PT and OT Evaluation Coding Essentials

PT and OT Evaluation Coding Essentials
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CE Information

To receive a certificate of completion for this course you must:
1) Purchase the course or add it to your Summit Subscription
2) Log in to your Summit Account to access the evaluation and post test.
See Satisfactory Completion requirements in the "CE Credit" tab below for details.

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Highlights
  • Immediately improve your understanding of the evaluation complexity codes and why it is critical to choosecorrectly
  • Practical Coding Guide to ensure that you avoid the common pitfalls of coding incorrectly and ensure that you select the correct code with confidence each time!
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Additional Information

On January 1, 2017 new Common Procedural Codes Terminology or CPT codes were formerly introduced for physical and occupational therapy evaluations. CPT, authored by the American Medical Association, aims to provide uniform language for health care professionals to code medical services. The goal is to streamline reporting, and to increase efficacy. The decision to modify evaluation coding came about after careful deliberation with AOTA,APTA, the Centers for Medicare and Medicaid, other insurers and other key stakeholders. Why is this change a huge win for PT and OT professionals? It allows us to capture the complexities of the patients you work with every day inpractice. Prior to 2017 all evaluations were coded the same,regardless of the time, effort, and critical thinking skillsneeded by the therapist to perform the service. Now that we have coding options, how do we know which evaluation code to choose? And why does it even matter? Data is being compiled and could result in increased reimbursement in the near future. Therefore, PTs and OTs are charged with the responsibility of using critical thinking to select a code that accurately reflects the complexity of the evaluation.

This course will discuss the dos and don'ts of complexity code selection and several reasons why it isimportant to choose correctly; including ethical and legal considerations. Several case examples will be provided to integrate theory into practice, as well as a Complexity CodeSelection Guide. Return to the clinic ready to code confidently and accurately every time.

Highlights

  • Immediately improve your understanding of the evaluation complexity codes and why it is critical to choosecorrectly
  • Practical Coding Guide to ensure that you avoid the common pitfalls of coding incorrectly and ensure that you select the correct code with confidence each time!

Target Audience: Physical Therapists, Physical Therapist Assistants, Occupational Therapists, Occupational Therapy Assistants

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Reviews

4/5

Sarah (NY) on Feb 04, 2026

really enjoyed the overview — i've been in home health and recently started per diem at a skilled nursing facility and found the review super helpful

3/5

Joann (WA) on Jan 30, 2026

the course material included a link for one page reference guide and a quick guide from apta that the instructor referenced in the podcast. from the podcast, it sounded like this would be a excellent resource to use, but the material is no longer available.

4/5

Nancy (GA) on Nov 12, 2025

easy to access on spotify

4/5

Luigi (FL) on Oct 28, 2025

direct

3/5

Bea (AZ) on Sep 22, 2025

i did not realize that the course would only cover evaluation coding. it would be nice if the title stated that clearly. the description says it will cover complexity coding but it doesn't say that is the only coding covered in the class :)

4/5

alyson (PA) on Jul 18, 2025

more detail and examples about the various factors would have been helpful

5/5

Robert (TN) on Jun 06, 2025

the case studies were extremely helpful. the instructor looking at each of the criteria solidified the information shared %26 was us through a practical approach to determining evaluation complexity.

5/5

Lisa (NJ) on May 23, 2025

all good

3/5

Julia Denise (TN) on Apr 30, 2025

i would highly suggest she reads aota stance on the time suggestions first the evaluation codes. there is a suggested time but this should not be used to determine which code to use. she did not explicitly state this. she used apta guide for pt and should use aota guide for ot not one she developed

5/5

Susan (NJ) on Apr 20, 2025

would have been helpful if the concepts of stable, evolving, and unstable were explained in more detail


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