CPT Code 97535 : Self-care/home Management Training

CMS 2026 Update — CPT 97535

For CY2026, CMS retained policy for CPT 97535 (Self-care/home management training) and emphasized clear documentation of ADL training, patient education, and measurable goals.

What is CPT 97535?

CPT 97535 represents Self-Care/Home Management Training — this involves training patients in activities that promote independence in daily living and home management.

Typical uses: This code is used for occupational therapy sessions focused on teaching patients how to perform daily tasks such as dressing, cooking, and cleaning.

In short: CPT 97535 = Self-care and home management training.

When to Use CPT 97535 (and When Not To)

Use 97535 for training patients in self-care and home management activities.

• Report when the therapy session focuses on improving the patient's ability to perform daily tasks independently.
• Ensure documentation supports the medical necessity of the training.

Do not use for general physical therapy sessions not focused on self-care or home management.

Clinical Examples

• Training a stroke patient to use adaptive equipment for dressing → 97535
• General strength training for mobility improvement → 97110

97535 vs 97110 (Quick Comparison)

2025 Reimbursement Rates (Representative)

Documentation Guidelines (CMS & MIPS 2025 Compliant)

Thorough documentation demonstrates medical necessity, skilled care, and functional intent. Include:

1. Functional goal (e.g., “Patient will independently manage dressing with adaptive equipment”).
2. Activity description — explicit tasks practiced, environment, and level of assistance.
3. Clinical rationale — why this activity addresses the patient’s deficit.
4. Time documentation — minutes per activity and total minutes (apply the 8-minute rule for units).
5. Patient response — tolerance, cues required, measurable progress.

Sample SOAP Note (De-identified)

S: Patient reports difficulty in managing daily dressing tasks.
O: Observed patient using adaptive equipment with moderate assistance.
A: Patient shows progress in using adaptive tools, reducing assistance needed.
P: Continue training with focus on reducing assistance to minimal.
  

Modifiers & Coding Tips

Claim tip: Ensure documentation supports the use of modifiers to avoid denials.

Common Denials & How to Prevent Them

1. Insufficient documentation — Fix: Ensure detailed notes on the necessity and specifics of the training.
2. Incorrect modifier usage — Fix: Verify correct application of modifiers like -59 and GP.
3. Exceeding therapy caps — Fix: Monitor therapy limits and apply for exceptions if necessary.

Audit trigger: Frequent use of -59 modifier without clear justification.

Region & Local Payer Notes

In Florida, Novitas Solutions serves as the local MAC. Providers should verify specific regional policies and reimbursement rates, as they may vary. Ensure compliance with Novitas guidelines to prevent claim issues.

FAQs

What does 97535 cover?

97535 includes self-care and home management training to improve ADLs like dressing, meal prep, and safety tasks.

How to document caregiver training?

Include caregiver name, instruction topics, and demonstration evidence in the note.

Is 97535 billable remotely or via telehealth?

Some payers allow remote delivery with proper documentation and patient consent; Medicare telehealth policy varies by service and timeframe.

When to use 97535 vs. 97530?

Use 97535 when the primary focus is ADL/home management training and patient education; use 97530 when the focus is therapeutic activities to improve function.

How to support claims with objective measures?

Use task-specific checklists and documented performance levels before and after training.

What are common payer questions?

Payers frequently ask about skill level, measurable outcomes, and whether the training is medically necessary.