
This is a pre-recorded event that you can watch on your time!
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Implement innovative, evidence-based treatment strategies for older adults.
Streamline documentation to ensure defensibility & reimbursement.
Enhance patient care with targeted, functional interventions.
Reduce time spent on paperwork—without sacrificing quality.
“Thank You!!! Thank You!!! This is the best CEU Summit I have attended in years!!!!”
From applying evidence-based care, staying up to date on new techniques, and putting patient needs first.
You have a lot on your plate!
And on top of that...
Documentation feels overwhelming, and time is limited.
You’re tired of spending hours justifying your interventions.
Reimbursement challenges are making it harder to focus on patient care.
You want to incorporate innovative, evidence-based treatment interventions that enhance patient outcomes and streamline your documentation process but how do you find the time?
And that’s exactly why we created this summit!
“YOU ARE AMAZING you already helped me today with treatment” - Kacy
MEET YOUR HOSTS
We know first hand the challenges of balancing exceptional patient care with efficient documentation. We’ve spent years helping clinicians streamline their workflows, ensuring they have more time for patients and less stress over paperwork.
That’s why we created this summit—to bring together 20+ leading experts who will share immediately applicable solutions to help you navigate treatment and documentation more efficiently.
We can’t wait for you to join us!
Learn from 20+ PT & OT Experts!
J.J. Mowder-Tinney PT, PhD, NCS, C/NDT, CSRS, CEEAA
Push the Limits: High-Intensity Neuro Rehab with Smart Motor Learning Strategies
Mandy Chamberlain,
MOTR/L
Everyday Battles: An OT Approach to Dementia and Bathing
Hoang Tran,
OT/L, CHT
Hand Therapy Secrets
Stephanie Mayer, PT, DPT and Nicole Poppert, OTR/L
Skilled Strategies for Improving Endurance in Older Adults
Kyle Womack, PT, DPT, CF-L3, SFMA, FMS, TRS-c
The Role of Heavy Resistance Training in the Rehabilitation of Middle Aged and Older Adults
Phyllis Goldstein M.S., CCC-SLP, RAC-CT, CHHI-CP
Appeals Process: Cracking the Code
Christopher McElderry,
PT, DPT, NCS
Concussion Discussion: Evidence-Based Evaluation and Treatment
Rachele Burriesci,
PT, DPT, CCS, GCS
Cardiopulm Strategies to Optimize Breathing and Performance
Megan Veenstra,
OTD, OTR/L
Creative Solutions to Enhance Patient Care and Promote Optimal Independence
Sheetal Thayil, PT, NCS, CSRS and CCVT
Lisa Guglielmo, MS, OTR/L, CKTP, CSRS, SCLV
The Use of Kinesio Tape for Neurologic Population
Stephanie Mayer, PT, DPT
Nicole Poppert, OTR/L
Boosting Participation in Therapy: Cognitive Approaches for Meaningful Engagement
Drew Murray, MSc, PT, BSc Kin, Irene Hammerich, AISC, BEd, BPHE, Karen Snyder, BSc, Kristen Sarlo, BAHS, and Jon Casey, B.Kin
Fluid Recovery: Exploring Aquatic Therapy for
Rehabilitation for Neurological and Chronic Pain
Kara Welke
OTD, OTR/L, CLT
Documentation & Assessment in Home Modifications
Alexandra Germano,
PT, DPT, GCS
The Whiteboard for Geriatric Rehabilitation
Ashley Ballou,
MOT, OTR/L
Enhancing Geriatric Evaluations: Integrating Caregiver Wellness for Optimal Patient Outcomes
Helena Esmonde PT,
DPT, NCS
BPPV Basics
and Updates
Mayleen Torres-Hew Wing, MScOT, OT Reg.(Ont.)
Optimizing UE Recovery Post-Stroke: Practical Strategies Using the GRASP Program
Tara Sullivan PT, PRPC, WCS, IF
and Kylee Austin, PT, DPT
Beyond the Kegel
Stephanie Mayer, PT, DPT and Nicole Poppert, OTR/L
From Balance Challenges to Confidence
Dates: Monday Sept 29 – Friday Oct 3, 2025
Where: 100% Virtual—Attend from anywhere with internet access!
Pre-recorded Expert Led Sessions: Learn from 20+ leading PT & OT experts specializing in older adult care.
Private Community: Connect with peers & speakers in our exclusive Facebook group.
Prizes & Giveaways: Participate for a chance to win exclusive resources & tools!
Get one year access to all presentations, 20 contact hours (approved for CEUs for PT, PTA, OT, OTA) + exclusive bonuses.
