Documenting What Matters: A Team-Based Approach to Advanced Practice Practitioner Collaboration, Billing, and Epic Documentation

Thursday, August 27, 2026, 4:30 PM - 6:00 PM, Texas Tech University Health Sciences Center at Lubbock, Lubbock, TX


AMA PRA Category 1 Credits™ (1.50 hours), AAPA Category 1 CME Credit (1.50 hours), General Attendance (1.50 hours), IACET CEU (1.50 hours), IPCE (1.50 hours), Medical Ethics (1.50 hours), Nursing Contact Hours (1.50 hours)

This live, two-hour training is designed for the interprofessional team involved in patient care documentation, coding, billing, compliance, and clinical operations, including physicians, advanced practice practitioners, coders, billing staff, compliance staff, and clinic leaders. Each member of the team plays an important role in ensuring that documentation accurately reflects the care provided and supports appropriate billing. Using a team-based approach, the activity will address how physicians and advanced practice practitioners work together in clinical care and documentation, how coders and billing staff use documentation to support accurate level of service selection, and how the entire team can reduce compliance risk related to incomplete, copied, cloned, or unsupported notes. The first hour will focus on team roles in physician and advanced practice practitioner collaboration, documentation of each providers contribution, medical necessity, level of service selection, procedure documentation, and common compliance concerns. The second hour will focus on how the team can use Epic documentation tools and features, including SmartPhrases, SmartText, SmartLinks, SmartLists, templates, and available Epic training resources, to support complete, accurate, and patient-specific documentation. Through case examples and practical discussion, participants will examine how documentation affects patient care, coding, billing workflows, compliance review, reimbursement, and communication across the care team. This activity is intended to strengthen team-based collaboration, improve documentation quality, support compliant billing practices, and promote effective use of Epic following the institutions transition to Epic for patient care and billing services.

1. Identify at least three documentation, coding, billing, compliance, or Epic requirements that support accurate teambased documentation of physician and advanced practice practitioner collaboration, level of service selection, medical necessity, and procedure documentation.
2. Apply teambased documentation strategies during case discussions to clarify each team members contribution, support medical necessity, select the appropriate level of service, document procedures accurately, respond to coder feedback, and use Epic tools appropriately.
3. Implement at least one teambased documentation improvement in practice to reduce copied or cloned notes, improve providercoder communication, support compliant billing, and strengthen patientspecific documentation in Epic.

Cancellation Policy

Texas Tech University Health Sciences Center reserves the right to cancel or postpone this program if necessary; in the event of cancellation, course fees will be fully refunded. We are not responsible for other costs incurred, such as non-refundable airline tickets or hotel penalties.

Accessibility Statement
 
Texas Tech University Health Sciences Center (TTUHSC) is committed to ensuring that its programs, services, facilities, and educational activities are accessible to individuals with disabilities in accordance with Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act (ADA), as amended.
If you require reasonable accommodations to participate in an activity, including assistance with accessibility or dietary needs, please contact the OPDACE Conference Coordinator or program staff prior to the event so appropriate arrangements can be made.

Welcome to the TTUHSC Office of Professional Development and Accredited Continuing Education.

Mitigation of Relevant Financial Relationships

Texas Tech University Health Sciences Center adheres to the ACCME Standards for Integrity and Independence in Accredited Continuing Education. Individuals in a position to control the content of a CE activity, including faculty, planners, reviewers, and others, are required to disclose all financial relationships with ineligible companies within the past 24 months. TTUHSC reviews these relationships to determine whether they are relevant to the educational content. Any relevant financial relationships are mitigated prior to the commencement of the activity, and relevant financial relationships and their mitigation are disclosed to learners.

Thursday, August 27, 2026