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1. Determine how payers review documentation, who reviews documentation, and the general process of review.
2. Analyze the three documentation areas reviewed including good and bad examples in all three areas.
3. Assess the platforms required for documentation, how to avoid review, and what to do if a review is requested.
4. Demonstrate documentation examples with common therapeutic treatments utilizing the strategies learned.
5. Analyze each ethical principle in the code, the standard of conduct, and application of each principle through case studies.
6. Demonstrate the steps for reporting an ethics complaint or a compliance concern.

THE INS AND OUTS OF DOCUMENTATION & RECOVERY AUDITS CONTRACTOR (RAC)

• Why reviews happen
• Who reviews your paperwork
• Identify red flags
  • What to look for in billing
  • What’s trending
  • Similarities and differences of:
    • OP-Medicare B
    • Inpatient
    • Medicare A
    • HH
    • And more

THREE KEY AREAS TO REMEMBER TO AVOID DENIALS

• Qualified clinician
• Skilled level of care
• Medical necessity

INTERACTIVE CASE STUDIES FOR AVOIDING DENIALS

• Case #1: CHF exacerbation
• Case #2: fall with pain
• Case #3: ROM
• Case #4: incontinence management

EVERYTHING YOU NEED TO KNOW ABOUT THE APPEAL PROCESS

• What to do when additional documentation request (ADR) occurs
  • Sample ADR
  • The appeals process and timelines
  • RAC, MAC, QIC, ALJ, Council, Judicial Review

5 PLATFORMS OF SUCCESSFUL DOCUMENTATION

• The 5-platforms for faster yet more efficient reporting
• Reduce unnecessary or over-documentation
• Tips and tricks to remember

INTERACTIVE CASE STUDIES OF SUCCESSFUL DOCUMENTATION

• Case #1: Joint mobilization
• Case #2: gait/mobility therapy exercise
• Case #3: transfer training
• Case #4: class discussion of real-life examples

CODE OF ETHICS – HOW DOCUMENTATION RELATES

• Purpose of the code (law vs. ethic)
  • How the right documentation is the right thing to do
  • How the code protects you, your patients, and your profession
• Define each principle
  • Standards of conduct for each principle
  • Actual ethical examples of each principle
  • Case studies
• Case studies of ethical practices

STEPS FOR REPORTING

• Compliance
• License
• Ethics
• Corporate reporting vs. individual reporting

Trent Brown, MOT, OTR/L, BCG, ATP, CFPS, is a practicing therapist in Utah and is one of 36 credential holders of a board certification in gerontology (BCG) from the AOTA. Mr. Brown also holds a certification as an assistive technology professional (ATP) from RESNA. He completed his undergraduate and graduate work at the University of Utah where he is also an adjunct professor. He is employed by the Utah Department of Health (UDOH) to develop, implement, and operate healthcare quality improvement programs and has authored multiple laws to legislate improved patient care. Mr. Brown also reviews clinical documentation for UDOH as an expert witness in reviewing cases. Mr. Brown has over 15 years of clinical experience in skilled nursing, transitional care, acute, and home health. Recently, he served as the VP for the UOTA where he co-authored SB 131 advancing OT practice in the state of Utah and has received multiple awards for his clinical, academic, and legislative work. Through his expertise in advocating for therapy services authoring law and rule he has evolved into an expert presenter on ethical and legal issues facing therapy. Mr. Brown has provided courses for thousands of clinicians throughout the country in conferences, private settings, and specialty conferences. Mr. Brown is a master clinician and lecturer on a myriad of topics including joint arthroplasty, core strengthening, documentation, aging, functional mobility, ethics, and fall reeducation. He has also been a keynote speaker at multiple events throughout the country. Speaker Disclosures:
Financial: Trent Brown has employment relationships with the Utah Department of Health and the University of Utah. He receives compensation as a national speaker. Trent Brown receives a speaking honorarium and recording royalties from PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Trent Brown has no relevant non-financial relationships.

Save time and $10 off the price of other submission methods – purchase & take the CE test online for $19.99 USD per participant. Additional processing fees apply for other submission methods (i.e. mail, fax, etc.). Please contact our Customer Service at 1-800-844-8260 for more details.

Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self study is an acceptable form of continuing education. Please refer to your state rules and regulations.

Certificates of Successful Completion are available for email, download and/or printing from your online account immediately following the successful completion of the post-test/evaluation.

**Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of mental health professionals. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards.

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.

Continuing Education Information
NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after passing the online post-test (80% passing score) and completing the evaluation). Instructional methods will include PowerPoint, didactic lecture, and others. Continuing Education Information: Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Program content is reviewed periodically per accrediting board rules for currency and appropriateness for credit. Credit approvals are subject to change. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before purchase. Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards. For Planning Committee disclosures, please see statement above. For speaker disclosures, please see the faculty biography.

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Ethics
This self-study course includes 2.0 hours of general ethics instruction. Not all boards allow ethics credit for self-study products. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.

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Nurses, Nurse Practitioners, and Clinical Nurse Specialists
This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.

California Nurses: PESI, Inc. is a provider approved by the California Board of Registered Nursing, Provider #:17118 for 6.0 self-study contact hours.

You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.

Florida Nurses: PESI, Inc. is an approved provider by the Florida Board of Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.

