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    Document Less Communicate More Ecourse

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    Appropriate Disciplines

    • Physical Therapist
    • Certified Occupational Therapy Asst
    • Occupational Therapist
    • Physical Therapy Asst
    • Speech Language Pathologist
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Course Description

Therapists face many challenges in the clinical arena today, with ever increasing caseloads and demands on time during the day. When learning to document in college, therapy students do not have the benefit of clinical experience, and thus do not truly know what they are learning at the time. Once in clinical practice they learn from therapist mentors and employers and piece together an idea of what is needed. There are times when a clinician is baffled that a patient receives a denial from the insurance company for therapy that seems so obviously needed. This course will help therapists to understand what third party payers are looking for and to gain a better understanding of how to present the big picture when documenting. Learn the true purpose of documentation, third-party-payer requirements, how best to communicate with your payers, how to paint a picture with your documentation, next steps after a denial, and how to keep your documentation simple.

Course Level: Introductory

This is a recording of a live stream presentation.
Course Requirements:
  • Computer with internet and working speakers/sound are required for this course.
  • Course must be completed within 30 days of activation (activate course within 6 months of purchase).
  • An online multiple-choice quiz (80% passing score) and submission of an online evaluation form are required for successful completion.
  • A certificate of completion will be available to print immediately after course is successfully completed.
  • SLPs - ASHA CEUs may be obtained by completing the online ASHA form and checking the "Report to ASHA" box.


Course Objectives

Upon successful completion of this course, participants will be able to:

  • Explain the true purpose of documentation
  • Demonstrate how to paint a picture with your documentation
  • Identify what third-party-payers are looking for in documentation
  • Construct an argument for changes to third party payer medical policy
  • Defend a denial and determine next steps needed
  • Develop best practices in communicating with your payers
  • Create documentation that is clear and simple

Lisa Sinton

OT, MPA

Lisa Sinton has been an occupational therapist for over 20 years. She has a Bachelor of Communications degree from Arizona State University; a Post-Baccalaureate Certificate in Occupational Therapy from Quinnipiac University; and a Master’s of Public Administration from Florida Atlantic University. Lisa has worked with pediatric and adults in outpatient, inpatient, and school based settings. She has worked as a Rehab Manager and served as a Rehab Clinical Educator for five years in a large community hospital. Lisa was responsible for building the online clinical documentation systems at two different hospitals for all the rehab therapies in both inpatient and outpatient departments as they transitioned from paper documentation to online documentation. Although she reviewed charts in her capacity as a Rehab Clinical Educator, she believes that the role that prepared her most thoroughly to teach clinical documentation was her work in utilization review for an insurance company. For five years she read rehab documentation from occupational, physical and speech therapists, to determine if the documentation submitted met the criteria to continue with therapy. Lisa reports that she learned more about therapy and documentation in those five years than she did in any clinical setting. As a reviewer she had many aha moments, and developed a much better understanding as to why we are all writing these things down. Rather than focusing on the many component parts, Lisa offers her experience to guide you through a look at the bigger picture.

Financial Disclosure: Lisa receives honoraria from CIAO for the presentation of her live courses and royalties for the purchase of her online courses.
Non-Financial Disclosure: there are no relevant disclosures

18 Minutes
Purpose of Documentation
51 Minutes
Third Party Payers
45 Minutes
Workshop: Reviewing Documentation
68 Minutes
Avoiding Call with Reviewer
34 Minutes
Daily Documentation
25 Minutes
Workshop: Goal Writing
18 Minutes
Make it Measurable
26 Minutes
Communicating with Payers; Dealing with Denial
50 Minutes
Workshop - Creating Clear and Simple Documentation
5.6 Hours
Total

Delivery VIA:

  • Online - This course is offered in an online, on demand format.
  • Club CIAO - Club CIAO: This course is also part of Club CIAO, our all-you-can-eat buffet of online courses for one low price. Club CIAO Members also receive 25% off of all Live Stream courses!

Contact hours pre-approved for:

  • 5.5 Hours
  • CIAO is an ASHA Approved Provider #AAWA (0.55 ASHA CEUs) bubble sheet required
  • CIAO is an AOTA Approved Provider #4119 (0.55 AOTA CEUs)
  • This course meets PDU requirements for NBCOT 5.5 PDUs)
  • As an IACET Authorized Provider, CIAO offers CEUs for its programs that qualify under the ANSI/IACET Standard
  • CIAO is authorized by IACET to offer 0.55 CEUs for this program
  • CIAO is an Illinois Approved Provider for PT/PTA Continuing Education
  • CIAO is recognized as an Approved Provider for PT/PTAs by the NYSE Dept State Board for PT
  • This activity is provided by the Texas Board of PT Examiners Accredited Prov #2202009#TX
  • This activity meets continuing competence requirements for PT/PTA license renewal in TX
  • The assignment of Texas PT CCUs does not imply endorsement of specific course content, products or clinical procedures by TPTA or TBPTE
  • Approved for:
  • 5.5 Hours PT/PTAs in AR, IL, OK(201913358), TX(5.5 CCUs)
  • 6.6 Hours PT/PTAs in NY
  • 6.5 Hrs. OT/COTAs, PT/PTAs in FL (CE Broker #20-651551)

Contact hours applied for:

  • PT/PTA's in NM

Course meets requirements for:

  • OT/COTAs in AL, AK, AZ, AR, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IA, LA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT,
  • OT/COTAs in NE, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

    • The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.


    Introductory Level
    0.55 ASHA CEUs


    CIAO Automatically reports to CE Broker for Florida Occupational and Physical Therapists and Assistants. Florida SLPs can either use the ASHA CE Participant Form (Bubble Sheet) or self-submit through CE Broker.


    CIAO is recognized on the NBCOT Provider Registry (meets PDU requirements for NBCOT)


    Reviews

    Speaker could have been more concise--too many distractions

    - Bluff City, TN / Apr 2022

    I think that this course could have been completed in less time. The presenter could have been more time efficient in her presentation. Too many of her personal illustrations used in the presentation as well as unneeded redundancy of the information in the course manual.

    - Rupert, ID / Jan 2022

    Audio could have been better

    - Collingswood, NJ / Feb 2021

    That test was hard!!! My ADD kicked in!

    - Batesville, MS / Dec 2020