Part B Therapy Evaluation & Plan of Care Setup
Work each step in order: read what it involves, set a status (Done, N/A, or Flag), and add notes or open the tips. Switch on Edit to drag steps into a new order, rewrite the text, or add your own — then Export a branded PDF or Reset to the default. Nothing is saved or sent.
Reference OnlyBrowser-onlyNo PHIDo not paste patient names, Medicare IDs, SSNs, full claim files containing PHI, or other protected health information. This tool is intended for de-identified examples and educational / reconciliation support. Everything runs in your browser — nothing you paste is stored, logged, or sent anywhere. Notes and statuses stay in your browser tab only — nothing is saved or sent. Exports contain the step template only (never your notes, statuses, or dates), so do not enter patient identifiers.
Data statusReference Only
- Status
- Reference Only
- Data year / effective
- General best-practice reference
- Last reviewed
- May 2026
- Last updated
- May 2026
- Primary source
- General post-acute operational & documentation practice
- Formula notes
- Therapy evaluation and plan-of-care setup: standardized assessment, medical necessity, measurable goals, frequency and duration, and physician certification.
- Known exclusions
- For reference only — general best-practice prompts, NOT clinical or medical advice
- Not exhaustive, and not a substitute for clinical judgment, physician orders, or facility policy
- Adapt the steps, add your own, or build a workflow in the Builder and export it
- Verify timeframes and Conditions of Participation against current CMS / MAC guidance