Write It Right: Document Defensibly or Risk It All

A CEU-approved course for PTs, PTAs, OTs, and OTAs

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Because “Good Enough” Documentation Isn’t Good Enough

Every decision you make carries risk — for your patients and for you. Incomplete notes, missing consent, or overlooked red flags don’t just cause denials. They can open the door to liability, licensure action, or worse.

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Write It Right gives you the skills to think and document like a risk manager while keeping your authentic clinical voice. You’ll learn how to handle complex, high-risk situations with confidence, from patient injury to mandated reporting, and write notes that protect both your care and your credibility.

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Protect Your License

→ Learn documentation strategies that stand up in malpractice, HIPAA, and licensure cases.

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Defend Your Care

→ Show clinical reasoning with clear notes that reflect your skill and judgment.

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Reduce Risk

→ Handle scenarios like falls, refusals, non-compliance, and adverse events with confidence.

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Earn CEUs

→ Approved for 3 hours of continuing education for PT, PTA, OT, and OTA.

Focused. Efficient. Proven.

Write It Right turns defensible documentation into a skill you can rely on, giving you confidence in every note, no matter how complex the situation.

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Protect Your License. Defend Your Care.


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You chose this profession to help people move, heal, and live better lives — not to lie awake at night worrying about every fall, refusal, or complaint.

But the reality is:

  • Every encounter carries risk.

  • Documentation gaps can lead to liability, not just denials.

  • Scenarios like patient falls, refusals, or unexpected medical changes don’t just need a note — they need defensible risk management strategies.

Write it Right is your blueprint for:

  • Breaking down real-world scenarios into clear documentation steps

  • Knowing what to include (and what not to) when patients regress, refuse, or present with red flags

  • Applying informed consent, HIPAA, and termination rules correctly — and documenting them with confidence

  • Using quick-question prompts to simplify stressful situations into defensible notes

  • Protecting your license, your reputation, and your patients

12 Core Training Topics

01 - Foundations of Risk Management

Understand the purpose of risk management in rehab and the therapist’s duty of care. 


02 - Medical Malpractice Basics

Break down duty, breach, damages, and causation — and how they apply to rehab clinicians.


03 - Common Malpractice Scenarios

Learn how to document when patients are injured during therapy, when red flags are missed, or when consent is incomplete.


04 - Informed Consent Essentials

Legal and ethical requirements, patient capacity, what must be disclosed, and how to document consent correctly.


05 - Releasing Information & HIPAA

Protect privacy with compliant documentation and secure communication practices.


06 - Mandated Reporting

What to document, when to report, and how to protect yourself in cases of suspected abuse or neglect.


07 - Terminating a Patient Relationship

Documentation and procedures to avoid abandonment claims while ensuring continuity of care.


08 - Sensitive Exams & Chaperone Policies

Best practices for protecting patients and yourself during high-risk treatments.


09 - Falls & Adverse Events

How to document before, during, and after a fall — plus strategies for closing the loop and reducing risk.


10 - Managing Complaints & Poor Outcomes

Documentation strategies for handling patient complaints, grievances, and unexpected outcomes.


11 - Licensure Discipline Risks

Negligence, boundary violations, billing/documentation fraud — and how defensible notes protect you.


12 - Documentation Best Practices

Concrete strategies for documenting skilled intervention, cueing, non-compliance, and communication to protect your license.

Join us for practical, high-impact training sessions 

Designed to transform your clinical practice and strengthen your confidence as a therapist.

MEET THE CREATORS

Hi, we’re Stephanie Mayer, PT, DPT, Nicole Poppert, MS, OTR/L- the Note Ninjas and Michael Uzar, MJ, PT, DPT, CPHRM

We’ve spent years helping therapists simplify documentation, defend their notes, and regain confidence in their clinical reasoning.

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For Write It Right, we partnered with Michael Uzar, MJ, PT, DPT, CPHRM — a nationally recognized risk management consultant and Certified Professional in Healthcare Risk Management. Michael has worked extensively with rehabilitation clinicians and healthcare organizations to reduce liability, prevent malpractice claims, and strengthen compliance practices.

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This course brings together Michael’s expertise in risk management and our experience training thousands of PTs and OTs in defensible documentation. The result? A CEU-approved program that gives you practical, scenario-driven strategies to protect your license, your patients, and your career.

