Southern CareWorks
Outpatient Therapy Compliance & Chart Audit Toolkit (All States)
Outpatient Therapy Compliance & Chart Audit Toolkit (All States)
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Instant download · Free updates when rules change · Official sources cited
Make every therapy claim audit-ready. Recent federal settlements with therapy practices show how quickly billing and documentation gaps turn into False Claims Act problems. This 197-page toolkit helps outpatient PT, OT and speech therapy practices make sure their documentation supports every unit billed.
Written by a Healthcare Compliance Officer and Healthcare Facility Owner, for small private practices and clinics.
What's inside
- Federal rules in plain language: False Claims Act, Anti-Kickback Statute, Stark Law, OIG exclusions, the 60-day overpayment rule, Medicare and Medicaid enrollment, HIPAA
- Therapy risk areas: group sessions billed as one-on-one, billing under absent therapists, timed code inflation, medical necessity, assistant supervision, copay waivers and physician referral relationships
- Medicare documentation: plan of care certification and recertification, progress reports, the 8-minute rule with worked examples, and CY2026 KX ($2,480) and targeted review ($3,000) thresholds
- 82-item therapy chart audit tool with error-rate calculation and corrective action plan
- OIG's seven compliance program elements, sized for small practices
- 27 ready-to-adapt policies (20 core compliance + 7 therapy) and 26 forms, logs and worksheets
- State Requirements Verification Worksheet for your state's practice act and payer rules
Running more than one type of care business? See the comprehensive National Edition, which covers adult day, personal care homes/assisted living and outpatient therapy.
Digital download (PDF). Educational information, not legal advice; it does not guarantee any audit outcome. Licensed for single-organization use.
Who wrote this
Who wrote this
Prachi, Healthcare Compliance Officer and Healthcare Facility Owner, with more than 20 years in healthcare. She has opened and run adult day and rehab centers and been through licensing and surveys first-hand. Read her story.
What exactly do I get, and in what format?
What exactly do I get, and in what format?
An instant download as soon as you check out. Every file is a PDF. State kits come as a ZIP with your state guide and the core kit. Checklists are a single PDF. All forms are fillable: type into them on screen, save a copy and print.
Can I edit the policies?
Can I edit the policies?
The forms are fully fillable. The policy and procedure manual is a PDF, so you can't retype it in place. Each policy is written to be adapted: copy the text you need into your own document, add your facility's name and details, and keep the signed copy in your policy binder.
Why do some state kits mention Georgia rules?
Why do some state kits mention Georgia rules?
The core kit was first written to Georgia rules and still cites them. Every state kit includes a separate state guide that lists each requirement that is different in your state, with official sources and a table showing exactly what to change in the core kit before you apply. We're working on full state editions of the core kits, and buyers will get them free as part of our update promise.
Do I get updates when rules change?
Do I get updates when rules change?
Yes, free. When a state rule covered by your product changes, we post a plain-language rule update on our blog and email you an update notice that explains what changed and what to update in your policies. We also update the product files, at no cost to you.
Do I still need a consultant?
Do I still need a consultant?
Not always. Our kits are do-it-yourself: a licensing roadmap, a complete policy manual written to adapt, fillable forms and your state's rules with official sources. Published consultant prices include $2,995 for one custom policy manual and $150 an hour for compliance consulting.
If you want personal advice, use the kit to do most of the work first, then pay a consultant for a short review. Most owners spend far less that way. See the full comparison and sources.
Are the rules current?
Are the rules current?
Each guide and checklist links to the official sources and shows the date they were checked. Rules change, so always confirm current requirements with your state licensing agency before you submit anything. These are educational resources, not legal advice.
Can my staff use it?
Can my staff use it?
Yes. Your purchase is licensed for use by one organization, so your team can use and print it inside your business. Please don't share, resell or post the files outside your organization.
What if something is wrong with my download?
What if something is wrong with my download?
Email us and we'll make it right. If a file won't open or download, or you bought the wrong state or toolkit by mistake, contact us within 14 days. See our refund policy for details.
Who can I contact with questions?
Who can I contact with questions?
Email southerncareworks01@gmail.com, use the chat button on this page, or send a message through our contact page.
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