Coding & Compliance  ·  9 min read

Split/Shared Visit Billing 2026: CMS Substantial Portion Rules for Physician-APP Teams

When a physician and an Advanced Practice Provider (APP) — a nurse practitioner or physician assistant — both participate in the same patient visit, who bills the claim? Under CMS split/shared visit rules, the answer depends on who performed the "substantial portion" of the encounter — and since 2022, the rules have been significantly tightened. Getting this wrong is one of the fastest ways to trigger a Medicare audit.

What Is a Split/Shared Visit?

A split/shared visit occurs when a physician and a qualified non-physician practitioner (NPP) — an NP or PA — each personally perform a face-to-face portion of an E/M visit with the same patient on the same date of service, in a facility setting. The visit is then billed under one provider's NPI based on who performed the "substantial portion."

Split/shared rules apply only in facility settings — hospital inpatient, hospital outpatient, emergency department, observation, skilled nursing facility, and critical care. Office-based visits where the physician and APP see the same patient separately are governed by different rules (incident-to or direct billing).

The Substantial Portion Rule: 2026 Definition

CMS defines the substantial portion as the portion that determines who may bill the visit under their NPI. As of 2023 and continuing in 2026, the substantial portion is defined solely by time.

2026 rule: The provider who spends more than half (greater than 50%) of the total time spent by both providers on the visit is considered to have performed the substantial portion. That provider bills the claim under their own NPI.

Prior to this rule finalization, CMS had considered history, physical exam, or medical decision making (MDM) as alternative ways to define the substantial portion. Those alternatives are no longer in effect for Medicare split/shared visits — time is the only standard.

How to Calculate Split/Shared Time

Total split/shared visit time includes the combined face-to-face and non-face-to-face time spent by both providers on the date of service — following the same E/M time counting rules (ordering tests, reviewing records, documentation, care coordination on the date of the visit).

ScenarioPhysician TimeAPP TimeWho Bills?
APP does most of visit, physician briefly reviews8 min22 minAPP bills under own NPI
Equal contribution15 min15 minEither may bill (document clearly)
Physician performs the majority25 min10 minPhysician bills under own NPI
Physician sees patient, APP documents only30 min20 min (documentation)Physician bills — documentation time counts

Documentation Requirements

For a split/shared visit to be billed compliantly, the medical record must clearly support:

Co-signature is not documentation: A physician co-signing an APP's note doesn't constitute split/shared participation. The physician must independently document their own personal, face-to-face or non-face-to-face contribution to the visit on that date.

Billing Under Physician NPI vs. APP NPI: The Financial Impact

This is why split/shared rules matter so much financially. When a service is billed under the physician's NPI in a facility setting, Medicare pays at 100% of the physician fee schedule. When billed under the APP's NPI, Medicare pays at 85% of the physician fee schedule.

For a high-volume inpatient or hospitalist practice seeing 20 patients per day with a physician-APP team, the difference between correctly documenting physician substantial portion vs. defaulting to APP billing can represent $80,000–$150,000 in annual revenue difference per physician.

Critical Care and Split/Shared Visits

Split/shared rules don't apply to critical care services (99291/99292). Critical care must be billed under the provider who personally performed the critical care — there's no split/shared mechanism for critical care. Each provider bills only their own time, and physician and APP critical care time can't be combined.

Common Split/Shared Billing Errors

1
Physician billing without personal documentation
Billing under the physician NPI when the physician only co-signed without personally documenting their contribution. This is the most-cited split/shared audit finding. Prevention: require physicians to add their own note documenting their specific participation and time.
2
No time breakdown between providers
Documenting total visit time without separating physician and APP time. Prevention: EHR templates must require individual provider time fields for split/shared encounters.
3
Applying split/shared rules to office visits
Split/shared rules apply only in facility settings. Applying them in a physician office when an APP does the visit and the physician briefly checks in is incident-to billing — completely different rules apply. Prevention: train staff to identify setting before applying billing rules.
4
Billing APP time under physician NPI to get 100%
Billing a visit under the physician NPI when the APP performed the substantial portion is upcoding — a False Claims Act violation. Prevention: time-based billing requires honest documentation; audit quarterly.
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