Private-practice and school-based OTs spend 2-3 hours per day on documentation. OT Practice Manager generates complete, CPT-coded, payer-compliant OT documentation from your session notes in seconds — across pediatric school-based, early intervention, adult rehab, home health, SNF, and outpatient. ## What's included - **10 Documentation Modes:** - **EVAL** (CPT 97165 / 97166 / 97167) - **TX NOTE** (97110 / 97530 / 97535 / 97150) - **RECERT** (60-day Medicare/Medicaid) - **SENSORY** (Dunn's Model + sensory diet) - **FIM** (18-item scoring) - **COPM** (5-step administration) - **HOME MOD** (AOTA protocol) - **IEP** (IDEA-compliant) - **PLAN** (care plan + goals) - **BILLING AUDIT** (8-minute rule + modifier guidance) - **Client memory** — cert periods, FIM/COPM baselines, goal progress, recert deadlines - **Full OT scope coverage** — pediatric, EI, adult rehab, home health, SNF, outpatient - **CPT + ICD-10 reference** with payer-rule context - **8-minute rule + modifier audit** before claims go out - **Replaces 5 fragmented UpAgents OT tools** with one workflow ## Limitations - **Not an EMR** — pairs with WebPT / TheraOffice / Net Health / SimplePractice; doesn't replace - **Not a clearinghouse** — drafts billing-ready notes; you submit through your billing system - **OT-specific** — PT, SLP, ABA each have dedicated separate listings - **OT remains responsible** for final clinical decisions — agent drafts, you sign - **U.S.-focused** for CPT + ICD + IDEA compliance; international OT adapts ## Best fit Private-practice OTs, school-based OTs, and pediatric specialists doing 8-25 sessions/day. Especially valuable for solo or 2-3-therapist practices who can't afford a documentation specialist — recovers 90-120 minutes/day, which is the difference between charting-after-bedtime and going home on time.
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