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Documentation Revitalized: Maximize Reimbursement with Tips for Skilled Therapy, Daily Notes, and Defensible Documentation, 4/16/2025 8:00:00 AM CDT, Live Webinar More info »
Documentation Revitalized: Maximize Reimbursement with Tips for Skilled Therapy, Daily Notes, and Defensible Documentation, 8/17/2023 12:00:00 AM CDT, Digital Seminar More info »
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DVD

Documentation Revitalized: Maximize Reimbursement with Tips for Skilled Therapy, Daily Notes, and Defensible Documentation


Speaker:
Megan Reavis, MBA, BS, COTA/L
Duration:
5 Hours 58 Minutes
Copyright:
Aug 17, 2023
Publisher:
PESI, Inc.
Product Code:
RNV065284
Media Type:
DVD - Also available: Digital Seminar | Live Webinar

  • Program no longer active
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Description

Claim denials can be costly to you and your clinic. On top of lengthy appeals, delayed paybacks, tricky denial codes, and arbitrary visit approvals, your cash flow suffers. But with this training, you’ll learn how to effectively implement systems to assure your therapeutic services are approved the first time!

From demonstrating medical necessity, to inputting correct CPT/ICD- 10 codes, and properly using the 59 modifier... Molly Reavis has all the essentials you need to know to get paid on time... and it’s all here in this training!

Whether you’re the clinician conducting evals, the assistant writing daily progress notes, or the clinic owner looking to streamline reimbursement - We have you covered! – Discover how you can develop defensible documentation to justify any treatment. Revitalize your clinical decision making with strategies that will improve your confidence, and see you leave the clinic on time - With information on...

  • Unpacking reasons for common denials
  • Clinical confidence - Select the most effective treatment plans
  • Setting specific expectations - From IPR, SNF, home health, and outpatient
  • Writing progress reports third party payers will understand and approve
  • Demonstrating NECESSITY and SKILLED care
  • Understanding the EMR factor - What is it? and why it matters?

This course is your one-stop shop to quicker approvals, less headaches, and more time helping your patients achieve their goals.

Plus earn up to 6.0 CE hours. Purchase Today!

Credit

Planning Committee Disclosure - No relevant relationships

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.



* Credit Note - **

NOTE: Save time and money off other submission methods – purchase & take the CE test online for $29.99. Additional processing fees apply for other submission methods (i.e. mail, fax, etc.). CE certificate may be earned after passing the post-test (80% passing score) and completing the evaluation. Please contact our Customer Service at 1-800-844-8260 for more details. Instructional methods will include PowerPoint, didactic lecture, and others.

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Program content is reviewed periodically per accrediting board rules for currency and appropriateness for credit. Credit approvals are subject to change. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before purchase.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.  

For planning committee disclosures, please see the statement above. For speaker disclosures, please see the faculty biography.


* Credit Note - ---

Earn up to 5.75 CE hours. Please see below, for more details, as credit amounts vary by state and profession. 


Occupational Therapists - Occupational Therapists & Occupational Therapy Assistants

 

PESI, Inc.  is an AOTA Approved Provider of professional development. Course approval ID# 07685. This Distance Learning-Independent is offered at .575  CEUs Intermediate, Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.

Full attendance at this Distance Learning-Independent activity qualifies for 5.75 contact hours.

 


Occupational Therapists - Arizona Occupational Therapists & Occupational Therapy Assistants

CE credit is available. This self-study course consists of 5.5​ continuing education clock hours for Arizona OTs and OTAs. The Arizona Board of Occupational Therapy Examiners (R4-43-203) confirms acceptance of continuing education programs relevant to occupational therapy that are approved by the American Occupational Therapy Association (AOTA).


Occupational Therapists - Florida Occupational Therapists & Occupational Therapy Assistants

PESI, Inc. is an approved provider with the Florida Board of Occupational Therapy. Provider Number #50-399. This course qualifies for 5.5 self-study continuing education credits.

CE Broker


Physical Therapists - Alaska Physical Therapists & Physical Therapist Assistants

CE credit is available. This self-study course consists of 5.75 continuing education credit hours for Alaska Physical Therapists. The Board Rule 12 AAC 54.420 confirms acceptance of continuing education programs that are recognized by other state physical therapy licensing boards. PESI, Inc. is recognized by the Physical Therapy Board of California as an approval agency to approve providers.