Live trainings for clarity and extra support
Scholarship Opportunities: Be entered to receive a free year of The Note Ninjas Membership just by registering for the summit!
“Already made a huge difference in my day to day!” - Hayle
Each session is pre-recorded and available to you for a full year so you can learn at your convenience.
1-2 hour presentations featuring 3-5 actionable treatment strategies per session.
Clear step-by-step guidance on interventions for older adults.
Modifications for different functional levels to ensure accessibility.
Hands-on strategies that you can use immediately.
Each strategy includes:
Defensible documentation tips
Reimbursement-friendly language
Connection between interventions & patient outcomes
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Over $997 worth of resources and education to help you streamline your clinical practice, enhance your patient care, and have unlimited access to the trainings. PLUS earn 20 Contact Hours for CEUs - approved for PT, PTA, OT, & OTA.
“Loved it! So much good information!” - Amy
Revisit all summit presentations for an entire year—allowing you to implement strategies at your own pace and refresh your learning whenever you need it
Complete the summit content and walk away with 20 hours (CEUs approved for PT, PTA, OT, & OTA) helping you meet your licensure requirements while deepening your clinical expertise
Receive exclusive notes and outlines for each presentation, packed with ready-to-use, practical strategies you can start applying immediately in your practice.
The downloadable workbook
Bonus live trainings (with recordings provided afterward)
How do I know whether this summit is right for me?
If you’re a PT, OT, assistant, student, professor, or clinic owner working with adults- this summit is for you. We will be focusing on actionable strategies you can use the next day with your patients and how to document your skilled care quickly and efficiently.
When is this event happening?
The presentations and Summit workbook will be available immediately! For added support and trainings we will run a Facebook group from Monday Sept 29th - Friday Oct 3rd with bonus trainings and giveaways .
Is this approved for CEUs?
We are approved for OT, OTA, PT, PTA for 20 contact hours.
OT/OTA: We are approved by AOTA for 2 CEUs (20 contact hours)
PT/PTA: We are approved for 20 contact hours in the following states:
AK | AL | AR | AZ | CA | CO | CT | DC | DE | FL | GA | HI | IA | ID | IN | KS | KY | MA | ME | MI | MN | MO | MS | MT | NC | ND | NE | NH | NJ | NM | NY | OH | OR | PA | RI | SC | SD | TN | TX | UT | VA | VI | VT | WA | WI | WY
We are approved for NY for 24 contact hours
To receive CEU credit for PT and PTA, you must complete the quiz and obtain your certificate by the following deadlines:
By 3/24/26: AK, AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY
By 2/11/27: FL
By 1/31/26: NJ
By 4/7/26: NY
To receive CEU credit for OT and OTA you must complete the quiz and obtain your certificate by 3/1/30
What if I’m not able to attend live?
All of the presentations from our speakers are pre-recorded and will be available for at least a year.
How long will I have access to the presentations?
Your registration includes access to the presentations for a year along with premium bonuses such as 20 Contact Hours!
Are the presentations live?
To avoid tech glitches, give you the best possible experience, and allow all clinicians the opportunity to attend and not be restricted due to work schedules and time zones, the presentations are pre-recorded. There will be opportunities to join us for bonus live trainings throughout the Summit from Sept 29th - October 3rd. (These will also be recorded.)
How do I access the presentations?
Once you’ve registered, you’ll be asked to create login details for our platform, where all the presentations will be hosted. You will have immediate access to the presentations and the Summit Workbook with presentation summaries, key points, and bonus resources. On the day the Summit begins (Sept 29th) you will have access to the private Facebook group where we will be doing trainings and providing opportunies to collaborate. We will also host a live Zoom call on Thursday Oct 2nd at 8 PM EST. We’ll send email reminders to keep you updated.
What if I still have questions!
If you still have questions, we encourage you to go ahead and sign up. Your questions will likely be answered during the event or in the Facebook community, which you’ll be able to join right away after grabbing your ticket.
However, if you need to ask us a question before registering, feel free to send us an email at hello@thenoteninjas.com
AOTA Approved Provider Statement: The Note Ninjas is an AOTA Approved Provider of professional development. PD activity approval ID# 0000001293. This Distance Learning-Independent & Distance Learning-Interactive activity is offered at 2 CEUs, Advanced, OT Service Delivery & Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.
Financial and Non-Financial Disclosures Statement
It is the policy of the Innovative Treatments, Effortless Documentation Summit to disclose any financial and non-financial interests that the provider or instructors may have in a product, service, or topic discussed during the event. This ensures transparency and allows participants to make informed decisions regarding potential biases.
