Coding and Documentation for Preventive Services

Event Date: Thursday, June 18, 2026 | Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | Duration: 90 minutes

Course Description

Unlock the full potential of preventive care services in this comprehensive webinar designed for providers, coders, and billing professionals. Preventive Power: Coding Essentials for Medicare Wellness and Preventive Visits delivers a practical, real-world approach to navigating the complexities of Medicare preventive services.

Participants will gain a clear understanding of the documentation and eligibility requirements for the “Welcome to Medicare” visit, also known as the Initial Preventive Physical Examination (IPPE), including timing, required elements, and common pitfalls. The session will also break down the components of both Initial and Subsequent Medicare Annual Wellness Visits (AWVs).

Participants will learn the key elements of a comprehensive preventive evaluation—typically associated with commercial payers—and how these differ from Medicare benefits, which do not cover routine comprehensive preventive exams.

The session will also provide guidance on documentation and billing requirements specific to Medicare-covered breast, pap, and pelvic exams.

Attendees will also learn how to appropriately report additional medically necessary services performed on the same date as a wellness or preventive visit, including proper use of modifiers and supporting documentation requirements.

Through interactive discussion and real-world scenarios, participants will have the opportunity to test their knowledge, ask questions, and clarify gray areas. The session will conclude with actionable strategies for improving workflow and streamlining processes to support efficient delivery and billing of preventive services.

Whether you're new to Medicare preventive services or looking to refine your current processes, this webinar will equip you with the tools and confidence to succeed.

Learning Objectives

• Identify the documentation and eligibility requirements for the "Welcome to Medicare" (Initial Preventive Physical Examination - IPPE).
• Explain the components of the Initial and Subsequent Medicare Annual Wellness Visits (AWV).
• Describe the elements of a Comprehensive Preventive Evaluation.
• Outline the documentation and billing guidelines for Breast, Pap, and Pelvic exams.
• Engage in an open discussion to analyze real-world scenarios and clarify participant questions.
• Evaluate the rules of providing additional services on the same date as a wellness or preventive visit.
• Discuss workflow/process for conducting and billing these preventive services.
• Identify common pitfalls and challenges in Medicare preventive service coding and billing to ensure compliance.
• Differentiate between Medicare preventive benefits and comprehensive preventive evaluations typically covered by commercial payers.
• Apply appropriate modifiers and supporting documentation requirements for billing additional medically necessary services on the same date as a wellness or preventive visit.
• Develop actionable strategies for optimizing workflow and streamlining processes for efficient preventive service delivery and billing.
• Understand the timing requirements for the Initial Preventive Physical Examination (IPPE) and Annual Wellness Visits (AWVs).
• Recognize the financial implications of accurate coding for Medicare preventive services.

Areas Covered in the Session

• Understanding the "Welcome to Medicare" Visit (IPPE)
• Medicare Annual Wellness Visits (AWVs)
• Live Q&A Session
• Distinguishing Comprehensive Preventive Evaluations
• Coding and Billing for Specific Preventive Exams
• Reporting Additional Medically Necessary Services
• Common Pitfalls and Compliance
• Workflow Optimization
• Real-World Scenarios
• Advance Care Planning (ACP)
• Health Risk Assessments (HRA)
• Personalized Prevention Plan Services (PPPS)
• Cognitive Impairment Assessment
• Telehealth and Preventive Services
• Commercial vs. Medicare Rules
• Audit Triggers
• Live Q&A Session

Suggested Attendees

• Provider
• Clinician
• Coder/Biller
• Compliance Officer or Administrator
• Practice Manager
• Medical Assistant
• Nurse Practitioner
• Physician Assistant
• Revenue Cycle Specialist
• Healthcare Consultant
• Office Staff involved in patient intake and scheduling
• Patient Educator
• Front Desk Staff
• Medical Director
• Quality Improvement Coordinator
• Health Information Manager