Full Course Description

Documentation Success in 5 Minutes or Less: The Platforms to Demonstrate Medical Necessity, Maximize Reimbursement & Eliminate Paybacks

Treating patients is your passion. But if you’re like me, the only hindrance to that passion is the time-consuming task of documentation.

The system you use to document supposedly makes this task easier with checked boxes and drop-down choices, but may hinder your skills and dampen your passion.

You find yourself spending longer documenting all your sessions at the end of the day instead of in real-time. You become frustrated, sloppy, and burnt-out as the day begins to bleed together and you forget objective and subjective data.

By doing so, your plan of care suffers, outcomes aren’t efficiently met, and you run the risk of increased pay-backs or audits to payer sources, including CMS.

But by learning the 5 platforms of documentation that I will share with you, you can spend 5 minutes or less during the actual treatment session documenting without reducing any hands-on time with your patient.

In addition, you will receive 2 required ethics hours to ensure you are documenting at the highest standard and protecting your clinical practice through real examples.

The secret is simple – avoid wasting time documenting incorrectly and return to your passion of treating patients successfully.

Program Information


  1. Determine how payers review documentation, who reviews documentation, and the general process of review.
  2. Analyze the three documentation areas reviewed including good and bad examples in all three areas.
  3. Assess the platforms required for documentation, how to avoid review, and what to do if a review is requested.
  4. Demonstrate documentation examples with common therapeutic treatments utilizing the strategies learned.
  5. Analyze each ethical principle in the code, the standard of conduct, and application of each principle through case studies.
  6. Demonstrate the steps for reporting an ethics complaint or a compliance concern.



  • Why reviews happen
  • Who reviews your paperwork
  • Identify red flags
    • What to look for in billing
    • What’s trending
    • Similarities and differences of:
      • OP-Medicare B
      • Inpatient
      • Medicare A
      • HH
      • And more
  • Qualified clinician
  • Skilled level of care
  • Medical necessity
  • Case #1: CHF exacerbation
  • Case #2: fall with pain
  • Case #3: ROM
  • Case #4: incontinence management
  • What to do when additional documentation request (ADR) occurs
    • Sample ADR
    • The appeals process and timelines
    • RAC, MAC, QIC, ALJ, Council, Judicial Review
  • The 5-platforms for faster yet more efficient reporting
  • Reduce unnecessary or over-documentation
  • Tips and tricks to remember
  • Case #1: Joint mobilization
  • Case #2: gait/mobility therapy exercise
  • Case #3: transfer training
  • Case #4: class discussion of real-life examples
  • Purpose of the code (law vs. ethic)
    • How the right documentation is the right thing to do
    • How the code protects you, your patients, and your profession
  • Define each principle
    • Standards of conduct for each principle
    • Actual ethical examples of each principle
    • Case studies
  • Case studies of ethical practices
  • Compliance
  • License
  • Ethics
  • Corporate reporting vs. individual reporting

Target Audience

  • Physical Therapists
  • Physical Therapy Assistants
  • Occupational Therapy
  • Occupational Therapist Assistants
  • Speech Language Pathologists
  • Nurses
  • Nurse Practitioners
  • Coding and Billing Personnel
  • Medical Records Personnel 

Copyright : 11/08/2019

Rehabilitation Reimbursement & Documentation: Solutions to Avoid Costly Denials, Prove Medical Necessity & Protect YOUR Time

Everything you now are documenting has a time stamp and if it doesn’t add up, it could cost you your job. Mary had seen a patient earlier in the morning and hadn’t completed a daily note while with the patient. At the end of the day, she completed her note, but couldn’t remember the actual time she had spent with her patient. She logged her time with the patient from 11:00 am to 11:45 am and went home for the day.