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What You'll Get When You Enroll

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3 Hours of CEU-Eligible Training (Self-Paced)

  • Scenario-Driven Training — falls, refusals, informed consent, HIPAA, patient termination, adverse events, and more

  • Defensible Documentation Strategies — clear, skilled notes that reduce liability and protect your license

  • Risk Management Guidance — practical strategies to navigate high-risk situations with confidence

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Documentation Defense Toolkit

  • The Defensible Note Builder → Write skilled notes that prove medical necessity.

  • The Cueing & Support Toolkit → Defensible language for cues that demonstrate skilled intervention

  • The Documentation Decision Tree → Quick prompts that turn complex scenarios into confident, defensible notes.

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Course Access & Support

  • One Full Year of Access → Revisit the training whenever you need it, with a full year to complete and review the material.

  • Certificate of Completion → Earn proof of completion for licensure renewal and compliance records.

  • Expert-Led Training → Learn directly from experienced therapists and a Certified Healthcare Risk Manager who know the risks you face every day.

What Would You Write?

Here are just a few of the high-risk situations you’ll be ready to document with confidence after completing Write It Right.

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Patient Falls During Therapy

Your patient loses balance and hits the floor mid-session.

Do you know exactly how to document before, during, and after the fall to protect both the patient and yourself?

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Patient Refuses Treatment

A patient refuses therapy, insisting they don’t need it.

Do you know how to document refusals so it reflects skilled intervention — not abandonment?

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Missed a Red Flag

Your patient develops sudden neurological symptoms mid-session.

Do you know how to document your response and referral to show you met the standard of care?

Our Write It Right Guarantee

We’re confident this course will change the way you see documentation. If you don’t leave with more confidence in risk management and defensible documentation we will refund your purchase within 14 day.

Enrollment Is Open—But Not for Long!

This program is only open a few times a year. When the doors close, they close. If you’re ready to ditch the stress, document like a pro, and reignite your passion in the clinic—this is your moment.

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HOW it WORKS

Enroll Today (While Registration is Open!)


  • Secure your spot in Write It Right. Once you enroll, you’ll receive an email confirmation with everything you need to get started.

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Learn at Your Own Pace (One-Year Access)


  • Move through the course on your own schedule, whether in one weekend or over several months. With one-year access, you can revisit lessons anytime and benefit from future updates.

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Complete, Pass & Earn Your CEU Certificate


  • Once you’ve finished, take the quiz (80% to pass) and receive your CEU certificate within 48 hours—ready for your records, employer, or licensure requirements.

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FAQs

frequently asked questions

  • How do I know whether this course is right for me?

    • If you are a PT, OT, SLP or assistant and have ever second-guessed what to write in a note after a patient fall, refusal, adverse event, or complaint — this course is for you.

    • Write It Right was built for PTs, PTAs, OTs, OTAs, and SLPs who:

    • Want confidence documenting high-risk situations with clarity and precision

    • Need practical strategies for risk management, not just theory or policies

    • Care about protecting their license, reputation, and patients while saving time on notes

    • If you provide treatment and write notes, you face risk. This course gives you the tools to document defensibly in the moments that matter most.

  • Who should take this course?

    • Write It Right is for any rehabilitation professional who provides treatment and writes notes — across all settings.

    • That includes:

    • -Physical Therapists & Physical Therapist Assistants

    • -Occupational Therapists & Occupational Therapy Assistants

    • -Speech-Language Pathologists

    • Whether you work in acute care, outpatient, SNF, schools, pediatrics, home health, or inpatient rehab — this course gives you the risk management strategies and defensible documentation skills you need to protect your license and your patients.

  • Is this approved for CEUs?

    • OT/OTA:

    • We are approved by AOTA for .325 CEUs (3.25 contact hours)

    • PT/PTA:

    • This course has been approved for 3 CE hours by the following entities: Florida Board of Physical Therapy Practice, Ohio Physical Therapy Association, Texas Physical Therapy Association, and by Redefine Health Education, a recognized approval agency of the Physical Therapy Board of California.

    • Courses approved by other state boards in the following jurisdictions are likely accepted for licensure credit based on the state regulation:

    • AL | AK | AR | CO | CT | DE | GA | HI | ID | IN | IA | KS | KY | ME | MA | MI | MN |MO | MT | NE | NH | NC | ND | OH| OR | PA | RI | SC | SD | TN |TX| UT | VT | VA | VI | WA | WI | WY

    • Courses approved by other APTA chapters in the following jurisdictions are likely accepted for licensure credit based on the state regulation:

    • AZ | DC | MD | MS | NM

    • Please reach out to your state licensing board to confirm the currency and accuracy of this information. If you have a specific question about CEU approval for this course in your state, please direct your inquiry to info@redefinehealthed.com.