Iowa Nurses: PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.25 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.

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Occupational Therapists & Occupational Therapy Assistants


Arizona Occupational Therapists & Occupational Therapy Assistants: CE credit is available. This self-study course consists of 6.0 continuing education clock hours for Arizona OTs and OTAs. The Arizona Board of Occupational Therapy Examiners (R4-43-203) confirms acceptance of continuing education programs relevant to occupational therapy that are approved by the American Occupational Therapy Association (AOTA).

Florida Occupational Therapists & Occupational Therapy Assistants: PESI, Inc. is an approved provider with the Florida Board of Occupational Therapy. Provider Number 50-399. This self-study course qualifies for 6.0 continuing education credits.

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Physical Therapists & Physical Therapist Assistants
This self-study course consists of 6.25 clock hours of instruction that is applicable for physical therapists. CE requirements for physical therapists vary by state/jurisdiction. Please retain the certificate of completion that you receive and use as proof of completion when required.

California Physical Therapists & Physical Therapist Assistants: PESI, Inc. is recognized by the Physical Therapy Board of California as an approval agency to approve providers. This self-study lecture qualifies for 6.25 continuing competency hours.

Illinois Physical Therapists & Physical Therapist Assistants: PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270. This self-study course qualifies for 6.0 CE credit hours.

Kentucky Physical Therapists & Physical Therapist Assistants: CE credit is available. This self-study course consists of 6.25 continuing education credit hours for Kentucky Physical Therapists. The rule under 201 KAR 22:045, Section 2, (2)(a) states that category 1 continued competency credits can be earned from providers approved by another physical therapy licensing agency. PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270.

New York Physical Therapists & Physical Therapist Assistants: PESI, Inc. is recognized by the New York State Education Department, State Board for Physical Therapy as an approved provider for physical therapy and physical therapy assistant continuing education. This self-study course qualifies for 7.6 contact hours.

North Carolina Physical Therapists, Physical Therapist Assistants: PESI, Inc. is an approved provider with the Illinois Division of Professional Regulation, Provider Number: 216.000270. This intermediate course is approved by the North Carolina Board of Physical Therapy Examiners by virtue of PESI Inc. approved provider status with the Illinois Division of Professional Regulation. This course qualifies for 6.0 continuing education hours.

Utah Physical Therapists and Physical Therapist Assistants: This course is designed to meet the Utah DOPL Rule R156-24b-303b.2.c.iv - A commercial continuing education provider providing a course related to the practice of physical therapy. Please retain a copy of the advertising brochure and your certificate of completion to provide to your board should this be requested of you. This self-study activity consists of 6.25 clock hours of continuing education instruction.

Vermont Physical Therapists & Physical Therapist Assistants: CE credit is available. This course consists of 6.25 continuing education credit hours for Vermont Physical Therapists. The Board confirms acceptance of continuing education programs that are recognized by other state physical therapy licensing boards. PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270.

Virginia Physical Therapists & Physical Therapy Assistants: CE credit is available. This course consists of 6.25 hours of type 2 continued competency credit for Virginia Physical Therapists and Physical Therapy Assistants. Regulation 18VAC112-20-131, Section B, (2) states that up to ten type 2 continued competency credits can be earned by completing independent study activities related to the clinical practice of physical therapy.

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Speech-Language Pathologists & Audiologists
This course contains 6.0 hours of self-study continuing education. It was not offered for ASHA CEUs. Please retain your certificate of completion. If audited for ASHA Certification Maintenance, you can submit this certificate of completion at that time. For state licensure, teacher certification renewal, or other credential renewal, contact those agencies for information about your reporting responsibilities and requirements.

California Speech-Language Pathologists/Audiologists: PESI, Inc. is an approved provider with the California Speech-Language Pathology and Audiology Board, #PDP 319. This course meets the qualifications for 6.0 hours of self-study continuing professional development credit for Speech-Language Pathologists or Audiologists, as required by the California Speech-Language Pathology and Audiology Board.

Florida Board of Speech-Language Pathology and Audiology: PESI, Inc. is an approved provider with the Florida Board of Speech-Language Pathology and Audiology. Provider Number: 50-399. This self-study course qualifies for 6.0 continuing education credits.

Kansas Speech-Language Pathologists: Approved for 7.5 self-study continuing education clock hours for Kansas licensed Speech-Language Pathologists by the Kansas Department for Aging and Disability Services.

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Other Professions
This self-study activity qualifies for 6.25 clock hours of instructional content as required by many national, state and local licensing boards and professional organizations. Retain your certificate of completion and contact your board or organization for specific filing requirements.

Disclaimer: **Information obtained in this course should be used within your scope of practice.
**It is your ethical responsibility to report accurate hours to your licensing board.
**All self-study participants must complete and pass (80% or better) a post-test and evaluation prior to receiving a certificate of completion. If you require a copy of the test/evaluation for CE purposes, please print at the time you take the test. Or you may call our customer service department and a copy of your test/evaluation will be emailed to you. Please allow 30-45 days.

• Physical Therapists
• Physical Therapy Assistants
• Occupational Therapy
• Occupational Therapist Assistants
• Speech Language Pathologists
• Nurses
• Nurse Practitioners
• Coding and Billing Personnel
• Medical Records Personnel