Documentation Success: The 5 Best Platforms for Simplifying the Process & Maximizing Revenue – Trent Brown – PESI

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Exploring the Essential Features of “Documentation Success: The 5 Best Platforms for Simplifying the Process & Maximizing Revenue – Trent Brown – PESI”

With recent changes in payment and reimbursement (and more to come) and the influx of common software, many clinicians are focused on the volume of documentation versus value. Not only is this inefficient, it contradicts what payers require. This session will explore how CMS and payer sources review records, giving you insight into how to focus your documentation. Attendees will learn the 5 platforms of successful documentation, which ensure every requirement is met while allowing you to document your skill for each client using clinical reasoning. Actual case studies and intervention examples will be completed ensuring immediate carryover into your clinical setting. 

Speaker

Trent Brown, MOT, OTR/L, BCG, ATP, CFPS
Advanced Healthcare

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 reduction. He has also been a keynote speaker at multiple events throughout the country.

Speaker Disclosures:
Financial: Trent Brown has employment relationships with the University of Utah, the Utah Department of Health, Well Being Services, Northern Utah Rehab Hospital, and Aspenridge Home Health. He receives compensation as an instructor. 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.

Objectives

1. Demonstrate knowledge of how payers review documentation, who reviews documentation, and the general process of review.
2. Assess the three documentation areas most commonly reviewed including good and bad examples in all three areas.
3. Analyze the five platforms required for successful documentation and how the platforms address the commonly reviewed areas.
4. Complete actual documentation examples with common therapeutic interventions utilizing the platforms.

Outline

Why Reviews Happen

• Purpose of RAC and documentation review
• General process of review
• Identify red flags

• Billing
• Rends (OP- Medicare B, In-patient – Medicare A, HH)

Most Commonly Reviewed

• Top three areas

• Qualified clinician
• Skilled level of care
• Medical necessity

• Appeals process: what to do if a review is requested
• Requirements of a “maintenance program”

Five Platforms of Successful Documentation

• Underutilized terminology
• Trap phrases to avoid
• Address commonly reviewed areas
• Case studies:

• Joint mob
• Gait ther-ex
• Transfer training

Target Audience

• Physical Therapists
• Physical Therapy Assistants
• Occupational Therapists
• Occupational Therapy Assistants
• Speech/Language Pathologist
• Athletic Trainer

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