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Good morning, Sarah ๐Ÿ‘‹

You have 6 sessions today and 3 notes pending review.

127
Notes this month
14.2h
Time saved this month
48
Active clients
98%
Documentation compliance

Today's Schedule

6 sessions
8:00 AM
ED
Emma D.
Pediatric OT โ€“ Sensory
Done
9:00 AM
RK
Robert K.
Outpatient โ€“ Hand Therapy
Done
10:30 AM
ML
Maya L.
Outpatient โ€“ ADL Training
In Session
1:00 PM
JW
James W.
Home Health โ€“ Safety Eval
Upcoming
2:30 PM
SR
Sofia R.
Pediatric โ€“ Fine Motor
Upcoming
4:00 PM
HT
Harold T.
SNF โ€“ Functional Mobility
Upcoming

Recent Notes

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ED
Emma D.
Pediatric Progress Note
2h ago
signed
RK
Robert K.
Hand Therapy SOAP
3h ago
signed
SR
Sofia R.
Fine Motor Eval
Yesterday
draft
JW
James W.
Home Safety Assessment
Yesterday
signed
ML
Maya L.
ADL Progress Note
2 days ago
signed

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My Notes

All session documentation, searchable and filterable.

ClientNote TypeDateCPT CodesStatusActions
ED
Emma D.
Pediatric Progress NoteApr 6, 202597530, 97110signed
RK
Robert K.
Hand Therapy SOAPApr 6, 202597165, 97530signed
ML
Maya L.
ADL Progress NoteApr 5, 202597530, 97535signed
SR
Sofia R.
Fine Motor EvalApr 5, 202597165draft
JW
James W.
Home Safety AssessmentApr 4, 202597165, 97535signed
HT
Harold T.
SNF Daily NoteApr 4, 202597530, 97110signed
ED
Emma D.
Sensory Processing NoteApr 3, 202597530signed
RK
Robert K.
Hand Therapy ProgressApr 2, 202597110, 97530signed

Clients

Manage your caseload and client records.

ED
Emma D.
Age 7
Active
Sensory Processing Disorder
Pediatric OT
Last: Apr 6 Next: Apr 9 24 notes
RK
Robert K.
Age 52
Active
Carpal Tunnel Release s/p
Hand Therapy
Last: Apr 6 Next: Apr 10 18 notes
ML
Maya L.
Age 68
Active
CVA โ€“ Left Hemiplegia
Outpatient
Last: Apr 5 Next: Apr 8 31 notes
JW
James W.
Age 79
Active
Hip Fracture s/p
Home Health
Last: Apr 4 Next: Apr 11 9 notes
SR
Sofia R.
Age 5
Active
Autism Spectrum Disorder
Pediatric OT
Last: Apr 3 Next: Apr 10 15 notes
HT
Harold T.
Age 83
Active
Parkinson's Disease
SNF
Last: Apr 4 Next: Apr 7 42 notes

Templates

OT-specific documentation templates for every setting and specialty.

SOAP Note โ€“ Outpatient
Progress NotesGeneral OT
SOAP Note โ€“ Pediatric
Progress NotesPediatric OT
Initial Evaluation (Adult)
EvaluationsGeneral OT
Initial Evaluation (Peds)
EvaluationsPediatric OT
Hand Therapy SOAP Note
Progress NotesHand Therapy
SNF Daily Note
Progress NotesSNF / LTC
Home Health Evaluation
EvaluationsHome Health
School-Based OT Note
School-BasedSchool OT
IEP Progress Report
School-BasedSchool OT
Sensory Processing Note
PediatricPediatric OT
Discharge Summary
DischargeGeneral OT
Re-Evaluation Report
EvaluationsGeneral OT

Billing & CPT Codes

OT-specific CPT code reference and billing documentation guidance.

Common OT CPT Codes

97165
OT Evaluation โ€“ Low Complexity
Per eval
$98โ€“$148
97166
OT Evaluation โ€“ Moderate Complexity
Per eval
$130โ€“$185
97167
OT Evaluation โ€“ High Complexity
Per eval
$155โ€“$225
97168
OT Re-Evaluation
Per eval
$98โ€“$148
97110
Therapeutic Exercise
15 min
$30โ€“$55
97530
Therapeutic Activities
15 min
$35โ€“$65
97535
Self-Care/Home Management Training
15 min
$35โ€“$65
97750
Physical Performance Test/Measurement
15 min
$25โ€“$45
97755
Assistive Technology Assessment
15 min
$35โ€“$60
97760
Orthotic Management & Training
15 min
$35โ€“$60
97761
Prosthetic Management & Training
15 min
$35โ€“$60
97039
Unlisted Therapeutic Procedure
Per service
Varies

This Month's Billing Summary

Total notes submitted127
Total units billed384 units
Estimated revenue$18,240
Audit flags0 flags

Top CPT Codes This Month

97530Therapeutic Activities98x
97110Therapeutic Exercise74x
97165OT Evaluation18x
97535Self-Care Training42x

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