Which OT practices this fits
The private OT practices served here resemble their speech and ABA neighbours: pediatric sensory and developmental clinics, cash-based hand therapy and specialty practices, and multi-discipline clinics where OT shares a schedule with speech or ABA.
Hospital-based and inpatient OT runs on institutional systems with requirements this product does not cover, and is not the intended audience.
What this occupational therapy software includes
- Included
Recurring visit scheduling
Weekly series across clinicians, rooms and locations, with cancellation reasons feeding attendance reporting per client and per clinician.
- Included
Goal-linked documentation
Evaluations and session notes tied to treatment goals, pre-filled from what was captured during the visit, with the signed-and-locked lifecycle payers expect. Values are not yet carried forward from the previous note.
- Included
Timed charge capture
Minutes on the note drive units under the payer's rule, using the same 8-minute-rule and rule-of-eights calculation as physical therapy, since OT bills the same timed-code structure.
- Included
Family billing and biller exports
Guardian-held balances, card payments, and per-session exports for the practice biller. The superbill document itself is captured as data; rendering it is gated on AMA CPT licensing.
- Not included
Standardized assessment scoring
Not offered. Assessment instruments are licensed products with their own scoring software; results attach to the chart as documents rather than being re-implemented here.
Timed units in OT, and the rule that is not the same rule
OT bills the same timed-code structure as physical therapy, and the counting rule under Medicare Part B outpatient therapy applies to occupational therapy in the same way. That much genuinely transfers. What does not transfer is the assumption that every payer counts the same way.
Two counting methods exist, and they disagree. Medicare totals all timed minutes in the visit and converts that total into units on a single ladder — which means minutes from different services combine, and a service delivered for only a few minutes can still contribute to a billable unit. The other method, used by a number of commercial payers, evaluates each code on its own against its own increment, so short services do not combine and may not be billable at all.
The same visit can therefore yield a different number of units depending on whose card the patient carries. A practice that learned one method and applies it everywhere is either leaving units unbilled or billing units it cannot support, and which of those is happening is usually invisible until an audit.
Untimed services do not enter the calculation. Evaluations and codes billed once per session sit outside the timed total, and mixing them in is a common source of quiet overbilling.
The minutes have to exist somewhere defensible. Whichever method a payer uses, the arithmetic starts from documented treatment time. A note that records what was done without recording how long is not auditable, and rounding up to reach the next unit is the single most recoverable thing in outpatient therapy billing.
MegAligna computes units from the minutes recorded on the note under the payer’s own rule rather than one global setting, so a clinic seeing both Medicare and commercial patients is not silently applying one method to both.
The billing side has its own page: occupational therapy billing software covers unit computation and the superbill handoff, and the 8-minute rule covers the arithmetic that decides how many units a documented session is worth.
Common questions
Does it support co-treatment sessions with speech or PT?
Can sensory clinics track equipment and rooms?
How does pricing work for a part-time OT?
Try it end to end with test data
14 days, no card required. Use made-up patients while you evaluate — real patient information waits until a business associate agreement is in place.