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Social Determinants of Health: New SDoH Coding and Reporting Guidelines to Insurance Payers

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Social determinants of health are the conditions in which people are born, grow, live, work, and age that affect their health and well-being. Addressing social determinants of health in a medical office setting can help improve the quality of care and outcomes for patients, especially those who face health disparities or social barriers.

Health equity is the principle that everyone should have a fair opportunity to attain their full health potential. No one should be disadvantaged from achieving this potential because of their social position or other socially determined circumstances. Health equity is a matter of justice and a strategic priority for improving population health and well-being. Addressing health equity means tackling the root causes of health disparities, such as poverty, discrimination, lack of access to quality health care, education, and environmental factors. By promoting health equity, we can reduce the disease burden, improve quality of life, and enhance social cohesion and economic development.

The Centers for Medicare & Medicaid Services (CMS) continues their commitment to advancing healthcare equity through various initiatives, policies, and programs to reduce disparities in healthcare access and clinical outcomes. To improve value-based initiatives and to support the agency’s continued commitment to health equity, CMS finalized its 2024 Medicare Physician Fee Schedule (MPFS) to include policies that expand access to care and advance healthcare equity. CMS finalized coding and payment for Social Determinants of Health Assessments, Caregiver Training, Community Health Integration, and Principal Illness Navigation services.

Caregiver training is an essential component of quality care for older adults and people with disabilities. The Centers for Medicare & Medicaid Services (CMS) provides guidance and resources for caregiver training programs. These programs aim to improve the skills and competencies of caregivers and reduce caregiver stress and burnout. Caregiver training can also benefit the care recipients, by improving their health outcomes, safety, and quality of life.

Community health integration (CHI) is a new model of healthcare delivery that aims to improve access and quality of care for Medicare and Medicaid beneficiaries in rural areas. CHI services are performed by certified or trained auxiliary personnel, such as community health workers, under the general supervision of a billing practitioner.

Principal illness navigation aims to improve the quality of life and well-being of patients and their caregivers, as well as to reduce the burden on the healthcare system.

Join us for an informative webinar where we will explore how to address Social Determinants of Health (SDoH) and promote health equity in your practice. You will learn how to use the new services that were introduced in 2024 to improve the health outcomes of your patients. We will also provide you with coding and documentation guidelines for the new services, and answer any questions you may have.

Learning Objectives:
  • Gain an understanding of what health equity is and why it must be addressed
  • Discuss Social Determinants of Health
  • Learn how to utilize ICD-10 codes to report Social Determinants of Health (SDoH) to insurance payers
  • Learn what caregiver training is and how to document the service appropriately
  • Understand when to report the Social Determinants of Health (SDoH) assessment HCPCS code
  • Gain an understanding of new Community Health Integration (CHI) and Principal Illness Navigation (PIN) services and how to utilize them
  • Learn how to report new services with proper coding for accurate reimbursement
  • Recognize and foster a culture of equity
Areas Covered in the Session:
  • Health Equity
  • Factors contribute to health inequities
  • Why Does Heath Equity Need to be Addressed?
  • Health Equity vs. Health Equality
  • CMS Initiatives
    • Comprehensive Framework
    • Close the gaps in health care access, quality, and outcomes for underserved populations
  • Challenges
  • Social Determinants of Health
  • Utilize Z Codes
  • Social Determinants of Health Deal with ICD-10-CM Z Codes
  • Recent SDOH Code Categories and New Codes
    • Z55 – Problems related to education and literacy
    • Z56 – Problems related to employment and unemployed
    • Z57 – Occupational exposure to risk factors
    • Z58 – Problems related to physical environment
    • Z59 – Problems related to housing and economic circumstances
    • Z60 – Problems related social environment
    • Z62 – problems related to upbringing
    • Z63 – Other problems related to primary support group, including family circumstances
    • Z64 – Problem related to certain psychosocial circumstances
    • Z65 – Problems related to other psychosocial circumstances
  • CY 2024 CMS finalized changes to Social Determinants of Health (SDOH) Action Plan
    • SDOH Risk Assessment
    • Community Health Integration (CHI) services
    • Principal Illness Navigation (PIN)
  • Caregiver Training
  • Community Health Integration (CHI)
    • Integrates healthcare services with community-based resources
    • CMS established separate coding and payment for CHI services
    • Designed to specifically include care provided by community health workers
  • Principal Illness Navigation Services
    • Services for Vulnerable Patients – PIN (2 New Codes)
    • Patient eligibility requirements are similar to Principal Care Management (PCM) services
  • Coding
    • Social Determinants of Health Assessment
      • HCPCS G0136
    • Caregiver Training Services (CTS)
      • 96202
      • 96203
      • 97550
      • 97551
      • 97552
    • Community Health Integration Services
      • HCPCS G0019
      • HCPCS G0022
    • Principal Integration Navigation (PIN)
      • HCPCS G0023
      • HCPCS G0024
      • HCPCS G0140
      • HCPCS G0146
Suggested Attendees:
  • Healthcare Administrators
  • Physicians
  • Non-Physician Practitioners
  • Medical Office Managers
  • Billers and Coders
  • Medical Assistants
  • Nurses
  • Agency Owners
  • Clinical Supervisors
  • Directors of Nursing
  • Quality Improvement/ Quality Assurance Managers
  • Compliance Officers
  • Clinicians
  • Administrative Staff
Presenter Biography:

