3 CCUs Core

Approved through May 1, 2027

Professional Documentation and Communication

Healthcare documentation standards and professional communication

Learning Objectives

  • Identify the legal, ethical, and professional standards governing clinical documentation in rehabilitation practice.
  • Apply Medicare documentation requirements for occupational therapy and related rehabilitation services.
  • Document initial evaluations including all required elements, functional outcomes, and appropriate diagnostic coding.
  • Differentiate between daily notes, progress notes, and re-evaluation documentation and apply appropriate content standards.
  • Compose discharge summaries that accurately capture functional outcomes and support continuity of care.
  • Apply functional limitation reporting requirements and appropriate G-code usage in therapy documentation.
  • Select accurate ICD-10 diagnostic codes and CPT procedure codes for therapy services.
  • Document medical necessity in a manner that supports coverage decisions and minimizes claim denials.
  • Implement best practices for electronic health record documentation to improve efficiency and reduce errors.
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