PT/PTA · TPTA Approved · #81711TXOT/OTA · TOTA Approved · #20133 CCUs

Professional Documentation and Communication

About this course

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 GG-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.

Course outline (13 modules)

  1. M1Course Objectives & Financial Disclosures
  2. M2Principles of Clinical Documentation: Legal, Ethical, and Professional Standards
  3. M3Medicare Documentation Requirements for PT/OT/SLP Services
  4. M4Initial Evaluation Documentation: Elements, Functional Outcomes, and Coding
  5. M5Daily Notes, Progress Notes, and Re-evaluation Documentation
  6. M6Discharge Summaries: Components, Functional Outcomes, and Continuity of Care
  7. M7Functional Limitation Reporting and GG-Codes
  8. M8ICD-10 Coding for Therapy Diagnoses: Principles and Common Codes
  9. M9CPT Coding for Therapy Procedures: Timed vs. Service Codes
  10. M10Medical Necessity: Documentation That Supports Coverage and Avoids Denials
  11. M11Electronic Health Records (EHR) Best Practices and Documentation Efficiency
  12. M12Audits, Appeals, and Protecting Your Documentation in Legal and Compliance Reviews
  13. M13References

Approval details

Texas Board of Physical Therapy Examiners (TPTA CCAP) approval #81711TX · 3 CCU for PT/PTA · valid through May 1, 2027

Texas Occupational Therapy Association (TOTA) approval #2013 · 3 contact hours for OT/OTA · valid through Jun 1, 2027

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