INSURANCE REIMBURSEMENT Transform Your Documentation


Our Insurance Reimbursement course titled “Transform Your Documentation” will save you money and earn you piece of mind as we, along with PT Compliance Group, teach you how to navigate that most difficult element of PT Practice: Documentation and Compliance.

This one of a kind course keeps you up to date with all of the new legislation and rules that go along with insurance and the world of healthcare reimbursement. You can take the online course at the comfort of home or office right now.  If you wish to register for the combination live 1-day course & online package, please call us first at 212-246-4066 to discuss course date availability.

*This course is currently approved for 16 CEU’s in the State of NY.

The following states do not require pre-approval:

Arkansas, Colorado, Hawaii, Indiana, Maine, Massachusetts, Michigan, Montana, New Hampshire, Oregon, South Dakota, Washington

This extensive program will transform the way that you and your staff face that vital piece of the healthcare puzzle: Documentation and Compliance. 

Physical Therapists do amazing work that helps people move their lives in a more positive direction, but unfortunately, too frequently they are not being paid for their services. Complain all we like, the reason for this is often improper or poor documentation.

We have partnered with PT Compliance Group to offer this outstanding course that promises to Transform Your Documentation. We offer this course as either an Online Only Program where you can watch the lectures and take the exams at your own pace at home, or you can take this offering as a Hybrid course where you can watch the lectures online and then come in for a 1-Day Live Documentation Workshop! If you opt for the workshop be sure to bring some of your documentation so we can see how you are doing!




Upon completion of this course, participants will be able to:

  1. Identify methods to write defensible documentation that links objective and measurable physical impairments to functional deficits that requires the skilled intervention of a physical or occupational therapist

  2. Describe how to establish medical necessity for patient evaluations that defensively document reasonable and necessary services under current third party payer requirement.

  3. Explain how to justify individualized documentation of patient progression that assesses condition, complexities, and sophistication.

  4. Demonstrate knowledge of how to successfully write defensible documentation for initial evaluations, daily notes, progress notes, reevaluations, and discharge summaries.

Course Outline – Online Course

Our Online Program features 6 high quality recorded lectures by PT Compliance CEO Tom Ambury. Follow along each manual with a downloaded manual and test yourself with our multiple choice post-tests!

This course promises to Transform Your Documentation, which can help you to receive all of the revenue that you work so hard for!

Module 1: Prepairing for an Audit

Module 2: Know the Rules

Module 3: The Initial Evaluation: A Practical Approach

Module 4: Visit Notes: A Practical Approach

Module 5: Visit Notes vs. ReEvaluation: What’s the Difference?

Module 6: Skilled, Reasonable, and Necessary


Our live workshop offers you the opportunity to sit down with our expert and work out YOUR documentation right then and there! In this workshop we will review the content of the lectures, you will be able to practice writing documentation based on various case studies, and you can even bring in some samples of your previous documentation so we can help you see what you are doing right, and what you are doing wrong!


This extensive program is brought to you in partnership with PT Compliance and the course is presented by PT Compliance CEO Tom Ambury. 

Tom Ambury, a graduate of Ithaca College, has been a physical therapist for over 25 years. His extensive experiences as a therapist, which includes hospital based care, Rehab Management for a Critical Access Hospital, Home Health, Skilled Nursing, and Private Practice, makes Tom an invaluable resource for equipping and enabling therapists and healthcare professionals to be confidently compliant.

Since 2011, when Tom joined the PTGC team, he has been helping therapists and various healthcare professionals navigate the ever-changing, and all-too-often utterly complex, world of compliance. As a credentialed healthcare compliance professional, Tom applies his expertise towards the creation and successful utilization of compliance products such as Compliance in a Box® and ChartSafe®.

Tom is a renowned consultant that applies his skills purposefully and collaboratively. As a compliance specialist, Tom frequently presents for the PPS/APTA and CPTA, as well as through PTCG’s webinar series.

When not working, Tom enjoys his time at home with his wife, Becky, and likes to hike with his two dogs, Virginia and Bentley.


Available Offerings