the
supervising physician
Commercial Payers…
– UHC allows “incident to” and shared care
billing.
• May require modifier –SA for incident to services
– HighMark follows “incident to” guidelines and
require
– If a particular payer credentials QHPs they may
follow incident to or shared care rules
– Check with your individual payers
THANK YOU
Register Now

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Understanding the Basics of Physician Billing for "Incident to" Services

  • 1. Solving the Mysteries Around “Incident to” & Shared Care
  • 2. 2 Objectives • Define QHP providers • Identify clinical staff and services they can provide • Understand which services require orders • Explore the difference between “incident to” and shared care services. • Review specific guideline for each service • Understand reimbursement issues • Look at how other payers view these Medicare policies
  • 3. Basics • All physician groups that employ QHPs may be faced with billing Medicare for their services. • The key issue is differences in reimbursement based on who reports a service – Medicare reduces QHP billed services by 15% of the physician allowed amounts – Huge compliance issue
  • 4. QHP/NPP • A QHP/NPP is a licensed health professional • Recognized by Medicare as able to evaluate, treat and be paid for medically necessary services on the Part B physician fee schedule – Qualified by education and training • QHP must meet eligibility requirements to be credentialed by Medicare and bill independently • Examples: nurse practitioner, physician assistant, clinical nurse specialist, certified nurse-midwife
  • 5. Clinical Staff • Person who works under the supervision of a physician or other QHP professional – Allowed by law, regulation and facility policy to perform or assist in the performance of a specific professional services – 99211 or specific code based on TOS – Service billed under physician QHP name • Includes medical assistants, licensed practical nurse, etc.
  • 6. Incident to Requirements • Performed in physician office • Physician provides direct supervision o Physician must be present in the office suite and immediately available to furnish assistance and direction throughout the performance of the procedure. o Supervising physician can be any physician in the clinic o Does not have to be physician the initiated care
  • 7. Documentation • Identity of performing provider • Note indicating name of supervising/billing physician was in the office suite at the time of the service. • Preferable to have physician order available that ordered follow up by QHP or ancillary service
  • 8. Split/Shared Care • Shared or split services are Evaluation and Management (E/M) services performed jointly between a physician and a non- physician practitioner (NPP), in the same group, in a facility setting. • May not be performed in office setting (POS 11) • Services may include both face-to-face and non-face-to-face activities.
  • 9. Commercial Payers • Some may specifically exclude “incident to” • Cigna • Some payers do not credential QHPs and services should be billed under the supervising physician
  • 10. Commercial Payers… – UHC allows “incident to” and shared care billing. • May require modifier –SA for incident to services – HighMark follows “incident to” guidelines and require – If a particular payer credentials QHPs they may follow incident to or shared care rules – Check with your individual payers