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Occupational Therapy Solution

Practice Pro — Occupational Therapy

Everyday Skills. Lasting Independence.

Built for Occupational Therapy. Designed for Every Daily Activity.

app.practicepro.com / ot PLAN OF CARE
Plan of Care Schedule Patient Portal
RL
Rosa L. · Hand therapy
OT · plan of care · functional goals
Grip strength
Dressing
Fine motor
EvalDaily noteProgressOrthosisPOC ✓
CLINIC SCHEDULE
OT 1
OT 2
COTA
9a
Rosa L.
Ben K.
10a
Ines P.
Dan W.
11a
New eval
Waitlist filled — gap booked automatically
MY THERAPY PORTAL · PATIENT
Appointment reminder sent
Home program shared
Intake form completed
Home program shared with patient
Plan of care · functional goals tracked Schedule · recurring visits, waitlist auto-filled Patient portal · home programs & reminders
Business Challenge

Occupational Therapy Is About Function

The Challenge

OT practices face documentation and billing demands that generic, PT-first EMRs often fail to address.

1
Documenting function, ADLs and the skilled need behind every visit.
2
Tracking functional goals and outcomes across a plan of care.
3
Coding OT evaluations, self-care training and orthotic management correctly.
4
Coordinating with PT, speech therapy, physicians and caregivers.
5
Managing authorizations, visit limits, payer rules and the GO modifier.

When technology treats OT as an afterthought, therapists end up working around templates built for another discipline.

Generic EMR — OT Gaps MANUAL
OT-specific templates PT-first
Functional goals Hard to track
Care coordination Siloed
Home programs Manual
Auth · GO modifier · orthotics Complex
Our Purpose

Every Patient's Path To Independence, Connected

Occupational therapy is about more than appointments and documentation. It's about helping people get back to the daily activities that matter: dressing, cooking, working, driving and caring for family.

Practice Pro's Occupational Therapy Solution combines OT-specific documentation, functional goal tracking, scheduling and billing to help your team spend less time managing software and more time with patients.

Independence is built together—Practice Pro helps everyone work from the same plan of care.

Referring Providers OT COTA Caregivers Front Office Billing Team PT & SLP THE PATIENT
Benefits

Supporting Better Care At Every Step

practicepro.com / occupational-therapy-benefits AUTO-PLAYING
OT-Focused Documentation
Capture functional status, ADLs, goals and progress with OT-specific evaluations and notes.
Patient & Caregiver Engagement
Keep patients and caregivers involved with reminders, portal access and home programs.
Streamlined Scheduling
Book recurring plan-of-care visits, fill cancellations from the waitlist and balance provider schedules.
Smarter Reporting
Track visits per plan of care, cancellations, productivity and payer performance.
Better Business Operations
Support growth with OT-specific coding, authorization tracking and revenue cycle workflows.
SCREEN · OT DOCUMENTATION
eval · daily note · progress report
FUNCTIONAL GOALS · ROSA L.
Grip strength
Dressing
Fine motor
SOAP ✓Goals ✓Outcomes ✓
SCREEN · MY THERAPY PORTAL
patient · portal
PATIENT UPDATES
Home program sharedsent
Appointment reminderauto
Intake form completedpatient
SCREEN · CLINIC SCHEDULE
schedule
OT 1
OT 2
COTA
9a
Rosa L.
Ben K.
10a
Ines P.
Dan W.
11a
New eval
Waitlist filled — gap booked automatically
SCREEN · KPI DASHBOARD
reporting & analytics
Q1
Q2
Q3
Q4
YTD
Clinical
OUTCOMES
Operational
PRODUCTIVITY
Financial
PERFORMANCE
SCREEN · BILLING & REVENUE CYCLE
billing · auth · RCM
OT BILLING
97535Self-care trainingGO · 2 units
97530Therapeutic activitiesGO · 1 unit
Visits & authorization trackedverified
Core Feature Areas

One platform, built around occupational therapy

Core Feature · Documentation
OT-Focused Documentation — Because Function Is The Goal

Documentation should support patient care—not slow it down.

OT evaluation, daily note, progress report and discharge templates
Functional goal & ADL tracking
Outcome measures & goal management
Flowsheets, quick text and copy-forward notes
AI Smart Note and Voice-to-SOAP drafting
ImpactShow functional progress clearly while reducing documentation burden.
ot eval · smart note AI DRAFTING
Eval Daily Progress D/C
AI SMART NOTE · AUTO-DRAFTED FROM SESSION
Subjective
Objective
Assessment
Plan
Quick text drafting from session
Goal ADL Outcome
9:41
My Therapy Portal
Rosa's care · this week
Next session
Tue · 4:00 PM
reminder
OT Home program from OT shared
Intake forms
Reminders
Billing
Exercises
Core Feature · Patients
Patient & Caregiver Engagement — Carrying Therapy Into Daily Life

Progress in OT often depends on what patients and caregivers practice at home.

My Therapy Portal — secure access to:
Intake forms
Appointment reminders
Home programs
Billing information & online payments
ImpactBetter follow-through at home and a better patient experience.
Core Feature · Scheduling
Scheduling For Real OT Workflows — Fewer Gaps, Fuller Days

OT schedules are rarely simple. Recurring visits, longer evaluations, orthotic fittings, cancellations and waitlists all require flexibility.

Recurring plan-of-care visits booked in one step
Provider, COTA & room scheduling
Automated waitlist & gap management
Text & voice appointment reminders
ImpactReduce administrative burden while keeping patients on schedule.
schedule · smart gap management
TODAY · OT SCHEDULE
9aRosa L.OT
10a
Open — cancellation
Ben K.auto-booked
11aNew evaluationeval
WAITLIST
BKBen K.
IPInes P.
DWDan W.
Waitlist filled — gap booked automatically
Core Feature · Billing
Billing Built For Occupational Therapy — Get Paid For Skilled Care

OT billing has its own details. Evaluation complexity, timed codes, orthotic management, the GO modifier and payer-specific requirements demand more than generic billing tools.

OT evaluation codes & timed-code unit calculation
GO & KX modifier support
Eligibility checks & authorization tracking
Claim scrubbing, ERA auto-posting & denial management
ImpactReduce denials, improve cash flow, and simplify revenue cycle management.
billing · revenue cycle
97535 Self-care training
GO
97530 Therapeutic activities
GO
Visits & auth verified
Fewer
DENIALS
Faster
CASH FLOW
Clean
CLAIMS
Why Practice Pro

Trusted By Occupational Therapy Practices

Helping OT teams spend more time with patients not on administrative tasks.

Web-based since 2000
SINCE 2000

Practice Pro was the first web-based (SaaS) physical therapy software, launched in 2000. There is nothing to install or maintain.

PT, OT & SLP in one platform
ONE PATIENT RECORD

Add a discipline without adding a second EMR, a second login or a second billing system.

Billing help built in
EMBEDDED RCM TEAM

An embedded revenue cycle team works alongside your staff on claims, denials and A/R.

Ready to help patients live independently?

See how Practice Pro helps occupational therapy practices simplify operations, engage patients and caregivers, and get paid for skilled care.

Schedule a Demo Talk With a Practice Solutions Specialist