Helping You Work More Efficiently and Effectively

As an occupational therapist, you devote yourself to helping people overcome obstacles, so that they can move through their lives more easily and efficiently. Occupational therapy professionals understand the importance of giving patients the tools they need to handle their day-to-day activities, so that they can survive—and thrive—in today’s world. But who can help YOU accomplish your critical daily tasks with greater ease and productivity?

OT templates and other therapy-specific features created in collaboration with many occupational therapists.

The answer is ClinicSource.

Created by therapists and perfected by years of practical feedback and improvements, ClinicSource is the fully-integrated EMR and occupational therapy practice management software system that empowers you to spend more time with patients and less time with paperwork.

Saving Time Through Better Organization and Smarter Workflow

Since ClinicSource was designed by therapists, specifically to help therapy practices, it’s incredibly easy to use and amazingly intuitive. It’s HIPAA compliant, ONC Certified and 100% web-based, so you can access it anywhere, from ANY web-enabled device.

Empowers you to spend more time with patients and less time with paperwork.

The ClinicSource occupational therapy practice management software system saves you countless hours by seamlessly integrating all of your occupational therapy billing, scheduling and documentation functions, helping your occupational therapy practice achieve maximum productivity.

Therapy-Focused Features Designed for You

Occupational therapy practice management software

Relevant sections for occupational therapy are available to quickly insert into the Evaluation Template, including Fine Motor, Range of Motion and Strength, Gross Motor, Sensory and more.

The OT templates and other therapy-specific features in ClinicSource were created in collaboration with many NBCOT-certified occupational therapists and several esteemed members of AOTA. During extensive research, we found that therapists and clinic staff alike were confounded by the lack of a single occupational therapy software system that could do everything they needed in their therapy practices. Indeed, many available programs are only capable of handling scheduling.

Some occupational therapy software products just do SOAP notes and documentation. Others only do billing. Some software can handle a few of your therapy practice management tasks, but not others. Sadly, the few EMR software systems that can “do it all” are mostly loaded down with features and functions you’ll never need in your occupational therapy practice, making them confusing, slow and burdensome to use.

But ClinicSource was designed to address the specific needs of therapy practices, so you’ll never waste time searching through irrelevant codes, goals and modalities. And ClinicSource goes even deeper by allowing you to choose which therapy discipline you specialize in. When you first set up your EMR software, simply choose occupational therapy, and the system automatically focuses on electronic medical record options relevant to you, making it easy to find what you’re looking for. You can add or remove disciplines at any time, and customize fields to present you with the choices you need most.

Information Appears Automatically, Everywhere It’s Needed

occupational therapy documentation

The comprehensive occupational therapy progress note templates allow you to insert relevant observations and interventions, along with reporting on each goal’s progress.

The ClinicSource system was designed with a strong focus on customized reporting for pediatric and adult occupational therapy patients. The therapy-specific SOAP notes receive automatically-flowing information from the other software components, making your reporting nearly effortless. Occupational therapy SOAP notes allow for reporting on assistance type, level, percentage achieved and mastery, and interventions may be reported for any given goal.

All of this information then flows seamlessly to progress summaries and discharge summaries, letting you quickly track patient progression, including at what percentage each goal was accomplished, and to what degree.

The seamless flow of information continues throughout the entire ClinicSource system, including the therapy scheduling area, where the data will already be loaded when booking future appointments. All patient and session information also flows through to the billing component, dramatically reducing time spent on claims and invoicing. You’ll never have to re-key your occupational therapy CPT codes, diagnoses, modifiers or session details.

occupational therapy billing

With just two clicks, all occupational therapy claims can be created in batch for all sessions waiting to be billed.

Flexible claims processing lets you handle your occupational therapy billing however you need to, including batch processing sent electronically, or printed, or both. The ClinicSource occupational therapy billing software is fully customizable by patient, provider and insurer. ClinicSource also processes secondary claims, and supports courtesy billing as well. And the billing software interfaces directly with multiple clearinghouses.

The entire ClinicSource software system automatically updates, at no cost to you, which keeps your practice up-to-date on new requirements, and helps you satisfy reporting obligations. In the event of an audit, all documentation is already organized and ready to print or deliver electronically.

ClinicSource features a robust reporting system, which helps increase efficiency while eliminating errors. You can run reports for both the clinical and the financial side of your practice. ClinicSource tracks therapist productivity, authorizations, care plans, evaluations, charges, reimbursements and much more. You can even run detailed reports on physician referrals, letting you know whom to thank, and helping you maintain healthy relationships.

Web-based Convenience, Bank-Level Security

OT scheduling software

You can easily synchronize your ClinicSource therapy schedule with Google Calendar or export to Outlook or iCal, and view from any web-enabled device.

ClinicSource is completely cloud-based, giving you the ultimate in convenience and mobility, with no servers to purchase and maintain. Imagine the freedom of checking your schedule from any smartphone. Or documenting your occupational therapy sessions on the fly, right on your tablet. With ClinicSource you can synchronize schedules directly with Google Calendar, or export to Outlook or iCal.

Customized reporting for pediatric and adult occupational therapy patients.

To keep your occupational therapy practice data completely safe, ClinicSource uses the same security technologies as major financial institutions. All data exchanged between your computer and our servers is fully encrypted. Further, your data is backed up nightly in our datacenter, as well as to a secure off site location. So, even if your PC crashes, your clinic data is still intact. And the ClinicSource billing component is certified credit card safe.

More Than an Occupational Therapy EMR

ClinicSource is a powerful occupational therapy electronic medical record product, but it’s so much more: it’s a complete practice management system that totally integrates all of your therapy documentation, scheduling and billing in one easy-to-use platform.

The ClinicSource software system was developed by a licensed therapist, and it’s been perfected through years of working with a diverse range of industry professionals to create the ultimate cloud-based software for therapy practices of all types, not only Occupational Therapy (OT), but also Speech Therapy (ST), Physical Therapy (PT) Mental Health (MH), Massage Therapy (MT), Pediatric Therapy and Applied Behavioral Analysis (ABA).

ClinicSource Rocks! They did a great job with our transition of data (about 600 clients) and have EXCELLENT support and training! They listen and are responsive with our emails for help and feature requests – they actually come through! Overall, I am very pleased with ClinicSource.

— Beth L., OT/PT/ST clinic

If you’re looking for customizable occupational therapy templates, reporting features developed specifically for therapists, and unparalleled levels of customer support, look no further than ClinicSource: the HIPAA-compliant, ICD-10 ready, ONC Certified software system that lets you spend more time with patients and less time with paperwork.

Try ClinicSource for FREE

Whether you’re serving adult or pediatric occupational therapy patients, as a single-therapist operation, a medium-sized clinic or a large, multiple-location practice, ClinicSource therapy practice software can help you become a more efficient and effective provider.

Explore all of ClinicSource to learn more, and register for a FREE 30-day trial to see how this integrated software system can make it easier than ever to handle all of your occupational therapy practice management tasks, while maximizing productivity and enhancing patient care.