Mary comes in the next morning and is met by the Rehab Director wanting to know how she saw her patient when the patient wasn’t even in the building. The patient had been taken to the hospital at 10:45, making it impossible for Mary to have seen the patient at the time she had written down. Mary is now under investigation for false documentation because she didn’t take the time to write down her actual time spent and she risks losing her job and her license.

Medical necessity is a big topic in our industry. It is a term that has adopted a variety of definitions and we are looking at an increase in inappropriately billed claims. We now must justify our clinical decisions while capturing treatment accurately and effectively. Audits have become everyday industry concerns as we face the allegations of “inappropriately billed” claims. There is an increased expectation to justify why we are providing services and why our clinical expertise is needed. The standards have changed, the challenges mount and patients still deserve the very best care.

This recording will provide a thorough understanding of medical necessity and a “how-to” guide for effective documentation. Whether you’re a therapist completing evaluations or an assistant completing progress notes, every area of therapy documentation is examined. Computerized documentation or paper versions will never replace the clinical decision making used to determine medical necessity.

Ongoing training and education are our biggest defenses to ensure our claims get paid for the therapy services the patients benefited from. Imagine being able to put your attention back on your patients, without fear of what you are missing in the documentation. Case studies focus on typical, everyday patient situations with opportunity for questions and discussion to enhance the learning experience.

Program Information


  1. Analyze practical application of integrating company policies in accordance with the most recent government regulations.
  2. Maximize time by documenting in a clear and concise manner.
  3. Distinguish the importance of correct supportive documentation as part of the overall claim review.
  4. Complete a case study review to form smart goals and daily notes that capture medical necessity.
  5. Demonstrate a deeper understanding of the various types of definitions in determining skilled therapy services.
  6. Evaluate documentation samples to learn how to minimize denials going forward.


Documentation And Medical Necessity

  • Medicare A and the upcoming changes around SNFs and home health
  • Medicare B and outpatient reimbursement
  • Managed care
  • ACOs/ bundled payments and the shift therapy deliver
Evaluations, Need & Reimbursement
  • Reasons for evaluation and how to justify medical necessity
  • Prior level of function and what key components to include
  • Co-morbidities/Complexities and how they will impact reimbursement
  • Goal writing and what to add to make it measurable
Critical Terminology: What It Means To Your Documentation
  • Determining medical necessity
  • Rehab terminology that must be included in your daily documentation
  • Skilled vs. unskilled terminology
Supportive Documentation
  • Case study: Break down the components of the treatment plan
  • Pitfalls to avoid
  • Drop-down menus are not your friend
  • If you didn’t write it, it didn’t happen
Coding and Diagnoses
  • CPT codes and what will get you paid
  • Avoiding “Red Flag” codes and why they are denying them
  • Diagnoses that won’t get you paid
Denial Management
  • Understanding RAC, MAC, ADR, denials, and ZPIC audits
  • Reasons for denials: Top 10 reasons we are not getting paid
  • Quality assurance audits used to decrease unpaid claims

Target Audience

  • Occupational Therapists
  • Certified Occupational Therapy Assistants
  • Physical Therapists
  • Physical Therapy Assistants
  • Speech-Language Pathologists
  • Nursing Home Administrators
  • Billing/Finance Department Staff

Copyright : 03/28/2019

Ethics in Therapy: Protecting Me, My Clients, & My Profession

With increased scrutiny on the medical industry, ethical and legal protection has been pushed to the forefront of practice.  This session will take a deep look into the purpose of the code and how it may protect you…legally.  We will explore each principle in the code and examine real ethical case examples of clinicians and the consequences of adhering or not adhering to the code.  We will also discuss how you can report an ethical issue, a compliance concern, or a licensing concern through the proper channels while protecting yourself.  By attending this session, you will gain a strong understanding of ethics beyond just a “code”.

