PTA Role and Workflow

Using the PTA Role effectively in MedSoft

PTA Role In MedSoft

MedSoft recently released the Physical Therapy Assistant (PTA) user role. This role is specifically for employees with the PTA designation at your clinic.

If your clinic utilizes PTAs, you are likely already familiar with the distinctions of the PTA from a Physical Therapist, and the billing restrictions in place for PTAs.

MedSoft has specifically designed the PTA role to work within these guidelines. PTA users have basic Employee access (refer to our post about User Access for access details). The PTA role, however, also generates a specific documentation workflow that sends all Daily Notes to a selected Physical Therapist for approval. Once approved by the PT, all Daily Notes will have a co-signature by both the PTA and PT, and will be billed out under the approving PT's NPI.

All PTAs can be set up as their own Calendar Resource within MedSoft. This allows any user to schedule appointments on the PTA's calendar. Additionally, this gives the PTA the ability to view his/her calendar in the Mobile App. In order to enhance reporting in regards to patients the PTA has worked with, the PTA can also be designated in the "Other Practitioner" box on the Patient Center Detail page.

To ensure that your PTA's signature is attached on all documentation he/she submits, please follow the MedSoft New Hire Procedure.