    • The following state is pending approval: NJ (This will be approved within the month.)

    • The following states are not pre-approved: LA, IL, MN, NY, NV, OK, WV

    • Participants licensed in states not pre-approved may file for individual approval using the instructions on this document: https://docs.google.com/document/d/1uINVSr-O7xE95OLRA5FjLYeAB3BjwxfS/edit

  • When is the course available?

    • Enrollment opens only a few times a year. If it’s currently open, now is your chance to join—we don’t always know when the doors will open again!

  • What if I can’t complete it right away?

    • No problem. You’ll get one full year of access to the entire course. Go at your own pace, on your own schedule

  • How do I access the course materials?

    • Once you enroll, you’ll receive a login to our course platform, where you can access all the lessons, downloads, and scenarios. You’ll also receive reminder emails to help you stay on track.

  • Do you offer a refund?

    • Yes — you’re covered. If you’re not satisfied within 14 days, we’ll issue a full refund. Once you’ve completed the course and received your CEU certificate, refunds are no longer available.

  • Do I have to join right now?

    • No—but this is a limited-time opportunity. The doors to Write it Right only open a few times a year, and we don’t know exactly when they’ll open again. If this is the support you’ve been looking for, we encourage you to take action now while it’s available!

Document Defensibly. Protect Your License. Earn CEUs.

Don’t wait until a fall, a refusal, or a complaint puts you at risk.

Learn how to write notes that protect your patients — and yourself.

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AOTA Approved Provider Statement: The Note Ninjas is an AOTA Approved Provider of professional development. PD activity approval ID #14150 . This Distance Learning-Independent activity is offered at .325 CEUs or 3.25 contact hours, Intermediate, Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.

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  • Expand for AOTA Guidelines

    • Financial and Non-Financial Disclosures Statement

      • Stephanie Mayer, PT, DPT, Nicole Poppert, MS, OTR/L, and Michael Uzar, MJ, PT, DPT, CPHRM are the instructors and creators of this course. They have a financial interest in this professional development activity as they receive proceeds from course sales. No non-financial conflicts of interest have been disclosed. The content is designed to be evidence-based, practical, and free of commercial bias.

      • 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.

    • _______________________________________________________

    • Target Audience:

      • This course is designed for physical therapists (PTs), occupational therapists (OTs), speech language pathologists (SLPs) and assistants (PTAs and OTAs) who are looking to strengthen their clinical defensibility, documentation quality, and risk awareness across all settings.

      • The Educational Level of this course is Intermediate. Participants should have a foundational understanding of rehabilitation and be looking to deepen their skills with advanced strategies and documentation practices.

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    • Learning Outcomes:

    • Explain key principles of risk management within rehabilitation settings.

      • Recognize and implement strategies to mitigate situations that may lead to malpractice claims.

      • Describe licensure and disciplinary processes and identify methods to prevent common violations.

      • Apply best practices for obtaining informed consent and managing information release.

      • Respond effectively to patient complaints, adverse events, and poor outcomes

      • Enrollment includes access to the Write It Right Course, a self-paced CE course that provides instruction on defensible documentation and medical necessity. This course will equip participants with practical tools, templates, and a complete documentation system designed to save time, improve outcomes, and protect professional practice.

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    • AOTA continuing education units (CEUs) and Contact Hours

      • The Write it Right Course has been approved for CEUs for Physical Therapists (PTs), Physical Therapist Assistants (PTAs), Occupational Therapists (OTs), and Occupational Therapy Assistants (OTAs).

      • Participants who successfully complete the course will be eligible to receive .325 CEUs (3.25 contact hours) 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 Write it Right Course is now open. Participants must complete the online registration form and submit payment 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) Write it Right, participants must meet the following requirements:

        • Full Attendance: Participants must watch all modules.

        • Knowledge Assessment: At the conclusion of the course, registrants must complete a comprehensive quiz covering key concepts from the modules.

        • 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 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 #14150 . This Distance Learning-Independent activity is offered at .325 CEUs or 3.25 contact hours, Intermediate, Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.