Program Information


  1. Demonstrate the purpose of a code of ethics and the difference between ethics and law
  2. Assess each ethical principle in the code, the standard of conduct, and the application of each principle through case studies
  3. Demonstrate the steps for reporting an ethics complaint, a licensing concern, or a compliance concern


Purpose of a Code of Ethics

  • Two-fold purpose
  • Free-standing guide
  • Purpose of a “code”
  • Law versus ethics
    • CFR
    • State Law
    • Administrative rule
  • Is the code Law in your state?

Ethical Principles

  • Identify each principle
  • Standards of conduct
  • Application of each principle through case studies

Steps for Reporting

  • Compliance reporting (entity, corporation)
    • Actual compliance reporting example
    • Confidentiality vs anonymity
  • License reporting (individual)
  • Ethics reporting (association) 

Target Audience

  • Physical Therapists
  • Physical Therapy Assistants
  • Occupational Therapists
  • Occupational Therapy Assistants
  • Speech/Language Pathologist
  • Athletic Trainer

Copyright : 07/29/2020

Myofascial Cupping Therapy: Obtaining Rapid Return of Functional Mobility

Learn evidence-based cupping therapy techniques for releasing scar tissue and fascial adhesions, managing trigger points, improving circulation and relieving pain. You’ll leave this session with the knowledge of how to apply cupping therapy and specialized manual therapy tools into program design to treat a variety of clinical conditions…with measurable results! Create raving fans of clients who benefit from enhanced flexibility and function. 

Program Information


  1. Determine and benefits of cupping therapy 
  2. Investigate the indications, contraindications, and precautions for cupping therapy 
  3. Assess the evidence-based research for cupping therapy  
  4. Apply of cupping therapy as part of program design to treat a variety of clinical conditions to promote mobility and functional outcomes 


Cupping Therapy 

  • History of negative pressure 
  • Equipment safety 
  • Infection control 
  • Precautions 
  • Indications and contraindications 
  • Myofascial release principles 
  • Evidence-based research 

Application of Cupping Therapy  

  • Medical cupping applications 
  • Demonstrations: skin glide, scare release 
  • Program design for specific clinical conditions 
  • Case study: cupping for adhesive capsulitis  

Target Audience

  • Physical Therapists
  • Physical Therapist Assistants 
  • Occupational Therapists
  • Occupational Therapist Assistants
  • Athletic Trainers
  • Massage Therapists 

Copyright : 07/31/2020

Blood Flow Restriction (BFR) – An Emerging Breakthrough in Rehab Care

Learn about the greatest innovation for rehab providers in the 21st century. Discover how blood flow restriction training bio-hacks the body to achieve considerable increases in muscle size and strength while exercising with very light loads.

Program Information


  1. Investigate the evidence supporting blood flow restriction training  
  2. Assess the populations with most to benefit from BFR 
  3. Demonstrate safe and effective placement of BFR cuffs


Evidence Supporting Blood Flow Restriction Training 

  • Origins 
  • Research trends 
  • Latest meta analyses 

Populations who benefit the most from BFR 

  • Post-op, painful/load compromised, athletic endurance athletes 
  • Validated with scientific evidence 
  • Uses across sports medicine continuum 

How Blood Flow Restriction Training Works 

  • Muscle cell physiology 
    • Metabolic pathways 
    • Hypertrophy/strength timelines 
    • Energy systems 
    • Mechanical vs metabolic stimulus 
    • Force-velocity relationship 
    • Muscle fiber recruitment 

Local skeletal muscle adaptions 

  • Cell swelling 
  • Metabolite induced fatigue 
  • Satellite cell proliferation 
  • Hypoxia 
  • Bone growth 

Systematic adaptions 

  • Cardiovascular system regulation 
  • Pressor reflex 
  • VO2max 
  • VEGF 
  • Soft tissue repair 
  • Tendon repair 
  • Muscle damage 
  • Reduced pain 

Indications and Contraindications of BFRT 

  • Relative vs absolute contraindications 
  • Thrombus and tPA 

Placement of BFR Cuffs 

  • Tourniquet and Doppler application 
  • Avoidable tourniquet risks 
  • Importance of LOP assessment 

