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EMR Features for Physical Therapy, Occupational Therapy & Speech Therapy

An outcomes-focused therapy EMR built by clinicians and billing engineers. Explore the capabilities from call to cash—documentation, scheduling, billing safeguards, and direct-to-payer routing.

PBS EMR feature preview — telephony, AI documentation, eligibility, scheduling, billing

Integrated telephony & intake

Inbound & outbound in the chart

Caller ID resolves to patients; start an intake or open the chart instantly. Record calls with summaries so the story never gets lost.

SMS & reminders

Two-way texting for scheduling and logistics. Automated reminders reduce no-shows and smooth the day’s flow.

Frictionless intake

Capture demographics and payer info while you talk; push clean data into eligibility and scheduling.

Scheduling & visit management

Auto-scheduler

Respect facility hours, provider availability, rooms, and equipment. Find next available in a click.

Limits & guardrails

Visit counts, authorization windows, and plan rules surface before you overbook—no more surprises.

Check-in & collections

Collect copays at the front desk, issue receipts, and keep balances accurate from the start.

Eligibility, benefits & authorizations

Real-time E&B

Store copays, deductible/OOP, visit limits, and policy notes directly in the chart.

Authorization tracking

Know remaining visits and dates at a glance. Stop over-treating before it becomes a denial.

AI-assisted documentation (optional)

Chart-native AI Notes

Drafts SOAP, plans of care, and HEP from session context. You accept, edit, or ignore; sources are cited. Learn more.

Audit-aware language

Optional phrasing helps you stay defensible without slowing care—keep your clinical voice.

Delegation hints

Inclusion cues and stop criteria can be embedded to support safe, reproducible handoffs.

Adaptive flowsheets

Session-first flow

Blocks mirror real PT/OT/SLP sessions—warm-up, targeted work, generalization, wrap-up—so documentation tracks what actually happened.

Outcome-linked

ROM/MMT, TUG, LEFS/NDI/ODI, intelligibility, FOIS, ADLs, and more map to interventions. Learn more.

Assistant-ready

Clear sets, inclusion cues, and stop criteria keep delegation safe and consistent across sites.

Claim scrubbing & routing

Scrub before you submit

Duplicate/mutually exclusive CPTs, time-rule conflicts, missing/exhausted auths, and identifier issues are flagged in-chart. Learn more.

Direct-to-Payer routing

Send claims via the fastest reliable path—direct where eligible, clearinghouse fallback where required. Learn more.

8-Minute Rule helper

Estimate billable units quickly. Open calculator (education only).

ERA auto-posting & payments

Auto-post remits

Map allowed amounts and adjustments to service lines; update patient responsibility. Learn more.

Patient billing

Clear statements with secure links; offer plans where appropriate. Accurate balances after ERA.

Secondary/tertiary handoffs

Queue COB follow-ups automatically after primary posting—keep the money moving.

Workers’ compensation

WC case module

Track adjusters, claim numbers, and requirements; generate templated fax packets in a click.

Authorizations & notes

Keep approvals and documentation synced with visit counts and status.

Interoperability & data quality

USPS address verify

ZIP+4 validation prevents address-related rejections at the source.

NPI import

Pull provider/org NPI data into the chart and claims—no retyping.

Integrated e-fax

Inbound faxes auto-file; outbound packets track delivery and confirmation.

Analytics & insights

Ask the data

Days-to-pay, denial classes, capacity, and trends—get dashboards and natural-language answers.

Operational clarity

Tie outcomes to interventions and throughput so leaders can act with confidence.

From call to cash — fewer handoffs, faster pay

Integrated telephony and intake feed directly into eligibility, visit management, documentation, billing safeguards, and direct-to-payer routing. ERA auto-posting and clear patient billing keep A/R clean.

FAQ

Is PBS EMR built for PT, OT and SLP?

Yes. PBS EMR includes discipline-specific workflows and outcomes-oriented documentation for physical therapy, occupational therapy, and speech-language pathology.

Is AI optional and HIPAA-conscious?

Yes. AI assistance is optional, cites the chart, and lets you accept, edit, or ignore suggestions.

How does direct-to-payer billing work?

Claims are routed via an optimized channel per payer—direct where eligible or through a clearinghouse otherwise—to reduce latency and fees.

Ready to run a leaner, happier clinic?

Teams switching to PBS EMR save 35+ admin hours per week and keep up to 12% more revenue—while spending more face-time with patients.

Statements about time-to-payment and savings reflect internal implementations and may vary by payer and market.