Write Defensible PT and OT Documentation That Protects Your License and Stands Up to Audits

The only CEU-approved course that teaches PTs, PTAs, OTs, and OTAs exactly how to document defensibly, support medical necessity, and reduce audit risk.

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Because “Good Enough” Documentation Isn’t Good Enough

Every note you write carries risk for your patient and for your license.

Incomplete documentation, missing consent, or overlooked red flags can lead to denied claims, failed audits, or even licensure action.

Good intentions are not enough. Your documentation has to hold up under scrutiny.

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Write It Right teaches you how to document defensibly.

You will learn how to think like a risk manager, support medical necessity, and handle complex situations with confidence while maintaining your clinical voice.

The result is documentation that protects your care, your patients, and your professional credibility.

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Protect Your License

→ Learn documentation strategies that stand up to audits, malpractice claims, HIPAA investigations, and licensure review.

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Defend Your Care

→ Show your clinical reasoning clearly so your documentation supports medical necessity and the skilled care you provide.

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Reduce Risk

→ Learn how to document difficult situations like patient falls, refusals, non compliance, and adverse events with confidence.

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Earn CEUs

→ Approved for 3 hours of continuing education for PTs, PTAs, OTs, and OTAs.

Documentation Training Designed for Real Clinical Situations

Write It Right turns defensible documentation into a practical skill you can use every day. You will learn how to document clearly, support medical necessity, and handle complex clinical situations with confidence.

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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 worrying about falls, refusals, or complaints.

But the reality is this:

  • Every patient encounter carries risk.

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

  • Situations like patient falls, refusals, or sudden medical changes require more than a note. They require defensible documentation.

Write It Right gives you a clear system for documenting difficult clinical situations.

  • Break down real clinical scenarios into clear documentation steps

  • Know exactly what to include when patients regress, refuse care, or show red flags

  • Apply informed consent, HIPAA, and termination rules correctly

  • Use quick prompts that turn stressful situations into defensible notess

  • Protect your license, your reputation, and your patients

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Trusted by PTs and OTs who want documentation that stands up to audits.

12 Real Clinical Situations You Will Learn to Document Defensibly

01 - Foundations of Risk Management

Understand the therapist’s duty of care and how risk management protects your license.


02 - Medical Malpractice Basics

Learn how duty, breach, damages, and causation apply to rehab documentation.


03 - Common Malpractice Scenarios

How to document patient injuries, missed red flags, and incomplete consent.


04 - Informed Consent Essentials

What must be disclosed and how to properly document patient consent.


05 - HIPAA & Releasing Information

Protect patient privacy with compliant documentation and communication.


06 - Mandated Reporting

What to document and when to report suspected abuse or neglect.


07 - Terminating a Patient Relationship

How to avoid abandonment claims and properly document discharge decisions.


08 - Sensitive Exams & Chaperones

Best practices for protecting patients and clinicians during high risk exams.


09 - Falls & Adverse Events

How to document before, during, and after a patient fall.


10 - Complaints & Poor Outcomes

Documentation strategies for grievances, complaints, and unexpected outcomes.


11 - Licensure Discipline Risks

How documentation protects you from negligence and fraud allegations.


12 - Documentation Best Practices

Concrete strategies for documenting skilled care, cueing, and non compliance.

Practical training designed to help you document confidently, protect your license, and handle high risk clinical situations.

Created by Documentation Experts and a Healthcare Risk Management Specialist

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Hi, we are Stephanie Mayer, PT, DPT, CRRS, Nicole Poppert, MS, OTR/L, CRRS, and Michael Uzar, MJ, PT, DPT, CPHRM.

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Together we help rehabilitation clinicians write documentation that protects their license and supports defensible care.

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Stephanie and Nicole are the founders of The Note Ninjas, where they have helped thousands of PTs and OTs simplify documentation and strengthen their clinical reasoning.

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For this course we partnered with Michael Uzar, a nationally recognized healthcare risk management consultant and Certified Professional in Healthcare Risk Management (CPHRM).

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Michael works with rehabilitation clinicians and healthcare organizations to reduce liability, prevent malpractice claims, and strengthen compliance practices.

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Everything Included in Your Training

Practical training and tools you can immediately use in your clinical documentation.

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3 Hours of CEU Approved Training

  • Scenario-Driven Training covering falls, refusals, consent, HIPAA, adverse events, and more

  • Learn how to write defensible notes that support skilled care

  • Risk management strategies for high risk clinical situations

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Documentation Defense Toolkit

  • The Defensible Note Builder → A structured framework for writing notes that support medical necessity

  • Cueing & Support Language Toolkit → Defensible language that demonstrates skilled intervention

  • Documentation Decision Tree → Quick prompts that turn complex situations into clear, defensible notes

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Course Access & Support

  • One Year of Access → Complete the training at your own pace and revisit anytime

  • Certificate of Completion → Documentation for licensure renewal and compliance records

  • Expert-Led Training → Learn from experienced therapists and a Certified Healthcare Risk Manager

What Would You Write in These Situations?

These are just a few of the real clinical situations you will know exactly how to document after completing Write It Right.

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Patient Falls During Therapy

Your patient loses balance and falls during treatment.

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

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Patient Refuses Treatment

A patient refuses therapy and insists they do not need it.

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Do you know how to document the refusal so it reflects skilled care and protects you from abandonment claims?

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Missed a Red Flag

Your patient suddenly develops neurological symptoms during a session.

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

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Patient Suddenly Regresses

A patient who was progressing now declines unexpectedly.

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Do you know how to document the change and justify continued skilled therapy?

Our Write It Right Guarantee

If you complete the training and do not feel more confident documenting high risk clinical situations, simply contact us within 14 days and we will refund your purchase.

No hassle. No questions asked.

Enrollment Is Currently Open

This training is only available a few times each year. When enrollment closes, access is no longer available.

If you are ready to reduce documentation stress, protect your license, and earn your CEUs, now is the time to join.

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Self paced • Instant access • 3 CEUs • 14 day guarantee

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Earn Your 3 CEUs in 3 Simple Steps

Step 1: Enroll in the Training


  • Secure your spot in Write It Right. After enrolling, you will receive immediate access and an email with everything you need to get started.

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Step 2: Complete the Training at Your Own Pace


  • Move through the course on your own schedule. Finish in a weekend or spread it out over time. You will have one full year of access to revisit the lessons whenever you need them.

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Step 3: Pass the Quiz & Earn Your CEU Certificate


  • After finishing the training, take the short quiz (80 percent to pass). You will receive your 3 hour CEU certificate within 48 hours, ready for licensure renewal or employer documentation.

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Self paced • Instant access • 3 CEUs • 14 day guarantee

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 |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.

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    • 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

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    • 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

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    • 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.