Target Audience

  • Physical Therapists
  • Physical Therapy Assistants
  • Occupational Therapists
  • Occupational Therapy Assistants
  • Athletic Trainers

Copyright : 07/30/2020

Tai Chi to Improve Function & Prevent Falls

Due to the high risks of falls in the elderly, rehab professions must explore effective, proven methods that decrease the risk for falls.  Tai Chi combines low-impact exercises you can easily use safely with patients. The practice puts profound emphasis on breathing, relaxing, and focusing the mind in specific postures. Benefits include improving flexibility/balance to prevent falls, reducing stress/anxiety, strengthening the cardiovascular system, decreasing chronic pain and recovering from injuries/surgeries faster.

Using a combination of clinical therapy skills, personal training experience, and expertise in Tai Chi, Ralph will equip you with the relevant tools and techniques to incorporate into your patients’ treatment plans. Adding this reimbursable therapy to your toolbox will immediately enable you to provide an additional modality to enhance patients’ stability, flexibility, core strength, posture, balance, and coordination.

This training opportunity is a MUST if you work with patients who need easily adaptable and non-invasive exercises—and an opportunity to practice Tai Chi. 

Program Information


  1. Analyze the history of Tai Chi and its relevancy in the rehab clinical setting.  
  2. Articulate the link between chronic arthritis pain and fall risk.  
  3. Define the international fall reduction statistics directly related to Tai Chi programs.  
  4. Apply the basic styles of Sun style of Tai Chi by the end of the course to strengthen clients’ flexibility, core, and balance. 


Relevancy of Tai Chi in the Clinical Setting 

  • History of Tai Chi 
  • Different styles 
  • Clinical applications 

Fall Reduction 

  • Link between chronic arthritis pain and fall risk 
  • International fall reduction directly related to Tai Chi programs 

Applying the Movements 

  • Sun, Yang, and Chen styles of Tai Chi 
  • Strengthen flexibility, core and balance 
  • Therapeutic benefits 

Target Audience

  • Physical Therapists
  • Physical Therapy Assistants
  • Occupational Therapists
  • Occupational Therapy Assistants
  • Athletic Trainers

Copyright : 07/29/2020

Dyslexia Treatment Made Easy

Do you find yourself shifting from in-person to virtual services with little time to plan? Are you or parents overwhelmed and underprepared on how to help children at home?

If you answered yes, this course is for you!

Help parents achieve follow through with recommendations for school to home activities.

You’ll learn how to use a simple cooking activity to improve visual memory for following written directions, tangram puzzles to decrease letter reversals, the license plate game to improve figure ground, such as finding words when scanning a book, and much more! By the end of this workshop you’ll feel confident and empowered to identify a child’s learning needs, gain strategies for dyslexia that will make a positive impact, and develop in-person or virtual treatment goals for academic success!

Program Information


  1. Distinguish the need for reading remediation vs functional cognitive retraining to improve treatment plan.
  2. Develop 3 visual strategies for dyslexia to improve reading comprehension.
  3. Apply 3 auditory strategies for dyslexia to follow verbal directions.
  4. Determine everyday activities to improve executive cognitive function to support overall memory, interpreting what is seen and hand/eye coordination.


Neurodevelopment Etiology of Dyslexia

  • Language functions of the brain and its association with dyslexia
The Power of Observation
  • Dyslexia screening tool
  • Case scenario- Use your powers of observation to differentiate between a person who needs remedial reading verses intervention for dyslexia
  • How to turn avoidance into a treatment plan
Dyslexia is Not Just About Reading!
  • Executive cognitive function developmental
  • Overview required for reading success
Strategies, Interventions & Coaching for Learning Success
  • Visual
  • Auditory
  • Visual motor (hands on activities)
  • Modifications
  • Time demands
Waiting on Testing? Gain Positive Outcomes In the Meantime!
  • Practical in-person and virtual treatment ideas to use now
  • Practical everyday activities for parents

