An occupational therapy practice should evaluate a billing company by the work it will own, its familiarity with the practice’s payer and documentation workflows, how it handles exceptions, what it reports, and which tasks stay with the practice. Confirm scope and service fit in writing before sharing access or transferring claims.
PT, OT, and speech-language pathology practices may share billing tools, but a billing workflow should still be checked against the discipline, provider, service, documentation, and payer involved. Do not copy a code, modifier, or payer rule from one discipline to another without confirming that it applies.
Medicare’s therapy evaluation code families distinguish physical therapy from occupational therapy: commonly, 97161–97163 are PT evaluations and 97165–97167 are OT evaluations. Confirm the code, discipline, documentation, and payer-specific billing rules for the service; a code family alone does not establish coverage or payment.