Caregiver Training Codes
Watch or Listen
(Membership required to take quiz and earn CEUs.)
Course Quiz
Choose a CEU plan to take this course quiz!
Plans & PricingCourse Introduction
Over 53 million people in the U.S. provide unpaid caregiving services. That's a stunning 1 in 6 people.
The complex role of caregiving can entail everything from behavior management, symptom detection, and nutritional guidance to medication administration and transfer skills.
As you can imagine, insufficient caregiver training can lead to increased patient risks for safety and injury, worsening symptoms, loss of function, and higher healthcare utilization costs.
And for the caregivers themselves—unmet training needs are associated with higher anxiety, depression, burden, and lower self-esteem.
Prior to 2024, healthcare workers like OTs and PTs faced significant billing barriers because insurance required the patient to be present and actively participating during training. But in 2024, new Caregiver Training Service codes were introduced that every OT and PT needs to understand.
In this course, we'll look at these codes with dementia expert Rachel Wiley. We'll talk about what they entail, with a focus on how they can be implemented in practice. But we will also talk about their current limitations—and future directions for truly meeting the massive needs of caregivers and their patients.
CPT® is a registered trademark of the American Medical Association (AMA). All rights reserved. CPT® code descriptions and functional billing parameters presented in this course are adapted from public domain federal rulemaking published by the Centers for Medicare & Medicaid Services (CMS) in the CY 2024 Medicare Physician Fee Schedule Final Rule (CMS-1784-F).
Quick Guide to Caregiver Codes
Code 97550 (~$50.61): Caregiver training in strategies and techniques to facilitate the patient’s functional performance in the home or community (e.g., activities of daily living [ADLs], instrumental ADLs [IADLs], transfers, mobility, communication, swallowing, feeding, problem solving, safety practices) (without the patient present), face-to-face; initial 30 minutes.
Code 97551 (~$25.30): Each additional 15 minutes (List separately in addition to code for primary service) (Use 97551 in conjunction with 97550).
Code 97552 (~$22.00): Group caregiver training in strategies and techniques to facilitate the patient’s functional performance in the home or community (e.g., activities of daily living [ADLs], instrumental ADLs [IADLs], transfers, mobility, communication, swallowing, feeding, problem solving, safety practices) (without the patient present), face-to-face with multiple sets of caregivers.
Source: Functional code descriptions adapted from the public domain federal rulemaking in the Centers for Medicare & Medicaid Services (CMS) CY 2024 Medicare Physician Fee Schedule Final Rule (CMS-1784-F). Estimated rates reflect national average unadjusted Medicare Physician Fee Schedule (MPFS) reimbursement amounts. CPT® is a registered trademark of the American Medical Association.
Learning Objectives
You will be able to identify options for assessing the needs of the caregivers prior to training.
You will be able recognize best practices for providing caregiver training, per the latest research.
Agenda
Intro (5 minutes)
Discussion (40 minutes)
Rachel, you’ve dedicated your career to helping patients with complex care needs- tell me a little bit about that journey and the challenges you’ve encountered.
What are the new caregiving codes - and how are they one step towards meeting complex care needs?
What reaction have you heard on the ground?
What could it look like to implement these new codes, and what are the limitations?
From your experience, what are options for assessing the needs of caregivers- what does this look like in practice?
What can caregiver training look like in practice? (and what do we know about best practices?)
What further training is available for therapists who are interested in skilling up in caregiver support?
If you could modify these caregiver training codes for the future, what would you do?
Caregiver training is only one part of helping us care for complex patients- what changes would you like to see in our healthcare system overall to help us meet the needs of complex patients?
Live Q&A (5-10 minutes)
Closing (5 minutes)
Supporting Research
Contact Hours (CEUs/PDUs)
1 Contact Hour. Released online from Aurora, NE.
This course was designed to meet your continuing education requirements
We designed our courses to meet the requirements for “online” and “independent/self-study” courses. To verify the requirements from your specific state (within the U.S.), check out OT Continuing Education Requirements. If you are outside of the United States and don't see requirements for your specific location on that page, please contact us.
