How do I manage PT, OT, and SLP therapy credentials and competency checklists?
Track Physical Therapist, Occupational Therapist, Speech-Language Pathologist, and imaging technologist licenses, national certifications, and skill competency checklists from the allied health compliance dashboard.
In YourMedSoft, to manage allied health therapy credentials and competency checklists requires navigating to Credentials in the portal, filtering by the Allied Health vertical, and adding discipline-specific credentials including PT, OT, and SLP state licenses, NBCOT or ASHA certifications, and CPR. The platform enforces mandatory credential gates before allowing shift or assignment placement.
What You Need Before Starting
- Allied Health vertical enabled in Settings > Organization Settings.
- Staff profiles created with the correct therapy discipline role (PT, OT, SLP, RT, Rad Tech, etc.).
Clinical & Regulatory Compliance Standards
- Medicare therapy services require therapists to hold an active state license in the state of service. CMS conditions of participation prohibit billing for services rendered by unlicensed practitioners.
- ASHA CCC-SLP is required for Medicare Part B billing of speech therapy. Therapy assistants (PTA, COTA) must be supervised at the ratio required by state law.
- Document medical necessity in notes for all high-utilization therapy cases subject to targeted Medicare review.
Step-by-Step Instructions
Enable the Allied Health Vertical
Go to Settings > Organization Settings > Vertical Markets and toggle on 'Allied Health & Therapy'. This activates therapy-specific credential types and competency templates.
Open the Clinician's Credential Profile
Navigate to Credentials > License Inventory, search for the therapist by name, and click their record.
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Add State Therapy License
Click '+ Add Credential', set Category to License, and select the appropriate type: Physical Therapist License, Occupational Therapist License, or Speech-Language Pathologist License. Enter the state license number, issuing state board, issue date, and expiry date.
Add National Certification
Add a second credential for the national certification: PT uses ABPTS or FSBPT; OT uses NBCOT (OTR or COTA); SLP uses ASHA Certificate of Clinical Competence (CCC-SLP). Set the issuing body to the appropriate board and record the certification number.
Load Therapy Competency Checklist
In the Skills & Competencies tab, click 'Load Checklist' and select the Allied Health Pack for the clinician's discipline. This populates mandatory competency items including manual therapy techniques, modality safety, documentation standards, and Medicare therapy cap knowledge.
Set Therapy Units Billing Default
In the clinician profile under Billing Defaults, set Billing Type to 'Therapy Units'. This feeds the therapy unit billing line item when generating invoices for therapy placements.
Verify Expiry Alerts Are Enabled
The system automatically sends in-app alerts at 60 and 30 days before any credential expires. Confirm 'Credential Alerts' is enabled in the clinician's notification preferences.
Pro-Tips & Best Practices
- PT, OT, and SLP licenses are state-specific and do not use the nursing compact system. Each state where the therapist practices requires a separate license.
- NBCOT certification renewal is every 3 years with 36 PDUs. Add a Renewal Due credential record to track PDU completion.
- Use the TJC Audit view to generate a pre-survey binder that groups allied health credentials separately from nursing credentials.
Troubleshooting & Operational Edge Cases
Issue: Allied Health credential types not showing in the Add Credential form
Operational Resolution: Ensure the Allied Health & Therapy vertical is enabled in Settings > Vertical Markets. Credential type lists are filtered by active verticals.
Issue: Therapy unit billing field not visible on invoice
Operational Resolution: Set the clinician's Billing Default to Therapy Units and regenerate the invoice from the approved timesheet.
Frequently Asked Questions & Troubleshooting
Does the platform support Respiratory Therapists and Imaging Technologists?
Yes. Select RT (CRT/RRT) or Radiologic Technologist from the role dropdown. The Allied Health credential pack includes state RT licenses, NBRC examinations, ARRT credentials, and JRCERT accreditation records.
Can I track continuing education units (CEUs) for license renewal?
Yes. Add a credential of Category Training and set the type to Continuing Education. Enter the CEU credit hours in the notes field.
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