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Therapists Resource by Payer Source is a quick reference summary of payers and their specific expectations such as visit time restrictions, what you should focus on, documentation, communication, equipment and authorizations.

2019 Pay Day Calendar shows when we write checks so you can get your notes in by the day before.  If you are sending them at the end of the  month, we need them by the 5th of the next month.  This information for the few therapists who are employees with us.  

2019 Paperwork Templates / Forms

In 2019 Medicare reduced the documentation burden, so our forms are simpler.  Change, delete or add headings as needed.  

You can open the documents below, save them on your computer with your client’s name, type right onto them, then email them back to us and who ever else needs the communication.  Or fax or mail.  (Be careful to download and save the document first.  Check to be sure your typing is being saved).

USE the “header” that is in gray at the top of the page.  Double click in the header so you can fill in name, date etc, so this data shows on every page.  Then double click lower in the document to start writing your note. 

When you email , do not put names in the subject line.  If you are sending a visit note, put VISIT NOTE in subject line.  We recommend a secure email.


OT:  all payers except hospice and SNF which are below.  

PT:   all payers except hospice and SNF which are below.  

ST:  all payers except hospice and SNF which are below.  

Hospice:  All Disciplines

(This eval is a template, so adapt it as needed, by changing or eliminating headings.  You may also use the Progress Note form or Letter Head under GENERAL ITEMS, below.  Some Hospices request their own form be used. )

SNF Part B programs