Physical Therapists - Arizona Physical Therapists & Physical Therapist Assistants

CE credit is available. The Arizona State Board of Physical Therapy recognizes continuing competence activities that have been approved by any state PT association or national medical/health care association (e.g., AOTA, ASHA). This self-study activity consists of 5.75 clock hours of instruction applicable for physical therapists.


Physical Therapists - California Physical Therapists & Physical Therapist Assistants

PESI, Inc. is recognized by the Physical Therapy Board of California as an approval agency to approve providers. This self-study lecture qualifies for 5.75 continuing competency hours.


Physical Therapists - Physical Therapists & Physical Therapist Assistants

This self-study course consists of 5.75 clock hours of instruction that is applicable for physical therapists. CE requirements for physical therapists vary by state/jurisdiction. Please retain the certificate of completion that you receive and use as proof of completion when required.


Physical Therapists - Illinois Physical Therapists & Physical Therapist Assistants

PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270. This self-study course qualifies for 5.5 CE credit hours.


Physical Therapists - Kentucky Physical Therapists & Physical Therapist Assistants

CE credit is available. This self-study course consists of 5.75 continuing education credit hours for Kentucky Physical Therapists. The rule under 201 KAR 22:045, Section 2, (2)(a) states that category 1 continued competency credits can be earned from providers approved by another physical therapy licensing agency. PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270.

 


Physical Therapists - New York Physical Therapists & Physical Therapist Assistants

PESI, Inc. is recognized by the New York State Education Department, State Board for Physical Therapy as an approved provider for physical therapy and physical therapy assistant continuing education. This self-study course qualifies for 7.1 contact hours.


Physical Therapists - North Carolina Physical Therapists & Physical Therapist Assistants

PESI, Inc. is an approved provider with the Illinois Division of Professional Regulation, Provider Number: 216.000270. This intermediate course is approved by the North Carolina Board of Physical Therapy Examiners by virtue of PESI Inc. approved provider status with the Illinois Division of Professional Regulation. This course qualifies for 5.5 continuing education hours.


Physical Therapists - Oklahoma Physical Therapists, Physical Therapist Assistants

CE credit is available. This asynchronous activity consists of 5.75 continuing education credit hours for Oklahoma Physical Therapists. Oklahoma Administrative Code 435:20-9-3.1 confirms acceptance of continuing education programs offered by providers approved by other state physical therapy licensing boards. PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270.


Physical Therapists - Texas Physical Therapists & Physical Therapist Assistants

This self-study activity is provided by the Texas Board of Physical Therapy Examiners Accredited Provider #2406032TX and meets continuing competence requirements for physical therapist and physical therapist assistant licensure renewal in Texas. Instructional Level: Intermediate. This activity will provide 5.75 CCUs. The assignment of Texas PT CCUs does not imply endorsement of specific course content, products, or clinical procedures by TPTA or TBPTE. Full attendance is required; no partial credits will be offered for partial attendance.


Physical Therapists - Utah Physical Therapists And Physical Therapist Assistants

This course is designed to meet the Utah DOPL Rule R156-24b-303b.2.c.iv - A commercial continuing education provider providing a course related to the practice of physical therapy. Please retain a copy of the advertising brochure and your certificate of completion to provide to your board should this be requested of you. This self-study activity consists of 5.75 clock hours of continuing education instruction.


Physical Therapists - Vermont Physical Therapists & Physical Therapist Assistants

CE credit is available. This course consists of 5.75 continuing education credit hours for Vermont Physical Therapists. The Board confirms acceptance of continuing education programs that are recognized by other state physical therapy licensing boards. PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270.


Physical Therapists - Virginia Physical Therapists & Physical Therapy Assistants

CE credit is available. This self-study course consists of 5.75 hours of type 2 continued competency credit for Virginia Physical Therapists and Physical Therapy Assistants. Regulation 18VAC112-20-131, Section B, (2) states that up to ten type 2 continued competency credits can be earned by completing independent study activities related to the clinical practice of physical therapy. 


Speech-Language Pathologists & Audiologists - Speech-Language Pathologists & Audiologists

This course contains 5.5 hours of self-study continuing education. It was not offered for ASHA CEUs. Please retain your certificate of completion. If audited for ASHA Certification Maintenance, you can submit this certificate of completion at that time. For state licensure, teacher certification renewal, or other credential renewal, contact those agencies for information about your reporting responsibilities and requirements.


