Optimal Delivery, Documentation, Billing, and Compliance Online CME Course

This course is for Mayo Clinic Physical Medicine and Rehabilitation employees only.

Brad King, PT, DScPT, MSEd

Access to this online course is available from the date of purchase until the course expires on December 31, 2026. Credit must be claimed within that time period.

Staying on top of documentation, billing and compliance requirements is an ongoing challenge as our healthcare system evolves. This course will address updates across major payers. Key elements of a PT/OT evaluation, progress reporting, and optimal billing and documentation, as well as compliance hot buttons for documentation. 

This course is intended to satisfy the Minnesota PT professional ethics requirement.

Target Audience

The intended audience includes occupational therapists, occupational therapy assistants, physical therapists, physical therapist assistants, and therapy students. This series is open to Mayo Clinic Physical Medicine and Rehabilitation employees only.

Learning Objectives

Upon completion of this activity, participants should be able to:

  • Recognize major payer regulatory and business Initiatives in payment/audits/compliance
  • Recall documentation, billing, and coding requirements
  • Review informed consent


Utilization of this Mayo Clinic online (enduring materials) course does not indicate nor guarantee competence or proficiency in the performance of any procedures which may be in this course.

Course summary
Available credit: 
  • 3.50 Attendance
  • 3.50 AOTA Contact Hours
  • 3.50 PT
Course opens: 
12/16/2024
Course expires: 
12/31/2026

All travel and lodging expenses are the sole responsibility of the individual registrant.

Dr. Lynn Steffes is President/Consultant of Steffes & Associates Consulting Group LLC. She has over 40 years of experience as a physical therapist and over 25 years as a Healthcare Consultant, specializing in Revenue Cycle Management, Compliance & overall Practice Management. She has served on the Board of Directors for the Private Practice Section and speaks annually at every Private Practice Annual Meeting, as well as, for the Section at the APTA Combined Sections Annual Meeting. Lynn was a co-author of the How to Start a Private Practice Manual & Video Series.

Dr. Steffes serves as the American Physical Therapy Association of Wisconsin Payment Specialist. In that role, she serves as a member of the Therapy Stakeholders Group with WI Medicaid, Medicare Carrier Advisory Committee and the WI Worker's Compensation Council. She has extensive experience in working with provider audits and policy review & revision.

Physical therapy
Sponsored by the accredited Physical Therapy Doctoral Program at Mayo Clinic School of Health Sciences, Mayo Clinic College of Medicine and Science. This course meets the criteria for up to 3.5 category I Continuing Education Units per Minnesota Physical Therapy Rules 5601.2400, 5601.2500.

Occupational therapy
Mayo Clinic - Rochester Campus is an approved provider of continuing education by the American Occupational Therapy Association #5660. PD Activity Approval number:10362. This distance learning - independent activity is offered at up to 0.35 AOTA CEUs, educational level; entry level. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA. At the conclusion of this distance learning, interactive activity, participants will be awarded a certificate for up to 3.5 contact hours or 0.35 AOTA CEUs.



General
At the conclusion of this conference, participants will be awarded a certificate for up to 3.5 contact hours maximum based on actual contact hours. Please see your state specific requirements for licensure credits.

For disclosure information regarding Mayo Clinic School of Continuous Professional Development accreditation review committee member(s) and staff, please go here to review disclosures.

Available Credit

  • 3.50 Attendance
  • 3.50 AOTA Contact Hours
  • 3.50 PT
Please login or register to take this course.

Access to this online course is available from the date of purchase until the course expires on December 31, 2026. Credit must be claimed within that time period.
Registration required to claim CME credit.

Commitment to Equity, Diversity and Inclusion

Mayo Clinic School of Continuous Professional Development (MCSCPD) strives to foster a learning environment in which individual differences are valued, allowing all to achieve their fullest potential.

Cancellation and Refund Policy

View Cancellation and Refund Policy

All requests must be submitted in writing using the Contact Us Form.

Any use of this site constitutes your agreement to the Terms and Conditions of Registration.