OT Potential courses are presented as live webinars, then released on-demand video and audio via the OT Potential Podcast. Attendance in the live webinar will be indicated on your certificate. Learn more about how our courses help meet live webinar requirements, and OT CEU requirements overall.
We are proud to be an AOTA Approved Provider and to meet the requirements for your NBCOT renewal.
AOTA Details
AOTA Course ID#: 17198
AOTA CEUs Earned: 0.1
AOTA Delivery Format: Distance Learning-Independent
AOTA Category: OT Service Delivery
AOTA Level: Introductory
NBCOT Details
NBCOT PDUs Earned: 1.25
Instructional Methods, Registration, Special Needs Requests, Cancellation Policy
This course is an independent/self-study course delivered via podcast on one or more of the following platforms: YouTube, Apple Podcasts, Spotify, & Google Play.
If you need accommodations to take this course, please contact us and we will address your needs on an individual basis.
If we cancel a promoted course, event, live stream, or any other paid CEU offering prior to release, and you subscribe explicitly for said offering, you are eligible for a full refund if you did not complete and earn any other CEU quizzes or certificates during your subscription.
If a live webinar is cancelled that you signed up for, our system will automatically generate an email to you and if possible, we will inform you of the rescheduled date. Our most current webinar schedule will be found here.
Audience / Education Level & Course Completion Requirements
Our target audience is therapy professionals who are looking to learn more about this topic. The educational level is introductory. In order to receive a certificate for this course, you must first participate in the podcast/webinar in its entirety. Then, you will need to take the quiz that will accompany the course and earn 75% or higher. If you pass, a PDF certificate will be made available to you via email and download. Quizzes for live (distance learning–interactive) webinars must be completed within 3 days of completing the webinar.
Disclosures
It is the policy of OT Potential to disclose any financial and non-financial interest the provider or instructor may have in a product or service mentioned during an activity. This is to ensure that the audience is made aware of any bias of the speaker.
We here at OT Potential have no financial stake in this topic.
Speakers
Rachel Wiley
MS, OTR/L, CDP
Rachel is an occupational therapist and the founder and owner of Day By Day Dementia Consulting and the Dementia Collaborative LLC. Rachel is certified in Skills2Care® for caregivers of individuals living with dementia, and she is a Certified Dementia Practitioner.
Rachel is also a certified master trainer of Skills2Care® through Jefferson Elder Care and trains occupational therapists from around the world in the Skills2Care® program. She is also currently a volunteer advisory council member for Dementia Society of America.
Previously, Rachel was an adjunct faculty member in the occupational therapy departments at Thomas Jefferson University and Temple University. She also worked as the occupational therapist and Dementia Service Coordinator for the Pew Charitable Trust Grant with Jefferson Elder Care.
Rachel attended Penn State University for her Bachelor's in Rehabilitation and Human Services and minor in Psychology and attended Thomas Jefferson University for her Master's of Science in Occupational Therapy.
She previously served as the Gerontology Chair for the Pennsylvania Occupational Therapy Association's (POTA) District V Board. She also owned and operated a patient care practice, Day By Day Home Therapy, for 6 years, serving clients living with dementia and their care partners in the Delaware Valley.
Sarah Lyon
OTR/L
Sarah Lyon, OTR/L, is the CEO of OT Potential. Sarah earned her BA from St. Olaf College and her master’s degree in occupational therapy from New York University. Her diverse clinical background spans multiple settings, including critical access, acute trauma, and state inpatient psychiatric hospitals. In 2011, she founded OT Potential to fulfill the industry's need for reliable, high-quality occupational therapy resources and continuing education.
As a recognized content creator, Sarah has collaborated with top healthcare brands like VeryWell Health, WebPT, and MedBridge. She blends her clinical expertise with a talent for creating clear, action-oriented content that empowers practitioners to excel. Passionate about elevating the OT profession, she has been featured on numerous industry podcasts. Sarah ultimately returned to her roots, running OT Potential and raising her family in her hometown of Aurora, Nebraska.