Jan Hailey, MHL, CMC, CMCO, CMIS, CMOM, CMCA-E/M, has more than 30 years of experience in healthcare. She is proficient in administration, coding, and billing roles, and teaches medical office professionals around the country how to excel in their careers. Jan’s affinity for teaching has helped countless healthcare providers and medical office professionals over the years. During her expansive career, she has led comprehensive interdisciplinary teams working closely with providers, management, staff, communities, and payers to develop strategies for process improvement, quality gap closures, and patient experience. Jan has a Master of Health Leadership degree and five professional certifications in office management, coding, insurance processing, auditing, and compliance. She is a WPS Government Health Administrators (Medicare) Provider Outreach and Advisory Group member and has also been instrumental in developing Practice Management Institute’s Workforce Initiatives program.

Additional Information:

System Requirement:

  • Internet Speed: Preferably above 1 MBPS
  • Headset: Any decent headset and microphone which can be used to hear clearly

For more information, you can reach out to the below contact:
Toll-Free No: 1-302-444-0162

Purchase Order Form – Click Here to download PO form.

Snippet From Our Previous Session

Frequently Asked Questions:


For DVDs/ FLASH DRIVE – It will take around 7 working days.


Yes, you can call our toll-free number 302-444-0162 and ask our representative for the enrollment. Alternatively, you can also mail us at


For DVDs/ FLASH DRIVE – Yes, you can place the order at using the order brochure or can call us at our toll-free number 302-444-0162.


The system requirements are quite basic: OS: Windows any version preferably above Windows Vista & Mac any version above OS X 10.6 Internet Speed: Preferably above 1 MBPS Headset: Any decent headset and microphone which can be used to talk and hear clearly, in case of live course you can raise questions using a microphone.


Please share your detailed CV with us and our team will screen the best faculty for the specific field.


You can access the live training using Joining Link or Dial-In Number. To get the joining link, you can click on the conference materials on the product description page, and enter your email address and password that you received in your email.

We will also send you the joining link or dial-in number to the registered email address 2-3 days prior to the live training. You can simply click the joining link to join the live training.


You can call our customer service department at 302-444-0162 and may also avail some discounts on the bulk orders.

  • Live (One Attendee) – Only 1 person will be able to join the webinar
  • Live (2 to 4 Attendees) – Upto 4 persons are allowed to join the webinar
  • Live (5 to 10 Attendees) – Upto 10 persons are allowed to join the webinar
  • On-Demand Recording (One Attendee) – Webinar recording link will be provided for a single attendee
  • On-Demand Recording (Multiple Attendees) – Webinar recording link will be provided that can access by more than one person
  • DVD – DVD will be shipped physically to the address provided
  • Flash Drive – Flash drive will be shipped physically to the address provided
  • Live + DVD – This allows you to attend live webinar plus you also get DVD shipped to the address provided
  • Replay + FLASH DRIVE – Allows you to get webinar recording link plus you also get DVD shipped to the address provided
  • Live + REPLAY + DVD – This allows you to attend live webinar plus you also get webinar recording to your email and DVD shipped to the address provided

After successful completion of the training, you will be awarded the course completion certificate (on request). The certifications/ recertifications should be mentioned under the description of every course.


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