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Documentation Guidelines, Billing Practices and Industry Insights for Rehab Professionals


The healthcare industry continues to change and as rehab clinicians we must find a way to adapt. Being informed and educated is the first step to finding innovative and collaborative ways to effectively treat patients. This course will review current and up to date documentation regulatory guidelines which will include, but not limited to: timeliness, goal writing, ICD-10, CPT codes, skilled therapy and maintenance therapy. It will review various payor sources and the effects it has on treatment and day-to-day therapy practice. This course is designed for PTs, PTAs, OTs, COTAs and SLPs who want to know and learn more about documentation guidelines, improve their understanding of billing practices and gain insight to how the industry is changing. 

Course Objectives

  • Identify differences in payor sources and their use in various settings

  • Define the difference between skilled therapy, maintenance therapy and restorative nursing

  • Define and differentiate between restoration, adaptation and compensation treatment interventions

  • Demonstrate the understanding of what skilled therapy is by reviewing and understanding CMS documentation requirements and guidelines 

  • Understand the difference between medical codes and treatment codes and appropriate use of each.

  • Differentiate between unit-based codes vs occurrence-based codes and how it can affect patient treatment time

  • Review and identify documentation due dates and rules

  • Identify appropriate use of CPT codes by selecting correct codes for patient case studies



This course is for all educational levels of occupational therapist, physical therapist, speech language pathologists, certified occupational therapy assistants and physical therapy assistants currently providing rehab services in all settings.

Instructional Methods


This course will be taught as a hybrid course which will include live in person trainings and a live webinar training. Course completion will require active participation, seminar survey completion and a passing score of at least 80% on the course test.


Cancellation Policies


Should a participant need to cancel for any reason at all there will be a $50 cancellation fee and all other course fees will be reimbursed. Full reimbursement will be given should the course need to be cancelled by the instructor or sponsor company.


Contact Hours/CEUs


This course will be six contact hours (.6 CEUs). Each participant will receive a certificate of completion upon successful completion of all course requirements listed below. The course approval number is  0000000459.


Registration Information


Registration information can be found on our website at and all questions or special requests can be sent to our email at


Course Completion Requirements


  • On time attendance

  • Active participation

  • Completion of course assessment/test

  • Completion of course survey

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