199: The Must-Know Documentation Guidelines From A Utilization Reviewer
Feb 5, 2024
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Learn valuable tips on documentation guidelines from a PT expert working as a utilization reviewer. Topics include compliance must-haves, specific terms reviewers look for, justifying medical necessity, skilled therapy vs spontaneous recovery, maintenance therapy, and efficient documentation strategies.
Clear documentation of medical necessity is essential for outpatient therapy compliance.
Objective assessment writing requires interpreting findings and connecting impairments to functional deficits.
Deep dives
Establishing Medical Necessity and Objective Measurement
Ensuring medical necessity is vital in outpatient therapy by clearly defining problems in initial evaluations with specific details like prior function levels or recent declines. Objectively measuring deficits through functional outcome measures and tests like gait speed or strength testing helps establish ongoing necessity.
Quality Assessment Writing
Assessment writing hinges on interpreting objective findings, not just restating scores. Using models like the ICF framework helps structure assessments by listing impairments and connecting them to functional deficits. Including benefits statements and addressing complications without therapy enhances the assessment's depth and clarity.
Maintenance Therapy Challenges and Complexities
Maintenance therapy qualifications are stringent requiring a complex presentation or unstable symptoms that demand skilled intervention. Clear documentation and justification for ongoing therapy are essential. Understand what justifies maintenance therapy, like medical necessity, and address patient-specific functional goals.
Navigating Maintenance Therapy and Medicare Guidelines
Navigating maintenance therapy within Medicare guidelines can be complex due to vague definitions and regional variations in reviews. Clear justifications in daily notes and assessments are crucial for ongoing care. Using smart phrases, pre-made statements, and specific language to emphasize patient requirements can aid in justifying continued therapy.
You do not want to miss this episode!! On today’s show we address one of the most popular topics of discussion among therapists - DOCUMENTATION! The aspect of the job we love to hate. It can be so confusing to know what to include, how to justify, how to demonstrate medical necessity, and on and on. Lucky for you we have a PT Sparky who works as a utilization reviewer. Rachel Walker, DPT, GCS, CBIS, CLWT, CCI is here today and can explain it all!
We asked our audience and social media what their biggest struggles were when it comes to documentation and got through as much as we could in the time. Not only do we answer your challenging questions, Rachel also put together a free guide for documenting medical necessity, documenting skilled interventions and providing smart phrase goals you can start using right now to put your mind at ease!
A few topics discussed include:
The must-haves for compliance with documentation
What the specific terms and phrases are that reviewers are looking for
Why being specific about the prior level of function and establishing medical necessity is critical
Which outcome measures are most helpful and which to avoid
How to write assessments that will pass a review including phrases to use and ones to avoid
Spontaneous recovery vs skilled therapy
What constitutes the need for skilled therapy and what doesn’t
How to document for skilled maintenance
What maintenance therapy means and who qualifies
What the key points are for documenting when the patient’s status is either maintaining or declining
Why not having a caregiver is not a reason for maintenance therapy
What “medical complexity” really looks like (hint: it’s not just a diagnosis)