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June 20, 2025

Shared Services: CPT® and CMS Rules | Webinar

  • Overview

  • Instructions

  • Webinar Handouts

  • CEU Credit

Overview

Shared Services: CPT and CMS Rules

Recorded May 16th, 2024

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Shared services are E/M services jointly performed by a physician and non-physician practitioner in a facility setting. The service is reported under the National Provider Identifier (NPI) of the practitioner who performs the substantive portion of the service. The substantive portion of the service can be determined by time or medical decision making (MDM). This webinar will describe the CPT® rules for using either time or MDM for shared services. Although CPT® does not define which professional must document the visit, the webinar will describe what CMS says about documentation.

This webinar is based on information in the 2024 CPT® book and will be based on the Medicare Claims Processing Manual at the time of the webinar. (May, 2024) As of 3/19/2024, the last revision of the shared services section was in 2023.

Links to MAC pages about shared services will be provided.

After the session, participants will be able to:

  • Describe how to document the substantive portion of shared services based on time
  • Identify which MDM element, when performed, must be done by the billing practitioner
  • Develop best documentation practices

Become a member and register for free (a $159 value!)

Membership includes access to all webinars (live and on-demand), our entire library of coding resources, AND, regular updates on coding changes that affect your practice.

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Instructions

When you register, you will receive a confirmation email with your unique link to join the webinar. This link is for you only and should not be shared.

Webinar handouts are posted the week of the webinar. We encourage you to print these resources and have them handy for reference during the webinar. Your reminder email will include a link to the resources page.

CAN'T LISTEN LIVE?
No problem. A recording will be available on-demand following the webinar. Access to on-demand webinars is always free for members.

PLEASE NOTE
Webinar access is limited to one connection per registration/membership. Your colleagues and staff can listen in via your speakerphone or computer's audio connection. If you have an individual membership and would like to convert to a membership with more users, you can upgrade here.

Email support@codingintel.com if you have questions.

Webinar Handouts

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CEU Credit

This program has the prior approval of AAPC for 1 continuing education credit. Granting of prior approval in no way constitutes endorsement by AAPC of the program content or the program sponsor.

Participants on the live call will be able to download the CEU certificate at the end of the teaching portion of the webinar. The certificate will also be emailed to attendees following the event.

If you are watching on-demand, AAPC requires a post-test with a score of 70% correct or better to receive the CEU certificate.

Credit expiration date: 05-30-2026

Become a member and register for free (a $159 value!)

Membership includes access to all webinars (live and on-demand), our entire library of coding resources, AND, regular updates on coding changes that affect your practice.

Become a member
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*This program has the prior approval of AAPC for 1 continuing education credit. Granting of prior approval in no way constitutes endorsement by AAPC of the program content or the program sponsor.

**Webinar access is limited to one connection per registration/membership. Your office staff can listen in via your computer's audio connection. Additional connections subject to additional fees. If purchasing on-demand, and CEUs are offered, they are only available to the purchaser.

Last revised May 21, 2025 - Betsy Nicoletti
Tags: medicare incident-to and shared services

CPT®️️ is a registered trademark of the American Medical Association. Copyright American Medical Association. All rights reserved.

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Our mission is to provide up-to-date, simplified, citation driven resources that empower our members to gain confidence and authority in their coding role.

In 1988, CodingIntel.com founder Betsy Nicoletti started a Medical Services Organization for a rural hospital, supporting physician practice. She has been a self-employed consultant since 1998. She estimates that in the last 20 years her audience members number over 28,400 at in person events and webinars. She has had 2,500 meetings with clinical providers and reviewed over 43,000 medical notes. She knows what questions need answers and developed this resource to answer those questions.

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