The Note Ninjas Summit hosts, Stephanie Mayer, PT, and Nicole Poppert, OTR/L, have a financial interest in this summit, as they are hosting the event and will receive proceeds from the sales of the Clinician's Power Pass.
Each invited speaker has provided individual disclosure statements regarding their financial and non-financial interests. Some speakers have relevant financial relationships, while others do not. Any disclosures will be stated at the beginning of each session where applicable.
The summit content is designed to be evidence-based and free of commercial bias, with the primary goal of providing high-quality professional development for clinicians.
Target Audience:
The Innovative Treatments, Effortless Documentation Summit is designed for physical therapists (PTs) and occupational therapists (OTs) who work with older adults and are seeking to enhance their clinical skills and documentation efficiency.
This summit is intended for clinicians at an intermediate learning level, meaning participants should have a foundational understanding of rehabilitation principles and are looking to deepen their knowledge with evidence-based treatment strategies, defensible documentation practices, and practical solutions for patient care.
The content will focus on applicable interventions, modifications, and documentation techniques that support skilled therapy services, reimbursement, and improved patient outcomes.
Learning Outcomes:
Participants will identify at least three evidence-based treatment strategies for older adults and describe how to integrate them into clinical practice.
Participants will demonstrate defensible and efficient documentation practices by utilizing skilled language and interventions to support medical necessity and reimbursement.
Participants will select appropriate interventions for common impairments and functional limitations to improve participation in daily activities and occupations.
Participants will modify treatment plans by implementing progression, regression, and adaptive techniques to address varying patient abilities.
The Innovative Treatments, Effortless Documentation Summit is a three-day virtual continuing education event designed for physical and occupational therapy professionals working with older adults. This intermediate-level summit provides evidence-based treatment strategies, defensible documentation techniques, and practical solutions to enhance clinical effectiveness and streamline workflows.
Participants will gain knowledge from expert-led sessions covering interventions for common impairments, functional limitations, and activities of daily living (ADLs). Additionally, attendees will learn how to utilize skilled language and interventions to support reimbursement and defensibility in documentation.
The summit features pre-recorded educational sessions, real-world applications, and implementation strategies to ensure participants can immediately integrate learned concepts into their practice. Those who complete the summit will be eligible to earn 2 CEUs, reinforcing their professional development while improving patient outcomes.
AOTA continuing education units (CEUs) and Contact Hours
The Innovative Treatments, Effortless Documentation Summit has been approved for continuing education units (CEUs) for Physical Therapists (PTs), Physical Therapist Assistants (PTAs), Occupational Therapists (OTs), and Occupational Therapy Assistants (OTAs).
Participants who successfully complete the summit will be eligible to receive 2 CEUs in accordance with approval from the appropriate accrediting organizations.
Please refer to your state or national licensing board for specific CEU requirements and acceptance. If you have any questions regarding CEU eligibility, please contact hello@thenoteninjas.com
Registration Information, Including Special Needs Requests
Registration for the Innovative Treatments, Effortless Documentation Summit is now open. Participants must complete the online registration form and submit payment, if applicable, to secure their spot. Upon successful registration, attendees will receive a confirmation email with event details and access instructions.
We are committed to ensuring accessibility and inclusivity for all participants. If you require special accommodations due to a disability or have specific learning needs, please contact us at hello@thenoteninjas.com at least 14 days before the event to discuss available accommodations.
For questions regarding registration, group discounts, or payment options, please reach out to hello@thenoteninjas.com
Completion Requirements
To receive continuing education units (CEUs) for the Innovative Treatments, Effortless Documentation Summit, participants must meet the following requirements:
Full Attendance: Participants must attend all registered sessions in full.
Knowledge Assessment: At the conclusion of the summit, attendees must complete a comprehensive quiz covering key concepts from the sessions.
Passing Score: A minimum score of 80% is required to pass the quiz and earn CEU certification.
CEU Certificate Issuance: Upon successful completion of the quiz, participants will receive their CEU certificate via email within 48 hours.
Participants who do not pass the quiz will have the opportunity to retake it once within 48 hours after the summit to achieve a passing score.
For any questions regarding completion requirements, please contact hello@thenoteninjas.com
AOTA Approved Provider Statement:The Note Ninjas is an AOTA Approved Provider of professional development. PD activity approval ID# 0000001293. This Distance Learning-Independent & Distance Learning-Interactive activity is offered at 2 CEUs, Advanced, OT Service Delivery & Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.