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 integrated EMR and occupational therapy practice management software that lets you to spend more time with patients and less time with paperwork.

Saving Time Through Better Organization and Smarter Workflow

Since ClinicSource occupational therapy practice management software was designed by therapists, specifically to help therapy practices, it’s both intuitive and user-friendly. ClinicSource is ONC Certified, HIPAA compliant, and cloud-based, which means you can use it anywhere, from any online device.

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

Occupational therapy practice management software by ClinicSource saves time by integrating all of your occupational therapy scheduling, documentation and billing, making sure that your occupational therapy practice can maximize 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 occupational therapy practice management software was 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, or just do billing. But ClinicSource does it all.

As an occupational therapist (OT), you work hard to provide high quality interventions for your patients. ClinicSource occupational therapy practice management software allows occupational therapists and occupational therapy assistants to tackle documentation efficiently.

ClinicSource occupational therapy practice management software was designed with the busy OT in mind. From helping children with disabilities to supporting older adults following a functional deficit, there is no denying that OTs have a broad scope of practice. From sensory integration to ADLs to fine motor skills to visual perceptual skills, OTs are tasked with helping patients across the lifespan. With such a diverse range of patients that you encounter, ClinicSource templates help save time and money. ClinicSource offers scoring grids for popular screenings and assessments, including the PDMS-2, Beery VMI, M-Fun, QNST-3 and many more. Scoring grids allow clinicians to enter parameters that are important to them, including standardized scores, percentile ranks, and age equivalencies.

I have been with ClinicSource since its inception – years ago. Our company has continued to be pleased with the evolving features and excellent customer service that ClinicSource offers.  This platform has proved to be very scalable, allowing our company to grow.  I would highly recommend this program.

— Dr. Jon Edenfield OTD, OTR/L, Occupational Therapist and Executive Director, Great Strides Rehabilitation, Jacksonville, Florida

While standardized assessments have their place in daily practice, occupational therapists often rely on less formal measures to document patient progress or patient deficits. When identifying abnormalities in tone, joint flexion/extension, attention and functional mobility, clinicians benefit from utilizing dropdown menus instead of having to enter their findings by hand. Additionally, ClinicSource offers occupational therapists the flexibility to create their own informal checklists and assessments within any domain to expedite documentation.

After completing skilled assessments and observations, occupational therapists and assistants can plan treatment sessions by easily selecting modalities and procedures from checkboxes. If a preferred modality isn’t in the preloaded template, OTs can easily add items to ensure a seamless transition from assessment to treatment. Further, OTs can plan skilled interventions using ICD-10 codes that will automatically populate, allowing therapists to spend less time searching for diagnostic and billing codes and more time documenting the positive impact they have on their patients’ progress and functional independence through ADLs and IADLs.

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.

ClinicSource occupational therapy practice management software features customized reporting for pediatric and adult occupational therapy patients. Automatically-flowing information from the other software components appears in the therapy-specific SOAP notes, so your reporting is virtually effortless. Occupational therapy SOAP notes allow for interventions to be reported for any given goal, and for reporting on assistance type, level, percentage achieved and mastery.

The information then flows instantly to progress summaries and discharge summaries, so you can easily track patient progression via data on what percentage each goal was accomplished, and to what degree.

The seamless flow of information continues throughout the entire ClinicSource occupational therapy practice management software 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.

ClinicSource occupational therapy practice management software offers an integrated solution to case management and documentation requirement tasks. Because information, such as patient history, diagnostic codes, and procedures flows freely from assessment to plan of care to SOAP notes, occupational therapists spend less time recording information and observations, and more time producing effective treatment planning and productivity.

More Than an Occupational Therapy EMR

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

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

The ClinicSource occupational therapy practice management software system was developed by a licensed therapist, and it’s been fine-tuned over years of working with a diverse range of industry professionals to make the best software for therapy practices of all types, not only Occupational Therapy (OT), but also Speech Therapy (ST), Physical Therapy (PT), Mental Health (MH), Pediatric Therapy and Applied Behavior Analysis (ABA).

Since customizable occupational therapy templates, reporting features developed specifically for therapists, and unparalleled levels of customer support would greatly benefit you and your practice, you need ClinicSource: the ONC Certified, ICD-10 ready, HIPAA-compliant software that lets you spend more time with patients and less time with paperwork.

FREE Trial Now Available!

Customized reporting for pediatric and adult occupational therapy patients.

If you’re providing for adult or pediatric occupational therapy patients, ClinicSource therapy can help any size practice to be more efficient and effective. Explore all of ClinicSource to learn more, and to get your FREE 30-day trial. Discover firsthand how this integrated system can help you handle all of your occupational therapy practice management tasks, maximize productivity, and enhance patient care.