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