Target Audience

  • Occupational Therapists
  • Regular Classroom Teachers
  • Special Education Teachers
  • Speech-Language Pathologists
  • School Psychologists
  • School Counselors
  • School Social Workers
  • Reading Specialists
  • Teacher Aides

Copyright : 03/16/2021

Dissecting the Brain-Gut Connection for Complex Trauma Disorder, Autism, & ADHD

With current research advances in neurology, we must revisit the evidence for best practice and enhance intervention techniques for addressing the challenges of Complex Trauma Disorder, Autism, ADHD, and related disorders. This session reviews the nine neurological senses, neuronal oscillations, and autonomic neuronal plexuses to better understand symptomatology. This session will give specific focus to the various central nervous system plexuses and the role of the Vagus nerve. Active learning strategies will include video neuroanatomical reviews and case examples. You will be able to describe the various neurological structures related to the nine senses, describe neuronal oscillations and their connection to function, relate current research on the neuronal plexuses to function and dysfunction of individuals with Complex Trauma Disorder, Autism, ADHD, and related disorders.

Program Information


  1. Evaluate the diagnoses and the various neurological structures related to the 9 senses.
  2. Assess neuronal oscillations and their connection to function.
  3. Apply current research on the neuronal plexuses to function and dysfunction of individuals with complex trauma disorder, autism & ADHD.


  • Review the diagnoses and the various neurological structures related to the 9 senses
    • Neurological Review
    • Autonomic Nervous System and its connection to psychosocial health related to stress, fear, and trauma 
  • Define and describe neuronal oscillations and their connection to function
    • Current Research: Neuronal Brain Oscillations/ Autonomic Neuronal Plexuses
    • How to implement the Self-Regulation and Mindfulness and Contextual Sensory Integration Approach
  • Relate and apply current research on the neuronal plexuses to function and dysfunction of individuals with complex trauma disorder, autism, & ADHD  
    • Review of the neuronal plexus 
    • Video examples of children to link content reviewed to symptoms and appropriate intervention.
    • Case study review to develop an intervention plan 

Target Audience

  • Occupational Therapists
  • Occupational Therapy Assistants
  • Speech-Language Pathologists
  • Physical Therapists

Copyright : 07/25/2019

Primitive Reflex Integration Through Neuroplasticity Treatment Techniques

Therapists frequently see primitive reflex patterns in pediatric cases.  Sensory experiences govern primitive reflexes.  When treatment is directed around the level of the lesion, integration begins.  Rather than management of symptoms alone, neuroplasticity provides effective tools to place primitive reflex patterns in the background of the nervous system, allowing more voluntary movement. 

Program Information


  1. Distinguish where and why spastic patterns are demonstrated and how to apply neuroplasticity techniques
  2. Assess the neurological system of the pediatric patient to form a basis of therapeutic neuromotor rewiring around damaged areas
  3. Determine how to treat with neuroplasticity techniques to decrease the tone of spastic patterns to allow active movements


Function Related to Neurological Anatomy

  • Brain and brain stem anatomy
  • CNS lobes and layers related to function
  • Why spastic patterns are demonstrated
  • How to apply neuroplasticity techniques

Neurological System of the Pediatric Patient

  • Neurological damage effects relating to specific regions of the brain and brain stem
  • Instruction related to specific area of the CNS
  • Demonstration of neurological patterns
  • Form a basis of therapeutic neuromotor rewiring around damaged areas

Change Connections in the CNS

  • Target brain regions to treat
  • Neuroplasticity techniques to decrease the tone of spastic patterns and allow active movements
  • Relate simple treatments for use in home programs

Target Audience

  • Physical Therapists
  • Occupational Therapists
  • Athletic Trainers
  • Speech/Language Pathologist

Copyright : 07/30/2020