Occupational therapy Learning Center
Occupational therapy practice operations need to reflect the activities, environments, and participation goals behind the service. Your OT Learning Center connects private practice startup with occupational profile workflows, state and setting questions, payer verification, and episode documentation. Build around the people and settings your practice will actually serve.
Built for occupational therapists and independent occupational therapy teams.
Start free. Select more than one specialty when your practice spans professions.
Member education and tools
These previews show what you can explore in your occupational therapy account. Sign up to access the teaching, resource library, and saved planning tools. Start free; Premium resources and tools are marked inside the Learning Center.
How do I plan an OT business around the people and settings I serve?
Access occupational therapy startup education and specialty practice worksheets. Explore occupational profile workflows, service models, referral relationships, and home or community visit operations in a workspace that saves your decisions.
Where can I learn about payer questions for my OT services?
Open OT payment resources, state and payer source maps, verification worksheets, and claim or denial tools. Bring your practice's service and setting questions into one account with learning designed for occupational therapy.
How can I build confidence in the documentation behind my claims?
Access occupational profile, participation-goal, and episode documentation learning inside the specialty library. Use the claim and audit tools to organize questions and review work alongside the operational documents your practice creates.
How do I organize insurance enrollment for my OT practice?
Find occupational therapy enrollment education, state and setting resources, and saved practice planning tools. Connect insurance participation goals with your startup work, team responsibilities, and the service locations you are planning.
Organize the path from an occupational profile to service planning and outcome review. Specialty resources and worksheets help connect your practice's focus, visit formats, documentation workflow, and referral relationships to the participation goals you intend to support.
Record state licensure, service-setting, assistant, enrollment, and payer questions before committing to a practice model. The State & Medicaid Tracker keeps source links and review notes together, while claim and denial planning tools organize the next verification or follow-up step.
The Home & Community Visit Planner helps organize service areas, travel, scheduling, staff responsibilities, and visit logistics. Pair it with policies, team planning, and capacity worksheets to build a workable process for care beyond a fixed office.
Connect learning to work you can save and use. Free and paid membership options share one account; individual tools and resources identify their access level.
Return to your specialty workspace, saved work, and next actions from one home.
Follow the complete 17-step practice startup guide, then use focused specialty education and enrollment-and-payment cases.
Search the pathways, resources, and worksheets for your profession when you have a specific practice question.
Organize specialty milestones, service decisions, and next steps in a plan you can return to.
Keep profession-specific guidance, source links, and finished practice resources organized in your account.
Save answers to checklists, verification reviews, planners, and operational decisions as you work.
Customize editable practice language with guided choices, saved versions, and document downloads.
Use specialty source maps across all 50 states. Save the requirements you are checking, review notes, and dates.
Organize service, setting, provider, benefit, and documentation questions before choosing a billing route.
Work through denial context and build a saved follow-up plan with the evidence and next questions you need.
Save payer and state interests and revisit matching resources and review information in your specialty.
Plan a service model, referral relationships, outreach, pricing, and capacity around your profession.
Organize roles and onboarding, and use Practice Premium for separate team logins and owner-managed specialty access.
Keep shared practice identity and specialty-specific credential and operational information together.
Track completed lessons, keep notes, and return to the work you have already started.
Open the community view for your profession from the same account as your learning and practice tools.
Add a branded patient education home with resources, courses, assignments, programs, updates, and content activity insights.
Get help with your Learning Center account and the tools you are using.
Choose one or more specialties, manage your account, and switch workspaces while keeping saved work.
Built for your specialty · Premium
Create printable visual routine cards for practice-authored home, school or workplace materials.
Save your work, assign dated tasks, complete recurring checks, and download printable materials. The member-only connection directory contains opt-in, self-reported listings; participation grows as providers join.
Get your specialty workspaceExamples from the currently available catalog. Create an account to open the complete library and save your work.
Free
A free, specialty-specific startup path with a concrete decision and source check in every step.
Premium
A focused Premium pathway with a worked case, source checks and a saved decision plan for the actual provider, product and setting.
Free
Document the license, telehealth, assistant, and facility rules that apply to a planned OT service.
Free
Assess functional goals, access needs, safety, licensure, consent, and payer recognition.
Free
Use CDC STEADI materials to teach observation and prepare for an individualized OT home-safety conversation.
Free
A consolidated 2026 Part B guide to the CO modifier, payment adjustment, KX threshold and documentation.
Free
Connect client priorities, daily occupations, context, and goals before choosing documentation fields.
Premium
Check whether goals, intervention, client response, and discharge reflect the client's chosen occupations.
Free
Make one practical service decision and list the current rules you must verify.
Free
Choose a visit setting, calendar length and payment route, then record what must be checked before offering it.
Premium
Organize travel zones, scheduling buffers, supplies, accessibility and staff check-in procedures. Use practice-level information only; keep patient details in your approved system.
Premium
Include evaluation, skilled visits, caregiver education, equipment and assistant oversight.
Premium
Save the current payer and jurisdiction questions for one deidentified service scenario. No benefit or billing outcome is assumed.
Premium
Save the specific disputed issue, written evidence, filing route and next action without patient or claim identifiers.
$0
Begin with the complete 17-step startup guide, free resources and worksheets, a practice profile, and saved progress.
Sign up now$15/month
Calculate fees and capacity, compare offers, export business reports, and use Premium pathways, specialty planners, editable builders, and billing tools for one provider login.
Choose Individual Premium$40/month
Give your practice up to five separate logins with owner-managed access. Additional logins are $5/month each.
Choose Practice PremiumGive your practice a branded home for patient education, courses, assignments, and programs. Practice Academy is an optional $40/month add-on to Practice Premium ($80/month total per practice). Each practice controls and reviews its patient content before publishing.
View membership and Academy detailsYes. Choose the specialties you want at signup, or add them later in Account Settings. Switch between your selected workspaces while keeping specialty work separate. Practice owners manage the selection for team logins.
Yes. Your account, saved worksheets, learning progress, and completed work stay with you when membership changes.
Follow the startup pathway when you want structure, or open a focused resource or tool for the question you need to address today.
Choose your specialty, begin with the free startup pathway, and keep the work you finish in one account.
Sign up now