Speech-Language Pathologists & Audiologists - California Speech-Language Pathologists & Audiologists

PESI, Inc. is an approved provider with the California Speech-Language Pathology and Audiology Board, #PDP 319. This course meets the qualifications for 5.5 hours of self-study continuing professional development credit for Speech-Language Pathologists or Audiologists, as required by the California Speech-Language Pathology and Audiology Board.


Speech-Language Pathologists & Audiologists - Florida Board of Speech-Language Pathology and Audiology

PESI, Inc. is an approved provider with the Florida Board of Speech-Language Pathology and Audiology. Provider Number: 50-399. This self-study course qualifies for 5.5 continuing education credits. 


Speech-Language Pathologists & Audiologists - Kansas Speech-Language Pathologists

Approved for 5.5 self-study continuing education clock hours for Kansas licensed Speech-Language Pathologists by the Kansas Department for Aging and Disability Services.


Other Professions

This self-study activity qualifies for 5.75 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.



Handouts/Brochure

Speaker

Megan Reavis, MBA, BS, COTA/L Related seminars and products


Megan Reavis, MBA, BS, COTA/L, has worked primarily in the geriatric setting for the past 20 years as a clinician and in management roles, including work as a Rehab Director and Area Director. Megan is a national educator and has written and taught continuing education courses to rehab audiences around the country on a variety of clinical, documentation and reimbursement topics that draw from her areas of expertise. Additionally, Megan has worked as a consultant for Outpatient PT companies and Skilled Nursing Facilities to maximize outcomes and reimbursement, perform auditing and manage denials.


Speaker Disclosures:
Financial: Megan Reavis has employment relationships with MCR Seminars, LLC and LW Consulting. She receives a speaking honorarium and recording royalties from PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Megan Reavis has no relevant non-financial relationships.


Additional Info

Access for Self-Study (Non-Interactive)

Access never expires for this product.


Questions?

Visit our FAQ page at www.pesi.com/faq or contact us at www.pesi.com/info


Objectives

  1. Justify & document the complexity of your PT or OT skills in such a manner that supports the necessity of your treatment plans. 
  2. Develop daily notes that address limitations and their impact on function, complexity of interventions, and state the clinical reasoning for interventions. 
  3. Select appropriate data to formulate SMART goals. 
  4. Create clinical documentation that demonstrates reasonable and necessary care that is skilled and valuable.
  5. Analyze data to update plan of care, set functional and realistic goals, document treatment effectively and update progress to maximize reimbursement.
  6. Distinguish effective documentation under the existing standards of Medical Necessity, effectively demonstrating that it requires the SKILLS of a therapist.

Outline

DOCUMENTING SKILLED THERAPY & THE DAILY NOTE

Identify Your Role and Scope of Practice in the Delivery of Services and Documentation

  • Demonstrate skill, necessity, and value
  • What’s trending in today’s healthcare settings
  • The EMR factor
  • If it’s not documented, it hasn’t been done
  • Investigate reasons for denial
  • Establishing roles - therapist or caregiver?

Prior Level of Function

  • Set the stage “once upon a time”
  • Fundamental components to justify services
  • Supportive language for medical necessity

Identify and Write Obtainable Patient Goals

  • Select the best plan of care to achieve patient progressions
  • Comparison to the goals
  • Tackling progress notes
  • Treatment selection and effectiveness
  • When to make modifications

Clinical and Documentation Expectations

  • Purpose of documentation
  • Key aspects and common pitfalls
  • Select activities and services that are reasonable, necessary and valuable
  • Specific expectations and documentation requirements (for inpatient rehab, SNF, home care, outpatient)
  • Write effective and accurate progress reports third party payers understand

Create Defensible Documentation

  • Provide appropriate documentation of skilled necessity of care
  • How to ensure coverage for all payers
  • Demonstrate reasonable and necessary/skilled services
  • Importance of functional outcomes and requirements

Components of Quality Documentation

  • Purpose and expectations
  • Body structure, activity limitations, and participation
  • Identify patient problems –subjective
  • Measure and treat problems – objective
  • Assess progress, changes, and recommendations – assessment
  • Develop future care – plan

Target Audience

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

Reviews

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