Billing and Documentation

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Last updated 4:43 PM on 9/23/25
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44 Terms

1
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Your documentation emphasizes your need and value for _____ ______

skilled services

2
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Your billing is important for payment and ________ rates

reimbursement

3
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T/F: Evaluation codes are untimed

TRUE

4
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T/F: Evaluation codes include low, moderate, and high complexity

TRUE

5
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Low complexity eval codes include:

  • Occupational profile

  • Medical hx

  • Brief history with chart review relating to current problem

6
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Moderate complexity eval codes include:

  • Occupational profile and medical hx

  • Expanded review with chart review related to current problem. Reviewing physical, cognitive, or psychosocial history as it relates the current functional performance

7
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High complexity eval codes include:

  • Occupational profile and medical hx

  • Extensive additional review of physical, cognitive, or psychosocial hx as it relates to current functional performance

8
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Treatment codes are ______

timed

9
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Therapeutic activities are activities to improve _____ ________

functional performance

10
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Standing and doing a peg board is considered a _______ _________

therapeutic activity

11
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What are some common treatment codes?

  • Self care/home management

  • Therapeutic activities

  • Therapeutic exercises

  • Neuromuscular re-education

  • Cognition

    • First 15 minutes is a different code

12
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Examples of therapeutic exercise

  • ROM

  • Strength

  • Endurance

  • Flexibility

13
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What can be included in self-care/home management training?

  • ADLs

  • Compensatory training

  • Meal prep

  • Safety procedures

  • Assistive technology device or AD training

14
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Neuromuscular reeducation involves:

  • balance

  • coordination

  • kinesthetic sense

  • posture

  • proprioception (standing or sitting)

15
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What can fall under cognition?

  • Attention

  • memory

  • reasoning

  • executive functioning

  • problem solving

  • pragmatic functioning

  • compensatory strategies to complete daily tasks (sequencing dressing routine)

16
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What code would you bill for functional household furniture transfers?

Home management training

17
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What code would you bill for scapular stabilization?

Therapeutic exercise

18
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What code would you bill for placing days of the week and months of the year in order?

Cognition

19
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What code would you bill for medication management?

Self care/IADLs

20
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What code would you bill for placing cones into an overhead cabinet?

Therapeutic exercise, therapeutic activity, IT DEPENDS

21
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The 8 minute rule was created by _____

CMS (centers for medicare and medicaid services)

22
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At least ___ minutes of services must be done in order to count as a unit

8

23
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The next unit is not billable until you have a full 15 minutes for the first unit at least ____ minutes past the 15-minute mark

8

24
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If an OT practitioner consistently bills at lower ranges to capture higher units, that practitioner could be _____

audited

25
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Some private insurance payers use the _______

Midpoint Rule or the AMA rule of 8’s

26
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What is the AMA rule of 8’s?

A unit is assigned as long as there are at least 8 minutes for that service

  • This means you could potentially bill 2 units for a 16-minute session if two different services are provided in that timeframe and both services are at least 8 minutes each

27
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Can you bill an OT eval and treatment at the same time?

IT DEPENDS on the setting, insurance, and referral/order (eval only vs eval and tx)

28
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How many units are you billing for for 27 minutes?

2

29
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How many units are you billing for for 68 minutes?

5

30
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How many units are you billing for for 48 minutes?

3

31
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How many units are you billing for for 55 minutes?

4

32
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How many units are you billing for for 9 minutes?

1

33
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How many units are you billing for for 105 minutes?

7

34
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Your pt completed toileting for 7 minutes of the session and 35 minutes of alternating between standing and sitting to assemble large puzzle. Can you bill 1 ADL/self care charge and 2 therapeutic activities?

YES- it is one session

35
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Your pt completed 19 minutes of meal preparation/home management tasks and 18 minutes of therapeutic exercises for improved ROM/strengthening of LUE. What can you bill?

1 home management and 1 therapeutic exercise 

36
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Independent

can complete without physical assistance or cues

37
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Modified independent

can complete with use of AE, AD, and/or increased time

38
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Set-up

can complete task with set up of needed items (clothing, grooming supplies, etc.) 

39
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Supervision

No physical assistance provided. Needed for safety and cueing

40
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Minimal assistance

Pt requires 25% physical or verbal assist of one person to complete task safely. Pt is completing 75% or more of task

41
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Moderate assistance

Pt requires 50% physical or verbal assist of one person to complete task safely. Pt is completing 50-74% of the task

42
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Maximal assistance

Pt requires physical or verbal assistance for 51-75% of an activity by one person. Pt is completing 25-49% of task

43
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Total assistance

Pt requires more than 75% of physical or verbal assistance. Pt does less than 25% of task 

44
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Types of documentation

  • Evaluations

  • Daily notes

  • Progress notes

    • dependent upon setting, insurance, etc.

  • Discharges

  • Re-evaluations